Propertybase

Propertybase

Real Estate CRM & Marketing Platform

4.2/5 (40 reviews)

Propertybase Overview

Propertybase is the leading global real estate CRM & Marketing platform. Our clientele includes brokers and agents across the residential, commercial and developer segments in more than 60 countries.

The Propertybase platform connects real estate businesses with scalable technology, creating repeatable, streamlined and efficient processes to manage the entire real estate sales cycle. Core product features include: robust lead management, email marketing automation, websites, MLS and portal integrations, intelligent productivity tools, analytics and more.

The company is headquartered in Boulder, Colorado, and occupies additional offices in Munich, Germany and Sydney, Australia. Propertybase belongs to the Boston Logic Technology group of companies, funded by Providence Equity. For more information visit www.propertybase.com.

Pricing

Starting from
US$79,00/month
Pricing options
Free Trial
Open Source
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, China, Europe and 5 others, India, Latin America, Middle-East and Africa, United Kingdom, United States

Supported Languages

Arabic, English, French, German, Italian, Portuguese, Russian

Propertybase Reviews

Overall rating
4.2/5
85% positive reviews
23
Excellent
11
Very good
2
Average
2
Poor
2
Terrible

Great CRM for traditional real estate

Used Daily for 1+ year
Reviewed on 2019/05/04
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Devon M.

User-Friendly Database with AMAZING Customer Support!!

Used Daily for 1-5 months
Reviewed on 2018/08/09
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Andi C.

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

Used Daily for 1+ year
Reviewed on 2018/04/10
Review Source: SoftwareAdvice

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

High Power Real Estate CRM!

Used Daily for 2+ years
Reviewed on 2016/08/16
Review Source

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Derek J.

Just recently migrated over to the new Lightning version of Propertybase

Used Daily for 2+ years
Reviewed on 2018/04/11
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Propertybase Pricing

Starting from
US$79,00/month
Pricing options
Free Trial
Open Source
Subscription
Value for money

Pricing starts at US$ 79/user/month, minimum 4-users.

Our pricing includes the Force(.)com platform license. No additional licenses from Salesforce(.)com are required.

Propertybase Features


  • API
  • Accounting Management
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • Client Portal
  • Contact Database
  • Contact Management
  • Document Storage
  • Electronic Payments
  • Email Notifications
  • Expense Tracking
  • Maintenance Scheduling
  • Reporting & Statistics
  • Search Functionality
  • Self Service Portal
  • Task Management
  • Template Management
  • Third Party Integration

Additional information for Propertybase

Key features of Propertybase

  • Capture Prospects
  • Create Offers & Booking Confirmations
  • Create and manage Sales & Lease Agreements
  • Create and track email campaigns in real time
  • Integrate with MLS and other listing services
  • Manage Accounts & Contacts
  • Manage the availability of your properties
  • Real-time publishing of your listings on your website
  • Track Payments & manage your Cash Forecast

Benefits

Easily manage your entire inventory, from individual units to whole communities.

Capture leads, create offers, reservations, and bullet-proof sale/lease agreements.

Create installment plans, track payments and commissions, allocate inventory, and manage your global broker network with the secure Brokers Portal.

Create and mange email campaigns to turn your prospects into buyers.

Propertybase FAQs

Below are some frequently asked questions for Propertybase.

Q. What type of pricing plans does Propertybase offer?

Propertybase offers the following pricing plans:

Starting from: US$79,00/month

Pricing model: Open Source, Subscription

Free Trial: Available

Pricing starts at US$ 79/user/month, minimum 4-users.

Our pricing includes the Force(.)com platform license. No additional licenses from Salesforce(.)com are required.

Q. What are the main features of Propertybase?

Propertybase offers the following features:

  • Capture Prospects
  • Create Offers & Booking Confirmations
  • Create and manage Sales & Lease Agreements
  • Create and track email campaigns in real time
  • Integrate with MLS and other listing services
  • Manage Accounts & Contacts
  • Manage the availability of your properties
  • Real-time publishing of your listings on your website
  • Track Payments & manage your Cash Forecast

Q. Who are the typical users of Propertybase?

Propertybase has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Small Business

Q. What languages does Propertybase support?

Propertybase supports the following languages:

Arabic, English, French, German, Italian, Portuguese, Russian

Q. What type of pricing plans does Propertybase offer?

Propertybase has the following pricing plans:

Open Source, Subscription

Q. Does Propertybase support mobile devices?

We do not have any information about what devices Propertybase supports

Q. What other apps does Propertybase integrate with?

Propertybase integrates with the following applications:

BombBomb, Brokermint, MegaPath One, Tenfold, dotloop

Q. What level of support does Propertybase offer?

We do not have any information about what support options Propertybase has