Manage Real Estate Deals. Close Faster.
Grow Your Business.
The all-in-one real estate CRM for agents, teams, and transaction coordinators. Manage every lead, offer, agreement, and transaction from first contact to closing day.
$675,000
2847 Oakwood Ave
Agent: Sarah Chen
- List price
- $675,000
- Commission
- 2.5%
$0
Marcus Lopez (Buyer)
Agent: Jordan Taylor
- Budget
- $450-525k
- Area
- Westside
Priya Raman (Buyer)
Agent: Sarah Chen
- Budget
- $400-480k
- Area
- Harbor
$542,000
1420 Desert Willow
Agent: Sarah Chen
- Amount:
- $542,000
- Offer Date:
- 4/18/2026
- Expires:
- 4/25/2026
$398,000
89 Harbor Ridge
Agent: Marcus Lopez
- Purchase price
- $398,000
- Close date
- May 18
$542,000
1420 Desert Willow
Agent: Sarah Chen
- Amount:
- $542,000
- Offer Date:
- 4/18/2026
- Expires:
- 4/25/2026
$398,000
89 Harbor Ridge
Agent: Marcus Lopez
- Purchase price
- $398,000
- Close date
- May 18
$0
Marcus Lopez (Buyer)
Agent: Jordan Taylor
- Budget
- $450-525k
- Area
- Westside
Priya Raman (Buyer)
Agent: Sarah Chen
- Budget
- $400-480k
- Area
- Harbor
$675,000
2847 Oakwood Ave
Agent: Sarah Chen
- List price
- $675,000
- Commission
- 2.5%
What is PREP?
PREP (Pierce Real Estate Platform) is a modern CRM and transaction management platform built specifically for real estate professionals. It combines property management, deal tracking, contact management, smart checklists, and team collaboration in a single platform, so agents and transaction coordinators can manage their entire business without juggling multiple tools.
Built with industry-leading technology
hours of admin work automated
Reclaim your week
Hours of admin work automated with smart checklists and pipeline tracking
deadlines auto-tracked
Every deadline, covered
Pipeline tracking surfaces every contingency, inspection, and close date
apps worth of features, one subscription
Everything in one place
Properties, deals, contacts, and tasks unified
of deal changes logged
Built-in audit trail
Every transaction, offer, and agreement update is tracked and timestamped
Everything you need to manage
your real estate business
Purpose-built tools for agents and transaction coordinators.
Property Management
Track every property in your portfolio with detailed listings, pricing, and status tracking.
- MLS number tracking
- Listing details & pricing
- Property status pipeline
- Link to deals & contacts
CRM & Contact Management
Organize contacts by category — leads, clients, professionals, and vendors.
- Lead tracking & categorization
- Company management
- CSV import
- Contact activity history
- Custom lead fields
Transaction Pipeline
Track deals from contract to close with stage-based workflows.
- Kanban & list views
- Buyer & seller pipelines
- Participant management
- Activity logging
Smart Checklists
Automate recurring tasks with templates that trigger at the right time.
- Template-based automation
- Stage-triggered checklists
- Due date tracking
- Calendar integration
Team Collaboration
Share workspaces, delegate tasks, and collaborate on deals.
- Shared workspaces
- Role-based permissions
- Entity sharing & access control
- Team activity feed
Security-First Design
Encrypted data, role-based access control, and comprehensive audit trails on every change.
- Encrypted data at rest & in transit
- Role-based access control
- Complete audit logging
- Data isolation between accounts
QR Code Marketing
Generate QR codes for marketing materials. Agents scan to instantly create entities — properties, contacts, and more.
Purpose-built for real estate
Every feature is designed around the way agents and transaction coordinators actually work, not adapted from generic business software.
Deal Pipeline that works like you do
Visual Kanban boards give you an instant snapshot of every active transaction, from contract acceptance all the way to closing day. Separate buyer and seller pipelines keep your workflow organized, while stage-based progression ensures nothing falls through the cracks. Filter deals by property type, price range, or assigned agent to surface exactly what you need. Every stage change is automatically logged, creating a complete audit trail your broker will appreciate.
- Separate buyer and seller pipelines with stage-based workflows
- Drag-and-drop stage progression with automatic activity logging
- Filter by property type, price range, agent, or status
- Every stage change creates a timestamped audit trail for compliance
Smart Checklists that run themselves
Template-based automation means the right checklist appears at the right moment, automatically. When a transaction moves to a new stage, PREP generates the appropriate task list without any manual setup. Due dates sync directly to Google Calendar so nothing gets buried in a spreadsheet. Role-based task assignment lets transaction coordinators delegate work to agents or assistants, and customizable templates support buyer, seller, and dual-representation workflows.
- Checklists auto-generate when deals reach specific stages
- Due dates sync to Google Calendar with configurable reminders
- Role-based task assignment for team workflows
- Separate templates for buyer, seller, and dual-representation transactions
CRM built for the way agents prospect
A general-purpose CRM forces you to adapt your workflow to its categories. PREP is designed around the four contact types you actually use: Leads, Clients, Professionals, and Vendors. Track lead source, timeline, and price range for every prospect so you can prioritize follow-up intelligently. Migrating from a spreadsheet or another CRM takes minutes with CSV import. Every contact links to their company, and a complete activity history means you never lose context between conversations.
