Native Salesforce Object Model
Propertybase runs on Salesforce's core data architecture, so properties, inquiries, and transactions relate to each other the way your business actually operates — not the way a bolt-on CRM assumes.
Industry App — Propertybase on Salesforce
Propertybase Runs Your Listings.
Your Portfolio Shouldn't Run on Spreadsheets and Guesswork.
Propertybase is the Salesforce-native CRM built for real estate — Twopir configures it to your exact inventory, inquiry, and transaction workflows, then automates the approvals and alerts your team currently does by hand.
500+
Client Deployments
12+
Years Experience
40+
Person Team
Partner
Salesforce & HubSpot
AI Delivery
Trusted by
Luxury Brokerages Residential Developers Commercial Asset Managers Multi-Region Agencies Portfolio Teams Transaction Coordinators Leasing Teams Investment Firms Luxury Brokerages Residential Developers Commercial Asset Managers Multi-Region Agencies Portfolio Teams Transaction Coordinators Leasing Teams Investment Firms
Where Firms Stall
The Real Cost Is Operational Friction.
🗂️
Inventory Lives in Spreadsheets, Not a System
Agents check availability by calling colleagues or hunting through shared files. Nobody has a single, current view of what's active, reserved, or restricted.
📥
Inquiries Get Lost Between Inboxes and Memory
Client interest gets logged in emails and personal notes instead of the record it belongs to. Follow-ups get duplicated or missed entirely.
🚫
Restricted Listings Have No Enforcement Layer
Red-listed or off-market properties can be offered to clients with no approval gate. Compliance depends on an agent remembering a rule, not a system enforcing it.
📊
Managers Fly Blind Until the Deal Closes
Pipeline visibility comes from status calls, not live data. By the time a manager hears about a problem, it's already cost the deal time.
🐢
New Agents Take Weeks to Ramp
Onboarding means explaining which spreadsheet to use and who to email for exceptions. Institutional knowledge lives in senior agents' heads, not the platform.
Platform Context
Salesforce Is Built for Real Estate. We Build It Around Yours.
Lightning Web Components for Agent Speed
LWCs put availability, inquiry capture, and status changes directly on the property record, so agents act on live data without leaving the screen they're already on.
Einstein for Predictive Pricing and Lead Scoring
Einstein Prediction Builder turns historical sales and inquiry data into forward-looking scores — which leads convert, which listings are priced wrong — without a separate AI stack to maintain.
MLS and Market Data Integration
Salesforce's integration layer keeps listings synced with MLS feeds and syndicated to external platforms, so your system of record stays accurate everywhere it's published.
Platform Capabilities
What Propertybase Puts Inside Your Salesforce Org.
🏢
Property Inventory Dashboard
Live availability status for every listing in one view — no manual refresh, no checking with colleagues.
Core Module✍️
Inline Inquiry Capture
A "Create Inquiry" button on the property record logs client interest and links it to the correct listing in one click.
Automation🛑
Red-List Approval Workflow
A multi-step approval process gates restricted properties behind manager sign-off before any agent can present them.
Compliance🔔
Automated Stakeholder Alerts
Salesforce Flow triggers the right notification the moment a property status changes — no manual emails.
Automation🔐
Role-Based Data Access
Sharing rules and permission sets ensure agents see only the records their role requires, nothing more.
Compliance🎯
Predictive Lead Scoring
Einstein models trained on your sales history rank leads by conversion probability, so agents work the right ones first.
AI💰
Automated Valuation Models
Comparable sales, market trends, and location data combine to produce real-time price estimates for every listing.
AI💬
Natural Language Reporting
Agents ask CRM data plain questions — "listings likely to sell above asking in 45 days" — and get filtered results instantly.
AI📡
MLS Sync & Listing Syndication
Listings stay synced with MLS feeds and published across external real estate platforms without duplicate data entry.
Integration Delivery Model
We Don't Deploy Software. We Build Operating Infrastructure.
Phase 01
DiscoveryMapping Every Workflow Gap Before Writing a Line of Code
We interview agents, managers, and admin staff to document exactly how properties move from listing to transaction — and where data currently falls through the cracks. On a recent engagement this surfaced 11 distinct failure points before a single object was configured.
Phase 02
Data Model & ConfigurationBuilding the Property Object Model from the Ground Up
We design the custom Salesforce data model for properties, availability states, and inquiry relationships, then write the Apex triggers that enforce your business rules on every status transition — not just the ones a default package assumes.
Phase 03
LWC & Automation BuildDelivering the Agent UI and the Rules Behind It
We build the Lightning Web Components agents actually touch — inquiry capture, availability indicators, status views — alongside the Flow-based approvals and notifications that replace manual sign-off and email chains.
Phase 04
Security & RolloutLocking Down Access and Getting the Team Live
We configure role-based sharing rules and profile permissions so every agent, manager, and admin sees exactly what their role requires, then run structured onboarding so the team operates independently from day one.
