Propertybase Salesforce Edition

“Frustrating platform

Pros

The people I've worked with on their team have been really nice and helpful.

Cons

Over the past 7 years, we've dealt with two major headaches: the platform constantly malfunctioning and terrible support. System problems happen all the time, broken images in email blasts, sorting features that don't work and searches that open confusing screens forcing you to hit back just to continue. Listing info doesn't update quickly and we're always having to clear the site cache. During one forced upgrade, 47,000+ contacts got unassigned from there agents and even though they tried to help, our staff spent over a hundred hours fixing the mess. We've gone through 5-6 account reps during our time with this product. Support takes forever to respond (sometimes a week to a month) with no phone option available. When they finally do reply, the answers usually create more questions than solutions. The system is missing some basic features too. You can't automate birthday or anniversary emails for clients which would be really helpful. No address label generation either, though at least you can export contacts for mailmerge. The Google integration is more trouble than its worth, contact names come in all jumbled up, it can't properly read first and last name fields and you can't import specific labels instead of your entire Google contacts list.

“Poor Support and Complex Setup

Pros

I can easily set up employees and agents with different permission levels which gives me great control over who accesses what.

Cons

The interface isn't easy to use at all and making any modifications feels impossible without technical expertise. You basically need Salesforce coding knowledge to do anything meaningful which means outsourcing every single change or question that comes up. When I reach out to PropertyBase support, they either point me toward articles that don't help or speak in such technical jargon that I'm completely lost. I was really excited about this platform initially, but after 2.5 years of frustration, I'm seriously considering ditching it and going back to our previous CRM. Our 9-person team at Coldwell Banker Realty has struggled with this constantly, we've invested significant money and time with very little to show for it.

“Disappointing Experience Overall

Pros

I appreciate how smooth the back office transaction handling is.

Cons

The biggest issue here is they basically take your money without permission. Their contracts auto renew for a full year, so if you don't give notice way ahead of time, your stuck for another 12 months. But here's the kicker, they completely ignore the agreed price in the contract and just charge whatever they want. They'll claim they sent some email about a price increase, but that doesn't give them the right to change a fixed contract amount. When you try to get answers, they drag you through endless back and forth for weeks. I've been waiting 8 days now and they promised a resolution by yesterday but have gone completely silent since then. The worst part is you can't even remove your payment info from there billing system, I had to cancel my entire debit card to stop them from taking whatever amount they feel like charging. On top of all this, their website is buggy and unreliable from the start. Honestly just avoid this company altogether.