# Page 2 | Propertybase Salesforce Edition Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Propertybase Salesforce Edition ## Showing most helpful reviews Showing 26-50 of 51 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SH Scott H. Realtor Used the software for: 1-2 years ### "We have been working with you for almost 2 years and I have no idea why " January 11, 2018 1.0 This web site has cost me a lot of money. I am spending a lot in google ad words and you keep marking my leads as invalid email address and you wont do any thing to fix it. We had no resolve to any of the problems we have submitted. You are more than welcome to call or email me for more input. Cons I have approximately 7,000 leads and your company has market 2,000 of them as invalid email addresses in addition you have stopped another 2,000 daily search email from going out. We keep asking you to fix this and nothing has been done. I sell homes in a resort community and there is no search for golf course, pool, or water virew homes but I can search for basement homes. FYI we are not in Boston we are in Florida there are no basement homes. Review Source DJ Derek J. Listings Manager Used the software for: 2+ years ### "Just recently migrated over to the new Lightning version of Propertybase" April 11, 2018 5.0 comprehensive inventory management 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. Review Source JW Jason W. Broker/ Owner Real Estate Used the software for: 2+ years ### "Big League Real Estate Business Solution" April 5, 2018 5.0 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. Review Source AM Allison M. Director of Operations Real Estate Used the software for: 6-12 months ### "Anything is possible with Customer Support!!" April 18, 2018 5.0 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. Review Source RR Rebecca R. Sales Administrator Real Estate Used the software for: 2+ years ### "Propertybase Review" November 30, 2018 5.0 soso, but since rep helped it'll be soooooooooo much better and easier! Pros Rep showed me how to use it properly instead of just sending a link to instructions that I don't understand. Cons That I can't change the default values in the reports Review Source Walker M. Sales Director Information Technology and Services Used the software for: 2+ years ### "null" August 16, 2016 5.0 Review Source MJ Meredith J. COO Real Estate Used the software for: 6-12 months ### "Incredible Custom Support" April 20, 2018 4.0 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. Review Source RW Ramy W. Manager Real Estate Used the software for: 6-12 months ### "Propertybase is one of the best CRMs that i have worked on - mainly covers all the needed aspects and beyond. " September 6, 2018 4.0 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. Review Source SH Sebastian H. Team Assistant and Sales Real Estate Used the software for: Less than 6 months ### "WICKED!" April 18, 2018 5.0 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 I´m fine with this...... makes me learn new stuff which is cool! :) Review Source VR Verified Reviewer REAL ESTATE PROFESSIONAL Real Estate Used the software for: 1-2 years ### "Great" December 22, 2017 3.0 Think this is my web site but not sure Pros Display, easier and nicer site than our previous website was, doesn't capture many clients for some reason' Cons Sometimes hard to navigate, don't feel clients know how to use, I don't have lead capture as much as I would like, need assistance to make it better Review Source MB Maya B. Sales & Marketing Manager Used the software for: Less than 6 months ### "Saved thousands of hours and dollars by working with Propertybase!!!" June 25, 2018 5.0 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! Review Source DW Don W. Realtor Broker Manager Used the software for: 6-12 months ### "Very Easy to use and saves time." December 29, 2017 5.0 Pros Takes just seconds to find what you want in an easy to use simple format. Simplifies my business and allows me to spend more time selling. Cons The steps needed to add leads and set them up on drip campaigns was a little complicated at first but once they have been added it works well. Review Source RB Ray B. Realtor Real Estate Used the software for: Less than 6 months ### "Long term commitment. " December 19, 2020 1.0 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 JH Jeff H. Managing Partner Real Estate Used the software for: Less than 6 months ### "Great overall solution for the Real Estate Industry" July 13, 2018 4.0 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. Review Source AF Alisha F. Sales and Marketing Specialist Marketing and Advertising Used the software for: 6-12 months ### "My review" April 15, 2022 4.0 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 JF Jessica F. Realtor Used the software for: Less than 6 months ### "Keep all your contacts in one place" January 9, 2018 5.0 All contacts in one place Pros You can keep all your contacts in the same place. There are many campaigns to set your clients up on. It has a ton of features. Cons It has been difficult for me to navigate thru this software. They have tons of tutorials available but I do not have the time to sit and watch an hour video of how to set my client up for an auto email. I like to play around and learn a software and this one has not been as easy for me to figure out. Review Source JW Jason W. Owner Real Estate Used the software for: 2+ years ### "Residential Real Estate Sales Team" March 6, 2015 4.5 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. Review Source EK Eve K. Realtor and Office Admin Real Estate Used the software for: Less than 6 months ### "great program" April 25, 2018 4.0 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. Review Source MM Michelle M. Broker Used the software for: 6-12 months ### "Simple way to access many different websites and information that I regularly use for work" December 19, 2017 5.0 Pros variety of information that is available to find, I can shrink or expand headers to make it easier to find what I'm looking for, the requirement that I approve any information before it's added to my site Cons limited forms available on the printable flyers and its layout, when I enter a new lead it automatically schedules a task for that person whether I want one or not Review Source SM Susan M. Project Administrator Real Estate Used the software for: Less than 6 months ### "PropertyBase Review" November 13, 2018 5.0 Pros This software is very user friendly and simple to manipulate every detail. The mobile app is great because it has everything I need being a Licensed Real Estate Agent! Cons There have been a few glitches when entering in numbers daily so the information is not 100% accurate. Also the graphs do not always come through clear/look strange. Review Source MD Matt D. Realtor Used the software for: Less than 6 months ### "Team is great go-to for support on Propertybase. They know the software very well. " April 10, 2018 5.0 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. Review Source JB Jessica B. Sales Associate Real Estate Used the software for: 6-12 months ### "Very happy using Propertybase!" March 24, 2015 4.5 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. Review Source WF Wilfred F. Sales Associate Real Estate Used the software for: 6-12 months ### "Absolutely state of the art Software" March 25, 2015 4.5 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. Review Source PJ Peggy J. Realtor Real Estate Used the software for: Less than 6 months ### "Cumbersome at times" December 19, 2017 3.0 Pros Has tons of great tools and features. Great follow up capability to interact and monitor customers and clients. Cons Difficult to learn. Some tools require multiple steps to accomplish (in different areas). On line webinars are not convenient times quite often. Wish they were in video form to look at later. Review Source SG Steve G. Agent Partner Used the software for: Less than 6 months ### "Great product at a great price" December 23, 2017 5.0 Pros Support was very helpful with the initial setup and response time was really fast. Easy to use platform. Cons Mostly being used as an online presence and next step will be adding in contacts. 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.