Propertybase Review 2023: Pricing, Features, Pros & Cons
Gina is a licensed real estate salesperson, experienced trainer, and former high school educator of 1,000+ learners. She writes for Fit Small Business with a focus on real estate content.
Melanie Patterson is a subject matter expert at Fit Small Business focusing on real estate. She has over 30 years of combined experience in real estate sales, marketing, property management, and real estate investing. She is a licensed active real estate salesperson in both New Hampshire and Massachusetts and received her Luxury Homes certification through the Residential Real Estate Council (RRC). She is also a certified business advisor.
This article is part of a larger series on How to Become a Real Estate Agent.
Propertybase is an online platform for real estate agents, brokers, and teams that offers a complete suite of tools encompassing client relationship management (CRM), lead generation, marketing, web design, and back-office management. It is best for real estate professionals looking to increase productivity and turn leads into lifelong clients. Propertybase reviews noted that lead routing automation and the all-in-one platform were revolutionary for their business. Read our Propertybase review to see if it fits your real estate business needs.
Pros
- All-in-one platform for real estate website, contact database, lead management, and transaction management
- Multiple listing service (MLS) integration allows agents to manage listings and automate email and drip campaigns
- Built-in marketing design tools for print media, email marketing, and a customizable website
Cons
- Steep learning curve for the Salesforce Edition
- Expensive for those with a small budget or just getting started
- Minimal customization options for the dashboard and pipelines
Who Propertybase is Recommended for:
- Real estate brokerages seeking a comprehensive CRM platform with full-service lead generation features
- Real estate brokerages and office managers looking for built-in back-office administrative tools
- Real estate professionals and large brokerages looking for a commercial real estate CRM
Who Propertybase is Not Recommended for:
- Organizations outside of the real estate industry that need a general-purpose CRM
- Startups and small brokerages with limited budgets that prefer using a free CRM
- Users who want greater customization within some features where it’s lacking
- Propertybase Go: Starting at $399
- Propertybase Salesforce Edition: Starts at $799
Propertybase Reviews: What Users Think
The most recent positive Propertybase reviews show that many brokerages are satisfied with its scalability. The lead generation capabilities and centralized platform for front-end and back-end operations are highly regarded features, allowing brokers, teams, and real estate agents to manage everything in one place instead of using several different apps.
As of this writing, it has earned the following average scores based on Propertybase reviews on these popular review sites:
- G2: 2.7 out of 5 stars based on 33 reviews
- Capterra: 3.8 out of 5 stars based on 51 reviews
- Featured Customers: 4.7 out of 5 stars based on 2,460 reviews
- Salesforce AppExchange: 4.7 out of 5 based on 361 reviews
Some of the negative Propertybase reviews online report that the software has a steep learning curve, especially in the Propertybase Salesforce Edition. Others are unhappy with the quality of its customer service and slow response. Long wait times for support requests and minimal effort to provide clear answers to their queries is also a chief complaint. If you’re looking for a highly rated CRM for its ease of use, consider Freshsales.
Would Our Expert Use Propertybase?
Our favorite feature of Propertybase is the website builder and its integration with hundreds of third-party websites to market listings. With the add-on of real estate agent sites, agents in your office can create custom websites and choose among dozens of themes and designs. Its drag-and-drop feature simplifies getting agent-branded content onto the platform.
We also like the optional services that provide hands-on platform administration and marketing that save time so brokers and agents can focus on clients. However, this service is an additional fee.
We didn’t like the lack of transparent pricing. We suspect it’s because features will vary between users, but it can be a time-waster to sit through a demo and discover it’s off-budget. The Propertybase website is confusing and unclear about which features are core features and which features require additional purchases. If you want a free CRM that grows with your business and is user-friendly, check out Freshsales.
Propertybase Alternatives
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|---|---|---|---|
Best For | Real estate brokers and agents looking for a scalable CRM with sales automation and a sophisticated built-in phone dialer | Real estate agencies looking for multi-channel communication capabilities | Real estate professionals who need an easy-to-use CRM with visual sales pipeline tools |
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Starting Price | Free up to 3 users or $15 per user, per month | $21 per user, per month | $14.90 per user, per month |
Propertybase Pricing & Plans
So, how much does Propertybase cost? Propertybase pricing depends on which package you buy and any additional features you want to include. Users report the Propertybase cost to be on the high end. It’s a better fit for brokerages and small offices that want a platform to manage administrative tasks and promote their agents and teams. It’s not a good option for new real estate agents starting with lower budgets.
Plans | Propertybase GO | Propertybase Salesforce Edition |
|---|---|---|
Who Plan Is Best For | Brokerages that want a full platform that provides office administration and promotes their agents | Large brokerages with a technical administrator to implement software customizations or the budget to outsource the setup |
Monthly Price* ($/User/Month) | Starts at $399 | Starts at $799 |
Number of Users | 5 | 10 |
Drip Campaigns & Mass Emails | ✓ | ✓ |
Website-building Capabilities | ✓ | ✓ |
Social Ad Listing Boosts | ✓ | ✓ |
Simplified User Experience | ✓ | ✕ |
Commission Summaries | ✕ | ✓ |
Customized Dashboard & Leaderboards | ✕ | ✓ |
Missed Lead Notifications | ✕ | ✓ |
Language & Currency Customization | ✕ | ✓ |
*Contact Propertybase for up-to-date prices, discounts, and terms
For more information about these two plans and add-ons, click on the tabs below:
General Propertybase Features
- Contact management
- Create and manage companies
- Send emails with Quicksand
- Inquiry management
- Listing management
- Reporting
- Dashboards
Propertybase’s add a new listing feature (Source: Propertybase)
Each Propertybase product has features such as custom brokerage websites, drip campaigns, and social ad listing boost. Propertybase Salesforce Edition includes leaderboards showing the names and current scores of agents’ sales, a customized dashboard, missed leads notifications, a mobile app, and commission summaries.
