# Propertybase Salesforce Edition Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Propertybase Salesforce Edition the right Real Estate Agency solution for you? Explore 51 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/122129/Propertybase/reviews --- Propertybase Salesforce Edition 3.8 (51) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Propertybase Salesforce Edition Ease of use 3.3 Customer Service 3.6 ## Pros and Cons in Reviews KS Kristin S BrokerReal Estate, 2 - 10 employeesUsed the software for: More than 2 years. “I like the back office transaction management.“ December 10, 2022 KS Kristin S BrokerReal Estate, 2 - 10 employeesUsed the software for: More than 2 years. “I have to cancel the debit card entirely to stop them from pulling out the sum of their choice rather than the contract price.“ December 10, 2022 CJ Corentin J Managing directorReal Estate, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ August 6, 2020 JM Joseph M OwnerReal Estate, 11 - 50 employeesUsed the software for: 6-12 months. “On top of that they won't acknowledge a cancellation request no matter who you send it to!“ July 28, 2022 AF Alisha F Sales and Marketing SpecialistMarketing and Advertising, 2 - 10 employeesUsed the software for: 6-12 months. “Easy to search and navigate to other contacts.“ April 15, 2022 KS Kristin S BrokerReal Estate, 2 - 10 employeesUsed the software for: More than 2 years. “The main problem with the company is that they literally steal money.“ December 10, 2022 VV Victoria V RealtorReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “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. “ August 13, 2021 ## Showing most helpful reviews Showing 1-25 of 51 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Matt F. Co-founder Real Estate Used the software for: 6-12 months ### "It can do it all, but you have to learn how to make it do it all" April 11, 2018 4.0 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 VR Verified Reviewer IT Real Estate Used the software for: 1-2 years ### "Great CRM for traditional real estate" May 4, 2019 5.0 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 JM Joseph M. Owner Real Estate Used the software for: 6-12 months ### "Terrible Product and Serice" July 28, 2022 1.0 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. Reason 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. Switched from [LionDesk](https://www.capterra.com/p/151891/LionDesk/) Needed a more brokerage friendly CRM Review Source William S. Affiliate Broker Real Estate Used the software for: 1-2 years ### "Simple to use, perfectly dialed in for the needs of today's real estate agent" April 11, 2018 5.0 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 Whitney H. Marketing Manager Real Estate Used the software for: 6-12 months ### "The website is easy to navigate and has a logical layout." January 8, 2018 4.0 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 JP James P. Sales Agent Real Estate Used the software for: 6-12 months ### "Beware" October 13, 2020 1.0 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/) Reason 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 VR Verified Reviewer Broker Real Estate Used the software for: 2+ years ### "Beware" December 10, 2022 1.0 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 John H. Real Estate agent Pence Hathorn Silver Real Estate Used the software for: 6-12 months ### "Horrible Experience With Propertybase. " October 25, 2017 1.0 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 VR Verified Reviewer Administrative/Licensed Realtor Assistant Real Estate Used the software for: Less than 6 months ### "I've had fairly good luck using this program - it's nice to have everything we use in one place" December 19, 2017 4.0 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 Cory K. Realtor Real Estate Used the software for: Less than 6 months ### "The propertybase team " April 16, 2018 5.0 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 JB Jordon B. Broker Real Estate Used the software for: Less than 6 months ### "Lack of Customer Support" July 6, 2017 2.0 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. Review Source AH Alexandra H. Administrator Used the software for: 1-2 years ### "Very helpful in finding software" January 2, 2018 4.0 Pros I was able to view many software options within one search platform which made it easy to find what I needed. Cons Would have liked more help from customer support on software. Only were able to show me how to search but not offer advice on different softwares which would have made my search much shorter. Review Source RS Rick S. Real Estate Used the software for: ### "Awesome software and really great support" June 16, 2014 4.5 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. Review Source KC Karen C. Realtor Used the software for: 6-12 months ### "Over all it's been fine so far. I don't use it too often b/c I have another CRM. " January 4, 2018 2.0 Pros The drip campaigns. I haven't done any yet but I have the people loaded in and ready to go. Now I need to pick a few