Propertybase Salesforce Edition Software

Propertybase Salesforce Edition Software

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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 dash...
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Reporting dashboard

Propertybase Salesforce Edition User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

3.5

Value for money

3.5

Customer support

3.5

Functionality

4

Showing 1 - 5 of 49 reviews

User Profile

William

Verified reviewer

Industry: Real Estate

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 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.

Anonymous

Company size: 11-50 employees

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
4

Value for money

out of 5
2

Customer support

out of 5
4

Functionality

out of 5

May 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.

Devon

Company size: 2-10 employees

Industry: Commercial Real Estate

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
3

Functionality

out of 5

August 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.

Solomon

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
1

Ease-of-use

out of 5
1

Value for money

out of 5
1

Customer support

out of 5
2

Functionality

out of 5

May 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)

Victoria

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
1

Ease-of-use

out of 5
5

Value for money

out of 5
1

Customer support

out of 5
5

Functionality

out of 5

August 2021

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

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

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

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