Propertybase Software


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.



39 Reviews of Propertybase

Overall rating

4.19 / 5 stars

Filters:

Showing 1 - 20 of 39 reviews

November 2018

Rebecca from Real Estate

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Propertybase Review

soso, but since rep helped it'll be soooooooooo much better and easier!

Pros

Rep showed me how to use it properly instead of just sending a link to instructions that I don't understand.

Cons

That I can't change the default values in the reports

November 2018

Susan from James River Exteriors

Company Size: 201-500 employees

Review Source


Ease-of-use

5 of 5

Functionality

5 of 5

November 2018

PropertyBase Review

Pros

This software is very user friendly and simple to manipulate every detail. The mobile app is great because it has everything I need being a Licensed Real Estate Agent!

Cons

There have been a few glitches when entering in numbers daily so the information is not 100% accurate. Also the graphs do not always come through clear/look strange.

September 2018

Ramy from The Pearl Gates

Company Size: 2-10 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

1 of 5

Functionality

5 of 5

September 2018

Propertybase is one of the best CRMs that i have worked on - mainly covers all the needed aspects and beyond.

Satisfied with the system

Pros

Built on Salesforce Plat form where it keeps you update to date with integrations and new sales technology

Cons

The after sales support service need to be improved. people who use propertybase with no salesforce background need more attention and support.

August 2018

Devon from TexAmericas Center

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

3 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.

July 2018

Jeff from Brink Realty Group

Company Size: 2-10 employees

Review Source


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

5 of 5

July 2018

Great overall solution for the Real Estate Industry

The support through the Adoption Package to configure and stand up the Propertybase toolset has been great and enabled us to begin realizing value quickly.

Pros

Propertybase provides a tremendous set of tools built on the Salesforce platform that helps to enable multiple processes as needed in a Real Estate Agency. The customization provided by Propertybase to address real estate is already proving to be valuable.

Cons

The cost and complexity are challenging for a small agency but the features and support that Propertybase provides helps to realize good value.

June 2018

Maya from Trust Properties USA

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

Saved thousands of hours and dollars by working with Propertybase!!!

Pros

For real estate brokerages (and any one in the industry) Propertybase has you covered so you don't have to start building your CRM from the ground up. Our account executive, outlined all of our needs from the beginning. We then did a Quickstart program with team - they went above and beyond to create a system that worked for our niche. We appreciate the time they invested to train me as an admin and prepare our team to use the system. We look forward to working with Propertybase for years to come!

Cons

Since it is a highly dynamic software, there is a steeper learning curve. However, once you are trained and comfortable, the possibilities are endless!

April 2018

Eve from Dwell

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

great program

Pros

This program is really going to help our agents get organized, once you know the basics its very user friendly.

Cons

The product is not cheap and it takes a lot of man hours to learn how to use the back end. Also i wish there was someone who would set the whole thing up for you. Its not great that the customization have to be done on your own. Even if your taught how.

April 2018

Meredith from Fay Ranches

Company Size: 11-50 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

April 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.

April 2018

Allison from Fay Ranches Inc

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

Anything is possible with Customer Support!!

The Customer Support team is very prompt, reliable and goes above and beyond to help troubleshoot, design and create functional workflows and systems within the program.

Pros

The Sales team and the Customer Support team help edit, build and manipulate the out of the box features to fit the way YOU do business! The Sales team works to understand how you currently do business and starts the discussion of how much Propertybase can do and take over for YOU. The Customer Support team takes it from there; any flows, reports, calculations, forms, automatic email, etc they will help you refine and build in Propertybase. Propertybase has a HUGE amount of storage for everything from contact data to photos and documents. Having the ability to have everything in one place is the first step in getting streamlined, organized and efficient!

Cons

The mobile version is not as functional. Our brokers have asked for edits and changes that only appear in the non-mobile version.

April 2018

Sebastian from Casas Mallorca

Company Size: 2-10 employees

Review Source


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

WICKED!