- Four contact categories: Leads, Clients, Professionals, Vendors
- Track lead source, timeline, and price range for every prospect
- CSV import for easy migration from spreadsheets or other CRMs
- Company management: link contacts to their organizations
Get started in minutes
Four simple steps to start managing deals in PREP.
Create Your Account
Sign up with Google or email in seconds. No credit card required. Start on the free plan immediately.
Add Your Data
Import contacts via CSV or add properties, deals, and contacts through streamlined creation forms.
Start Managing Deals
Track transactions from contract to close. Use checklists to stay on top of every deadline and task.
Scale Your Business
Invite team members, share workspaces, and collaborate on deals as your business grows.
Why agents choose PREP
Most agents are running their business on a patchwork of tools that were never built to work together. Here is how PREP compares.
vs. Spreadsheets
The problem
Spreadsheets can't alert you when a contingency deadline is three days away. There is no stage-based workflow, no audit trail, and no link between a contact and the transaction they belong to. One wrong formula wipes out months of data.
PREP's approach
PREP gives every transaction a structured stage, every contact an activity history, and every deadline a due date that syncs to your calendar. Your data is safe, relational, and always current.
vs. Generic CRMs
The problem
General-purpose CRMs are built for SaaS sales teams, not real estate agents. You end up hacking together custom fields for escrow dates, contingency periods, and MLS numbers that the CRM does not understand natively.
PREP's approach
PREP speaks real estate. Transactions, offers, agreements, buyer and seller pipelines, dual representation, earnest money, inspection deadlines: all first-class concepts built into the data model, not bolted on as custom fields.
vs. Multiple Tools
The problem
The average agent runs four to six separate tools: a CRM, a transaction management platform, a task manager, a calendar, a checklist app, and a contact database. Context switching between them kills productivity and creates gaps where things fall through.
PREP's approach
PREP consolidates CRM, transaction management, checklists, team collaboration, and activity logging into one platform. One login, one source of truth, one place to look when a question comes up on closing day.
Built for every role
Solo agents, transaction coordinators, and teams all use PREP to manage deals in one place.
Real Estate Agents
Your entire book of business, from first showing to closing day.
742 Evergreen
Pending$485,000
Agent: Ryan P.
142 Maple Hts
Under Contract$485,000
Agent: Ryan P.
89 Harbor Rdg
Under Contract$398,000
Transaction Coordinators
Stay on top of every deadline and document across all your transactions.
742 Evergreen Terrace · Inspection
Buyer Checklist — Stage: Inspection
Teams & Brokerages
Give your team shared visibility into deals with proper access control.
Team Pipeline · Pierce Realty Group
Shared Workspace
1420 Desert Willow
$675,000
Listing Agent: Ryan Pierce
Buyer Agent: J. Chen
Your data, protected
Client data, deal financials, and personal information deserve more than a password. Security is built into every layer of PREP.
Encryption at rest and in transit
All data is encrypted at rest in the database and in transit over TLS 1.2+. Your deal data and client information are never transmitted in cleartext.
Role-based access control
Every user is assigned a role: Owner, Admin, Agent, or Assistant. Permissions cascade through teams so people only see what they should see.
Comprehensive audit logging
Every change to every entity is recorded with a timestamp and the user who made it. Full audit trails keep you compliant and help resolve disputes quickly.
Data isolation between accounts
Row-level security enforces strict data isolation. Your data is never accessible to other PREP accounts, even within shared infrastructure.
Stripe-secured payments
Billing is handled entirely by Stripe, a PCI DSS Level 1 certified payment processor. PREP never stores your credit card details.
Reliable infrastructure
PREP runs on Supabase PostgreSQL and Vercel with automatic daily backups. Your infrastructure is managed by teams with dedicated security and reliability practices.
Simple, transparent pricing
Start free and upgrade as you grow. No hidden fees, no surprises.
Starter is free forever. Up to 5 active deals at a time — bring your full book of business. No credit card required.
Get Started FreeAgent
For active agents growing their book
$490/yr billed annuallySave 17%
- No caps on properties, contacts, or active deals
- Entity sharing with collaborators
- Calendar integration
- Portal and intake forms
Team
For agents building a team
+ $25/seat/mo for additional users
$1490/yr billed annuallySave 17%
- Everything in Agent
- Shared team workspace
- Role-based permissions (Admin, Agent, Assistant)
- Up to 10 users at $25/seat/mo
Office
For growing brokerages
+ $20/seat/mo for additional users
$2990/yr billed annuallySave 17%
- Everything in Team
- Up to 25 users at $20/seat/mo
- Up to 5 team workspaces
- Priority support
Enterprise offers scaled user counts, custom team workspace counts, and SLA guarantees tailored to your organization.
Contact SalesAnnual billing saves up to 17%. See full comparison
Manage your deals
in one place.
Free forever plan. No credit card required. Set up your first transaction in under five minutes.