Propertybase Features List

Propertybase

Real Estate CRM & Marketing Platform

4.37/5 (23 reviews)

Propertybase Feature Summary

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

Real Estate & Property Feature Comparison

Most popular features of all Real Estate & Property apps

Accounting Management (21 other apps)
Activity Dashboard (27 other apps)
Activity Tracking (20 other apps)
Automatic Notifications (29 other apps)
Automatic Reminders (17 other apps)
Calendar Management (18 other apps)
Client Portal (20 other apps)
Contact Database (17 other apps)
Customizable Reporting (16 other apps)
Document Storage (25 other apps)
Electronic Payments (18 other apps)
Expense Tracking (20 other apps)
Maintenance Scheduling (17 other apps)
Reporting & Statistics (28 other apps)
Search Functionality (18 other apps)
Self Service Portal (18 other apps)
Task Management (17 other apps)
Template Management (19 other apps)
User Management (17 other apps)
Work Order Management (18 other apps)

Propertybase Feature Reviews

19 reviewers had the following to say about Propertybase's features:

William Shults

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer
Verified Reviewer

High Power Real Estate CRM!

2016-08-16

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
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Derek Jasmin

Just recently migrated over to the new Lightning version of Propertybase

2018-04-11

comprehensive inventory management

Pros

Scott Hollister has 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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Jason Woodward

Big League Real Estate Business Solution

2018-04-05

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.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Allison Miles

Anything is possible with Customer Support!!

2018-04-18

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

Propertybase has a HUGE amount of storage for everything from contact data to photos and documents.

Cons

The mobile version is not as functional.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Other

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Cory Kohut

The propertybase team

2018-04-16

Help me manage leads and manage transactions.

Pros

It really functions not only as a CRM but also a file management tool and does both very well.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Matt Fuller

It can do it all, but you have to learn how to make it do it all

2018-04-11

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jessica Black

Very happy using Propertybase!

2015-03-24

Pros

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.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering Propertybase

Be sure and mark something "pending" on the listing section before the listing agents marks it as such on the MLS.

Source: Software Advice
Helpful?   Yes   No
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Sebastian Hein

WICKED!

2018-04-18

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!

Cons

The HTML knowledge that is needed to customize one feature that we all use, every day.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Vivian Powers

First CRM for our company

2016-09-20

Pros

Looking forward to creating very specific reports.

Cons

Training for our reps was not as good as we would have liked.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

8/10

Recommendations to others considering Propertybase

Speak to those in your specific area of the industry who are already using Propertybase and hear their suggestions.

Source: Software Advice
Helpful?   Yes   No
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Andi Carlstrom

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

2018-04-10

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.

Cons

PB/Salesforce itself is a big system with a ton of functionality that can be overwhelming to get just right for your Org.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Ray Sheero

Love the mobile app

2014-06-24

Pros

The mobile app is awesome.

Cons

The desktop app is not very cutting edge; it works, but it is what it is.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering Propertybase

Get the mobile app and use it everywhere. I use mine on my iPad and tether to my phone when I am places where there isn't WiFi.

Source: Software Advice
Helpful?   Yes   No
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Jordon Boyle

Lack of Customer Support

2017-07-06

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

SF functionality is there.

Cons

We were sold based off of SalesForce functionality, however, there are some functions that you cannot use that would be available in SF.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Software Advice
Helpful?   Yes   No
Read more
Rick Stevenson

Awesome software and really great support

2014-06-16

Pros

I worked with my account executive, who also was the one who went through the sales process.

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering Propertybase

This is team software, and it takes some setting up. Once you are in, all your contacts, clients, listings, and marketing material are really easy to access and distribute.

Source: Software Advice
Helpful?   Yes   No
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Wilfred Fernandez

Absolutely state of the art Software

2015-03-25

Pros

How user friendly it can be.

Cons

Some of the conversion ratios and graphs come through funky.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering Propertybase

Think easier shortcuts. The software allows for access to all the tools you need. But sometimes I wonder if there is a faster way to reach pages I use more frequently.

Source: Software Advice
Helpful?   Yes   No
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Maya Bovshow

Saved thousands of hours and dollars by working with Propertybase!!!

2018-06-25

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.

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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Eve Kagan

great program

2018-04-25

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Software Advice
Helpful?   Yes   No
Read more
Meredith Johnson

Incredible Custom Support

2018-04-20

They are wonderful to work with and always incredibly helpful!

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
John Hathorn

Horrible Experience With Propertybase.

2017-10-25

Nothing but heartache and lost time, money and energy.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Other

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more