Freedom251 › Real Estate CRM Software
PREP
What PREP is
PREP is a web-based real estate CRM and transaction-management platform for agents and transaction coordinators. It combines property management, deal tracking, contact management, smart checklists, team collaboration, lead import, lead routing, and automated follow-up. A visual Kanban pipeline tracks buyer, seller, and dual-representation deals through stages and records stage changes. Stage-triggered checklist templates assign tasks by role and can sync due dates to Google Calendar. Contacts can be categorized as leads, clients, professionals, or vendors, then imported from CSV or Excel with format detection for several CRMs and Google Contacts. Integrations include Google Calendar, Google sign-in, Google Places address autocomplete, and Stripe. The maker lists encryption at rest and in transit, role-based access, audit logs, and row-level account separation. Starter is free without a time limit but limits active deals, properties, checklists, and lead-capture forms.
Who it suits
PREP suits solo agents, transaction coordinators, teams, and brokerages managing real estate pipelines and transactions. It is especially relevant for users wanting role-based checklists, lead intake, and calendar-linked deadlines.
What it does well
- Visual pipeline records deal-stage changes
- Checklist templates assign tasks by role
- Imports contacts from CSV and Excel
- Includes lead routing and automated follow-up
- Starter plan has no time limit
What to know first
- Starter limits deals, properties, checklists, and forms
- No free trial is listed
- Additional Team and Office seats cost extra
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | Free with no time limit · 5 active deals · 50 properties · 50 checklists · 25 lead capture forms | Free |
| Agent | $49/mo; $490/yr billed annually · No caps on properties, contacts, or active deals · Entity sharing · Calendar integration · Portal and intake forms | $49 a month |
| Team | $149/mo; $1490/yr billed annually · + $25/seat/mo for additional users · Up to 10 users · 1 included seat · Shared workspace · Role-based permissions | $149 a month |
| Office | $299/mo; $2990/yr billed annually · + $20/seat/mo for additional users · Up to 25 users · Up to 5 team workspaces · Priority support | $299 a month |
| Enterprise | Custom pricing · Custom user and workspace counts · Priority support · SLA available on request · Early access to new features | On request |
As the-prep.casa lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
PREP brings real estate CRM, transaction workflows, intake, and collaboration into one browser-based platform. The free Starter tier provides an entry point, while higher plans add capacity, workspaces, and support.
Facts from PREP's own pages
- AI processing
- The privacy policy says PREP uses AWS Bedrock for tasks including contact extraction, CSV field mapping, document extraction, lead scoring, and deal briefings, and says customer information is not used to train its own AI models. · the-prep.casa, 12 Oct 2026
- Automated follow-up
- Yes · the-prep.casa, 22 Sept 2026
- Checklists
- Stage-triggered checklist templates can assign tasks by role and sync due dates to Google Calendar. · the-prep.casa, 12 Oct 2026
- Core features
- It combines property management, deal tracking, contact management, smart checklists, and team collaboration. · the-prep.casa, 12 Oct 2026
- CRM and importing
- Contacts are categorized as leads, clients, professionals, or vendors, and the maker describes CSV and Excel imports with format detection for several CRMs and Google Contacts. · the-prep.casa, 12 Oct 2026
- Free plan
- Yes · the-prep.casa, 22 Sept 2026
- Integrations
- The maker identifies Google Calendar integration, Google sign-in, Google Places address autocomplete, Stripe payments, and infrastructure services including Vercel, Supabase, and AWS. · the-prep.casa, 12 Oct 2026
- Intended users
- The maker says PREP is built for solo real estate agents, transaction coordinators, teams, and brokerages. · the-prep.casa, 12 Oct 2026
- Lead import
- Yes · the-prep.casa, 22 Sept 2026
- Lead routing
- Yes · the-prep.casa, 22 Sept 2026
- Notable free-plan limits
- Starter is free without a time limit and allows up to 5 active deals, 50 properties, 50 checklists, and 25 lead-capture forms; form submissions have a fair-use ceiling. · the-prep.casa, 12 Oct 2026
- Payments
- Billing is handled by Stripe, which the maker describes as a PCI DSS Level 1 certified processor; PREP says it does not store credit card details. · the-prep.casa, 12 Oct 2026
- Pipelines
- Its visual Kanban pipeline tracks buyer, seller, and dual-representation deals through stages, and logs stage changes. · the-prep.casa, 12 Oct 2026
- Product
- PREP describes itself as a real estate CRM and transaction management platform for agents and transaction coordinators. · the-prep.casa, 12 Oct 2026
- Security
- The maker states that data is encrypted at rest and in transit over TLS 1.2+, access is role-based, changes are audit logged, and row-level security separates accounts. · the-prep.casa, 12 Oct 2026
- Support
- Office includes priority support; Enterprise offers priority support and an SLA available on request. · the-prep.casa, 12 Oct 2026
Where PREP stands on Freedom251
- Real Estate CRM Software#32 of 249