I'd like to send and have marketing make changes. Cons It should include a way to find clients near where I am at any given time. If I have a few extra minutes, I can do a "pop by" to a former or current client or other special person in my data base. Review Source RB Rachel B. Broker Used the software for: 6-12 months ### "One year of using this platform" December 20, 2017 4.0 Pros The system is very easy to use, user friendly and set up well by Carpenter. I like the drip campaigns. Cons I do not like the lack of customization, sorting commands and tagging of leads to sort by. I feel the lead page could have more to offer. Review Source RS Ray S. Real Estate Used the software for: ### "Love the mobile app" June 24, 2014 4.5 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. Review Source DC Davin C. Operations Accountant Real Estate Used the software for: Less than 6 months ### "Great!" August 27, 2019 4.0 Great integration with Sales Force. Highly recommend. Pros This software is loaded with lots of features and there are plenty of ways to customize the dashboard layout. Cons I found the way to navigate through the software a bit confusing. It's not the most intuitive interface to use on the back end. Found myself often having many tabs open at once. Review Source SG Solomon G. Managing Broker Real Estate Used the software for: 6-12 months ### "Biggest Mistake I Made This Year" May 4, 2021 3.0 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) Review Source MS Mark S. Real Estate Agent- Team Leader Real Estate Used the software for: 1-2 years ### "If you're interested in paying thousands of dollars to frustrate yourself..." April 28, 2021 2.0 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 CJ Corentin J. Managing director Real Estate Used the software for: 2+ years ### "Stop functioning and 0 customer support" August 6, 2020 2.0 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 DM Devon M. Economic Development Administrative Assistant Commercial Real Estate Used the software for: Less than 6 months ### "User-Friendly Database with AMAZING Customer Support!!" August 9, 2018 4.0 As an EDO and Commercial/Industrial Real Estate organization, actually finding a CRM database we can operate out of was our main concern. Our PB customer service rep went above and beyond to help us understand the in's and out's of this system! He was on top of his game the entire on-boarding process and walked us through almost every inch of the database to help meet our business needs. He created modules that did not exist in order for us to do the proper analytics and reporting for our organization and manage our customer relationships under one platform. Our account executive was extremely professional and patient throughout the entire process and responded almost immediately to every question we had. He took the time to learn about our business and custom build the system we needed to effectively operate out of. We are excited to be able to finally use a CRM that we can operate and manage on our own and look forward to a long relationship with Propertybase. Pros PB is customizable and very practical to use! As a first time user for a operable CRM, we are able to store all of our contacts, companies, and prospect information in one place, as well as streamline our sales workflow. We can now easily identify which deals we are working through our pipeline and determine what stage of the sales process they are in. There are applications you can purchase that will integrate with your system to help manage email marketing campaigns or even upload multiple business cards from your mobile app to save time. On top of that, their customer service support team is hands down the fastest, reliable, and most friendly group to do business with. Cons Managing some of the customization and learning to operate on your own is the toughest challenge. The workflow and sales pipeline can be cumbersome when working through a deal, but after some experience and repetition I'm sure it will make sense. We are still learning to create and operate the reports and analytics feature. Review Source RG Rebecca G. Broker Real Estate Used the software for: 2+ years ### "Great Concepts, Terrible Execution" July 23, 2020 1.0 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. Reason for choosing Propertybase Salesforce Edition They are spectacular sales people! Review Source AC Andi C. Operations Manager Real Estate Used the software for: 1-2 years ### "Propertybase is a fabulous company, with amazing staff and great tech for Real Estate" April 10, 2018 5.0 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. Review Source VV Victoria V. Realtor Real Estate Used the software for: 1-2 years ### "Wonderful program But be prepared to spend $10,000 a month on tech support to get the value" August 13, 2021 5.0 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 VR Verified Reviewer Used the software for: 2+ years ### "High Power Real Estate CRM!" August 16, 2016 5.0 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. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.