Welcome to Propertybase

In business it's important to be as efficient as possible and real estate is no different. Starting with lead, ending with close and everything in-between, your business has data points that should be recorded.

The Propertybase Real Estate Process

The use of Propertybase CRM will allow you to apply a systematic approach to a process where relationships, communication and follow-ups are the key to the success of your business. Propertybase records to several data objects each tailored to a unique stage of your business.

Note: Records are a collection of fields, activities and relationships describing something, i.e. a person or an apartment. Objects are a collection of a particular type of records, i.e. Contacts or Listings.

Typical Buyer & Seller Processes

Below are two diagrams illustrating the typical process for both buyer and seller in the residential industry.

Residential buyer process in Propertybase
Residential seller process in Propertybase

Typical Sales Process

The graphic below illustrates four steps of a typical sales cycle, each mapped to data objects in Propertybase.

Visualization of the typical sales cycle mapped to different data objects in Propertybase.

Ready to learn more about Propertybase? Check out our Getting Started with Propertybase series. We recommend following along, in order, as we walk through the entire Propertybase process, from lead to close.


First Up: Managing Contacts

One of the most powerful aspects of Propertybase is the ability to track all of your business relationships in one place. The Contact object in Propertybase allows you to capture client information, manage conversion rates, connect with new clients and close more deals.

Click here to learn about Managing Contacts in Propertybase.

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