Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Propertybase review: 54 specs compared

Starting price:89 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Propertybase Review: Compare 54 technical specifications and 1 expert and video reviews to see how this product ranks in the CRM Software category and whether it is worth buying.

Propertybase
8.1/10

Overall score

Score
8.1/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
Score components

40%

8.8

Technical score

30%

7.6

Reviews score

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 74% of CRM software
8.8

Technical score

Technical score
8.8/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Score components

25%

6.8

Product & Pricing

25%

9.8

Core CRM

20%

9.1

Sales & Automation

15%

9.4

Integrations & Access

15%

9.6

Security & Deployment

â–²Better than 86%
7.6

Reviews score

Reviews score
7.6/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10

80%

8.2

Average grade

20%

5.0

Popularity

Grades by review (1)
1 video: 9.0/10. We use 3 reviews; the 2 missing count as the category's typical 8.1: (9.0 × 1 + 8.1 × 2) ÷ 3 = 8.4. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
â–¼Worse than 76%
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
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CRM Software product ranking

Ranked #63 of 242 products in CRM Software (Overall score)

Technical Specifications of CRM platform Propertybase

Technical score
Technical score
8.8/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Score components:

25%

6.8

Product & Pricing

25%

9.8

Core CRM

20%

9.1

Sales & Automation

15%

9.4

Integrations & Access

15%

9.6

Security & Deployment

8.8
Reviews score
7.6
List score
?
Starting price
89 USD/user/mo
This CRM platform has a starting price of 89 USD/user/mo, which is higher than that of 81.7% of CRM platforms and equal to that of 2.9% of CRM platforms.
Billing period
Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
no
This CRM platform does not offer a time-limited free trial.
Guided demonstration and onboarding; no self-service free trial.
Minimum seats
1 seat
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Multi-channel lead ingestion from portals, websites, and marketing campaigns.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual deal pipelines with closing stage tracking and commission splits.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Salesforce Einstein AI integration provides predictive insights and lead recommendations.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Salesforce Process Builder and Flow workflow automation engine.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Predictive lead scoring based on engagement and property search behavior.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
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Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Salesforce AppExchange access with over 4,0 pre-built applications.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Native mobile applications for iOS and Android (Propertybase GO).
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
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Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
SAML 2, Okta, and Azure AD single sign-on supported.
Security certifications
SOC 2 Type II, ISO 27001, GDPR compliant, HIPAA
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Enterprise role-based security, profile-level permissions, and sharing rules.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Full Salesforce audit trail and setup audit history.
Supported operating systems
Web, iOS, Android
Show more

Propertybase vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML 2, Okta, and Azure AD single sign-on supported.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Salesforce Einstein AI integration provides predictive insights and lead recommendations.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Full custom objects supported via underlying Salesforce platform architecture.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Multi-channel communications via email and SMS text messaging.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Territory management and hierarchical regional distribution.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Predictive lead scoring based on engagement and property search behavior.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated multi-step drip email campaigns and follow-up cadences.
  • 3.6% better value for money
    Propertybase offers better value for money than the average CRM platform (8.64 vs 8.3).
    8.64 vs 8.34
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (20 GB vs 10 GB).
    20 GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Full custom objects supported via underlying Salesforce platform architecture.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Territory management and hierarchical regional distribution.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Built-in transaction coordination and closing management.
  • Offers real estate features or templates
    This CRM platform offers real estate features or templates, while the average CRM platform does not. 11.3% of CRM platforms offer this support.
    Global real estate platform: global MLS syndication, property marketing, CMA reports, MLS listings.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Client portal and consumer property search website with saved searches.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Salesforce Einstein AI integration provides predictive insights and lead recommendations.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Predictive lead scoring based on engagement and property search behavior.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated multi-step drip email campaigns and follow-up cadences.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Propertybase Marketing Center: automated digital flyers, print marketing, and social posts.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    CTI telephony integration supporting major telecom providers.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Multi-channel communications via email and SMS text messaging.
  • Wider interface language choice
    This CRM platform offers a wider choice of interface languages than the average CRM platform (5-9 languages vs English only).
    5-9 languages vs English only
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML 2, Okta, and Azure AD single sign-on supported.
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • Supports offline use with local storage
    This CRM platform supports offline use with local data storage, while the average CRM platform does not. 7.4% of CRM platforms support this.
    Salesforce mobile app supports offline data caching and synchronization.
  • 50 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Propertybase
    the average CRM platform
    Propertybase has a higher starting price than the average CRM platform (89 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    89 USD/user/mo vs 39 USD/user/mo
  • No time-limited free trial
    This CRM platform 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 category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4
  • 3.8% lower review score
    Reviews score
    7.6/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10

    80%

    8.2

    Average grade

    20%

    5.0

    Popularity

    Grades by review (1)
    1 video: 9.0/10. We use 3 reviews; the 2 missing count as the category's typical 8.1: (9.0 × 1 + 8.1 × 2) ÷ 3 = 8.4. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    7.6 vs 7.9
  • 3.8% lower review score
    Reviews score
    7.6/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10

    80%

    8.2

    Average grade

    20%

    5.0

    Popularity

    Grades by review (1)
    1 video: 9.0/10. We use 3 reviews; the 2 missing count as the category's typical 8.1: (9.0 × 1 + 8.1 × 2) ÷ 3 = 8.4. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    7.6 vs 7.9
  • 50 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Propertybase
    the average CRM platform
    Propertybase has a higher starting price than the average CRM platform (89 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    89 USD/user/mo vs 39 USD/user/mo
  • No time-limited free trial
    This CRM platform 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 category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4

Video reviews

Hands-on testing and real-world video evaluations

9.0
The Close
≈ estimated
11/03/2021
Hands-on walkthrough · dashboard, website and reports tour
Verdict
Propertybase is a valuable platform for agents aiming to scale, though reporting is basic for data-focused users.

Third-party reviews

What we like about Propertybase

  • Dedicated real estate modules with property inventory tracking, buyer-seller matching, and closing pipelines.
  • Built-in AI assistant for conversation summaries and draft creation, paired with multi-step workflow triggers.
  • Integrated calling dialer with one-click calling, automatic interaction logging, and voicemail drops.
  • Relational data modeling supporting custom entities and tailored associations beyond basic accounts and deals.
  • European data center residency and GDPR-aligned infrastructure safeguards catering to European commercial regulations.

What we don't like about Propertybase

  • Substantial initial commitment starting around $79/user/month, with advanced reporting reserved for top tiers.
  • Granular role-based permission tiers and advanced reporting customization require upgrading to premium subscriptions.
  • Lacks integrated electronic document signing tools, requiring external third-party subscriptions for digital contract signatures.
  • Initial onboarding and custom field schema configuration can present an administrative learning curve for non-technical teams.

Verdict

Propertybase is a specialized real estate CRM platform engineered by Propertybase to manage property transactions, client relationships, and agent pipelines. The system centralizes buyer and seller leads, property listing data, automated communication cadences, and transaction milestone tracking. Operational productivity is enhanced by automated SMS and email follow-up triggers, contact relationship histories and built-in calling tools alongside AI-assisted client engagement. Agents benefit from native mobile access for on-site property showings, integrated document handling, and performance tracking across local brokerages. However, drawbacks include the absence of a free plan, with starting subscriptions at $79 per user monthly, alongside premium add-ons for MLS data sync. It serves as an outstanding operational hub for real estate agents, brokerages, and property teams seeking dedicated transaction workflows and lead conversion.

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