G2

Marci R.

Senior Client Services Coordinator

Small-Business (50 or fewer emp.)

10/29/2026

"Deal-Centric CRM with a Standout AI Connector for Effortless Updates"

4.5/5

What do you like best about Propensa?

Propensa is built around how commercial brokers actually work. Everything hangs off the deal: status, milestones, commission by milestone, and a dated comment log with follow-ups. Nothing lives in a generic contact record. Listings and clients are handled separately, so landlord-rep and tenant-rep work each have a proper structure.

The AI connector is the standout. I can ask Claude for my daily briefing (overdue follow-ups, quiet deals, upcoming commission events) and get an answer from live data. I can log a call, set a follow-up, update a deal status, or add a milestone in plain English instead of clicking through screens. It covers tenants and lease expirations, notice deadlines, pursuits, and task lists, so the CRM gets updated because the effort is low. In my experience that is where most CRMs fail. Review collected by and hosted on G2.com.

What do you dislike about Propensa?

Task management isn't as robust as I would like. The to-do list has no native priority, and I ended up running a parallel task tracker outside the CRM. Deal-level follow-ups with a review date work well, but general task handling does not match them.

None of this is a dealbreaker. And I have been impressed with Propensa's ability to consider suggestions and add them if feasible. Review collected by and hosted on G2.com.

What problems is Propensa solving and how is that benefiting you?

Commercial deals run for months and involve many people, and the follow-ups used to live in email threads, spreadsheets, and memory. Propensa puts them in one place tied to the deal.

Problems solved

Missed follow-ups. Every comment can carry a review date, so overdue items surface automatically instead of depending on someone remembering. Deal history scattered across inboxes. Each deal has its own capture email address, so correspondence logs to the deal thread and the history stays with the deal. Team visibility. On co-brokered deals, everyone sees the same status, comments, and milestones.

How it benefits me

The AI connector turns the data into a daily briefing: overdue follow-ups, quiet deals, and upcoming commission events. I ask one question and get the full picture instead of opening each record. Logging a call, setting a follow-up, or changing a deal status takes one plain-English sentence, so the CRM stays current. Review collected by and hosted on G2.com.