A Real Estate CRM That Works with Gmail

September 3rd, 2013 – in technology crm propertybase

A few weeks ago, we announced that Propertybase can be integrated into your Gmail Inbox, using Cirrus Insight. Finally! Effective, elegant real estate CRM, right in your Gmail inbox. It was a big deal, and you all seemed pretty excited about it. If that wasn’t enough, thanks to the generous folks at Cirrus Insight, all Propertybase users get a 20% discount on their CI subscription.

Take a look at this 3 minute walkthrough, and tutorial. You’ll be pleasantly surprised at how easy the setup process is!

In the video you’ll learn how to get started using Cirrus Insight in conjunction with Propertybase, with a short tutorial from one of Propertybase’s account executives, Walker Mattingly. You might remember Walker from such memorable blog posts as ‘The Search for a Better Real Estate CRM’. In the below video tutorial he’ll walk you through everything you need to know about Cirrus Insight and Propertybase, from start to finish.

What we Didn’t Cover

There are a few things we didn’t cover in the video, that we wanted to let you know about before you get started.


Installing Cirrus Insight to get Propertybase into gmail is so easy, you simply don’t need us to show you how. The installation takes as little as thirty seconds. Check out this short video from Cirrus for their lightning fast run-through.

Using Your Email Templates

To be 100% honest, this feature is so new, it wasn’t out at the time of us creating our tutorial! What this features allows you to do is what it says; use the email templates your have created in Propertybase to respond to leads, or customers. While it may seem simple, this feature will save you dozens of clicks in the back and forth between your CRM and gmail. Here is a quick overview on using the email templates you have in Propertybase, in conjunction with gmail.

No longer are you forced to navigate away from your inbox to use the email templates you’ve worked so hard to craft. Combine this feature with the ability to log calls, and set reminders, you have an amazing amount of functionality at your finger tips for following up with clients and leads.

Using Tasks with Gmail

Tasks in Cirrus Insight correspond with Activities in Propertybase. Because Propertybase has been built from the ground up, for your real estate business, there are a number of different objects to work with. Propertybase and Cirrus Insight work perfectly together because of the development platform we share with Salesforce - a little bit of beauty courtesy of the cloud. All you have to remember is that when using Tasks in your inbox, everything will sync with activities in Propertybase. Easy!

Being able to use tasks in your inbox, is a super convenient way to access your daily agenda, in an easy to read format. If you have to stay in your inbox all day long, it might as well be where you access all of your important information.

How to Claim Your Discount Offer

If you’re a Propertybase user, you’ll be glad to know that you can get a 20% discount on your Cirrus Insight subscription. If you want to try out the application first, just use the 14-Day trial. We’re certain you’ll be impressed, with easy it is to use.

In order to claim your discount, get in touch with your Account Executive. This will be the person you talked to when setting up your Propertybase. Don’t have Propertybase yet? No problem! Drop us a line, or sign up for a free 30-Day Trial.

Have you tried Propertybase in gmail yet? Let us know what you think about it and how you’ve been using it in the comments. We’d love to hear your stories. Don’t forget to share this article if you found it useful, and spread the inbox love!

Author: Sara Regan