Product Overview of Propertybase
Propertybase is a comprehensive, cloud-based Real Estate CRM and marketing platform designed to streamline and enhance the operations of residential and commercial real estate agents, brokers, and brokerages. Here’s a detailed look at what the product does and its key features.
What Propertybase Does
Propertybase is an all-in-one solution that integrates customer relationship management (CRM), marketing tools, transaction management, and website creation to help real estate professionals manage the entire sales cycle efficiently. It aims to centralize and automate various processes, ensuring that agents and brokers can focus on converting leads into lifelong customers.
Key Features and Functionality
Lead and Contact Management
Propertybase allows users to manage leads and contacts from a centralized location, aggregating leads from sources like Trulia and Zillow. It includes lead-scoring capabilities and the ability to launch targeted drip campaigns based on criteria such as property views, saved searches, and buying timelines.
Listing Management
The platform offers robust listing management tools, enabling agents to list, manage, and promote properties online. It automates the ad creation process using artificial intelligence to target the right audience and allows the aggregation of listings from multiple MLS portals into a single search. Listings can be enhanced with multimedia content like videos, 360-degree photos, and virtual tours.
Email Marketing
Propertybase features drag-and-drop templates for creating emails without the need for coding. It supports automated follow-up emails, smart lists based on specific contacts or website behavior, and action plans that turn emails into time- and task-driven workflows.
Transaction Management
The platform includes tools for managing transactions, ensuring that all stages of the real estate process are tracked and managed efficiently. This includes deal tracking, client activities, and transaction analytics.
Website Creation
Agents can build customizable real estate websites that reflect their brand and image. The website builder includes tools for adding or editing pages, menus, and area profiles, along with integrated IDX listings, lead capture forms, and SEO tools to improve visibility.
Reporting and Analytics
Propertybase provides detailed reporting and analytics, gathering data from every customer interaction, email engagement, and task accomplished. This data is presented in easy-to-understand reports, graphs, and charts, giving agents an overview of lead activity and engagement with property listings.
Mobile App
The platform offers a mobile app, particularly for Salesforce Edition users, allowing agents and brokerages to view leads, listings, close deals, and customize security and access settings on the go.
Automation of Daily Processes
Propertybase automates daily processes such as scheduling property showings, sending follow-up emails, and triggering alerts for important tasks. This automation ensures a smooth workflow and a consistent, professional approach to client management and follow-ups.
Third-Party Integrations
The platform supports integrations with various third-party applications from the Salesforce AppExchange marketplace, including tools for digital advertising, transaction management, live chat, telephony, back office management, and real estate listings. Popular integrations include Adwerx, Brokermint, PlanOmatic, Property Webmasters, Twilio, and Zillow Group.
Additional Features
- Calendar Integration: Integrates with calendars to manage appointments and tasks.
- Document Management: Manages and stores documents related to transactions and clients.
- Pipeline Management: Tracks the progress of deals through the sales pipeline.
- Customizable Dashboards: Allows users to create personalized dashboards for better data visualization.
- Social Media Integration: Integrates with social media platforms to enhance marketing efforts.
- Role-Based Permissions: Provides secure access based on user roles.
- Client Portal: Offers a portal for clients to access their information and interact with agents.
Pricing
Propertybase offers two main pricing plans:
- COMPANY Plan: $79/User/Month, with features including front desk, listings & inventory, process & automation, clients & activities, deals & transactions, analytics, cloud API, and 100 GB media storage.
- ENTERPRISE Plan: $99/User/Month, which includes all the features of the COMPANY plan plus unlimited media storage, franchise management, and financials. A free trial is also available.
In summary, Propertybase is a powerful and versatile CRM and marketing platform tailored for the real estate industry, offering a wide range of features and functionalities to streamline operations, enhance client management, and boost sales.