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Propertybase Salesforce Edition

Propertybase Salesforce Edition

Real Estate CRM & Marketing Platform

About Propertybase Salesforce Edition

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

The Propertybase platform simplifies the business of real estate by creating repeatable, streamlined and efficient processes to manage the entire real estate sales cycle. Core product features include: luxury IDX websites, robust lead management, email marketing automation, MLS and portal integrations, lead generation, back office, transaction management, and more.


Key benefits of Propertybase Salesforce Edition

Build beautiful brokerage and agent MLS/IDX websites that gain attention and capture leads.

Route leads, nurture client, and utilize automation in a smart real estate CRM.

Utilize a robust marketing center for drip campaigns, automated mass emails, customizable templates, and print marketing.

Back Office solution with compliance-driven transaction management and eSignature.


Images

Propertybase Salesforce Edition Software - Propertybase is accessible across multiple devices
Propertybase Salesforce Edition Software - Mobile-friendly real estate CRM
Propertybase Salesforce Edition Software - Robust dashboards and reporting metrics
Propertybase Salesforce Edition Software - iPad Agent dashboards
Propertybase Salesforce Edition Software - Desktop start-page dashboard
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Propertybase Salesforce Edition video
Propertybase Salesforce Edition Software - Propertybase is accessible across multiple devices
Propertybase Salesforce Edition Software - Mobile-friendly real estate CRM
Propertybase Salesforce Edition Software - Robust dashboards and reporting metrics
Propertybase Salesforce Edition Software - iPad Agent dashboards
Propertybase Salesforce Edition Software - Desktop start-page dashboard

Not sure about Propertybase Salesforce Edition? Compare with a popular alternative

Propertybase Salesforce Edition

3,8 (51)
VS.
Highly reviewed

Starting Price

No pricing found
US$20,00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

55
205

Integrations

5
70

Ease of Use

3,3 (51)
4,1 (6 651)

Value for Money

3,4 (51)
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Customer Service

3,6 (51)
4,1 (6 651)
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Reviews

Overall rating

3,8 /5
(51)
Value for Money
3,4/5
Features
3,8/5
Ease of Use
3,3/5
Customer Support
3,6/5

Already have Propertybase Salesforce Edition?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 51
William
William
Overall rating
  • Industry: Real Estate
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Simple to use, perfectly dialed in for the needs of today's real estate agent

Reviewed on 2018/04/11

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.

Verified Reviewer
Overall rating
  • Industry: Real Estate
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great CRM for traditional real estate

Reviewed on 2019/05/04

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.

Solomon
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Biggest Mistake I Made This Year

Reviewed on 2021/05/04

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)

Devon
Overall rating
  • Industry: Commercial Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

User-Friendly Database with AMAZING Customer Support!!

Reviewed on 2018/08/09

As an EDO and Commercial/Industrial Real Estate organization, actually finding a CRM database we...

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.

Verified Reviewer
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

High Power Real Estate CRM!

Reviewed on 2016/08/16

This CRM is easy to use and extremely powerful. Since it is built on the Salesforce platform, you...

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.

Showing 5 reviews of 51 Read all reviews

Propertybase Salesforce Edition FAQs

Below are some frequently asked questions for Propertybase Salesforce Edition.

Propertybase Salesforce Edition offers the following pricing plans:

  • Starting from:
  • Free Trial: Available

Pricing starts with required user range bundles. Our pricing includes the Force(.)com platform license. No additional licenses from Salesforce(.)com are required.

Propertybase Salesforce Edition has the following typical customers:

11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

Propertybase Salesforce Edition supports the following languages:

English

Propertybase Salesforce Edition supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Propertybase Salesforce Edition integrates with the following applications:

BombBomb, CloudCall, Gmail, Microsoft Outlook, dotloop

Propertybase Salesforce Edition offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base

Related categories

See all software categories found for Propertybase Salesforce Edition.