This review was last updated
This CRM Review examines Propertybase.
In-Depth CRM Review
2161 Shattuck Avenue
Berkeley, CA 94704-1341
CRM Category: Field Sales Support – Cloud
Vertical Solution: 53121 – Real Estate Agents and Brokers
Seats: Small/Medium Business
About the Company:
Propertybase is a lean, fast-growing technology company headquartered in Munich, Germany, and offices in Berkeley, CA, and Salt Lake City, UT. Our Propertybase software is the leading cloud-computing CRM platform for real estate companies. It’s built on the groundbreaking Force.com Software-as-a-Service platform from Salesforce.com.
After more than 15 years of experience in management consulting and software development for the real estate industry, we decided to create the tool we had always wished for— a tool to make selling, leasing, and managing property easier: Propertybase was born.
Our Philosophy: Keep it Lean!
We prefer a lean, efficient approach to both SaaS consulting and technology; we try to live by the same rules of efficiency that we build into our software. Our goal is to deliver time-saving solutions to our customers that embody best practices and offer a rapid return on investment.
Salesforce.com Consulting Partner and OEM Reseller
We are a certified consulting partner and an approved OEM reseller of Salesforce.com
Propertybase is certified by Salesforce.com
Propertybase is certified by Salesforce.com and listed on www.appexchange.com. It is a 100% native Force.com application.
About the Product:
Propertybase finds matching properties for your customers! Quickly search and browse your entire inventory to instantly find the right property. The Listing Browser is always up-to-date for fast and accurate results.
With the powerful full text search box at the top of the Propertybase interface, you can quickly search for names, leads, accounts, properties or any other business data. A real fast one-stop-shop for finding what you need in no time.
Intuitive User Interface
Developed with our clients in mind, Propertybase is intended to save you time and enable you to work quickly on one user-friendly interface. For example, to find a recent record, simply start typing in the search box and the system suggests all matching records you have recently viewed.
Several agents’ roles may exist in your company and they may each need access to different parts of your database. Propertybase helps you effectively manage permissions with just a few clicks!
Build Your Own Custom Reports
Want a real-time overview of your whole business? Want specific reports providing the details that are most important to you? With Propertybase you can report on everything. The best thing about it, you can build those reports all by yourself. No need for expensive IT consulting. Just use the simple report wizard to point and click your way to any new report in minutes.
Propertybase already comes pre-filled with many industry specific fields. Still want more? Our powerful field editor lets you add, hide, or rename fields within minutes and with no programming skills! With Propertybase, you can change and add fields, rename labels and much more to tailor make Propertybase into YOUR perfect solution.
Change Forms & Screen Layout
Done adding new fields? Ready to brush up your layout? We at Propertybase know that every business is different. What’s important to you may not be as critical for someone else and vice versa. That’s why you can reposition every field where it belongs! Up on the top, mandatory for everyone? No problem with our drag and drop editor. You have to try it to believe how easy it is!
Thanks to the Import Wizards, it’s easy to import data to Propertybase. This allows you to upload new property data, contacts, leads and much more by yourself!
Workflow & Notifications
Ensure seamless productivity by setting up workflows and approval processes in Propertybase to automate procedures and guarantee best practices. Never miss another opportunity. Get instantly notified when a reservation expires, a payment is past due, or a new lead comes through your website.
Propertybase lets you set rules to distribute incoming leads to your team of sales agents based on any criteria you choose – or manually if that’s what you want. The quick and consequent assignment creates accountability, guarantees prompt reaction, and increases your overall productivity.
With Propertybase’s realty software, you can capture leads and effortlessly have them assigned to specific agents and followed up without ever missing potential business again! The ways in which leads come into the system are endless. From your website with automatic inquiry forms, by email, via your mobile device when you’re on the road… anything goes.
Handle Tasks & Follow Ups
When a new lead comes in, you can’t afford to lose sight of it even for a minute, right? Of course not! With Propertybase you can easily track emails, log phone calls as well as delegate and supervise tasks as well as set follow-up reminders! Propertybase’s realty software streamlines your daily routine and enables you to keep your clients happy.