Additional Propertybase Features
Propertybase has a vast amount of features to assist agents, teams, and brokerages in organizing their leads, marketing, and transactions. Expand the tabs below to read through each key feature of Propertybase CRM:
- Easily enter and categorize new contacts
- Manage contacts without creating duplicates
- Set up companies and individual details
Propertybase’s contact management feature allows you to enter and categorize new contacts quickly. It intuitively checks for duplicate entries to keep your CRM database clean. If you have stale leads, you can categorize them under that tab, so you don’t lose them and can follow up in the future.
Propertybase contact drop-down menu (Source: Propertybase)
You can enter two contact types—individual or company—allowing agents to segment their audiences to target specific people with their email campaigns. Its lead automation feature captures leads across online sources and automatically has them appear in your account, saving time scouting for new leads.
- Add companies you do business with
- Associate contacts by company records
- Easily find services and partner companies
Screenshot of creating and managing companies (Source: Propertybase)
With the Propertybase company creation and management feature, you can track and keep records of the companies with which you do business. These services may include property inspectors, appraisers, title companies, and company leads and customers. This feature allows you to quickly find the information you need with just a few clicks, saving you time searching online or sifting through a Rolodex for contact information. It also generates reports so that you can keep track of past business.
- Send personalized emails for up to 20 recipients
- Opt-out consideration
- Automate carbon copy field
- Search and send to all or some companies or households
- Import email templates
Propertybase Quicksend is designed for real estate professionals to send emails and reply to contacts, listings, inquiries, offers, and receive and send emails related to closings. The feature allows you to send emails to up to 20 recipients at the same time, including each recipient’s first name for a personalized touch.
Email opt-out Propertybase Quicksend (Source: Propertybase)
The opt-out consideration informs you of recipients who have previously opted out, so you don’t send what might be considered spam. It provides templates to choose how you want emails to look and feel to recipients. Use the email feature on any device to communicate while on the road.
- Capture all information on property customers are looking for
- Add custom fields to expand search criteria
- Match inquiries with listings
The inquiry management feature provided by Propertybase captures all the information regarding what types of properties your customers are searching for, including details of the property and their price range. You can also create custom fields to expand your customer’s search criteria.
Propertybase matching feature (Source: Propertybase)
It includes a feature that matches inquiries with listings so agents can send the related properties to customers and print listing PDFs for each property. These features provide your buyers with customized service, saving you time looking for the listings they want instead of showing them everything.
- Automatically export listings to your website and real estate portals
- Use customer inquiry data to match buyers with listings
- Differentiate for rent and for sale listings
The Propertybase listing management features save time managing inventory. It gives you the tools to automatically export listings to your personally branded website and the real estate portals you use. It creates property records of listings for rent and sale.
Listing information on mobile and desktop (Source: Propertybase)
These provide different layouts and fields dedicated to property type, so your site visitors can easily find properties for rent or sale. It syncs existing property data with listings you’re inputting, so you don’t have to enter all the property data each time.
- Gain valuable insights about your business
- Visualization to make the report simple to read
- Subscribe to the report to receive regular email updates
- Unlimited report creation
Create custom reports (Source: Propertybase)
Propertybase reports help you keep track and gain valuable insights about your business, like knowing who you need to call and follow up with today and how quickly to respond to new leads. It offers premade reports and also generates custom reports. Private reports hide sensitive information accessible only by you. Public reports allow you to share information seamlessly with others.
- Extends the functionality of your reports
- View and organize multiple reports at the same time
- Clone dashboards to maintain existing reports
Dashboards provide convenience by allowing you to view and organize multiple reports at one time. Create themes for your dashboards to differentiate them from others, and clone dashboards if you need the same reports for a different dashboard with a different theme. Dashboard themes are a way to categorize and easily find what you need. A reporting dashboard can track sales, inventory, users, closed transactions, and lead sources.
Example of a dashboard theme (Source: Propertybase)
Sometimes, you want to keep sensitive information and other reports private. In the dashboard, you can create folders and set permissions for who can access the report. Adding a report is quick and easy. Click a “component” button that takes you to a new screen with a list of available reports. You simply select and click “add” to where you want the report to go. This feature puts the report in the current dashboard.
Ease of Use for Propertybase
Propertybase offers an intuitive and uncluttered interface that makes it easy for intermediate-level users to navigate. Its GO edition comes with out-of-the-box features that users can quickly learn. However, its Salesforce Edition has a steep learning curve because of its high customization capabilities, which require a technical administrator.
Bottom Line
Propertybase is a full-service real estate platform offering CRM software, web design, marketing, lead generation, and back-office tools. Its CRM packages include administrative tools to improve agent productivity and clerical tools to streamline team collaboration. Propertybase reviews showed users liked its lead generation and ability to manage everything in one place. Our experts liked the website builder to create beautiful custom branded websites and add-on packages for marketing and platform administration.
