Our Propertybase services: Propertybase services that fit the way your agency works.

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

Where Propertybase and your agency don’t fit yet.

Historic villa beside a modern apartment building on a sunny street
  1. 01Local rules

    Every country has its own conventions

    Swiss languages, postal codes and legal documents that a standard setup doesn’t cover, so agencies patch them by hand.

  2. 02Your process

    Not all agencies work the same way

    How your team takes a mandate, follows up and closes, mapped into your own pipeline.

  3. 03Your other tools

    Your tools don’t talk to each other

    Website, portals, newsletters and reporting that should all talk to the CRM, instead of being typed in twice.

A global CRM for real estate

What is Propertybase?

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.

  • What it covers

    Contacts, properties, listings, inquiries and matching, plus marketing and reporting in the same system.

  • Why Salesforce matters

    Enterprise-grade security and reliability, and a large ecosystem of apps and integrations that can grow with your agency.

  • Where we come in

    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

Our Propertybase services

Six services, one team, one Propertybase setup.

A man sketching on architectural plans at a desk
Propertybasenow

New mandate signed

The Huber family signed the sales mandate for their house in Zug.

01 / 06Before we touch the system

Consultation

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.

  • Workshops with your team
  • A clear map of what Propertybase should do
  • A project plan with visible milestones
A modern white house with a flat roof under a blue sky
Propertybasenow

Full buyer history

Marc Keller’s viewings, offers and emails, together in one contact.

02 / 06Ready for your market from day one

Implementation

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.

  • Swiss Edition as the starting point
  • Data migration, e.g. from Flowfact
  • Go-live with your team beside you
A modern glass and steel office building seen from below
Propertybasenow

New inquiry from Homegate

Anna Meier asked about Villa Crans-Montana. Her exposé is on its way.

03 / 06Propertybase at the centre

Integration

Your website, portals, newsletters and reports connect to Propertybase, so every lead and every contact lands in one place.

  • Website and project microsites
  • Portal and social lead capture
  • Mailchimp, Campaign Monitor, Power BI
A bright living room with a yellow armchair and a floor lamp
Propertybasenow

Viewing confirmed

Anna Meier confirmed Saturday at 11:00. A reminder goes to her phone.

04 / 06Workflows that match your process

Customisation

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.

  • Automated dispatch and follow-up
  • Commission calculation
  • Rental contract management
A large meeting room with a long table and floor-to-ceiling windows
Propertybasenow

Reply sent in 4 minutes

Your agent answered Sarah Brunner’s question straight from Propertybase.

05 / 06Your team uses what you paid for

Training

Role-based training for agents, assistants and managers, in English or German, with documentation written for your setup.

  • Role-based sessions
  • In English or German
  • Documentation for your setup
A bright apartment living room with a TV and plants
Propertybasenow

Owner report sent

The Huber family received this week’s viewings and buyer feedback.

06 / 06The same people who built it

Ongoing support

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.

  • User support and fixes
  • Updates, backups and mail parsing
  • Regular process reviews
Compare support levels →

Not sure which service you need?

Start with a consultation and we’ll tell you which one fits.

Book a consultation
A modern curved apartment building on a hillside above a hazy city at dusk

Your process first. Then the setup.

Propertybase, set up for estate agencies from the Alps to the Mediterranean.

Selected projects

Projects we’ve delivered

Four examples of what we deliver, from Flowfact migrations to partner portals. More agencies across Switzerland and Europe work with us.

Further companies that rely on us

Integrations

Integrations we’ve built for Propertybase

If it has an API, we can usually connect it. These are the ones we’ve delivered for clients.

Questions about Propertybase services

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

Tell us how your agency works

Every Propertybase project is tailored to the agency. Book a consultation and we start with your process.

Get in touch

Talk to the people who will build it.

Send us a few lines about your process and your tools. We reply within one business day.

Book a 30-minute call

30 minutes, online.

Pick a time

Email us

For projects and support.

info@consennse.com