Who Uses This Software?

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


Average Ratings

25 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 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 is the leading global real estate CRM & Marketing platform, ideal for brokerages and teams of 4+ members. The Propertybase platform connects real estate businesses with scalable technology, creating repeatable and efficient processes to manage the entire real estate sales cycle. Core product features include: lead management, marketing automation, websites, MLS and portal integrations and more!


Propertybase Features

  • Brand Management
  • Cash Flow Analysis
  • Critical Date Alerts
  • CRM
  • Deal Management
  • For Appraisers
  • For Brokers
  • For Investors
  • For Property Managers
  • Portfolio Management
  • Strategic Planning
  • 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!


User-Friendly Database with AMAZING Customer Support!!

Aug 09, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: 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.

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
Likelihood to Recommend: 10.0/10 Not
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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.

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.

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: 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.

Overall: comprehensive inventory management

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.

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
Likelihood to Recommend: 10.0/10 Not
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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.

Incredible Custom Support

Apr 20, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

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.

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

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.

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

Jun 25, 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: 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!

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

Sep 06, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

1 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: 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.

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.

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.

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.

Great overall solution for the Real Estate Industry

Jul 13, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: 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.

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.

great program

Apr 25, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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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.

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.

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.

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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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.

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.

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.

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.