Here at Aptly, we pride ourselves on being a 100% remote work organization. We have team members across the country, nay, the world! 

But I get it, organizations hesitate to hire remote workers assuming they will lose visibility in their work and collaborative efforts that must only be possible if someone is sitting in your office. I say these are issues many organizations face, remote or otherwise:

What we actually do: Video meetings with team members across the world. Some displaced by wildfires and miles away from home, some affected by power outages and working out of gym coffee shops, some with bad video cameras on their computers, some with dogs on their laps, and some with goofy 5 year-old camera hogs. Doesn't matter, we still get it done!

This article is not to peruse you to hire remote workers (but we are happy to help guide you on this) but to make it clear that if Aptly, a 100% remote work company, is thriving in a visible and collaborative environment, traditional in-person offices can too. Here's our secret...

Aptly uses Aptly!

A powerful example of how Aptly uses Aptly to manage sales leads


Aptly used a mighty robust (and mighty expensive) CRM (rhymes with Smellsforce) to manage our sales leads. Sales would make a note every time a call was made, text was sent, or email was followed up on. 

The problem:

Only our Sales reps and the big boss has licensees for the CRM and, subsequently, visibility into our prospective customer's needs, team dynamics, limitations, etc. Insight into our prospects was limited to information that was passed along verbally or in fragmented emails by Sales. 

Not Sale's fault. Technology fragmentation naturally encourages department silos, and all of our departments had their own technology, their own silos, and their own tribal knowledge.


We use a CRM Aptlet called Opportunities to track things like potential deal size, close date, user count, tech stack, etc. in organized fields visible to everyone on the Aptly team.

Product can see accurate and prevailing feature needs and can plan the backlog accordingly in efforts to better appeal to potential customers. 

Customer Success can review the entire life-cycle of the sale and to devise the onboarding strategy based on the new customer's needs, pains, tech-stack, and team dynamic as those are specs are recorded and standardized in the CRM.

Management can get an at-a-glace visual about the pipeline and does not have to "pester" to uncover buried information. 

All of this information follows the organization in a single record as the lead transitions from prospect to customer. No migration. No fragmentation between various products. No additional cost. 

Aptly saved: $6,000/year

And that's just one example

Aptly has also eliminated a product that manages backlog used by our engineering team, and we're working on eliminating and/or limiting other products used for internal and external chat and knowledgebases.

We strongly believe in transparency and openness and gladly share our department tasks with all employees and our own Aptly account with all of our customers.

Here are all of our Aptlet boards and some of our recent Activity Feed:

And here's how we slice and dice data on our Engineering Backlog:

Aptly uses Aptlets to manage Aptly and you can use Aptlets to manage your business too

Point is, we've dramatically transformed our processes and we're reaping the benefits of visibility, collaboration, and productivity by using the heck out of the platform we made inspired by our customers.

Now let us inspire you. Schedule training with Customer Success to discuss Aptlet strategies, workflows, and best practices using the scheduling link below:


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