Propertybase software


Propertybase is a cloud-based Customer Relationship Management and marketing solution that caters to Real Estate brokers in businesses of all sizes. Key features include Marketing Automation, Sales Automation, Social CRM and Web Self-Service.

Propertybase helps users manage contacts, documents and communications related to leads which can be organized in custom lists. Propertybase also allows users to set up customized, conditional notifications that are triggered automatically.

Propertybase organizes and stores property photos, flyers, and other documents on the Amazon cloud. Files can also be securely stored on the Salesforce Cloud. All files can be easily shared using the Propertybase Portal and Chatter.

Propertybase integrates with multiple apps and services like Dropbox, DocuSign, Skype, Financial Force, QuickBooks, and MailChimp. Social media activity can be tracked in a single dashboard with Propertybase's integrated social CRM dashboard.

Services are offered on a monthly subscription basis that includes support via email and other online resources.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

25 Reviews of Propertybase

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  • Ramy from The Pearl Gates

    Specialty: Real Estate

    Number of employees: 2-10 employees

    September 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Devon from TexAmericas Center

    Number of employees: 2-10 employees

    August 2018

    User-Friendly Database with AMAZING Customer Support!!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jeff from Brink Realty Group

    Specialty: Real Estate

    Number of employees: 2-10 employees

    July 2018

    Great overall solution for the Real Estate Industry

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Maya from Trust Properties USA

    June 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Eve from Dwell

    Specialty: Real Estate

    Number of employees: 2-10 employees

    April 2018

    great program

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Meredith from Fay Ranches

    Specialty: Real Estate

    Number of employees: 11-50 employees

    April 2018

    Incredible Custom Support

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Allison from Fay Ranches Inc

    Specialty: Real Estate

    Number of employees: 11-50 employees

    April 2018

    Anything is possible with Customer Support!!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Sebastian from Casas Mallorca

    Specialty: Real Estate

    Number of employees: 2-10 employees

    April 2018

    WICKED!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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! :)

    This review was submitted organically. No incentive was offered
    Review Source
  • Cory from Weichert Realtors Nickel Group

    Number of employees: 11-50 employees

    April 2018

    The propertybase team

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • William from Keller Williams Realty, Inc.

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Matt from Jackson Fuller Real Estate & SF Modern Condos Project

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Derek from Besen & Associates

    April 2018

    Just recently migrated over to the new Lightning version of Propertybase

    Ease-of-use
    Functionality
    Quality
    Support

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Andi from Homie

    Specialty: Real Estate

    Number of employees: 51-200 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Matt from BRE

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jason from Northern Edge Real Estate

    Specialty: Real Estate

    Number of employees: 11-50 employees

    April 2018

    Big League Real Estate Business Solution

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • John from Partners Trust Real Estate Brokerage & Acquisitions

    Number of employees: 201-500 employees

    October 2017

    Horrible Experience With Propertybase.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Nothing but heartache and lost time, money and energy.

    Cons

    It is purported to be a real estate specific application / overlay to Salesforce and it very well may be but don't fall for their bs about signing the contract and their import and 'on-boarding' people will do the rest. We should have been more suspicious when Propertybase refused to give us any references to real estate agents that are using the product, instead referring us to videos and screen shares. After months of my team trying to make the program operate properly, we asked that Propertybase suspend the billing and credit us for past months until the software was functional and they refused.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jordon from Goldstreet Partners

    Specialty: Real Estate

    Number of employees: 2-10 employees

    July 2017

    Lack of Customer Support

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    When we called for help we were directed to our salesperson Cameron who became suddenly rude with helping at all. The only thing that was offered was to PAY money for a one-time setup fee. We will not be renewing and so far just threw money out the window.

    Pros

    Being used to working with SalesForce, I expected much more. SF functionality is there. So far not much.

    Cons

    We were sold based off of SalesForce functionality, however, there are some functions that you cannot use that would be available in SF. This was not discussed with us prior to purchase. We were also not aware that there is a 30 day opt out clause that we were not aware of.

  • Vivian from Tricor International

    Specialty: Real Estate

    September 2016

    First CRM for our company

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Seems to have most everything or the ability to create everything we need. Looking forward to creating very specific reports.

    Cons

    Training for our reps was not as good as we would have liked.

  • Verified Reviewer

    August 2016

    High Power Real Estate CRM!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    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.

    Review Source: GetApp
  • Wilfred from Madden Real Estate

    Specialty: Real Estate

    March 2015

    Absolutely state of the art Software

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    How user friendly it can be. You can manipulate every detail to make sure that it is easy to follow.

    Cons

    Some of the conversion ratios and graphs come through funky.

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