Propertybase Salesforce Edition

Vorteile

Incredibly flexible and customizable. Talks to our MLS, other major software tools, and has a lot of powerful functionality.

Nachteile

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.

Vorteile

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.

Nachteile

...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.

Vorteile

I like the back office transaction management.

Nachteile

The main problem with the company is that they literally steal money. Their contract renews for a year, so if you don't give notice well before yours ends, then you're automatically renewed for another year. However, they don't care what price the contract says, they will change the price and debit that new amount from your account. They will tell you they sent you an email with notice of a price change so they can do that despite the contract being for an exact price with no room for changes. 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. They will then go back and forth with you for a week saying they're looking into it to give you an answer. They were contacted 8 days ago and said two days ago they'd have a resolution by the end of the day yesterday, but they ghosted me since the last email instead. You cannot remove your card information from their current billing website. I have to cancel the debit card entirely to stop them from pulling out the sum of their choice rather than the contract price. Website was glitchy to begin with. Stay away.

Vorteile

Highly productive contact/transaction/listing management tools, flexible to each of our many processes, and mobile apps are amazing!

Nachteile

Team oriented application not designed for the single user who doesn't require much horsepower to drive their business.

Vorteile

Database management, ease to export reports on various metrics about our clients, dashboards to track our sales vs. our goals.

Nachteile

Can be a challenge to get some team members comfortable with it but that's with any cloud based CRM.

Vorteile

Nothing, when the CRM doesn't allow you to contact clients what good is it.

Nachteile

The website is only average and of course to make it look more professional they want $1,000 more.
After trying to build the website they will only help for an extra $ 2,500.

Vorteile

I love the ease of sending drip campaigns and single campaigns. The ability to use hyperlinks is also extremely helpful.

Nachteile

I do wish editing the pages was easier to access and had more ability to make changes. There are edits I want to make to page layouts, and the order they come up in. I can call Boston Logic help line but I would prefer to be able to make these edits myself.

Nachteile

It is purported to be a real estate specific application / overlay to Salesforce and it very well may be but don't fall for their bs about signing the contract and their import and 'on-boarding' people will do the rest. We should have been more suspicious when Propertybase refused to give us any references to real estate agents that are using the product, instead referring us to videos and screen shares. 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.

Vorteile

One stop shop for most of the links we use for our business. I don't use any of the lead or marketing pages, just admin.

Nachteile

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.

Vorteile

For real estate teams, this software is really robust. You can really customize the software to fit your business model. You can get really deep and automate a lot of processes. It really functions not only as a CRM but also a file management tool and does both very well. Also, my representative has really gone above and beyond to help my team get up and running.

Nachteile

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.

Vorteile

The sales people make it sound real good and show you features that don't even exist once you set your product up.

Nachteile

It's like a bait and switch. They show you all of these features that would make it a great CRM. But as soon as you start using it,,, nothing works.

Vorteile

It appeared at first that it could meet the needs of our company

Nachteile

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)

Vorteile

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. Sadly, we didn't find out that a lot of the automated processes weren't working until our clients started calling to complain that they weren't hearing from us.

Nachteile

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." We decided to move our bulk mailing processes from MailChimp to PropertyBase. Our "open rate" soared. Why? It turns out that only 1/3 of our database was being mailed to. 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. Despite kind emails and requests for assistance from management, nobody has ever gotten back to us. Instead, it seems that we're stuck with the high school computer enthusiasts that they've employed as their tech team.

Vorteile

We choose Propertybase from day one because it seems to be the most ready made software for real estate broker while leaving some room for customisation as our China mainland operation specificities needed us to do some customisation in any CRM solutions we would have chosen.

Nachteile

The global branding approach while in reality it s more taylormade for US based us
ers

Vorteile

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.

Nachteile

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.

Vorteile

The Propertybase/Salesforce part of the system is amazing. It is a very robust CRM and backend system.

Nachteile

Unfortunately, the integration of properties and being able to communicate with clients about properties is terrible. Although they have a great sales presentation about how the client communication in regard to property is easy and seamless, it is not. The simplest of tasks of tasks that we need as busy real estate agents, such as sending saved searches on properties on a daily basis to clients and receiving a copy of that email, simply does not work. They are constantly rolling out new tools, while the others do not work and have never worked.

Vorteile

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.

Nachteile

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.

Vorteile

It is amazing in what it can do, and is the best software out there by far.

Nachteile

The software is so basic with it's onboarding features without our updates I would have found it to be useless and no better than any other software. It is the fact that you can customize it that makes it so powerful. However, you need to find someone to do this and that is not easy to do Est at least $10,000 a month in programing for the first year or 2 I am on year two and still getting it set up

Nachteile

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. We keep asking you to fix this and nothing has been done. I sell homes in a resort community and there is no search for golf course, pool, or water virew homes but I can search for basement homes. FYI we are not in Boston we are in Florida there are no basement homes.

Vorteile

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.

Nachteile

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.

Vorteile

Workflow Management Tailored to Your Business
Integration with other Real Estate Solutions
Customization

Nachteile

Agent Adoption
Most agents want something built for them, an easy button, this system is not that. It takes effort to get it right.

Vorteile

The Sales team and the Customer Support team help edit, build and manipulate the out of the box features to fit the way YOU do business! The Sales team works to understand how you currently do business and starts the discussion of how much Propertybase can do and take over for YOU. 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. Propertybase has a HUGE amount of storage for everything from contact data to photos and documents. Having the ability to have everything in one place is the first step in getting streamlined, organized and efficient!

Nachteile

The mobile version is not as functional. Our brokers have asked for edits and changes that only appear in the non-mobile version.

