PropertyBase

Powered by Salesforce, Propertybase is a powerful web-based Customer Relationship Management solution designed specifically for Real Estate brokers. The integrated suite of applications offered by Propertybase includes Marketing Automation, Sales Automation, Social CRM, and Web Self-Service.

Brokers that use Propertybase find that it’s easy to manage contacts on the go; all documents and communications related to leads can be organized in custom lists. Monitor deal stages, stay on top of critical dates and deadlines, and calculate potential commissions; information can be migrated directly from any system that allows data exports, including ACT and REA. Propertybase also allows users to set up customized, conditional notifications that are triggered automatically.

Propertybase organizes and stores property photos, flyers, and other documents on the Amazon cloud. For more sensitive documents like legal paperwork and contracts, files can be securely stored on the Salesforce Cloud. All files can be easily shared using the Propertybase Portal and Chatter.

We like the fact that Propertybase integrates easily with hundreds of existing apps and services like Dropbox, DocuSign, Skype, Financial Force, QuickBooks, and MailChimp. We also found that it’s easy to connect social media feeds and track social media activity in a single dashboard with Propertybase’s integrated Social CRM dashboard.

Real Estate companies or pretty much any size should have Propertybase on their short list. It is a highly configurable and user-friendly solution for Real Estate brokers that need to stay on top of their business while on the go; it’s also iPad and Mac compatible for maximum flexibility.