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Propertybase Salesforce Edition

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Propertybase Salesforce Edition 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Propertybase Salesforce Edition
Propertybase Salesforce Edition
3.8
(51)

Pricing

Pricing available upon request

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 Screenshots

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Propertybase Salesforce Edition Pricing and Plans

Starting price: $0.01
Free Trial
Free Version

Basic

$0.01

per user

No plan information available

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    Propertybase Salesforce Edition Features

    • Popular features found in Real Estate Agency
      Agent Management
      Calendar Management
      Commission Management
      Data Import/Export
      Document Management
      Email Marketing
      Lead Capture
      Lead Management
      Listing Management
      Reporting & Statistics
      Template Management
    • More features of Propertybase Salesforce Edition
      Access Controls/Permissions
      Activity Dashboard
      Activity Tracking
      Alerts/Notifications
      API
      Appointment Management
      Appointment Scheduling
      Campaign Management
      Client Management
      Client/Property Matching
      Contact Database
      Contact Management
      CRM
      Customer Database
      Customizable Fields
      Customizable Reports
      Customizable Templates
      Dashboard
      Data Synchronization
      Document Storage
      Drag & Drop
      Electronic Signature
      Email Management
      Email Templates
      Email Tracking
      Interaction Tracking
      Lead Distribution
      Lead Generation
      Lead Nurturing
      Lead Qualification
      Marketing Automation
      Pipeline Management
      Property Management
      Real-Time Notifications
      Referral Tracking
      Reminders
      Reporting/Analytics
      Sales Reports
      Segmentation
      Task Management
      Third-Party Integrations
      Transaction Management
      Website Management
      Workflow Management

    Propertybase Salesforce Edition Integrations

    BombBomb
    BombBomb
    CloudCall
    CloudCall
    dotloop
    dotloop
    Microsoft Outlook
    Microsoft Outlook
    Gmail
    Gmail

    Propertybase Salesforce Edition User Reviews

    Overall Rating

    3.8

    Ratings Breakdown

    5

    47%

    4

    25%

    3

    6%

    2

    8%

    1

    14%

    Secondary Ratings

    Ease of Use

    3.3

    Value for money

    3.4

    Customer support

    3.6

    Functionality

    3.8

    VR

    Verified
    Reviewer

    Used daily for more than 2 years

    Review source

    Reviewed August 2016

    High Power Real Estate CRM!

    5

    This CRM is easy to use and extremely powerful. Since it is built on the Salesforce platform, you get all the benefits of a robust powerful CRM pre-configured for the Real Estate workflow. The support team is always on-line and extremely helpful. The Mobile app for Propertybase is also very strong.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Highly productive contact/transaction/listing management tools, flexible to each of our many processes, and mobile apps are amazing!
    Cons:
    Team oriented application not designed for the single user who doesn't require much horsepower to drive their business.

    Read More

    DM

    Devon M.

    Commercial Real Estate

    2-10 employees

    Used daily for less than 6 months

    Review source

    Reviewed August 2018

    User-Friendly Database with AMAZING Customer Support!!

    4

    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.

    Ratings Breakdown

    3
    Ease of use
    4
    Value for money
    5
    Customer support
    3
    Functionality
    icon
    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.

    Read More

    SG

    Solomon G.

    Verified reviewer

    Real Estate

    2-10 employees

    Used daily for less than 12 months

    Review source

    Reviewed May 2021

    Biggest Mistake I Made This Year

    3

    Ratings Breakdown

    1
    Ease of use
    1
    Value for money
    1
    Customer support
    2
    Functionality
    icon
    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)

    Read More

    AC

    Andi C.

    Real Estate

    51-200 employees

    Used daily for less than 2 years

    Review source

    Reviewed April 2018

    Propertybase is a fabulous company, with amazing staff and great tech for Real Estate

    5

    With every issue we've brought to support has worked diligently to provide us with information that we need to improve our org.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    PB is set up with page layouts, buttons, tabs and additional Real Estate specific functionality that goes beyond what you'd get with Salesforce out of the box. The PB support team is top notch and incredibly knowledgeable. They respond to inquiries or issues promptly with resources for you to learn more. If that information isn't enough they'll go through the process of elimination with you and are willing to step in to help modify the issue you're experiencing.
    Cons:
    PB/Salesforce itself is a big system with a ton of functionality that can be overwhelming to get just right for your Org. We customized our version of PB from scratch and only relied on our PB rep, SF Trailhead, the online Salesforce forums, and the internet. I honestly can't say that we have any con's with PB because they were always willing to take the time to help us and provide us with all of the necessary resources to customize our version of the product.

    Read More

    VV

    Victoria V.

    Verified reviewer

    Real Estate

    2-10 employees

    Used daily for less than 2 years

    Review source

    Reviewed August 2021

    Wonderful program But be prepared to spend $10,000 a month on tech support to get the value

    5

    Awful. Once purchased they have been out of the picture and useless. They have not helped to resolve an issue and have caused more headaches by their lack of follow up and spending more time not doing anything than doing something

    Ratings Breakdown

    1
    Ease of use
    5
    Value for money
    1
    Customer support
    5
    Functionality
    icon
    Pros:
    It is amazing in what it can do, and is the best software out there by far.
    Cons:
    The software is so basic with it's onboarding features without our updates I would have found it to be useless and no better than any other software. It is the fact that you can customize it that makes it so powerful. However, you need to find someone to do this and that is not easy to do Est at least $10,000 a month in programing for the first year or 2 I am on year two and still getting it set up

    Read More

    MS

    Mark S.

