A Real Estate CRM for Your Whole Team

Owner. Broker. Marketer. Team. Admin. Agent. Propertybase centralizes all your data and has tools to amplify efforts across your business so everyone can focus on building lasting client relationships. With two distinct product offerings, you are sure to find the perfect CRM.

Find your perfect fit
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Turn More Leads Into Lifelong Customers

Grow and Nurture Your Database

No lead left behind. We centralize your leads making it easy to route them to agents, track activity, and send hyper-targeted nurture campaigns.

Simplify Listing Management

We integrate with every major MLS and make it easy for your team or agents to create, edit, and syndicate listings with all of the popular portals and boost them on social.

Automatic Follow-Up

Reach new leads first and drive repeat and referral business with automation tools in the form of beautiful, branded emails that do the heavy lifting and minimize your workload.

Access Valuable Insights and Analytics

From campaign benchmarking, to website analytics, to transactions and commissions, get a clear picture of what’s driving the highest ROI with consolidated dashboards.

Turn More Leads Into Lifelong Customers

Grow and Nurture Your Database

No lead left behind. We centralize your leads making it easy to route them to agents, track activity, and send hyper-targeted nurture campaigns.

Simplify Listing Management

We integrate with every major MLS and make it easy for your team or agents to create, edit, and syndicate listings with all of the popular portals and boost them on social.

Automatic Follow-Up

Reach new leads first and drive repeat and referral business through automatic outreach in the form of beautiful, branded emails that do the heavy lifting and minimize your workload.

Access Valuable Insights and Analytics

From campaign benchmarking, to website analytics, to transactions and commissions, get a clear picture of what’s driving the highest ROI with consolidated dashboards.

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Out-of-the Box Power to Reach Your Goals

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A Clear, Customizable View of Your Business

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Real Estate CRM

Better Real Estate Lead Management

Get all of your leads on one screen for better connections from day one.

Both Propertybase GO and Salesforce Edition centralize your contacts from your lead sources in a single location. With targeted automation and organizational tools, you can streamline processes to work smarter, not harder.

  • Aggregate leads from all sources (Trulia, Zillow, etc.)
  • Target your most active leads with lead scoring
  • Sync from Google and O365
  • Get notified the second a contact opens your emails for timely follow-up
  • Send targeted drip campaigns based on property views, saved searches, buying timeline, and more

We Help Over 4,500 Real Estate Businesses Put the 'R' Back in Customer Relationship Management

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List, Manage And Promote Your Property

Control how you want listings to look and where you want them displayed. No compromises. *Available with Propertybase GO.

  • Aggregate listings from multiple MLS'™ into one search
  • Enhance listings with dynamic multi-media content; including videos, 360˚photos, and virtual tours
  • Syndicate listings to all the popular real estate portals
  • Get notified the second a contact opens your emails
  • Automatically promote listings through compelling digital advertising on social networks like Facebook, Instagram, and across the web

Learn more about Listing Boost

Learn more about Listing Boost

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Prioritize Your Day with Access to Essential Data

One size does not fit all. Both of our CRMs offer dashboards right for your role and day-to-day processes. With Propertybase, everything is consolidated for ease of use.

Owners and Brokers: View adoption, as well as agent, website and company performance reports including projected sales, commission volume, and more.

Agents: view lead activity, upcoming tasks and showings, recent listings, and more.

Real Estate CRM Software Buyers Guide

What is real estate CRM software?

Customer relationship management, or CRM, is nothing new.  Even before the internet era, businesses were concerned with keeping their customers engaged and encouraging ongoing patronage and referrals.  These days, there are simply more tools available to stay connected and automate otherwise tedious processes.

For real estate agents trying to nurture leads, encourage referrals, simplify listings, and maximize ROI, there’s no suite of tools more important than a real estate CRM, and Propertybase delivers simple, comprehensive software solutions that drive your brand, connect with clients, and do a lot of the heavy lifting for you, so your team can focus on building relationships and closing deals.

At its core, CRM software is designed to act as a database users can tap into for real estate activities, from lead generation and follow-up, to managing listings.  However, this complex software system is a full-fledged platform that not only consolidates data, but provides access in ways that facilitate and assist a wide range of necessary activities.

Whether you want customizable dashboards to manage daily activities; options to aggregate leads, follow-up with contacts, and launch drip campaigns; or solutions to aggregate, enhance, and promote listings, among other activities, Propertybase CRM software options provides the targeted solutions you need to optimize efforts across your team, and automate processes to save time and money.

What are the benefits of using a real estate CRM platform?

The goal with any business management software is to help you perform tasks more effectively and efficiently, and Propertybase real estate CRM software does this in a variety of integrated ways.  First and foremost, it helps users to collect, consolidate, and capitalize on leads.

From there you can prioritize the most active leads, utilize proprietary lead scoring and receive notifications when contacts take action, allowing team members to pursue targeted follow-up efforts in a timely manner.  You can launch automated drip campaigns to keep your business’ name forefront in the minds of prospective clients.

Of course, managing listings is equally important if you want to drive lead generation, and Propertybase makes it easy to enhance listings with modern features like 360-degree views and virtual tours.  You can aggregate listings from multiple MLS sources, syndicate to real estate portals (via Propertybase Salesforce Edition), automate social promotion with integrations such as HomeSpotter (in Propertybase GO), and receive notifications of email views for timely follow-up.

Finally, real estate CRM allows for better team or brokerage management with reports and dashboards that fit your daily needs, reporting on performance, projections, commission volume, and more, as well as tools for your team that provide the best opportunities to manage time and lead activity efficiently and productively.  In short, the Propertybase CRM software offerings are a robust toolkit for consolidation, automation, and optimization, among other benefits.

Real estate CRM software features

Propertybase is pleased to offer two appealing options for real estate teams seeking CRM solutions: Propertybase GO and Propertybase Salesforce Edition, each packed with valuable tools and features designed to curb waste and optimize activities.

Both programs offer several key components real estate professionals need to thrive, including:

  • Lead and contact consolidation and management
  • Listing management
  • Email marketing
  • Automated follow-up
  • Business reporting
  • and more

With Propertybase GO, however, out-of-the-box automation is the name of the game, taking tasks off your team’s plate so they’re free to focus on the business of client interactions.  If you’re looking to hit the ground running, you’ll enjoy quick and easy launch and adoption, a simplified user experience, and a Propertybase website to get the wheels turning in no time.  Listing boosts through social and display ads help you see immediate response, while features like mass email and drip campaigns and follow-up funnels support essential activities like building client relationships.

Propertybase Salesforce Edition is a better fit for larger brokerages (with the technical administrator ready to tackle a challenge) or advanced businesses looking to customize and elevate their CRM. This software is intended to conform to your needs with opportunities to customize dashboards, automate workflows, manage data collection, and even adjust language and currency, thanks to support for international operations. You’ll also enjoy advanced reporting and a native mobile app for on-the-go access. In the fast-moving real estate market, you need tools that deliver real-time data and keep your team in the loop, and Propertybase Salesforce Edition has you covered.

Market trends related to real estate CRM software

In a time of unparalleled connectivity, with the world at our fingertips, it can sometimes feel more difficult than ever to make crucial, interpersonal connections.  This is why it’s so important for real estate brokerages, teams and agents to provide exceptional customer experience.

Modern home buyers typically start a house hunt by searching for properties online that meet their criteria, and this is your first point of contact.  With the right CRM software, you can take this opportunity to create a memorable and positive experience, which you can then nurture through both automated follow-ups and more direct contact designed to build relationships, close deals, and encourage referrals.

This is all made possible with a range of tools designed for aggregation and automation.  These two trends are the heartbeat and the breath of real estate CRM software.  With the ability to aggregate leads, contacts, listings, and other important information, your team gains access and insights that allow for optimal real-time management, saving time and improving client relationship management.

Automation is a godsend for real estate professionals, thanks to tools that tackle the tedium of targeted follow-up emails, drip campaigns, and more.  With the Propertybase CRM, you can not only gain access to critical data, but streamline operations to minimize waste and maximize opportunities.

Key considerations when buying real estate CRM software

CRM software is necessarily complex, and this can make it difficult to perform apples-to-apples comparisons and find the options that best suit your needs.  However, there are a few key considerations that will help you to choose.

For starters, you should consider whether on-site or cloud-based CRM is preferable, and this will depend mainly on how your team operates (out of a centralized location or largely on-the-go, for example).  You’ll want to ask about security features to ensure that your data and client information are safe.

From there, the ability to customize your software to suit your needs and preferences is essential.  Many CRM programs offer options for aggregation, automation, tracking and reporting, and other key elements, but the ability to customize dashboards, communication with your team and clients, and reporting can help to ensure smooth, effective operations.  With options to manage contacts, listings, emails, and social, paired with mobile solutions, your team has all the tools in place to elevate CRM activities.

How does real estate CRM reduce monthly expenses?

When it comes to saving money with CRM, there are two main draws: consolidation and automation.  Take a moment to consider your current lineup of disjointed software and subscriptions.  You’re probably dealing with a jumble of platforms for generating leads and managing emails and social, contacts and follow-up, listings, and more.  How do they all work together?  How much are you spending for all your software and services, and how much time is your team wasting?

With the right real estate CRM platform, you’ll enjoy an integrated suite of tools at a single price, allowing you to shed wasted time and expense.  With robust aggregation and automation, and the ability to customize dashboards, you can simplify your interface and streamline operations for vastly improved efficiency, further minimizing waste and increasing opportunities to close.

How can CRM help convert leads?

Connecting with leads and successfully converting them has long been a daunting task for real estate professionals, but Propertybase addresses every pain point by consolidating lead information, automating tedious processes, and offering AI-powered insights and real-time data to help teams focus on the most promising targets. CRM software paves the way to positive customer experiences and streamlined operations that elevate the power to manage and convert leads.