Propertybase Salesforce Edition vs Lofty

BoldTrail

BoomTown

Cloud ERP

charles

Orangedox

EverReady

Compare Propertybase Salesforce Edition and Lofty based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Ranked #1 by 250K Agents, BoldTrail is a complete real estate platform built for MODERN BROKERAGES and teams looking to automate and grow their business.

BoldTrail saves 35% on tech costs, enhancing brand recognition, and guarantee agent success.

charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

Orangedox is a cloud-based software that helps Dropbox and Google Drive users store, track, customize, and share documents to streamline sales, marketing, and compliance processes. Content creators can publish Lightroom presets, DNG filters, or graphics and distribute them using a shareable link.

Propertybase is the leading global real estate platform. Propertybase simplifies your business by creating repeatable, streamlined and efficient processes to manage the entire sales cycle. Core product features include luxury IDX websites, CRM, lead generation, and transaction management.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Agent Management

Alerts/Notifications

Appointment Management

Appointment Scheduling

Calendar Management

Campaign Management

Client Management

Client/Property Matching

Commission Management

Contact Database

Contact Management

Customer Database

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Data Synchronization

Document Management

Document Storage

Drag & Drop

Electronic Signature

Email Management

Email Marketing

Email Templates

Email Tracking

Interaction Tracking

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Listing Management

Marketing Automation

Pipeline Management

Property Management

Real-Time Notifications

Referral Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Sales Reports

Segmentation

Task Management

Template Management

Third-Party Integrations

Transaction Management

Website Management

Workflow Management

Propertybase Salesforce Edition

Android

Linux

Web-based

Windows

iPad

iPhone

Managing director

It was fantastic for the first 5 years cause we did everything ourselves and salesforce platform is fantastic.

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.

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.

Real Estate Agent- Team Leader

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.

Operations Manager

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

Administrative/Licensed Realtor Assistant

I've had fairly good luck using this program - it's nice to have everything we use in one place.

Owner

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.

Broker

Unfortunately, the integration of properties and being able to communicate with clients about properties is terrible.

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.

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.

Project Administrator

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.

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

Real Estate agent Pence Hathorn Silver

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.

Managing Broker

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.

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.

Economic Development Administrative Assistant

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.

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.

Propertybase Salesforce Edition screenshot: Propertybase is accessible across multiple devices

Propertybase Salesforce Edition screenshot: Mobile-friendly real estate CRM

Propertybase Salesforce Edition screenshot: Robust dashboards and reporting metrics

Propertybase Salesforce Edition screenshot: iPad Agent dashboards

Propertybase Salesforce Edition screenshot: Desktop start-page dashboard

Large Enterprises

Mid Size Business

Small Business

BoomTown is a cloud-based REAL ESTATE management software which helps residential real estate professionals enhance their online presence and manage all of their offices in one place with a range of features, including lead generation, a predictive CRM system, drip campaigns and bulk text, and more

BizAutomation Cloud ERP Software offers a suite of integrated business management applications for small to medium-sized businesses. It includes order management, supply chain, inventory control, accounting, CRM, manufacturing, and project management on one platform. Utilizing a Data-Mirror architecture for faster performance via direct T-SQL stored procedures, it removes the need for multiple applications and supports integration with various marketplaces and e-commerce platforms.

EverReady automates CRM data capture by syncing Gmail/Outlook emails and meetings, and creating enriched contacts from email signatures. 
Keep your CRM clean and up to date, improve pipeline visibility, detect risks faster, and forecast more accurately—without manual entry.

All-in-one AI-powered CRM and marketing platform helping real estate professionals generate leads, engage clients, and close deals.

Activity/News Feed

AI Copilot

Call Logging

Commenting/Notes

Communication Management

Customizable Branding

Data Visualization

Event Triggered Actions

For Real Estate

For Real Estate Agencies

Goal Setting/Tracking

Leaderboards

Live Chat

Mobile App

Performance Metrics

Process/Workflow Automation

Property Database

Prospecting Tools

Real-Time Data

Sales Pipeline Management

Search/Filter

Social Media Integration

Lofty

Managing broker

Problem is they have many layers when googling their name, which I would have found this name before ever signing up. Complete waste of sunken cost money plus all the organic leads we lost.

Owner/Broker

Did not receive one response from the leads. When I made the decision to cancel they have given me the run around and have charged me 2 extra months despite asking to cancel.

Advanced Director

I love the convenience and ease of an online bank like chime. My deposit was processed quickly and I hope to be able to use it more soon.

I love that it gives the option to round up purchases to help save & no overdraft fees are great too.

The most horrible people on Staff and they charge you for nothing. No products and no website.

Nothing to talk about cause they are horrible absolute horrible they just lie and promise and do not deliver especially their sales dept , managers anyone. That they working there.

Team Leader

I love the ease of use and support is always responsive. Highly recommended all around.

No Customer service and very too expensive. They over charged me and never gave me back the money.

Broker Associate

There are a lot of glitches, errors in the system, problems with email templates, etc. They are all items I would associate with trying to grow quickly.

Customer Service 

I love that there is an option to round up transactions and take 20% from your direct deposit each time placing it into a separate savings account.

Kitchen Manager

Its super secure, I had an app linked that was hacked. Chime was safe and had no attempt.

Unemployed 

I like the fact that it does have a monthly fee for everything. Have no fees taken away from money being deposited make it better for me and my family going through this pandemic.

Real Estate Agent

I really like the website and the tools to engage leads to convert.

Electrician

If you need to do direct deposit they've got this available for you right away as well. Customer support is available, free and easy to use.

I really enjoy Lofty for my client database and follow up system. I'm able to integrate several system into one to make it an all in one system.

Owner/Operator

This makes it difficult to manage my own funds without accessing it.

So far, the only setback I have found with chime is the access of depositing cash... most online banks have little to no options for depositing cash.

Realtor

I had a little trouble setting up the website integration to allow the property alerts, but I was able to work through it on my own.

Propertybase Salesforce Edition vs Lofty Comparison (2026)

Propertybase Salesforce Edition

Lofty

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives