Propertybase Review | 54 Data compared
OVERALL
SPECS
VS AVERAGE
PROS/CONS
ALTERNATIVES

Propertybase Review | 54 Data compared

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  • Starting price: 79 $/user/mo
  • Free plan: no
  • AI assistant: yes
  • Built-in quotes and invoicing: yes
  • Workflow automation: yes

Propertybase review. Compare 54 pricing, CRM features, automation, integrations, and security controls to see how this platform ranks in the CRM Software category and whether it fits your team.

8.9

Overall score

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Score components:

60.0%

8.9

Technical Score

40.0%

8.0

User score

Excellent
8.9

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

6.9

Product & Pricing

25.0%

9.8

Core CRM

20.0%

9.1

Sales & Automation

15.0%

9.4

Integrations & Access

15.0%

9.6

Security & Deployment

Excellent
8.0

User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

Excellent
  • 6.2
    Small business

    What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

    Score components:

    40.0%

    7.2

    Starting price

    25.0%

    4.0

    Free plan

    20.0%

    4.0

    Free trial

    15.0%

    10.0

    Built-in quotes and invoicing

  • 10.0
    Sales automation

    What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

    Score components:

    35.0%

    10.0

    Workflow automation

    25.0%

    10.0

    Lead scoring

    25.0%

    10.0

    Sales forecasting

    15.0%

    10.0

    Email sync and tracking

  • 10.0
    Client and pipeline management

    What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

    Score components:

    35.0%

    10.0

    Built-in quotes and invoicing

    25.0%

    10.0

    Project management

    20.0%

    10.0

    Mobile apps

    20.0%

    10.0

    Calling and dialer

  • 8.8
    Enterprise security and compliance

    What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

    Score components:

    35.0%

    10.0

    Single sign-on (SSO)

    25.0%

    10.0

    Audit logs

    20.0%

    4.0

    Self-hosting

    20.0%

    10.0

    API access

  • propertybase
  • propertybase
propertybase
propertybase

Best prices

    N/A~ £0

Best rankings

The first number in the "Best rankings" table above indicates the product's rank among all products in our database, while the second number (in brackets) represents its rank among available products only. | The "average product" rating mentioned below reflects the median values calculated across all attributes for products within this category.

Technical Specifications of CRM platform Propertybase

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

6.9

Product & Pricing

25.0%

9.8

Core CRM

20.0%

9.1

Sales & Automation

15.0%

9.4

Integrations & Access

15.0%

9.6

Security & Deployment

8.9
Propertybase has a technical score of 8.86 points, which is higher than 94% of CRM platforms.
User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

8.0
Propertybase has a user score of 8 points, which is higher than 0% of CRM platforms.
Popularity
What it is: An indicator based on the number of reviews received by CRM platforms.
When it matters: When you prefer a CRM platform that has been chosen and reviewed by many other users.
1.0
Propertybase has a popularity of 1 points, which is higher than 0% of products in this category.
Ratio quality/price

What it is: An indicator that combines the overall scores of CRM platforms with their prices.

When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

Score components:

60.0%

8.9

Overall score

40.0%

10

Price

9.2
Propertybase has a quality-to-price ratio of 9.2 points, which is higher than 94.7% of products in this category.
Starting price
What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
When it matters: It matters when recurring cost is a primary buying constraint.

Importance: HIGH

Good value: Lower recurring entry-plan price

79 $/user/mo
Propertybase starts at a higher recurring entry-plan price.
Billing period
What it is: The recurring time interval attached to the advertised entry-plan price.
When it matters: It matters when comparing monthly and annual commitments with different headline prices.

Importance: LOW

Annual
Free plan
What it is: Whether the CRM software offers a permanent free plan.
When it matters: It matters when you want basic CRM access without a recurring fee.

Importance: MEDIUM

no
Propertybase does not offer a permanent free plan.
Free trial
What it is: Whether the CRM software offers a time-limited free trial.
When it matters: It matters when you want to test the CRM workflow before choosing a paid plan.

Importance: MEDIUM

no
Propertybase does not offer a time-limited free trial.
Guided demonstration and onboarding; no self-service free trial.
Minimum seats
What it is: The smallest number of paid seats required for the entry plan.
When it matters: It matters when a small team wants to avoid paying for unused seats.

