--- title: "Propertybase Salesforce Edition Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Propertybase Salesforce Edition Software - reviews, pricing plans, popular comparisons to other Real Estate Agency products and more." source_url: "https://www.capterra.com/p/122129/Propertybase/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Propertybase Salesforce Edition Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Propertybase Salesforce Edition ## What is Propertybase Salesforce Edition? Propertybase Salesforce Edition is the leading global real estate CRM software ideal for brokerages and enterprises. Every brokerage is unique. Your CRM should reflect that. Propertybase Salesforce Edition combines various features with the flexibility of Salesforce to mold to your brokerage's needs. With the best reports and dashboards, a built-in Marketing Center, automation, workflows and more, you'll be on your way to scaling brokerage growth. ## What is Propertybase Salesforce Edition used for? [Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 51 user reviews Reviews sentiment Positive 73% Neutral 6% Negative 22% Starting price $0.01 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Propertybase Salesforce Edition?[Manage this product listing](https://www.g2.com/products/propertybase-salesforce-edition/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Propertybase Salesforce Edition 3.8 (51) VS. [4.4 (18,833)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $0.01 Per User Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.3 (51) Ease Of Use 4.0 (565) Value For Money 3.4 (40) Value For Money 4.0 (486) Customer Service 3.6 (45) Customer Service 4.1 (514) ## Propertybase Salesforce Edition alternatives Highest Rated [4.6 (6,130)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.2 (1,339)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.5 (830)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## FAQs about Propertybase Salesforce Edition Overview ### Which roles and teams benefit most from Propertybase Salesforce Edition? Propertybase Salesforce Edition is most used by real estate agents, Realtors, brokers, and sales associates who manage leads, listings, client communications, and transactions. Brokerage owners, sales directors, and team leaders use it to oversee pipeline activity and agent performance, while administrative and operations staff support data management, marketing coordination, and office workflows. Answer based on 48 reviews Overview ### What company size and specific industries is Propertybase Salesforce Edition built for? Propertybase Salesforce Edition is designed for real estate brokerages and enterprise organizations in the real estate industry that need a CRM to support business growth. Features and Usability ### What are the key features of Propertybase Salesforce Edition? Propertybase Salesforce Edition includes core real estate CRM features for contact, lead, listing, and transaction management. Differentiating capabilities include client/property matching, configurable workflows, customizable fields and dashboards, pipeline reporting, and email marketing campaigns. Reviewers particularly discuss its Salesforce-based customization, workflow automation, and centralized records for real estate teams. Answer based on 19 reviews Limitations ### Does Propertybase Salesforce Edition have bugs or reliability issues? Propertybase Salesforce Edition receives mixed feedback on reliability, with reported glitches affecting data entry, email delivery, search tools, and website functions. Some real estate teams describe helpful support and stable core CRM use, but others report unresolved tickets, mobile feature gaps, and issues that can disrupt daily lead management. Answer based on 19 reviews Integrations ### Which third-party tools and platforms does Propertybase Salesforce Edition integrate with? Propertybase Salesforce Edition integrates with 5 third-party tools for communication and document workflows: BombBomb, CloudCall, Gmail, Microsoft Outlook, and dotloop. These cataloged integrations cover email, calling, and transaction management connections for teams using Salesforce-based real estate operations. Answer based on 5 reviews Getting Started and Support ### How easy is it to onboard and train a team on Propertybase Salesforce Edition? Propertybase Salesforce Edition offers live online training, webinars, documentation, and video tutorials for team rollout. Reviewers report that agents can get started quickly with guided setup and live training, while admins and teams configuring customized workflows, automations, or data processes need more time. Some users found self-guided video tutorials lengthy and training quality uneven. Answer based on 11 reviews Getting Started and Support ### What customer support options does Propertybase Salesforce Edition offer, and how do users rate the experience? Propertybase Salesforce Edition offers Email/Help Desk, FAQ/Forum, and Knowledge Base support. Many users describe onboarding assistance as knowledgeable, friendly, and prompt, with helpful setup guidance. However, some report generic article-based replies, unresolved critical issues, limited follow-through, and inconsistent responsiveness for complex technical problems. Answer based on 12 reviews Features and Usability ### How easy is Propertybase Salesforce Edition to use? Propertybase Salesforce Edition offers a flexible real estate CRM experience, but it can feel complex for new users. Teams familiar with Salesforce often value its configurable workflows and broad functionality, while less technical agents may need training, admin support, and time to navigate multiple steps, terminology, and mobile limitations. Answer based on 19 reviews Features and Usability ### How customizable is Propertybase Salesforce Edition? Propertybase Salesforce Edition supports deep real estate CRM customization through Salesforce configurations, workflows, dashboards, and integrations. Brokerages and larger teams value tailoring pipelines, fields, reporting, and automation to their business model. However, setup can require Salesforce expertise, ongoing administration, or outside developers, and certain managed fields allow limited edits. Answer based on 14 reviews ## Features AI summary Based on 401 Real Estate Agency reviews Capterra data shows that buyers of Real Estate Agency software rank the following features as their top priorities: - **Electronic Signature** (**68%** of reviewers rated this feature as critical) - **Transaction Management** (**55%**) - **Listing Management** (**54%**) Propertybase Salesforce Edition supports all three of the features reviewers value most: **Electronic Signature**, **Transaction Management**, and **Listing Management**. Together, these capabilities help real estate teams move deals forward faster, keep transactions organized, and manage property listings accurately, allowing teams to handle the full sales process more efficiently. Contact Management 1.