PREP vs Follow Up Boss: Real Estate CRM Comparison
A real estate CRM that owns the whole transaction. An honest, side-by-side look at both tools.
What each platform does well
Neither tool replaces the other if you need both lead generation at volume and deep transaction management. Here is where each earns its keep.
Built for the lead-to-contract phase
Follow Up Boss is purpose-built for lead follow-up. Its strength is breadth of integrations (200+ lead sources), a built-in dialer and two-way texting, and “Action Plans,” automated sequences of tasks and messages triggered when a lead comes in or hits a status. The mobile app is solid, and the ecosystem of third-party connections is one of the deepest in the category. If your primary challenge is converting inbound leads at volume, Follow Up Boss earns its reputation.
Built for the full deal lifecycle
PREP is purpose-built for the full deal lifecycle. Contacts and lead management sit alongside transactions, offers, and agreements in a unified pipeline. A Kanban view shows every deal by stage across buyer, seller, and dual-representation deal types. The flagship feature is checklist automation tied to deal stage: start from a ready-made template, and from then on, when you move a transaction to a new stage PREP applies the relevant checklist for that stage. Under Contract, Inspection Period, Appraisal, Final Walkthrough, and Closing each populate on the stage change rather than from a copy-paste routine you repeat per deal.
How transaction workflows differ
What Follow Up Boss includes
Follow Up Boss includes “Action Plans,” automated sequences of tasks, texts, and emails. They can fire on a lead status, and when you attach them to a deal, on a deal-stage change. Used for lead nurture and follow-up, they are one of FUB’s genuine strengths.
Where the workflows differ
In Follow Up Boss, a deal is a lightweight object, and the task list that fires on a stage change is something you assemble yourself: build a general Action Plan, decide which tasks belong to which stage, and attach it to each deal. The sequence comes from the same general Action Plan system rather than a structured transaction checklist that already knows the difference between a buyer purchase, a seller listing, and a dual-representation deal. You build that structure, and you maintain it.
How PREP approaches it
PREP ships the structure for you. You start from a ready-made Quick Template in the Create Checklist Template modal, a couple of clicks, and from then on the checklist is first-class and tied to deal type (buyer purchase, seller listing, dual representation). Move a deal into the inspection period and the inspection checklist applies; move it toward closing and the closing checklist applies. It adjusts to whether you represent the buyer or the seller, and it is included starting on the free tier rather than gated behind a broker back office.
What you actually pay
Follow Up Boss
- Grow: $69/user/month (monthly) or $58/user/month (annual). Per user, no team discount. Dialer add-on is $39/user/month additional.
- Pro: $499/month flat for up to 10 users (monthly); $416/month annual. Additional users $49/user/month (monthly) or $41/user/month (annual). Includes calling and texting.
- Platform: $1,000/month flat for up to 30 users (monthly); $833/month annual. Additional users $20/month (monthly) or $17/month (annual).
- No free tier.
Follow Up Boss pricing accurate as of June 2026. Verify current pricing on the vendor’s site.
PREP
- Free / Starter: $0, up to 5 active deals, no team workspace.
- Agent: $49/month.
- Team: $149/month, includes one seat (the workspace owner). Additional seats $25/seat/month, up to 10 users. Annual billing saves approximately 17%.
- Office: $299/month, includes one seat. Additional seats $20/seat/month, up to 25 users. Annual billing saves approximately 17%.
- Enterprise: Custom.
Solo agent
PREP Agent is $49/month. FUB Grow is $69/user/month. PREP is $20/month less and includes full transaction management.
Small team (7 users)
On PREP Team, $149 base includes the owner’s seat. Six additional seats at $25 each = $150/month, for a total of $299/month. FUB Pro costs $499/month for the same headcount, and still does not include transaction management.
Switching from Follow Up Boss
PREP’s Smart Contact Import auto-detects Follow Up Boss CSV and Excel exports, along with five other common formats. You do not reformat your list or re-enter data. Import, map fields, and your contacts are in PREP within minutes.
Where Follow Up Boss has a clear advantage
We believe in honest comparisons. Here is where FUB genuinely outperforms PREP today.
