From the first workshop to support years after go-live, we set up Propertybase around how your team sells, lets and follows up. Consennse is an independent Propertybase specialist in Switzerland, working with estate agencies across Europe.
In a consultation, we look at your process, your tools and where Propertybase should fit.

The gap

Swiss languages, postal codes and legal documents that a standard setup doesn’t cover, so agencies patch them by hand.
How your team takes a mandate, follows up and closes, mapped into your own pipeline.
Website, portals, newsletters and reporting that should all talk to the CRM, instead of being typed in twice.
A global CRM for real estate
Propertybase is a CRM made for real estate, built on the Salesforce platform and owned by Lone Wolf Technologies. According to Propertybase, more than 20,000 users in over 60 countries work with it, and it is the most-reviewed real-estate CRM on the Salesforce AppExchange, rated 4.77 out of 5. It brings contacts, properties, listings and inquiries into one place, so an agency can run sales, rentals and marketing from a single system. Our job is to make it fit your market and your agency.
Contacts, properties, listings, inquiries and matching, plus marketing and reporting in the same system.
Enterprise-grade security and reliability, and a large ecosystem of apps and integrations that can grow with your agency.
Local rules, your process and your other tools. We set it up, connect it and support it, so it works the way you work.
What we do
Six services, one team, one Propertybase setup.

New mandate signed
The Huber family signed the sales mandate for their house in Zug.
01 / 06Before we touch the system
We learn how your agency works before we change anything. Workshops on mandates, sales and lettings show what Propertybase should do for you, and what it shouldn’t.

Full buyer history
Marc Keller’s viewings, offers and emails, together in one contact.
02 / 06Ready for your market from day one
Swiss Edition is the starting point for Swiss agencies. We configure objects, contacts, pipelines and documents, migrate your data and go live with your team. Andermatt Swiss Alps AG and Markstein AG moved from Flowfact, data included.

New inquiry from Homegate
Anna Meier asked about Villa Crans-Montana. Her exposé is on its way.
03 / 06Propertybase at the centre
Your website, portals, newsletters and reports connect to Propertybase, so every lead and every contact lands in one place.

Viewing confirmed
Anna Meier confirmed Saturday at 11:00. A reminder goes to her phone.
04 / 06Workflows that match your process
Built-in Propertybase and Salesforce tools where they’re enough, custom development over the REST API where they’re not. For Andermatt Swiss Alps, that included sales targets with commission calculation.

Reply sent in 4 minutes
Your agent answered Sarah Brunner’s question straight from Propertybase.
05 / 06Your team uses what you paid for
Role-based training for agents, assistants and managers, in English or German, with documentation written for your setup.

Owner report sent
The Huber family received this week’s viewings and buyer feedback.
06 / 06The same people who built it
User support, fixes, updates, backups and mail parsing (portal and email inquiries land in Propertybase as leads), plus regular process reviews so the system grows with your agency. Your support plan sets the response time, up to the same business day.
Not sure which service you need?
Start with a consultation and we’ll tell you which one fits.

Propertybase, set up for estate agencies from the Alps to the Mediterranean.
Selected projects
Four examples of what we deliver, from Flowfact migrations to partner portals. More agencies across Switzerland and Europe work with us.
Switzerland · Flowfact to Propertybase
Data migration, rental contract management, sales partner portal, sales targets with commission calculation, website and social media integration, UTM tracking, Mailchimp with double opt-in.
Switzerland · New developments
Propertybase implementation, website and project microsites, automated dispatch and follow-up, buyer support, client reporting with Power Query.
Switzerland · Flowfact to Propertybase
Data migration, website and microsites, automated dispatch and follow-up, portal advertising budget control, email campaigns, lead capture.
Switzerland · Integrations
Propertybase implementation, survey sync to the CRM, website integration, Campaign Monitor sync, Microsoft Power BI, automated listing exchange with partner agents.













Integrations
If it has an API, we can usually connect it. These are the ones we’ve delivered for clients.
Move in without losing data.
Flowfact data migration, with contacts, properties and history carried over.
Every lead in the CRM.
Website forms, real-estate portals, Meta and LinkedIn lead ads, with UTM lead-source tracking.
Newsletters in sync.
Mailchimp with double opt-in and Campaign Monitor, synced with your Propertybase contacts.
Your site, live from the CRM.
Company websites and project microsites fed straight from Propertybase listings.
Reports from live CRM data.
Microsoft Power BI and Power Query reports, plus portal advertising budget control.
Exposés from your data.
Exposé Automation, built with our partner Uhuu, turns listings into on-brand exposés.
Shared with the people who sell.
Sales partner portals and automated listing exchange with partner agents.
Consultation, implementation, integration, customisation, training and ongoing support for Propertybase, for estate agencies in Switzerland and across Europe. Swiss Edition is our ready-made starting point for Swiss agencies.
Propertybase is a CRM made for real estate, built on the Salesforce platform. It brings contacts, properties, listings and inquiries into one place, so an agency can run sales, rentals and marketing from a single system.
Yes, your agency licenses Propertybase. If you don’t have a licence yet, we help you choose the right one and set Propertybase up from scratch.
It depends on your processes, your data and the integrations you need. After the analysis workshops you get a project plan with visible milestones, so you know the timeline before we build.
Yes. We move contacts, properties and history into Propertybase. Andermatt Swiss Alps AG and Markstein AG moved from Flowfact, data included.
Yes. We review your current setup, then take over user support, fixes, updates and backups, with regular process reviews and clear response times.
Yes. Many of our clients are in Switzerland, but we also work with agencies elsewhere in Europe, for example in Spain, France, Italy and Greece.
Yes. Workshops, training, documentation and support are available in German and English.
Swiss Edition gives Swiss agencies a ready-made starting point, and our support plans come in fixed levels, from CHF 250 per month, excl. VAT. Everything else is scoped to your agency after the first workshops.
No. Consennse is an independent Propertybase specialist and full-service provider, based in Switzerland, with no affiliation to Propertybase. We implement, customise and support Propertybase for real-estate agencies in Switzerland and across Europe.
Tailored to you
Every Propertybase project is tailored to the agency. Book a consultation and we start with your process.