Enter once and publish everywhere! Propertybase gives you the ability to publish listings through a number of channels from one central place without ever losing the overview! Up-to-date listings showing the latest information, photos, floor plans and any other content you would like to advertise. Integrate our web listing module into your website and you’re all set.
Keep your sales communications on-target and on-message with built-in HTML email templates. Your sales agents simply personalize the ready-to-go templates, saving time and ensuring consistent messaging. Automatic delivery tracking helps reps know when to follow up. Manage multichannel campaigns from a single place and profit from a consolidated view of campaign spending and performance.
Manage Multimedia Assets
Easily upload the latest floor plans, photos, videos, virtual tours or drawings to the Propertybase inventory and synchronize them with your website.
Manage & Print Forms & Agreements
Create bulletproof sales and leasing contracts with the help of our built-in templates or install your own branded templates for error-free use by your team. Easily print agreements or email them directly as a PDF for optimal compliance and speed!
Track Deals & Offers
Stay on top of the latest progress in all of your ongoing deals. Get instant notifications when a new lead comes through your website, a reservation expires, a payment fails or a new offer is being made!
Track Down Payments & Fees
Two agents have a potential buyer for the same property? Centrally track down payments and any mandatory fees to make sure you don’t hold properties longer than necessary.
Optimize your financial management with Propertybase’s payment tracking features. Get real-time updates on sales and agent commissions. Automatically create and track internal and external commission payments based on flexible calculation rules for each broker. Track customer payments against predefined payment schemes as well as individually negotiated plans. And if you want, Propertybase offers a well documented API interfaces to link up to your accounting package to make the experience even more seamless.
Agent & Referral Commissions
How much commission do I have to pay whom, when and why? Who referred the highest deal volume to me? Which lead sources and which marketing campaigns have brought me the most commission? If these are questions you ask yourself, you should let Propertybase answer them for you – precisely and in real time with 360° Reports.
There’s no reason to lose customers with the Propertybase waiting list – put clients on the list to be immediately informed if your current prospect fails to deliver on the down payment!
Thanks to our real-time web synchronization, Propertybase provides accurate and up-to-date data transfer between your central inventory database and all transactions on your real estate webpage. Therefore, all information regarding your properties, companies, leads and clients is automatically integrated on your website. This makes it easy for your clients to find the properties they are looking for and place an inquiry that is automatically entered into your CRM for follow-up!
Real-Time Listings on Your Website
Propertybase provides real-time listings of your properties on your website. Free yourself from the limitations of your MLS system. Add videos, documents, high resolution pictures, 360° panoramas and any other featured multimedia footage to your listings to make them stand out.
Lead Capture Forms
Easily capture and follow-up on leads from the web or sales events. Each lead contains key contact details and preferences such as location, budget, property type, size and more.
WordPress / PHP / ASP.Net out of the box
You want to build or redo your website anyway? Want to keep your existing page? Easily integrate Propertybase into any WordPress, PHP or Microsoft ASP.Net based website by using our open source code snippets. Contact our support for more details.
Mobile Real Estate CRM
Our mobile real estate CRM apps for the iPhone, Android, Blackberry and Windows mobile devices take care of all of your mobile real estate requirements as well as providing you solutions for almost every business need. Have you reached the point where you could give up the computer and do all your work from your iPad, tablet or even a Smartphone, anywhere in the world? Your sales reps may be on the road but they are never away from their critical data with our Mobile Real Estate CRM.
Access your critical customer and sales information even when you’re totally unplugged by using the Force.com ‘Connect Offline’ feature. This is a key advantage you won’t find elsewhere!
Propertybase provides web-based, in the cloud, Real Estate Software for Customer Relationship Management (CRM). It runs on Force.com from Salesforce.com. Real Estate Developers, Brokers and Agents use Propertybase for residential and commercial projects all over the world.
Force.com Web Services API
Force.com web services API is the best and most comprehensive API on the market today, which allows a fast and affordable integration to your favorite Accounting or ERP package such as standard adaptors like Oracle, SAP, Great Plains and many others!
Boost efficiency and visibility throughout your organization by synchronizing Propertybase with your Microsoft Outlook address books, calendars and email.
Google Apps Integration
Propertybase comes integrated with Google Apps like Gmail, Google Docs, and Google Talk to help simplify your CRM integration and experience.
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Propertybase:
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