Managing leads, residents, and operations doesn't have to be a patchwork of tools. If you are building from the ground up or trying to get more from your current setup, we help you harness Aptly's full power. This includes CRM and applications, self-showings, shared inboxes, and complete process workflows.
Who This is For
- New users who need a full or partial build-out: CRM, applications, workflows, shared inbox, and rollout plan.
- Transferring users who are using other industry tools, but want to make the switch to Aptly.
- Existing Aptly clients with underutilized features, gaps in communication, weak automation, or teams struggling to get consistent adoption.
How We Work
Our approach to Aptly is consultative and phased; designed to help property management teams adopt the right tools at the right time, without overwhelming your staff.
- Goal & Needs Assessment: We start by understanding your business priorities. Whether you're solving pain points like slow application turnaround or scaling owner acquisition, we align Aptly to your goals
- Roadmap Creation: We design a clear adoption plan that introduces Aptly in stages, so your team can absorb changes gradually and confidently.
- Build & Implement We configure the right components (CRM, Applications, Shared Inbox, Process Boards, etc.) to meet your immediate priorities.
- Training & Rollout: We test it, pilot it, adjust based on feedback, and then launch it across your business.
- Scale & Optimize: Once the foundation is in place, we expand with advanced automations, integrations, surveys, and reporting to maximize efficiency and service.
Platform-Specific Benefits
Here are some of Aptly's standout features that make it shine in property management:
- Shared Inbox & Omni-Channel Conversations: Combine email, SMS, phone, and web forms into shared inboxes so nothing slips through. Assign conversations, use templates, track message history.
- Lead Capture & CRM Pipelines Capture leads from any source, qualify with chatbots, schedule self-showings, and manage leads through defined pipelines.
- Applications & Screening Custom online applications, screening, and identity verification, tailored per property or portfolio.
- Workflow Automation & Boards (“Aptlet Boards”) Automate applicant follow-ups, move-ins/move-outs, and routine communication, while managing processes visually.
- Templates, Rules & Custom Fields Create standardized responses, routing rules, and custom fields to adapt Aptly to your business model.
- Surveys & Feedback Send CSAT or NPS surveys to residents and owners to track satisfaction and improve service delivery.
- Integrations with PMS and Other Tools Sync property, lease, and unit data; connect Aptly with your existing property management software; or extend functionality with Zapier and APIs.
What We Can Do For You
- Full Aptly account setup and build-out
- CRM pipelines, inboxes, applications, and screening workflows
- Audit and restructure existing Aptly accounts
- Custom automations, templates, and integrations
- Training and rollout support
- Ongoing maintenance and optimization
Why Work With Us
We are not just software builders. We are property management experts. With decades of industry experience, we understand the day-to-day realities of leasing, resident communication, compliance, and owner relations. That means we do more than set up Aptly. We help you define the best practices that will make your business run better.
Our expertise ensures your account is not only technically correct but also operationally effective. We align Aptly's features with proven property management workflows so your team is not simply learning a new tool - They are adopting a smarter way of working.