# Propertybase Salesforce Edition Software Pricing, Alternatives & More 2026 | Capterra

> 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: https://www.capterra.com/p/122129/Propertybase

---

# 

 Propertybase Salesforce Edition Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.propertybase.com&name=Propertybase Salesforce Edition)

## 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 (18,769)](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 (18,104)

Value For Money

3.4 (40)

Value For Money

4.0 (12,792)

Customer Service

3.6 (45)

Customer Service

4.1 (14,023)

## Propertybase Salesforce Edition alternatives

[4.4 (562)](https://www.capterra.com/p/176447/BoldTrail/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.6 (5,732)](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

93%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (646)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.5 (4,453)](https://www.capterra.com/p/152373/HubSpot-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

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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.

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

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 55 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage various aspects of appointments including booking, rescheduling, canceling

Schedule appointments via a calendar

Track and manage schedules and meetings via an integrated calendar

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage contact details and communication with clients

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Tracking, calculating, and paying commissions and earnings to employees

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Track delivered, received, and opened emails

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)

Automate workflows and trigger campaigns based on customer actions

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Add, view, and edit details of all properties managed by an agency that are available for sale or rent

Notifications that are delivered to users as soon as an event occurs

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Reports specific to sales analysis for trends and strategies

Group leads or contacts based on their specific characteristics

Create, manage and track all task activities and progression

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Manage, record and track all business exchanges in form of money and its related interactions in the system

Built-in website builder or integration with third-party site

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

[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

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

5(19)

4(18)

3(3)

2(4)

1(7)

Mentioned topic

Sorted by most recent

AU

Anonymous User

Broker

Real Estate

### "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

0/10

December 10, 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.

JM

Joseph M.

Owner

Real Estate

### "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

0/10

July 28, 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.

Switched from

[LionDesk](https://www.capterra.com/p/151891/LionDesk/)

Needed a more brokerage friendly CRM

Reasons for choosing Propertybase Salesforce Edition

I originally only wanted to begin using Back Agent and they upsold me to add Propertybase because of the compatibility of the 2 products. I should have stuck with my original plan.

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.

AF

Alisha F.

Sales and Marketing Specialist

Marketing and Advertising

### "My review"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

6/10

April 15, 2022

Pros

Easy to search and navigate to other contacts.

Cons

It was more contact based rather than property based which our company works off of.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

VV

Victoria V.

Realtor

Real Estate

### "Wonderful program But be prepared to spend $10,000 a month on tech support to get the value"

5.0

Overall Rating

5.0

5.0

Ease of Use

1.0

1.0

Features

5.0

5.0

Customer Service

1.0

1.0

Likelihood to Recommend

5/10

August 13, 2021

Awful. Once purchased they have been out of the picture and useless. They have not helped to resolve an issue and have caused more headaches by their lack of follow up and spending more time not doing anything than doing something

Pros

It is amazing in what it can do, and is the best software out there by far.

Cons

The software is so basic with it's onboarding features without our updates I would have found it to be useless and no better than any other software. It is the fact that you can customize it that makes it so powerful. However, you need to find someone to do this and that is not easy to do Est at least $10,000 a month in programing for the first year or 2 I am on year two and still getting it set up

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.

SG

Solomon G.

Managing Broker

Real Estate

### "Biggest Mistake I Made This Year"

3.0

Overall Rating

3.0

3.0

Ease of Use

1.0

1.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

May 4, 2021

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)

Switched from

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-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.

MS

Mark S.

Real Estate Agent- Team Leader

Real Estate

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

2.0

Overall Rating

2.0

2.0

Ease of Use

1.0

1.0

Features

4.0

4.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

April 28, 2021

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.

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.

RB

Ray B.

Realtor

Real Estate

### "Long term commitment. "

1.0

Overall Rating

1.0

1.0

Ease of Use

2.0

2.0

Features

3.0

3.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

December 19, 2020

Negative!

Pros

Great question! I never did get to use it since I read many reviews saying that property base will keep charging you even after you try to cancel the contract.

Cons

Property base will send you a harassing amount of email invoices. I signed a letter of intent to purchase the service after signing I did a bit more research and found that the long term contract was iron clad and many people who used PB had billing issues so I sent an email less than 24 hours later stating I would not move forward with the service. That was almost 3 months ago. Now I receive DAILY automated emails with an invoice for a service I NEVER received access to use. The reps that I spoke to when signing up that were easy to get ahold of are nowhere to be found when I email them to remove the bill.

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.

JP

James P.

Sales Agent

Real Estate

### "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

0/10

October 13, 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.

Alternatives considered

[BoldTrail](https://www.capterra.com/p/176447/BoldTrail/)

Reasons for choosing Propertybase Salesforce Edition

It is advertised as a "build it yourself" website that can be built following their self help manuals and videos. Nothing is farther from the truth.

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.

CJ

Corentin J.

Managing director

Real Estate

### "Stop functioning and 0 customer support"

2.0

Overall Rating

2.0

2.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

August 6, 2020

It was fantastic for the first 5 years cause we did everything ourselves and salesforce platform is fantastic. But once salesforce upgrade to lightning our property base version started to have more and more issues for which we didn't received any support (wrong request creation / standard email issue / impossibility to upload listing on website). Despite numerous request for support we are not able to operate our business anymore due to the fact that many critical feature are not working. And property-base support team isn't taking ay action. I wouldn't recommend property base to anybody due their total absence of customer support. It is very dangerous for any SME to rely on a service provider for one of the most critical part of their business organisation if this service provider customer support team and developement team is absent and ignoring their client issue.

Pros

We choose Propertybase from day one because it seems to be the most ready made software for real estate broker while leaving some room for customisation as our China mainland operation specificities needed us to do some customisation in any CRM solutions we would have chosen.

Cons

The global branding approach while in reality it s more taylormade for US based us ers

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.

RG

Rebecca G.

Broker

Real Estate

### "Great Concepts, Terrible Execution"

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

0/10

July 23, 2020

By far the worst experience I can recall with a technology provider.

Pros

The Propertybase/Salesforce part of the system is amazing. It is a very robust CRM and backend system.

Cons

Unfortunately, the integration of properties and being able to communicate with clients about properties is terrible. Although they have a great sales presentation about how the client communication in regard to property is easy and seamless, it is not. The simplest of tasks of tasks that we need as busy real estate agents, such as sending saved searches on properties on a daily basis to clients and receiving a copy of that email, simply does not work. They are constantly rolling out new tools, while the others do not work and have never worked.

Reasons for choosing Propertybase Salesforce Edition

They are spectacular sales people!

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/)

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)