Features
Propertybase is built specifically for the needs of Real Estate Developers and Brokers and provides a turn-key solution for your front and back office (go here for a detailed overview of the technical capabilities):
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Take Reservations & Print Booking Confirmations Waiting List – Never Lose a Customer! |
Manage InventoryConveniently manage your entire inventory from one place—whole Communities, Projects, Zones, Plots, Buildings, Floors and Units. |
Take Reservations and Print Booking ConfirmationsInstantly reserve properties and print booking confirmations. Easily create automatic payment plans, and keep track of down payments. |
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Real-Time Property SearchQuickly search or browse your entire inventory to instantly find the right property for a client. The Propertybrowser is always up-to-date for fast, accurate results. |
Create and Print AgreementsCreate bullet-proof sales and lease contracts with the help of our built-in templates, or install your own branded templates for error-free use by your team. Easily print agreements or email them in PDF format. |
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Payment SchedulesCreate individual, customized payment plans and schedules for your projects — as many as you need! |
Track PaymentsAlways know the status of every payment in your system, including sales and lease intallments, fees, and down payments. (Optional live-interface to accounting/ERP software). |
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Leads & Property PreferencesEasily capture and follow-up leads from the web or from sales events. Each lead includes preferences such as location, budget, property type, size, and more. |
Waiting List – Never lose a customer!There’s no reason to lose customers with the Propertybase waiting list—put clients on the list to be immediately informed if a down payment fails. |
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Accounts & ContactsEnjoy a 360-degree view of your critical account data right at your fingertips, including: contact information, bought and reserved properties, contracts, relevant documents, involved brokers, and more. |
Web ListingCreate always-up-to-date web listings with synchronized inventory data, photos, floorplans, and more. Use the web module in stand-alone mode as your own website, or integrate it into your existing website. |
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CommissionsAutomatically create and track internal and external commission payments based on flexible calculation rules for each broker/inventory allocation. |
Allocate Inventory to Sales Agents
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Email MarketingStay in touch with your valuable prospects through custom-branded email campaigns. The Email Wizard makes it easy to create, send, and track the success of your campaigns in real time. |
Campaigns (coming soon)Manage multichannel campaigns from a single place and profit from a consolidated view of campaign spending and performance. |
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Reports & DashboardsMine profits from your customer data with these easy-to-use tools—from a real-time overview of your whole business, to deep-digging custom reports providing just the details you need. |
Tasks & EventsImprove effiiciecy by staying on top of tasks and activities. Schedule joint meetings, assign tasks to other users, schedule and set reminders. |
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Document ManagementKeep everyone on the same page—from anywhere in the world—with instant, centralized access to the most recent versions of the sales and marketing documents and materials your teams need. |
Upload Images & FloorplansEasily upload the latest floorplans, photos, or drawings to the Propertybase inventory and synchronize them with your website. |
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Workflow & ApprovalsEnsure seamless productivity by setting up workflows and approval processes in Propertybase to automate procedures and guarantee best practices. |
NotificationsNever miss another opportunity. Get instantly notified when a reservation expires, a payment fails, or a new lead comes through your website. |
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Outlook IntegrationBoost efficiency and visibility throughout your organization by synchronizing Propertybase with your Microsoft Outlook address books, calendars, and email. |
Working offlineAccess you critical customer and sales information even when you’re totally unplugged, using the Force.com ‘Connect Offline’ feature. This is a key advantage to Force.com platform you won’t find elsewhere. |
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Email templatesKeep your sales communications on-target and on-message with built-in HTML email templates. Your sales reps simply personalize the ready-to-go templates, saving time and ensuring consistent messaging. Automatic tracking helps reps know when to follow up. |
Mobile accessYour sales reps may be on the road but they are never away from their critical data. Propertybase supports disconnected laptops, wireless email devices such as the BlackBerry and the iPhone, and wireless PDAs. |
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Broker PortalBoost sales by giving agents and brokers secure access to your inventory data. They can easily check availability, make reservations, view photos, calculate potential commissions, or see reserved units and closed deals. |
Customer PortalYour valuable clients enjoy secure access where they can view their reserved and purchased units, review documents, read newsletters, submit inquiries, and of course browse for interesting offers. |
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CustomizationsCustomize Propertybase to suit your needs with just a few clicks. Easy Wizards make it all possible with no need for coding. You can even design your own user interface to get exactly the look and functionality you want. |
Force.com Web Services APIThe best and most comprehensive API on the market today, for fast and affordable integration to your favorite Accounting or ERP package (standard adaptors to Oracle, SAP, Great Plains and many others) |
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Google AppsPropertybase comes integrated with Google Apps (Gmail, Google Docs, Google Talk) and can sync with Google Calendar and Contacts. Read more here. |
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