Propertybase
Salesforce-integrated customer relationship platform designed for real estate professionals
- Also known as
- propertybase
Available worldwide
What is Propertybase?
A native Salesforce-based CRM for real estate brokerages and agents to manage leads, properties, transactions, and client communications in a unified system. Features include email marketing, automated workflows, AI-powered lead scoring, document management, and integrated contract signing.
What Propertybase does
The capabilities that matter for real estate crm, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- Zillow realtor lead parsing integration
- ✗
- Mls idx property search and alerts
- ✗
- Automated SMS email drip action plans
- ✗
- Built in voip power dialer
- -
- Social media facebook lead ad sync
- -
- Agent team lead routing round robin
- -
- Integrated consumer facing idx website
- -
- Transaction management dotloop docusign sync
- ✓
- Open house digital sign in forms
- -
- SOC2 type ii
- ✗
- ISO 27001
- -
- Pricing model
- -
Platform & deployment
Independently observed- Web
- Cloud / SaaS
Integrations (4)
Independently observed- Salesforce
- Salesforce Agentforce
- Salesforce Flow
- Lone Wolf Authentisign
Propertybase FAQ
Common questions about Propertybase, answered from independent, dated evidence.
What is Propertybase?
A native Salesforce-based CRM for real estate brokerages and agents to manage leads, properties, transactions, and client communications in a unified system. Features include email marketing, automated workflows, AI-powered lead scoring, document management, and integrated contract signing. It is indexed under Real Estate CRM.
Source: https://www.propertybase.com
What platforms does Propertybase support?
We have confirmed browser-based access to Propertybase. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.
Source: https://www.propertybase.com
Can Propertybase be self-hosted?
We have only confirmed a cloud / SaaS deployment for Propertybase, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.
Source: https://www.propertybase.com
What security certifications does Propertybase have?
We have independently confirmed SOC 2 and GDPR for Propertybase. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Propertybase not holding them. Always confirm compliance directly before you rely on it.
Source: https://www.propertybase.com
Propertybase alternatives
Other real estate crm we track, ranked by the same independent score.
- Follow Up BossCustomer relationship management platform for real estate professionalsmedium · 74%
- Real GeeksCRM and lead generation platform for real estate agentslow · 49%
- Wise AgentA customer relationship management platform designed for real estate professionals to organize leads, automate follow-up, and manage transactionslow · 47%
- BoomTownAll-in-one real estate platform for lead generation, customer management, and property websiteslow · 8%
- Top ProducerAI-assisted real estate business management and CRMmedium · 64%
- LoftyAI-powered operating system that automates lead generation, client management, and deal closure for real estate professionalslow · 25%
Compare Propertybase
Side by side against other real estate crm, attribute by attribute, with a source on every value.
The vioscaleAI score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Propertybase, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Reliability | 45 | 0.06 | 2.8 | ✓ |
| Security posture | 45 | 0.04 | 1.9 | ✓ |
| Capabilities | 29 | 0.04 | 1.2 | ✓ |
| Integrations | 20 | 0.05 | 1.0 | ✓ |
| Price level | 0 | 0.10 | 0.0 | - |
| Pricing transparency | 0 | 0.09 | 0.0 | - |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 4 items | mediumsource · 2026-09-10 · 60% |
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Transaction management dotloop docusign sync | mediumsource · 2026-08-25 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 4 | mediumsource · 2026-08-25 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | highsource · 2026-08-25 · 75% |
Pricing
| Attribute | Value | Evidence |
|---|---|---|
| Model | commercial | mediumsource · 2026-08-23 · 70% |
Reliability
| Attribute | Value | Evidence |
|---|---|---|
| Sla pct | 99.9 | mediumsource · 2026-08-25 · 60% |
Security
Is Propertybase the right choice for you?
Tell us the job, the constraints and what you weigh most, and we will rank Propertybase against the rest of the real estate crm we index, using the same dated evidence weighted your way.
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Is this your product?
This profile was built from public sources without asking you. You can take the badge below and use it anywhere, and you can claim the profile to correct anything we got wrong. Both are free, and neither moves Propertybase up or down: nobody can buy rank here, including you.
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