Real Estate CRM & Marketing Software

Propertybase is the leading real estate CRM designed for residential and commercial real estate agents, brokers and developers.  With Propertybase, real estate professionals can manage the entire sales cycle on a single centralized platform.  Propertybase is built and operates on the Salesforce platform and can be customized to grow with your changing business needs.  Key features of Propertybase include the following:

Front Desk

Capture and Manage Leads > Manage all of your leads (including website and social media) in one place.


Group Marketing and Follow Up > Send personalized email campaigns to clients with templates for your listings

Listings and Inventory

Manage Your Listings > Organize and manage all of your listings and properties with images and docs.

Process and Automation

Workflows > Build custom workflows to automate client communication

Clients and Activities

360 Degree Overview > Get a full overview on all your client related activities

Deals and Transactions

Structured Closings > Progress and offer to closing, track all documents and payments


Big Data > Point-and-click reporting and dashboards to view on demand

Cloud API

Open Architecture > Propertybase Cloud API makes integrating services into your business process easy and stress-free.

Our Propertybase Consulting Services

As a Propertybase partner, Perpetual West is here to help you get the most ROI out of Propertybase.   Our focus is on understanding how your business works and making Propertybase work the way your business does.


We take the time to meet with you to learn how your business works so we can shape Propertybase to help you get the most out of it.  Let us become your trusted advisor now and as your business grows. We offer a 1 hour free consultation.


Our trained consultants can help guide you through the process of getting up and running with Propertybase successfully.  From integrations, to fields and page layouts to reports and dashboards, we shape and mould Propertybase to your business.  Change management and user adoption is critical to the success of any implementation.


Propertybase works with a number of other cloud apps (including G Suite, Cirrus Insight, Docusign and Conga Merge). Leverage our expertise to integrate the apps you’re already using and the ones you should be using. A fully integrated suite of cloud based apps is what every business should be using.  Let us show you how to get there.


We customize our training to meet your unique needs and budget.  From basic users to advanced users, and online to onsite, you and your team will be prepared to leverage the power of Propertybase.  Let us empower you to make the most of your investment in Propertybase.

On-Going Support

We are here to support you with your Propertybase needs for years to come.  We often ask our clients a question when it comes to supporting them: “Would you like me to take care of that for you or would you like me to show you how to do this?”. At Perpetual West, we focus on developing long lasting relationships with our clients so when you contact us we “know” you and your business.


Getting Propertybase to work the way you do is key.  Customizing Propertybase to fit your needs can go a long way to helping your business be even more successful. Using the experience that we have gained working with clients over the years, we can customize Propertybase to work the way you do.