Vorteile

Rep showed me how to use it properly instead of just sending a link to instructions that I don't understand.

Nachteile

That I can't change the default values in the reports

Vorteile

Customer Support Team
Organization for our company
Program has helped us use our employees more efficiently

Nachteile

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.

Vorteile

Built on Salesforce Plat form where it keeps you update to date with integrations and new sales technology

Nachteile

The after sales support service need to be improved. people who use propertybase with no salesforce background need more attention and support.

Vorteile

All information is in one place. All documents, pictures , you name it! Being able to customize about anything you can dream of!

Nachteile

The HTML knowledge that is needed to customize one feature that we all use, every day. EXPOSEs!""
There should be an easier way to customize this. But i believe they did it the way they have because for a reason. A reason only they would know. But I´m fine with this...... makes me learn new stuff which is cool! :)

Vorteile

Display, easier and nicer site than our previous website was, doesn't capture many clients for some reason'

Nachteile

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

Vorteile

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. We then did a Quickstart program with team - they went above and beyond to create a system that worked for our niche. We appreciate the time they invested to train me as an admin and prepare our team to use the system. We look forward to working with Propertybase for years to come!

Nachteile

Since it is a highly dynamic software, there is a steeper learning curve. However, once you are trained and comfortable, the possibilities are endless!

Vorteile

Takes just seconds to find what you want in an easy to use simple format. Simplifies my business and allows me to spend more time selling.

Nachteile

The steps needed to add leads and set them up on drip campaigns was a little complicated at first but once they have been added it works well.

Vorteile

Great question! I never did get to use it since I read many reviews saying that property base will keep charging you even after you try to cancel the contract.

Nachteile

Property base will send you a harassing amount of email invoices. I signed a letter of intent to purchase the service after signing I did a bit more research and found that the long term contract was iron clad and many people who used PB had billing issues so I sent an email less than 24 hours later stating I would not move forward with the service.

That was almost 3 months ago. Now I receive DAILY automated emails with an invoice for a service I NEVER received access to use. The reps that I spoke to when signing up that were easy to get ahold of are nowhere to be found when I email them to remove the bill.

Vorteile

Being used to working with SalesForce, I expected much more. SF functionality is there. So far not much.

Nachteile

We were sold based off of SalesForce functionality, however, there are some functions that you cannot use that would be available in SF. This was not discussed with us prior to purchase. We were also not aware that there is a 30 day opt out clause that we were not aware of.

Vorteile

Propertybase provides a tremendous set of tools built on the Salesforce platform that helps to enable multiple processes as needed in a Real Estate Agency. The customization provided by Propertybase to address real estate is already proving to be valuable.

Nachteile

The cost and complexity are challenging for a small agency but the features and support that Propertybase provides helps to realize good value.

Vorteile

Easy to search and navigate to other contacts.

Nachteile

It was more contact based rather than property based which our company works off of.

Vorteile

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

Nachteile

Would have liked more help from customer support on software. Only were able to show me how to search but not offer advice on different softwares which would have made my search much shorter.

Vorteile

You can keep all your contacts in the same place. There are many campaigns to set your clients up on. It has a ton of features.

Nachteile

It has been difficult for me to navigate thru this software. 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. I like to play around and learn a software and this one has not been as easy for me to figure out.

Vorteile

I like the customization and huge app store on the backbone of a highly developed platform.

Nachteile

The complexity often requires additional help from consultants.

Vorteile

The team at Propertybase is fantastic at helping you get set up from the very beginning. I worked with my account executive, who also was the one who went through the sales process. He handled training around 40 of our agents via GoToMeeting and answered all the questions we had. We use Propertybase to run our national level real estate company. We distribute leads all over the country based on potential sellers inbound leads.

Nachteile

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.

Vorteile

This program is really going to help our agents get organized, once you know the basics its very user friendly.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

It should include a way to find clients near where I am at any given time. If I have a few extra minutes, I can do a "pop by" to a former or current client or other special person in my data base.

Vorteile

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!

Nachteile

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.

Vorteile

I like the fact it's built on salesforce and it's reliable. I also like that it's very scalable software.

Nachteile

The workflow takes a while to tweak to the specifics of your business. It also takes a pretty decent amount of salesforce experience to change certain options. This being said, PB has great support and has been very helpful.

Vorteile

The system is very easy to use, user friendly and set up well by Carpenter. I like the drip campaigns.

Nachteile

I do not like the lack of customization, sorting commands and tagging of leads to sort by. I feel the lead page could have more to offer.

Vorteile

I love how everything is on one place. I can track my progress, complete assigned tasks, and keep up with my contacts in just a few minutes.

Nachteile

There have been a few glitches when entering in daily numbers.

Vorteile

How user friendly it can be. You can manipulate every detail to make sure that it is easy to follow.

Nachteile

Some of the conversion ratios and graphs come through funky.

Vorteile

The mobile app is awesome. It's Salesforce with all the Propertybase real estate stuff built right in.

Nachteile

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

Vorteile

Has tons of great tools and features. Great follow up capability to interact and monitor customers and clients.

Nachteile

Difficult to learn. Some tools require multiple steps to accomplish (in different areas). On line webinars are not convenient times quite often. Wish they were in video form to look at later.

Vorteile

Support was very helpful with the initial setup and response time was really fast. Easy to use platform.

Nachteile

Mostly being used as an online presence and next step will be adding in contacts.

Vorteile

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

Nachteile

I found the way to navigate through the software a bit confusing. It's not the most intuitive interface to use on the back end. Found myself often having many tabs open at once.