Propertybase Salesforce Edition

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

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.

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.

...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.

I like the back office transaction management.

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.

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

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