Propertybase Features

Propertybase

Real Estate CRM & Marketing Platform

4.21/5 (41 reviews)

Propertybase Feature Summary

  • 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
  • activity tracking
  • contact database

Real Estate & Property Feature Comparison

Most popular features of all Real Estate & Property apps

API (33 other apps)
Accounting Management (39 other apps)
Activity Dashboard (52 other apps)
Activity Tracking (39 other apps)
Automatic Notifications (45 other apps)
Client Portal (35 other apps)
Contact Database (37 other apps)
Contact Management (41 other apps)
Document Management (33 other apps)
Document Storage (42 other apps)
Electronic Payments (39 other apps)
Email Notifications (39 other apps)
Expense Tracking (33 other apps)
Lead Management (32 other apps)
Reminders (34 other apps)
Reporting & Statistics (56 other apps)
Search Functionality (38 other apps)
Self Service Portal (36 other apps)
Task Management (33 other apps)
Template Management (35 other apps)

Competitor Feature Comparison

Propertybase Feature Reviews

25 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
Read more
Derek Jasmin

Just recently migrated over to the new Lightning version of Propertybase

2018-04-11

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.

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
Read more
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
Read more
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

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.

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: Occasionally

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jessica Ford

Keep all your contacts in one place

2018-01-09

All contacts in one place

Pros

You can keep all your contacts in the same place.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Devon McCloskey

User-Friendly Database with AMAZING Customer Support!!

2018-08-09

As an EDO and Commercial/Industrial Real Estate organization, actually finding a CRM database we can operate out of was our main concern.

Pros

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.

Cons

We are still learning to create and operate the reports and analytics feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
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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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
Read more
Michelle McKnight

Simple way to access many different websites and information that I regularly use for work

2017-12-19

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Real Estate company, 501-1000 employees)

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

2017-12-19

Help not to have to keep track of all the different sites.

Pros

I don't use any of the lead or marketing pages, just admin.

Cons

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.

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: Capterra
Helpful?   Yes   No
Read more
Steve Giuffre

Great product at a great price

2017-12-23

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Rebecca Rutland

Propertybase Review

2018-11-30

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

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: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Real Estate company, 201-500 employees)

Great

2017-12-22

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
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
Davin Chahal

Great!

2019-08-27

Great integration with Sales Force. Highly recommend.

Pros

This software is loaded with lots of features and there are plenty of ways to customize the dashboard layout.

Cons

It's not the most intuitive interface to use on the back end.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott Hubbard

We have been working with you for almost 2 years and I have no idea why

2018-01-11

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
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
Read more
Rachel Blacklidge

One year of using this platform

2017-12-20

Pros

The system is very easy to use, user friendly and set up well by Carpenter.

Cons

I feel the lead page could have more to offer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Alexandra Hadlock

Very helpful in finding software

2018-01-02

Pros

I was able to view many software options within one search platform which made it easy to find what I needed.

Cons

Only were able to show me how to search but not offer advice on different softwares which would have made my search much shorter.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Karen Coffey

Over all it's been fine so far. I don't use it too often b/c I have another CRM.

2018-01-04

Pros

The drip campaigns. I haven't done any yet but I have the people loaded in and ready to go. Now I need to pick a few I'd like to send and have marketing make changes.

Cons

It should include a way to find clients near where I am at any given time.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
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
Read more
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
Matt Fuller

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

2018-04-11

Pros

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. It's not the quickest or easiest real estate CRM by far. But for doing it all, in one place, correctly, the first time - propertybase can make that happen.

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
Susan Murman

PropertyBase Review

2018-11-13

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.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more