Outcomes
The Outcomes Firms Actually Come Back For.
60% Faster Agent Response
Agents confirm property availability in under 10 minutes from a single dashboard, instead of checking with multiple colleagues.
Zero Manual Approval Workarounds
Restricted listings can't be offered to clients without documented manager sign-off — compliance enforced by the system, not memory.
3-Day Agent Onboarding
Structured documentation and a guided UI replace weeks of hand-holding — new agents log inquiries independently within days, not weeks.
One System, Not Three
Property lists, inquiry logs, and availability trackers consolidate into a single Salesforce platform every role can see in real time.
30–40% Shorter Lead-to-Close Cycles
Teams running AI-scored leads and automated valuation inside Propertybase have cut lead-to-close time by 30–40% against manual pricing and prioritization.
Governed, Role-Based Access
Sharing rules and profile permissions protect sensitive client and property data without slowing down the agents who need it.
Common Scenarios
Where We See Propertybase Deliver Most.
Multi-Region Pricing
A multi-region brokerage can't keep pricing consistent across offices. Data scattered across regional teams meant price updates took over a week, and clients got different answers depending on who they called. We centralized the data model and layered in AI-driven price alerts, cutting adjustment time from an average of 12 days to under 48 hours.
Restricted Listings
A luxury brokerage has no enforcement mechanism for restricted listings. Red-listed units could be shown to clients with nothing stopping an agent but a verbal rule. We built a multi-step Salesforce approval process gating restricted properties behind manager release — eliminating manual approval workarounds entirely.
Demand-Led Marketing
A property developer's marketing can't keep pace with shifting demand. Buyer preferences shifted faster than campaigns could adapt, leaving inventory unsold. We deployed AI-powered buyer segmentation tied directly to marketing automation, improving marketing ROI by 31% and cutting unsold inventory by 27%.
Agent Onboarding
A growing brokerage can't onboard agents fast enough to keep up. Every new hire meant two weeks of a senior agent explaining which spreadsheet to use and who to email for exceptions. A guided Lightning UI plus structured documentation brought that down to three days, with agents operating independently from week one.
Why Twopir
We're Not a Vendor. We're an Architectural Partner.
01
We map the workflow before we touch the org
Discovery isn't a formality — it's how we find the failure points a standard implementation would miss.
02
We build the data model around your business, not a template
Object relationships and Apex logic reflect how your properties, inquiries, and approvals actually work.
03
We automate the rules, not just the interface
Approval processes and Flow-triggered alerts enforce compliance and communication without a human remembering to act.
04
We layer in AI where it changes outcomes, not where it's trendy
Predictive scoring and automated valuation get deployed against real KPIs — conversion rate, pricing error, cycle time — not as a checkbox feature.
05
We train the team, not just the system
Structured onboarding and live walkthroughs mean the org runs independently within days of go-live, not months.
"Onboarding a new agent used to mean two weeks of hand-holding. Now the system does what senior agents used to have to explain manually."
Twopir Consulting — Certified Salesforce architects. Propertybase implementation specialists.
- Propertybase setup and configuration
- Forms & Documents for Salesforce
- Workflow and template design
- Automation, testing & adoption support
- 12+ Years Salesforce & HubSpot Delivery
- 500+ Clients Served
- Serving: US | Canada | UK | UAE | Australia | New Zealand
- Salesforce Partner
- HubSpot Partner
- AI Delivery
Common Questions
Questions Real Estate Teams Ask Before We Start.
How is Twopir's Propertybase work different from a standard package install? +
A standard install gives you the Propertybase objects out of the box. We configure the data model, approval processes, and automation around your specific inventory, inquiry, and compliance rules — the parts a default package doesn't know about until we ask.
How long does a typical Propertybase implementation take? +
Comparable engagements have run 90 days across five phases — discovery, data model and configuration, LWC development, approvals and automation, and security and rollout. Scope and existing data quality shift the timeline.
Can Propertybase enforce restrictions on red-listed or off-market properties? +
Yes. We build multi-step Salesforce approval processes that require documented manager sign-off before a restricted property can be presented to a client — removing the compliance risk of relying on an agent remembering a rule.
Do we need existing Salesforce experience to run Propertybase? +
No. We handle the configuration, automation, and data model, and deliver structured onboarding documentation plus live walkthroughs so your team operates independently within days of go-live.
How does AI factor into a Propertybase implementation? +
We deploy Einstein Prediction Builder for lead scoring and automated valuation models where they change measurable outcomes — conversion rates, pricing accuracy, and lead-to-close cycle time — not as an add-on feature with no KPI attached.
Can Propertybase integrate with our existing MLS feed and marketing platforms? +
Yes. We configure MLS synchronization and listing syndication so your Salesforce org stays the accurate system of record while listings publish across the external platforms you already use.
Get Started
Ready to Run Your Portfolio on a Single Platform?
We'll review your current property management workflow and identify the highest-impact Salesforce improvements — no commitment required.
