Propertybase est la plateforme mondiale leader du marketing et du CRM immobilier. Les clients comprennent des courtiers et des agents des secteurs résidentiel, commercial et du développement dans plus de 60 pays.
La plateforme Propertybase associe les entreprises immobilières à une technologie évolutive, créant des processus reproductibles, rationalisés et efficaces pour gérer l'ensemble du cycle de vente de l'immobilier. Les principales fonctionnalités du produit incluent une gestion des leads robuste, un e-mail marketing automation, des sites web, des intégrations aux services interagences et aux portails, des outils de productivité intelligents, des analyses et bien d'autres.
Le siège de l'entreprise se situe à Boulder, dans le Colorado et des bureaux supplémentaires se trouvent à Munich, en Allemagne et à Sydney, en Australie. Propertybase appartient au groupe de sociétés Boston Logic Technology, financé par Providence Equity. Pour plus d'informations, rendez-vous sur www.propertybase.com.
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.
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.
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.
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.
With every issue we've brought to support has worked diligently to provide us with information that we need to improve our org.
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.
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.
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.
Highly productive contact/transaction/listing management tools, flexible to each of our many processes, and mobile apps are amazing!
Team oriented application not designed for the single user who doesn't require much horsepower to drive their business.
comprehensive inventory management
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.
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.
Voici quelques-unes des questions fréquentes sur Propertybase.
Types de licences disponibles pour Propertybase :
À partir de: 79,00 $US/mois
Type de licence: Open source, Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Propertybase.
Utilisateurs habituels du logiciel Propertybase :
Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, PME
Langues dans lesquelles Propertybase est disponible :
arabe, anglais, français, allemand, italien, portugais, russe
Types de licences disponibles pour Propertybase:
Open source, Abonnement
Nous n'avons pas d'informations sur les appareils pris en charge par Propertybase.
Applications s'intégrant à Propertybase :
BombBomb, Brokermint, MegaPath One, Tenfold, dotloop
Ressources d'aide disponibles pour Propertybase :
FAQ, Base de connaissances, Support en ligne, Tutoriels vidéo