Importance: MEDIUM

Good value: Lower required minimum number of paid seats

1 seats
Propertybase has a lower minimum seat requirement.
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Account and company management
What it is: Whether the CRM supports account and company management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Propertybase supports account and company management.
Contact management
What it is: Whether the CRM supports contact management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Propertybase supports contact management.
Lead management
What it is: Whether the CRM supports lead management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Propertybase supports lead management.
Multi-channel lead ingestion from portals, websites, and marketing campaigns.
Deal and pipeline management
What it is: Whether the CRM supports deal and pipeline management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Propertybase supports deal and pipeline management.
Visual deal pipelines with closing stage tracking and commission splits.
Custom fields
What it is: Whether the CRM lets users create custom fields.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Propertybase lets users create custom fields.
Show more
AI assistant
What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

Importance: MEDIUM

yes
Propertybase includes native AI assistant capabilities.
Salesforce Einstein AI integration provides predictive insights and lead recommendations.
Workflow automation
What it is: Whether the CRM supports configurable workflow automation.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Propertybase supports configurable workflow automation.
Salesforce Process Builder and Flow workflow automation engine.
Lead scoring
What it is: Whether the CRM supports lead scoring.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Propertybase supports lead scoring.
Predictive lead scoring based on engagement and property search behavior.
Email sync and tracking
What it is: Whether the CRM syncs email and tracks opens and clicks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Propertybase syncs email and tracks opens and clicks.
Sales forecasting
What it is: Whether the CRM provides sales forecasting.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Propertybase provides sales forecasting.
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Marketplace integrations
What it is: Whether the CRM provides a native integration marketplace.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Propertybase provides a native integration marketplace.
Salesforce AppExchange access with over 4,000 pre-built applications.
API access
What it is: Whether the CRM provides documented API access.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Propertybase provides documented API access.
Webhooks
What it is: Whether the CRM supports outbound webhooks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Propertybase supports outbound webhooks.
Mobile apps
What it is: Whether the CRM provides official mobile apps.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Propertybase provides official mobile apps.
Native mobile applications for iOS and Android (Propertybase GO).
Data import and export
What it is: Whether the CRM supports both data import and export.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Propertybase supports both data import and export.
Show more
Single sign-on (SSO)
What it is: Whether the CRM supports single sign-on.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Propertybase supports single sign-on.
SAML 2.0, Okta, and Azure AD single sign-on supported.
Security certifications
What it is: The security certifications or compliance frameworks documented for the CRM provider.
When it matters: It matters when your organization needs evidence of formal security or compliance controls.

Importance: LOW

SOC 2 Type II, ISO 27001, GDPR compliant, HIPAA
Salesforce infrastructure certified ISO 27001, SOC 2 Type II, GDPR, and HIPAA compliant.
Role-based permissions
What it is: Whether the CRM supports configurable roles and permissions.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Propertybase supports configurable roles and permissions.
Enterprise role-based security, profile-level permissions, and sharing rules.
Audit logs
What it is: Whether the CRM provides audit logs of user or record activity.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Propertybase provides audit logs of user or record activity.
Full Salesforce audit trail and setup audit history.
Supported operating systems
What it is: The operating systems supported by the CRM’s desktop or mobile clients.
When it matters: It matters when your team needs native clients on specific operating systems.

Importance: LOW

Web, iOS, Android
Show more

Propertybase vs the average CRM platform

  • Supports single sign-on
    Propertybase supports single sign-on, while the average CRM platform does not support single sign-on.
    SAML 2.0, Okta, and Azure AD single sign-on supported.
    What it is: Whether the CRM supports single sign-on.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: MEDIUM

    Propertybase supports single sign-on, while the average CRM platform does not support single sign-on.
  • Native AI assistant
    Propertybase includes native AI assistant capabilities, while the average CRM platform does not.
    Salesforce Einstein AI integration provides predictive insights and lead recommendations.
    What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
    When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

    Importance: MEDIUM

    Propertybase includes native AI assistant capabilities, while the average CRM platform does not.
  • Custom objects available
    Propertybase lets users create custom object types, while the average CRM platform does not let users create custom object types.
    Full custom objects supported via underlying Salesforce platform architecture.
    What it is: Whether the CRM lets users create custom object types.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Propertybase lets users create custom object types, while the average CRM platform does not let users create custom object types.
  • Sales forecasting
    Propertybase provides sales forecasting, while the average CRM platform does not provide sales forecasting.
    What it is: Whether the CRM provides sales forecasting.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Propertybase provides sales forecasting, while the average CRM platform does not provide sales forecasting.
  • Omnichannel messaging
    Propertybase supports omnichannel messaging, while the average CRM platform does not.
    Multi-channel communications via email and SMS text messaging.
    What it is: Whether the CRM supports omnichannel messaging through WhatsApp, SMS, or live chat.
    When it matters: It matters when sales reps engage prospects through modern messaging apps like WhatsApp or SMS rather than email alone.

    Importance: LOW

    Propertybase supports omnichannel messaging, while the average CRM platform does not.
  • Territory management
    Propertybase supports territory management, while the average CRM platform does not.
    Territory management and hierarchical regional distribution.
    What it is: Tools to partition accounts, leads, and revenue goals across geographic regions, market segments, or business units.
    When it matters: Critical for mid-market and enterprise sales forces managing regional reps, multi-branch coverage, and territory quotas.

