Propertybase FAQs

    • Who is Propertybase best for - their role(s) within what kind of companies.

      Propertybase is the ideal CRM for Residential and Commercial Real Estate Brokerages and Developer teams. Users include Broker Owners, Managers, Administrators and Agents, and we service clients with as little as four users up to thousands.

    • How does Propertybase benefit them?

      Propertybase CRM allows real estate professionals to manage their entire business from lead-to-close, providing a centralized and scalable platform to help clients redefine the real estate process for buying and selling residential and commercial properties.

      Our product includes lead management, contact and database activity, transaction management, workflow automation, website integration and is designed to scale to a brokerages specific business needs, size and processes.

    • How technical do users need to be to use Propertybase's software?

      Propertybase is completely scalable and designed to fit each clients specific business needs, integrations and processes. Up front onboarding services and training are offered and are highly recommended to ensure you get the full value of our platform.

    • What makes Propertybase a leader in this space?

      Founded in 2008, Propertybase is proud to serve 1000+ clients in more than 60 countries globally. Our platform is built and operates on Salesforce.com and is accessible to anyone, anywhere in the world. We also offer clients global, 24/5 customer support, and our lead-to-close CRM platform is completely customizable to grow and evolve with our clients evolving business needs.

    • Who are Propertybase's biggest competitors (3-5 companies)?

      Realvolve, ReThink, Apto, Chime, KVCore, Top Producer, Contactually, Lasso

    • How/why is Propertybase better than those competitors (or most others in their market)? What about Propertybase is unique, stronger, easier, etc.?

      We are the most scalable and global product on the market, meaning we can grow with your business without the need for future integration investments and additional applications. We are also one of only a few Real Estate CRM's built on and powered by Salesforce.

    • What kind of features can customers expect Propertybase to release in the near future? And longer term?

      Marketing Center, Lead Routing, Global Website Integration and much more. We are a SaaS built CRM and provide product and feature updates on a monthly basis to continually add value and benefit for our clients.

    • Which popular or common software does Propertybase integrate with?

      Over 500+ integrations through Salesforce.com. We also have integration partners including Boston Logic, DotLoop, DocuSign, Cirrus Insight, Revaluate, BombBomb, Zillow, Trulia and many more.

    • Software pricing can often be complex. If it's pretty straightforward, list tiers, pricing (per year, seat, etc) and limits for Propertybase. If it's not simple, use broad estimates or ranges for typical setups.

      We offer annual pricing starting at $79.00 per user per month. Pricing and payment options exist depending on size, scale and need on a client by client basis.

    • Does Propertybase offer a trial or free download available?

      Yes. Visit www.propertyubase.com and click "Request A Demo" to access a personal demo and free trial.

    • Does Propertybase offer any kind of training/education for their product?

      We provide upfront demos and trials. We also offer a full suite of onboarding services and training to new and existing clients. We have a global, fully dedicated support team that is 24/5.

    • Describe the implementation process and timeline for Propertybase software.

      Implementation depends on the size, needs and integration requirements on the client. Implementation can take as little as a single day, up to weeks depending on each client's needs.

    • What are the Propertybase support options? List all.

      Adoption Package - Adoption Package is designed as an orientation for our clients who are tech savvy and are ready to dive deep into Propertybase on their own. Ideally, your chosen administrator either has experience in the Salesforce environment, configured a CRM in the past, or is simply ready to take Propertybase into their own hands.

      Quickstart Package - Quickstart is optimized to cover the most necessary topics and functions of Propertybase. As a result, your implementation timelines are shorter, but will allow you to gain the knowledge necessary to leverage Propertybase effectively. We will prepare your administrator with the skills to take your business processes and translate them into your new CRM.

      Premier Package - Premier Onboarding is our first-class implementation package, designed to cover Propertybase features and functions in great detail. Our consultants will tailor your training specifically for your team, and provide guidance as you learn your new CRM. As a result, your administrator will be prepared with the skills to take your business processes and translate them into your new CRM.

      General product support is included with the license price.

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