Dialer and texting
FUB Pro and Platform include built-in calling and two-way texting. PREP has no dialer and no native texting. If you run a high-touch outbound call model or rely on SMS sequences, FUB's communication tools are a genuine advantage PREP does not match today.
Mobile app
Follow Up Boss has a native mobile app. PREP is a responsive web application.
Integration ecosystem
FUB connects to 200+ lead sources including most major portals. PREP's library is smaller.
Brand recognition and community
Follow Up Boss has years of agent reviews and an established community. PREP is newer.
Who should use PREP
You want transaction management, offer tracking, and checklist automation in the same tool you manage your contacts, without paying for two platforms.
You are a solo agent who wants to start free and pay $49/month when you grow beyond 5 active deals.
You lead a small team (2 to 10 people) and want a shared workspace with role-based access and standardized transaction checklists, at a lower monthly cost than FUB Pro.
You coordinate transactions and want stage-triggered checklists to replace the copy-paste routine on every new deal.
You are switching away from Follow Up Boss and want an import path that does not require rebuilding your contact book.
Managing 30+ concurrent deals? Read our guide to transaction coordinator software.
Get Started FreeFeature comparison
| Feature | PREP | Follow Up Boss |
|---|---|---|
| Pricing, solo agent (monthly) | $49/mo (Agent) | $69/user/mo (Grow, as of June 2026) |
| Pricing, team of 7 (monthly) | $299/mo (Team: $149 base incl. owner + 6 seats × $25) | $499/mo (Pro, as of June 2026) |
| Free tier | Yes — free forever, up to 5 active deals | No |
| Transaction management (native) | Yes — transactions, offers, agreements as first-class objects | No — not a built-in feature |
| Native per-deal-type transaction checklists | Yes. Pick a ready-made template, then it applies on stage change, per deal type | Partial. Build your own from general Action Plans, then attach to a deal |
| Lead follow-up task automation | Yes | Yes (Action Plans, lead-focused) |
| Pipeline / Kanban view | Yes | No |
| Team workspaces | Yes (Team and Office plans) | Yes |
| Dialer / calling | No | Yes (Pro and Platform; Grow add-on) |
| Two-way texting | No | Yes (Pro and Platform) |
| Native mobile app | No (responsive web) | Yes |
| MLS integration | No | No |
Follow Up Boss pricing accurate as of June 2026. Verify current pricing on the vendor’s site.
Common questions
- Is Follow Up Boss good for transaction management?
- Follow Up Boss focuses on lead management and follow-up automation through Action Plans, which can trigger tasks when a deal changes stage. What it does not include is a native, structured transaction module: per-deal-type checklists, offer and agreement tracking, and contingency deadlines as first-class records. Agents who want that built in typically pair Follow Up Boss with a separate tool, or evaluate platforms like PREP that include transaction management natively.
- How much does Follow Up Boss cost?
- As of June 2026 (see followupboss.com/pricing): Grow at $69/user/month monthly or $58/user/month annual; Pro at $499/month flat for up to 10 users monthly or $416/month annual; Platform at $1,000/month flat for up to 30 users monthly or $833/month annual. Follow Up Boss does not offer a free tier.
- Does Follow Up Boss have transaction management?
- Not as a native module. Follow Up Boss is built around lead management and follow-up. Its Action Plans can assign tasks when a deal changes stage, but you assemble those sequences yourself, and its deal objects are lightweight. There is no built-in, structured transaction system with per-deal-type checklists, offer and agreement records, and contingency deadlines. PREP provides that natively.
- What is the best Follow Up Boss alternative for small real estate teams?
- For teams that want transaction management included in their CRM, PREP is a direct alternative. PREP's Team plan starts at $149/month (one seat included) with additional seats at $25/seat/month for up to 10 users, compared to Follow Up Boss Pro at $499/month flat. PREP includes built-in transaction management, offer tracking, and stage-based checklist automation. Follow Up Boss Pro includes a built-in dialer and texting, which PREP does not offer.
- Can I import my contacts from Follow Up Boss into PREP?
- Yes. PREP's Smart Contact Import auto-detects Follow Up Boss CSV and Excel exports and maps fields automatically.