Propertybase

Propertybase

4.5 / 5 19 reviews

Who Uses This Software?

Real Estate Professionals in the Residential, Commercial and Developer spaces globally.


Average Ratings

19 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Propertybase
  • www.propertybase.com
  • Founded 2010
  • United States

About Propertybase

Propertybase Your Real Estate CRM and Marketing Solution. Propertybase is the leading Real Estate CRM Software on Salesforce.com and a turnkey solution for Real Estate Pros, Real Estate Brokers, Real Estate Franchises and Developers. Our Real Estate Software is designed to meet the end-to-end needs of Real Estate Pros, from managing your leads to publishing your listings on the web, and everything in between.


Propertybase Features

  • Calendar Management
  • Client / Property Matching
  • Client Database
  • Commission Management
  • Contact Management
  • Contract Management
  • Email Marketing
  • Flyer / Catalog Printing
  • Lead Management
  • Listing Management
  • Property Database
  • Website Management
  • Campaign Management
  • Client / Property Matching
  • Contact Management
  • Customer Segmentation
  • Dashboard
  • Email Marketing
  • Lead Management
  • Property Alerts
  • Referral Tracking

Propertybase Reviews Recently Reviewed!


Anything is possible with Customer Support!!

Apr 18, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: 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.

WICKED!

Apr 18, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: 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 IĀ“m fine with this...... makes me learn new stuff which is cool! :)

Capterra-loader

The propertybase team

Apr 16, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: Help me manage leads and manage transactions.

Capterra-loader

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

Apr 11, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Capterra-loader

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

Apr 11, 2018
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Just recently migrated over to the new Lightning version of Propertybase

Apr 11, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Scott Hollister has 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.

Overall: comprehensive inventory management

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

Apr 10, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: 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.

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

Apr 10, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
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.

Big League Real Estate Business Solution

Apr 04, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Capterra-loader

Horrible Experience With Propertybase.

Oct 25, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

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.

Overall: Nothing but heartache and lost time, money and energy.

Lack of Customer Support

Jul 06, 2017
2/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Comments: 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.

First CRM for our company

Sep 20, 2016
4/5
Overall
3.5 / 5
Ease of Use
4 / 5
Features & Functionality
3.5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Recommendations to other buyers: Speak to those in your specific area of the industry who are already using Propertybase and hear their suggestions.

High Power Real Estate CRM!

Aug 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Absolutely state of the art Software

Mar 24, 2015
5/5
Overall
4.5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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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.

Recommendations to other buyers: Think easier shortcuts. The software allows for access to all the tools you need. But sometimes I wonder if there is a faster way to reach pages I use more frequently.

Very happy using Propertybase!

Mar 24, 2015
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: I love how everything is on one place. I can track my progress, complete assigned tasks, and keep up with my contacts in just a few minutes.

Cons: There have been a few glitches when entering in daily numbers.

Recommendations to other buyers: Be sure and mark something "pending" on the listing section before the listing agents marks it as such on the MLS.

Residential Real Estate Sales Team

Mar 06, 2015
5/5
Overall
2.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the customization and huge app store on the backbone of a highly developed platform.

Cons: The complexity often requires additional help from consultants.

Recommendations to other buyers: Be committed. It is an extremely powerful, best in class CRM platform which you can then bolt on best in class for other needs. However, don't expect out of the box perfect functionality. Map out what you want and then strategically implement.

Love the mobile app

Jun 24, 2014
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: The mobile app is awesome. It's Salesforce with all the Propertybase real estate stuff built right in.

Cons: The desktop app is not very cutting edge; it works, but it is what it is.

Recommendations to other buyers: Get the mobile app and use it everywhere. I use mine on my iPad and tether to my phone when I am places where there isn't WiFi.

Awesome software and really great support

Jun 16, 2014
5/5
Overall
4.5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The team at Propertybase is fantastic at helping you get set up from the very beginning. I worked with my account executive, who also was the one who went through the sales process. He handled training around 40 of our agents via GoToMeeting and answered all the questions we had. We use Propertybase to run our national level real estate company. We distribute leads all over the country based on potential sellers inbound leads.

Cons: It could be more "cool-looking." Salesforce in general is ugly, but Propertybase did their best to make it a more simplified enviroment and took away a lot of the clutter.

Recommendations to other buyers: This is team software, and it takes some setting up. Once you are in, all your contacts, clients, listings, and marketing material are really easy to access and distribute.

Aug 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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