About Propertybase Salesforce Edition

Propertybase is a cloud-based global real estate platform suitable for real estate brokerages, enterprises and teams of all sizes. Core features include a configurable CRM, IDX websites and back office management. The Propertybase CRM allows users to manage leads and contacts via lead routing, drip campaigns and other automated processes. Property listings, photos and other information can be integrated with various multiple listing services (MLS) and stored in the CRM. Propertybase websites can be built for brokerages or agents and include a content management system (CMS). Paperless closings, secure transactions and a brokerage intranet are available with the back office module. Users can view all activity and progress via Propertybase’s detailed reports and dashboards. Propertybase integrates with multiple applications like Dropbox, dotloop, BombBomb and DocuSign. Services are offered on a monthly subscription basis billed annually or quarterly. An online help center offers tools for troubleshooting, and dedicated support teams are available.
Propertybase Salesforce Edition Software - Reporting dashboard
Propertybase Salesforce Edition Software - PB home desktop dashboard
Propertybase Salesforce Edition Software - Dashboard 2
Propertybase Salesforce Edition Software - Transaction management
Propertybase Salesforce Edition Software - Reports
Propertybase Salesforce Edition video
Propertybase Salesforce Edition Software - Reporting dashboard - thumbnail
Propertybase Salesforce Edition Software - PB home desktop dashboard - thumbnail
Propertybase Salesforce Edition Software - Dashboard 2 - thumbnail
Propertybase Salesforce Edition Software - Transaction management - thumbnail
Propertybase Salesforce Edition Software - Reports - thumbnail

Propertybase Salesforce Edition pricing

Starting Price:
Not provided by vendor
Free Version:
N/A
Free trial:
N/A

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Propertybase Salesforce Edition Reviews

Feature rating

Value for Money
3.5
Functionality
4
Ease of Use
3
Customer Support
3.5
5 reviews of 47 View all reviews
William S.
  • Industry: Real Estate
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 11/4/2018

Simple to use, perfectly dialed in for the needs of today's real estate agent

Pros

Database management, ease to export reports on various metrics about our clients, dashboards to track our sales vs. our goals.

Cons

Can be a challenge to get some team members comfortable with it but that's with any cloud based CRM.

Verified Reviewer
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
3
Customer Support
2

5
Reviewed on 4/5/2019

Great CRM for traditional real estate

Pros

We've been working with PropertyBase for about a year or so now, and the platform has absolutely served its purpose for our real estate org and provided tenfold value. The program is rather intuitive to control in the Lightning Experience side of things, and comes out of the box with a lot of great additional features that Salesforce does not (the Matching Tool for matching Inquiries to Listings, for example). The platform is quite customizable, due to it being made on Salesforce's backend platform. Because Salesforce is the leading CRM tool and has been around the block for a bit, you should have no problem finding solutions or best practices to COMMON problems inside of the software itself.

Cons

...However, I gotta say, I'm really quite "meh" about the customer support for PropertyBase. It seems like the response time on inquiries generally is around a day or two (which is quite quick!), but a lot of the support team end up giving generic, link-to-a-help-article responses, and rarely take any additional time to really provide a thorough answer or workaround solution. There is no type of customer support live-chat or number you can call for immediate support - I've found this very unfortunate in times where you're caught in a pinch.

Further, I dislike that certain objects and fields/layouts are "managed" in PropertyBase. This means that, for those specific fields and functions, you have very, very limited control of what you can edit, not even the title (at the very LEAST, we should be able to change the title!). This is far too many fields to count - the workaround is making your own field with the same values, but it causes a headache for regular, non-admin platform users to know which fields to use for reports/list views.

Solomon G.
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
1
Features
2
Ease of Use
1
Customer Support
1

3
Reviewed on 4/5/2021

Biggest Mistake I Made This Year

Pros

It appeared at first that it could meet the needs of our company

Cons

We had such a terrible experience with both this product and this company. We tried for months to make it fit the needs of our company and were told we needed to work with a developer to implement it. I consistently brought up issues where I didn't think it would be a good fit and was constantly told how I either didn't understand what my own company's needs were and that it would work for our company, but that since we don't have the exact same work flow that every other brokerage has (not sure if this is really true), that it would need to be customized for us. Ultimately I think you could say it was buggy at best, and totally worthless in other areas. Eventually I got to the point (6 months in) where I just realized we needed to cut our losses and move on. Then when we tried to cancel, we were told we were terminating our contract early and that wasn't allowed (not to mention that we had spent thousands on a product we never were even able to use and thousands more for a developer to try and make it work for us) [SENSITIVE CONTENT HIDDEN] at the company told us that was our fault and that we needed to pay a large cancellation fee (which he said was very generous as we should have had to just pay for the rest of the year since they don't allow people to cancel). It's not just the money that was wasted, but all the time I spent trying to make it work (they have great, convincing sales people, but ultimately it was my fault for not trusting my gut and just saying no earlier in the process)

Devon M.
  • Industry: Commercial Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
3
Ease of Use
3
Customer Support
5

4
Reviewed on 9/8/2018

User-Friendly Database with AMAZING Customer Support!!

As an EDO and Commercial/Industrial Real Estate organization, actually finding a CRM database we can operate out of was our main concern. Our PB customer service rep went above and beyond to help us understand the in's and out's of this system! He was on top of his game the entire on-boarding process and walked us through almost every inch of the database to help meet our business needs. He created modules that did not exist in order for us to do the proper analytics and reporting for our organization and manage our customer relationships under one platform. Our account executive was extremely professional and patient throughout the entire process and responded almost immediately to every question we had. He took the time to learn about our business and custom build the system we needed to effectively operate out of. We are excited to be able to finally use a CRM that we can operate and manage on our own and look forward to a long relationship with Propertybase.

Pros

PB is customizable and very practical to use! As a first time user for a operable CRM, we are able to store all of our contacts, companies, and prospect information in one place, as well as streamline our sales workflow. We can now easily identify which deals we are working through our pipeline and determine what stage of the sales process they are in. There are applications you can purchase that will integrate with your system to help manage email marketing campaigns or even upload multiple business cards from your mobile app to save time. On top of that, their customer service support team is hands down the fastest, reliable, and most friendly group to do business with.

Cons

Managing some of the customization and learning to operate on your own is the toughest challenge. The workflow and sales pipeline can be cumbersome when working through a deal, but after some experience and repetition I'm sure it will make sense. We are still learning to create and operate the reports and analytics feature.

Meredith J.
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 20/4/2018

Incredible Custom Support

We are generally very happy with PropertyBase, it has helped our company become more efficient and better at record keeping. The Customer Support Team is the best asset to the program. They are wonderful to work with and always incredibly helpful! This was a good decision for us.

Pros

Customer Support Team
Organization for our company
Program has helped us use our employees more efficiently

Cons

We basically had to completely customize the program for our company which has been time consuming but ultimately we will have a better program because of it.

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