Propertybase Salesforce Edition Reviews

“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.

“Poor customer service

Pros

The way it handles client engagement is great and the MLS integration works really well for our needs.

Cons

I've reached out multiple times about an issue through email and haven't gotten a single response back. There's no phone number I can find to actually speak with someone real. The lack of support is completely unacceptable and makes this tool basically useless when you need help.

“Excellent billing but bad customer service

Pros

The sales strategy features really stand out as the strongest aspect of this platform, they've clearly put thought into how to help teams close deals effectively.

Cons

The support team is really frustrating, they refuse phone calls and only communicate through email. I've been waiting three months for them to resolve my ticket but they keep charging me anyway. Honestly never encountered a tech company that cares this little about their customers, I'd steer clear of this one.

“Great platform but poor support

Pros

The software itself is absolutely fantastic when everything runs smoothly, it's genuinely transformed how we operate and I can't imagine going back. Having an external tech specialist manage and maintain it makes all the difference in keeping things running properly.

Cons

Support is practically non existent, they'll pretend to help but nothing actually gets resolved and issues can drag on for weeks. Communication is email only with response times that can stretch several weeks which is terrible when your trying to run a business.

“Strong pitch but poorly executed

Pros

Kyle is an amazing guy to work with. He's incredibly nice and really knows his stuff about the product inside and out.

Cons

The rollout was a complete mess, honestly. They were apparently buying some other software right when we were trying to get set up, so there was zero clear plan for getting us going properly. We ran into problems with MLS integration and couldn't get anyone to respond about fixing it. Pretty shocking considering this thing runs on SalesForce, you'd expect better. Support wasn't helpful at all and took forever to get back to us.

“Tough to set up

Pros

The interface is really easy and user friendly once you get the hang of it.

Cons

Setting this up takes forever and honestly only makes financial sense if you're running a bigger operation.

“Hard to customize

Pros

I appreciate having a comprehensive backend solution that tackles multiple needs at once. The CRM functionality works well for managing client relationships and the email marketing features help me stay connected with prospects. It's nice to have everything integrated rather than juggling separate platforms for different tasks.

Cons

The company expanded too quickly and there's very limited flexibility for platform modifications. Customization is really challenging. They didn't do proper research beforehand about what agents actually need in their daily work. There's been massive staff turnover, we've had 6 different contact people during our time with them. The leadership situation seems pretty unstable.

“Great support for small business

Pros

I can compete with major real estate companies thanks to this platform, even as a small independent business. The team is incredibly skilled and well trained which means I can focus on running my business instead of worrying about website management. Been with them from day one and they've consistently impressed me over the years.

Cons

I haven't found anything to complain about with my experience.

“Excellent system with minor issues

Pros

I really appreciate being able to send out email campaigns with this system.

Cons

The website design feels pretty inconsistent across different sections which can be confusing to navigate.

“Perfect for marketing and outreach

Pros

The CRM works really well for keeping things organized and finding new prospects, especially when you pair it with email marketing programs. What I really appreciate is how our marketing team can build both individual and company wide marketing tools that actually help drive success for everyone on the team.

Cons

Learning curve takes longer than I'd like, though coworkers who put in the effort say its worth it in the end.

“Promising but missing key features

Pros

The interface has a clean, attractive design and customer support consistently responds quickly whenever I reach out for help.

Cons

The system doesn't prioritize issues well and I can't remove or add agents myself, have to wait for support to handle website and lead management stuff. Searching across our 10 MLS systems is inconsistent and the saved searches are pretty buggy.

“Great Service with User-Friendly Design

Pros

What I appreciate most is how simple it is to modify things. I just log into the admin account, make whatever adjustments I need and I'm done.

Cons

The organization feels scattered to me, related features aren't grouped logically in the toolbar and I find content related items spread between the content and settings sections. This makes finding what I need take longer than it should and a more simple grouping would definitely speed up my workflow.

“Easy and User Friendly Interface

Pros

I really appreciate how everything for site management is collected under just one "Content" tab, makes navigation so much simpler.

Cons

The customization options are pretty limited and I can't integrate my other programs with it. I use contactually for my CRM and it would be nice to have leads transferred automatically instead of having to manually add them myself.

“Simple interface with great support

Pros

I always get fast responses when reaching out to Boston Logic. The team is friendly, helpful and really easy to work with. The interface is clean, simple and easy to navigate.

Cons

Sometimes I struggle to locate where to edit specific elements on our site, even though I have the proper permissions. However, when I contact the BL team for help, they always respond with detailed screenshots showing exactly where to find things which really helps me remember for next time.

“Quick support

Pros

The support team gets back to me quickly and always resolves whatever issue I'm having.

Cons

The upload feature can be really frustrating, things look perfect on the backend but then they get scattered all over the place on the frontend. I find myself going back and forth constantly just to fix simple uploads and having to dive into source code to figure out what went wrong shouldn't be necessary for basic tasks.

“Poor Customer Service

Pros

The regular updates keep everything current which I really appreciate. The backend is pretty user-friendly overall, making it easy to navigate and manage things.

Cons

Getting help from customer service can be really frustrating, it takes forever to reach someone and even longer to actually resolve problems. I had a terrible experience with my first rep but thankfully my new one has been much more helpful and things are moving along better now.

“Various options with confusions

Pros

There are so many different options available. The possibilities seem endless with everything this platform provides.

Cons

I keep finding the same options scattered across different places which leaves me confused about the proper way to handle tasks. Also, I still haven't figured out how to set up a direct connection with Facebook to automatically pull leads from my ad campaigns.