von Propertybase4.2 / 5 41 Bewertungen
Bewertet am 4.5.2019
Great CRM for traditional real estate
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.
Bewertet am 9.8.2018
User-Friendly Database with AMAZING Customer Support!!
Kommentare: As an EDO and Commercial/Industrial Real Estate organization, actually finding a CRM database we can operate out of was our main concern. Our PB customer service rep went above and beyond to help us understand the in's and out's of this system! He was on top of his game the entire on-boarding process and walked us through almost every inch of the database to help meet our business needs. He created modules that did not exist in order for us to do the proper analytics and reporting for our organization and manage our customer relationships under one platform. Our account executive was extremely professional and patient throughout the entire process and responded almost immediately to every question we had. He took the time to learn about our business and custom build the system we needed to effectively operate out of. We are excited to be able to finally use a CRM that we can operate and manage on our own and look forward to a long relationship with Propertybase.
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.
Bewertet am 10.4.2018
Propertybase is a fabulous company, with amazing staff and great tech for Real Estate
Kommentare: With every issue we've brought to support has worked diligently to provide us with information that we need to improve our org.
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.
Bewertet am 16.8.2016
High Power Real Estate CRM!
Kommentare: This CRM is easy to use and extremely powerful. Since it is built on the Salesforce platform, you get all the benefits of a robust powerful CRM pre-configured for the Real Estate workflow. The support team is always on-line and extremely helpful. The Mobile app for Propertybase is also very strong.
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.
Bewertet am 11.4.2018
Just recently migrated over to the new Lightning version of Propertybase
Kommentare: comprehensive inventory management
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.
Bewertet am 5.4.2018
Big League Real Estate Business Solution
Kommentare: Outstanding system for anyone who wants to take their business to the highest level. You won't outgrow this business solution.
Workflow Management Tailored to Your Business
Integration with other Real Estate Solutions
Most agents want something built for them, an easy button, this system is not that. It takes effort to get it right.
Bewertet am 18.4.2018
Anything is possible with Customer Support!!
Kommentare: The Customer Support team is very prompt, reliable and goes above and beyond to help troubleshoot, design and create functional workflows and systems within the program.
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.
Bewertet am 30.11.2018
Kommentare: soso, but since rep helped it'll be soooooooooo much better and easier!
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
Bewertet am 20.4.2018
Incredible Custom Support
Kommentare: We are generally very happy with PropertyBase, it has helped our company become more efficient and better at record keeping. The Customer Support Team is the best asset to the program. They are wonderful to work with and always incredibly helpful! This was a good decision for us.
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.
Bewertet am 11.4.2018
Simple to use, perfectly dialed in for the needs of today's real estate agent
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.
Bewertet am 18.4.2018
I want to send a big thank you to the whole of Property Base Crew and especially our rep! Big up! He helped a lot, always got back as soon as possible which was like the next day and helped me understand and use this fantastic software.
Some things like workflows are still out of my understanding but im sure i will find all the help i need in order to use this feature, too!
Vorteile: All information is in one place. All documents, pictures , you name it! Being able to customize about anything you can dream of!
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! :)
Bewertet am 11.4.2018
It can do it all, but you have to learn how to make it do it all
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.
Bewertet am 8.1.2018
The website is easy to navigate and has a logical layout.
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.
Bewertet am 25.6.2018
Saved thousands of hours and dollars by working with Propertybase!!!
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!
Bewertet am 6.9.2018
Propertybase is one of the best CRMs that i have worked on - mainly covers all the needed aspects and beyond.
Kommentare: Satisfied with the system
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.
Bewertet am 29.12.2017
Very Easy to use and saves time.
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.
Bewertet am 11.1.2018
We have been working with you for almost 2 years and I have no idea why
Kommentare: This web site has cost me a lot of money. I am spending a lot in google ad words and you keep marking my leads as invalid email address and you wont do any thing to fix it. We had no resolve to any of the problems we have submitted. You are more than welcome to call or email me for more input.
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.
Bewertet am 6.3.2015
Residential Real Estate Sales Team
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.
Bewertet am 13.7.2018
Great overall solution for the Real Estate Industry
Kommentare: The support through the Adoption Package to configure and stand up the Propertybase toolset has been great and enabled us to begin realizing value quickly.
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.
Bewertet am 16.6.2014
Awesome software and really great support
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.
Bewertet am 2.1.2018
Very helpful in finding software
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.
Bewertet am 9.1.2018
Keep all your contacts in one place
Kommentare: All contacts in one place
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.
Bewertet am 19.12.2017
Simple way to access many different websites and information that I regularly use for work
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
Bewertet am 25.4.2018
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.
Bewertet am 19.12.2017
I've had fairly good luck using this program - it's nice to have everything we use in one place
Kommentare: The admin page has almost everything I use daily, all in one spot. Help not to have to keep track of all the different sites.
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.