    Verified reviewer

    Real Estate

    11-50 employees

    Used daily for less than 2 years

    Review source

    Reviewed April 2021

    If you're interested in paying thousands of dollars to frustrate yourself...

    2

    Terrible. Don't waste your money or your reputation. I'm anxious for Keller Williams to work out the bugs with Command so that I can set fire to Property Base and migrate my data over to another CRM. Hey, PropertyBase, your product is a Client Relationship Management software package. Why don't you set aside your keyboard for a moment and focus on Client Relationships?

    Ratings Breakdown

    1
    Ease of use
    2
    Value for money
    1
    Customer support
    4
    Functionality
    icon
    Pros:
    After pulling out our hair and paying ridiculous sums of money to have Property Base customize our experience, half of the processes work. Those that work are awesome. Sadly, we didn't find out that a lot of the automated processes weren't working until our clients started calling to complain that they weren't hearing from us.
    Cons:
    Customer service is terrible. After spending weeks manipulating data or preparing for a new process to be implemented, we would suddenly be told, "Oh. We can't do that." We decided to move our bulk mailing processes from MailChimp to PropertyBase. Our "open rate" soared. Why? It turns out that only 1/3 of our database was being mailed to. After a few days somebody on their end figured out that it was because they only mail to 10,000 addresses- unless you pay them another ridiculous bundle of money. Despite kind emails and requests for assistance from management, nobody has ever gotten back to us. Instead, it seems that we're stuck with the high school computer enthusiasts that they've employed as their tech team.

    Read More

    CJ

    Corentin J.

    Verified reviewer

    Real Estate

    2-10 employees

    Used daily for more than 2 years

    Review source

    Reviewed August 2020

    Stop functioning and 0 customer support

    2

    It was fantastic for the first 5 years cause we did everything ourselves and salesforce platform is fantastic. But once salesforce upgrade to lightning our property base version started to have more and more issues for which we didn't received any support (wrong request creation / standard email issue / impossibility to upload listing on website). Despite numerous request for support we are not able to operate our business anymore due to the fact that many critical feature are not working. And property-base support team isn't taking ay action. I wouldn't recommend property base to anybody due their total absence of customer support. It is very dangerous for any SME to rely on a service provider for one of the most critical part of their business organisation if this service provider customer support team and developement team is absent and ignoring their client issue.

    Ratings Breakdown

    1
    Ease of use
    1
    Value for money
    1
    Customer support
    1
    Functionality
    icon
    Pros:
    We choose Propertybase from day one because it seems to be the most ready made software for real estate broker while leaving some room for customisation as our China mainland operation specificities needed us to do some customisation in any CRM solutions we would have chosen.
    Cons:
    The global branding approach while in reality it s more taylormade for US based us ers

    Read More

    RG

    Rebecca G.

    Verified reviewer

    Real Estate

    2-10 employees

    Used daily for more than 2 years

    Review source

    Reviewed July 2020

    Great Concepts, Terrible Execution

    1

    By far the worst experience I can recall with a technology provider.

    Ratings Breakdown

    1
    Ease of use
    1
    Value for money
    1
    Customer support
    1
    Functionality
    icon
    Pros:
    The Propertybase/Salesforce part of the system is amazing. It is a very robust CRM and backend system.
    Cons:
    Unfortunately, the integration of properties and being able to communicate with clients about properties is terrible. Although they have a great sales presentation about how the client communication in regard to property is easy and seamless, it is not. The simplest of tasks of tasks that we need as busy real estate agents, such as sending saved searches on properties on a daily basis to clients and receiving a copy of that email, simply does not work. They are constantly rolling out new tools, while the others do not work and have never worked.

    Reasons for choosing Propertybase Salesforce Edition

    They are spectacular sales people!

    Read More

    SH

    Scott H.

    Used daily for less than 2 years

    Review source

    Reviewed January 2018

    We have been working with you for almost 2 years and I have no idea why

    1

    This web site has cost me a lot of money. I am spending a lot in google ad words and you keep marking my leads as invalid email address and you wont do any thing to fix it. We had no resolve to any of the problems we have submitted. You are more than welcome to call or email me for more input.

    Ratings Breakdown

    1
    Ease of use
    1
    Value for money
    1
    Customer support
    1
    Functionality
    Cons:
    I have approximately 7,000 leads and your company has market 2,000 of them as invalid email addresses in addition you have stopped another 2,000 daily search email from going out. We keep asking you to fix this and nothing has been done. I sell homes in a resort community and there is no search for golf course, pool, or water virew homes but I can search for basement homes. FYI we are not in Boston we are in Florida there are no basement homes.

    Read More

    VR

    Verified
    Reviewer

    Real Estate

    201-500 employees

    Used monthly for less than 2 years

    Review source

    Reviewed December 2017

    Great

    3

    Think this is my web site but not sure

    Ratings Breakdown

    2
    Ease of use
    3
    Value for money
    4
    Customer support
    3
    Functionality
    icon
    Pros:
    Display, easier and nicer site than our previous website was, doesn't capture many clients for some reason'
    Cons:
    Sometimes hard to navigate, don't feel clients know how to use, I don't have lead capture as much as I would like, need assistance to make it better

    Read More

    Showing 1 - 10 of 51 Reviews

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