Propertybase Salesforce Edition

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Propertybase Salesforce Edition

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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...

Propertybase Salesforce Edition Pricing

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Propertybase Salesforce Edition User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

3

Value for money

3.5

Customer support

3.5

Functionality

4

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Showing 1 - 5 of 47 reviews

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William

Keller Williams Realty, Inc.

Verified reviewer

Industry: Real Estate

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed 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

Verified reviewer

Company size: 11-50 employees

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

3

Value for money

4

Customer support

2

Functionality

4

Reviewed 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.

Solomon

BlueMatch

Verified reviewer

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

Ease-of-use

1

Value for money

1

Customer support

1

Functionality

2

Reviewed 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)

Devon

TexAmericas Center

Verified reviewer

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

Ease-of-use

3

Value for money

4

Customer support

5

Functionality

3

Reviewed 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.

Meredith

Fay Ranches

Verified reviewer

Company size: 11-50 employees

Industry: Real Estate

Time used: Less than 12 months

Review Source

This review was submitted organically. No incentive was offered

Ease-of-use

4

Value for money

4

Customer support

5

Functionality

4

Reviewed 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.

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Matt

Jackson Fuller Real Estate & SF Modern Condos Project

Verified reviewer

Industry: Real Estate

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

3

Value for money

4

Customer support

5

Functionality

5

Reviewed 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.

Mark

Keller Williams

Verified reviewer

Company size: 11-50 employees

Industry: Real Estate

Time used: Less than 2 years

Review Source

This review was submitted organically. No incentive was offered

Ease-of-use

1

Value for money

2

Customer support

1

Functionality

4

Reviewed April 2021

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

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?

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.

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Whitney

Churchill Properties Manchester MA

Verified reviewer

Company size: 11-50 employees

Industry: Real Estate

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

4

Value for money

3

Customer support

5

Functionality

4

Reviewed 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.

Ramy

The Pearl Gates

Verified reviewer

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 12 months

Review Source

This review was submitted organically. No incentive was offered

Ease-of-use

4

Value for money

4

Customer support

1

Functionality

5

Reviewed 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.

Jeff

Brink Realty Group

Verified reviewer

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 6 months

Review Source

This review was submitted organically. No incentive was offered

Ease-of-use

3

Value for money

3

Customer support

4

Functionality

5

Reviewed 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.