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Interaction Tracking 2.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Alerts/Notifications 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Campaign Management 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Contact Database 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Document Storage 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Propertybase Salesforce Edition 56 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agent Management: Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Listing Management: Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Property Management: Add, view, and edit details of all properties managed by an agency that are available for sale or rent - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Reports: Reports specific to sales analysis for trends and strategies - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Website Management: Built-in website builder or integration with third-party site - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.8 (51) 3.8 Based on 51 reviews ## Pricing Value for money 3.4 (40) Free Trial Basic $0.01 Per User, Value for money 3.4 (40) 3.4 Based on 40 reviews ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ dotloop](https://www.capterra.com/p/136372/dotloop/)[ BombBomb](https://www.capterra.com/p/117295/BombBomb/)[ CloudCall](https://www.capterra.com/p/135009/CloudCall/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.6 (45) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.6 (45) 3.6 Based on 45 reviews ## User reviews Overall rating 3.8 Based on 51 reviews Filter by rating Counts reflect reviews available in this feed. 5(19) 4(18) 3(3) 2(4) 1(7) Mentioned topic Recent reviews first, then most helpful RE Reviewer Co-founder Used the software for: Less than 1 year ### "It can do it all, but you have to learn how to make it do it all" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 13, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer IT Used the software for: 1-3 years ### "Great CRM for traditional real estate" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 7/10 May 6, 2019 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: Less than 1 year ### "Terrible Product and Serice" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 July 29, 2022 I've had a terrible experience. The worst part is if you don't cancel 90 days before the end of your contract it automatically renews for a full year. Why not just month to month after that?? Because they know they have a terrible product and have to continue to lock you into a contract. On top of that they won't acknowledge a cancellation request no matter who you send it to! Pros The sales people make it sound real good and show you features that don't even exist once you set your product up. Cons It's like a bait and switch. They show you all of these features that would make it a great CRM. But as soon as you start using it,,, nothing works. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Affiliate Broker Used the software for: 1-3 years ### "Simple to use, perfectly dialed in for the needs of today's real estate agent" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 13, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Whitney H. Marketing Manager Used the software for: Less than 1 year ### "The website is easy to navigate and has a logical layout." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 9, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Sales Agent Used the software for: Less than 1 year ### "Beware" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 October 19, 2020 Support is NONE EXISTENT. I have a ticket to address my email problem (can't send e mails) since Sept 24 and on Oct. 13 nothing is fixed. Also, out of 25+ phone calls to their support team no one has answered the phone or returned my call. Pros Nothing, when the CRM doesn't allow you to contact clients what good is it. Cons The website is only average and of course to make it look more professional they want $1,000 more. After trying to build the website they will only help for an extra $ 2,500. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Broker Used the software for: 3-5 years ### "Beware" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 December 14, 2022 Not great. Pros I like the back office transaction management. Cons The main problem with the company is that they literally steal money. Their contract renews for a year, so if you don't give notice well before yours ends, then you're automatically renewed for another year. However, they don't care what price the contract says, they will change the price and debit that new amount from your account. They will tell you they sent you an email with notice of a price change so they can do that despite the contract being for an exact price with no room for changes. They don't respect the contract but try to use it to bully people who are getting bad services and products into continuing to pay them. They will then go back and forth with you for a week saying they're looking into it to give you an answer. They were contacted 8 days ago and said two days ago they'd have a resolution by the end of the day yesterday, but they ghosted me since the last email instead. You cannot remove your card information from their current billing website. I have to cancel the debit card entirely to stop them from pulling out the sum of their choice rather than the contract price. Website was glitchy to begin with. Stay away. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Real Estate agent Pence Hathorn Silver Used the software for: Less than 1 year ### "Horrible Experience With Propertybase. " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 October 26, 2017 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Administrative/Licensed Realtor Assistant Used the software for: Less than 1 year ### "I've had fairly good luck using this program - it's nice to have everything we use in one place" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 December 20, 2017 The admin page has almost everything I use daily, all in one spot. Help not to have to keep track of all the different sites. Pros One stop shop for most of the links we use for our business. I don't use any of the lead or marketing pages, just admin. Cons There is so much on our admin page, that it's difficult sometime s to find what I need. I don't use any of the other pages except admin. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Realtor Used the software for: Less than 1 year ### "The propertybase team " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 17, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/122129/Propertybase/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.