I want to send a big thank you to the whole of Property Base Crew and especially our rep! Big up! He helped a lot, always got back as soon as possible which was like the next day and helped me understand and use this fantastic software. Some things like workflows are still out of my understanding but im sure i will find all the help i need in order to use this feature, too!

Pros

All information is in one place. All documents, pictures , you name it! Being able to customize about anything you can dream of!

Cons

The HTML knowledge that is needed to customize one feature that we all use, every day. EXPOSEs!""
There should be an easier way to customize this. But i believe they did it the way they have because for a reason. A reason only they would know. But I´m fine with this...... makes me learn new stuff which is cool! :)

April 2018

Cory from Weichert Realtors Nickel Group

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

The propertybase team

Help me manage leads and manage transactions.

Pros

For real estate teams, this software is really robust. You can really customize the software to fit your business model. You can get really deep and automate a lot of processes. It really functions not only as a CRM but also a file management tool and does both very well. Also, my representative has really gone above and beyond to help my team get up and running.

Cons

The system can be a bit overwhelming at times as there is so much you can do. That is great but working with objects and some of the terminologies can be a challenge for someone unfamiliar with the concepts.

April 2018

William from Keller Williams Realty, Inc.

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 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.

April 2018

Matt from Jackson Fuller Real Estate & SF Modern Condos Project

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

It can do it all, but you have to learn how to make it do it all

Pros

Incredibly flexible and customizable. Talks to our MLS, other major software tools, and has a lot of powerful functionality.

Cons

It requires setup and customization, a fair amount of on-going maintenance, and has a learning curve. It's not the quickest or easiest real estate CRM by far. But for doing it all, in one place, correctly, the first time - propertybase can make that happen.

April 2018

Derek from Besen & Associates

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

4 of 5

April 2018

Just recently migrated over to the new Lightning version of Propertybase

comprehensive inventory management

Pros

They have been quite helpful with acclimating to the new system, and finding every app and feature that was useful for us before the migration from the Classic version.

Cons

Certain search features don't always provide the options users are looking to use. Some less tech-savvy users don't find this system fully intuitive.

April 2018

Andi from Homie

Company Size: 51-200 employees

Review Source


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

April 2018

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

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

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.

April 2018

Matt from BRE

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

Team is great go-to for support on Propertybase. They know the software very well.

Pros

I like the fact it's built on salesforce and it's reliable. I also like that it's very scalable software.

Cons

The workflow takes a while to tweak to the specifics of your business. It also takes a pretty decent amount of salesforce experience to change certain options. This being said, PB has great support and has been very helpful.

April 2018

Jason from Northern Edge Real Estate

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Functionality

5 of 5

April 2018

Big League Real Estate Business Solution

Outstanding system for anyone who wants to take their business to the highest level. You won't outgrow this business solution.

Pros

Workflow Management Tailored to Your Business
Integration with other Real Estate Solutions
Customization

Cons

Agent Adoption
Most agents want something built for them, an easy button, this system is not that. It takes effort to get it right.

January 2018

Scott from ERA Grizzard Real Estate

Review Source: Capterra


Ease-of-use

1 of 5

Value for money

1 of 5

Customer support

1 of 5

Functionality

1 of 5

January 2018

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

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.

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.

January 2018

Jessica from Chinowth and Cohen Realtors

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2018

Keep all your contacts in one place

All contacts in one place

Pros

You can keep all your contacts in the same place. There are many campaigns to set your clients up on. It has a ton of features.

Cons

It has been difficult for me to navigate thru this software. They have tons of tutorials available but I do not have the time to sit and watch an hour video of how to set my client up for an auto email. I like to play around and learn a software and this one has not been as easy for me to figure out.

January 2018

Whitney from Churchill Properties Manchester MA

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2018

The website is easy to navigate and has a logical layout.

Pros

I love the ease of sending drip campaigns and single campaigns. The ability to use hyperlinks is also extremely helpful.

Cons

I do wish editing the pages was easier to access and had more ability to make changes. There are edits I want to make to page layouts, and the order they come up in. I can call Boston Logic help line but I would prefer to be able to make these edits myself.