    Importance: LOW

    Propertybase supports territory management, while the average CRM platform does not.
  • Supports lead scoring
    Propertybase supports lead scoring, while the average CRM platform does not support lead scoring.
    Predictive lead scoring based on engagement and property search behavior.
    What it is: Whether the CRM supports lead scoring.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Propertybase supports lead scoring, while the average CRM platform does not support lead scoring.
  • Automated sales sequences
    Propertybase supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
    Automated multi-step drip email campaigns and follow-up cadences.
    What it is: Whether the CRM supports automated sales sequences.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Propertybase supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • 10 GB Larger file storage
    Propertybase offers more included file storage than the average CRM platform.
  • Custom objects available
    Propertybase lets users create custom object types, while the average CRM platform does not let users create custom object types.
  • Territory management
    Propertybase supports territory management, while the average CRM platform does not.
  • Built-in project management
    Propertybase includes built-in project management tools, while the average CRM platform does not.
  • Real estate templates included
    Propertybase provides real estate templates and workflows, while the average CRM platform does not.
  • Client portal included
    Propertybase includes a dedicated client portal, while the average CRM platform does not.
  • Native AI assistant
    Propertybase includes native AI assistant capabilities, while the average CRM platform does not.
  • Sales forecasting
    Propertybase provides sales forecasting, while the average CRM platform does not provide sales forecasting.
  • Supports lead scoring
    Propertybase supports lead scoring, while the average CRM platform does not support lead scoring.
  • Automated sales sequences
    Propertybase supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • Native marketing automation
    Propertybase offers native marketing automation, while the average CRM platform does not offer native marketing automation.
  • Native calling or dialer
    Propertybase provides native calling or dialer tools, while the average CRM platform does not provide native calling or dialer tools.
  • Omnichannel messaging
    Propertybase supports omnichannel messaging, while the average CRM platform does not.
  • More supported languages
    Propertybase supports more interface languages than the average CRM platform.
  • Supports single sign-on
    Propertybase supports single sign-on, while the average CRM platform does not support single sign-on.
  • Offline work or local storage
    Propertybase supports meaningful offline work or local CRM data storage, while the average CRM platform does not support meaningful offline work or local CRM data storage.

Total
Overall
Product & Pricing
Core CRM
Sales & Automation
Integrations & Access
Security & Deployment
  • 50 $/user/mo Higher recurring entry-plan price
    Propertybase starts at a higher recurring entry-plan price than the average CRM platform.
  • No time-limited free trial
    Propertybase does not offer a time-limited free trial, while the average CRM platform does.
    Guided demonstration and onboarding; no self-service free trial.
  • Lower mobile app rating
    Propertybase has lower mobile ratings or user experience than the average CRM platform.
  • 50 $/user/mo Higher recurring entry-plan price
    Propertybase starts at a higher recurring entry-plan price than the average CRM platform.
    What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
    When it matters: It matters when recurring cost is a primary buying constraint.

    Importance: HIGH

    Good value: Lower recurring entry-plan price

    Propertybase starts at a higher recurring entry-plan price than the average CRM platform.79 $/user/mo vs 29 $/user/mo
  • No time-limited free trial
    Propertybase does not offer a time-limited free trial, while the average CRM platform does.
    Guided demonstration and onboarding; no self-service free trial.
    What it is: Whether the CRM software offers a time-limited free trial.
    When it matters: It matters when you want to test the CRM workflow before choosing a paid plan.

    Importance: MEDIUM

    Propertybase does not offer a time-limited free trial, while the average CRM platform does.
  • Lower mobile app rating
    Propertybase has lower mobile ratings or user experience than the average CRM platform.
    What it is: Real-world user satisfaction rating aggregated across iOS App Store and Google Play Store mobile apps.
    When it matters: Essential for field sales reps, mobile executives, and teams requiring reliable on-the-go CRM access.

    Importance: LOW

    Propertybase has lower mobile ratings or user experience than the average CRM platform.3.5–3.9 vs 4.0–4.4
Total
Product & Pricing
Integrations & Access

Graphic comparison of Propertybase and other CRM platforms

Attribute category
Attribute

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.
When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Pros

  • Supports single sign-on
  • Custom objects available
  • Generous included file storage (20 GB)
  • Sales forecasting
  • Supports omnichannel messaging
  • Advanced territory management
  • Supports lead scoring
  • Automated sales sequences
  • European data residency
  • Native marketing automation

Cons

  • No time-limited free trial
  • Higher recurring entry-plan price (79 $/user/mo)
  • Subpar or missing mobile apps (3.5)
  • No in-quote online payments
  • No built-in e-signature

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