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 is for
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 is good
- 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
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.
PREP plans and pricing
All plansCompared on real estate CRM software
- Free plan
- Yes
- Automated follow-up
- Yes
- Lead routing
- Yes
- Lead import
- Yes
