Every Contact.
From Lead to Closing Day.
Stop losing leads in your spreadsheet. PREP gives every contact the right category — Lead, Client, Professional, or Vendor — and keeps them connected to every deal they touch.
Budget $450K–$600K · Timeline: 60 days · Source: Referral
Four categories.
One organized database.
A real estate CRM is contact management software designed for how agents work. PREP ships with the four contact types every agent already uses — Lead, Client, Professional, and Vendor — each with purpose-built fields linked directly to your deals.
Leads
LeadsAnyone in your pipeline who has not yet hired you. Leads get extra fields specific to prospecting: lead type (buyer or seller), lead source, timeline, and price range. These fields help you prioritize follow-up and understand where your business is coming from.
- Lead type: buyer or seller
- Lead source tracking
- Timeline and price range
- Convert to Client when hired
Clients
ClientsPeople who have hired you. Clients are attached as participants on your active transactions, offers, and agreements. When a lead signs a buyer broker agreement or listing agreement, you convert them to a client and link them to the deal. Every interaction stays connected.
- Linked to transactions and offers
- Participant on active deals
- Full deal history
- Promoted from Lead on hire
Professionals
ProfessionalsThe lenders, attorneys, inspectors, and other agents you work with regularly. Professionals are participants on your deals too. When you add the listing agent on the other side, you pull from your professionals list. Build your network once, use it deal after deal.
- Lenders, attorneys, inspectors, agents
- Added as deal participants
- Linked to their company
- Reusable across multiple deals
Vendors
VendorsTitle companies, escrow officers, home warranty providers, and anyone else who supports your transactions. Vendors belong to their organizations and you can pull them into deals as participants when needed. Enter the same title rep once, use them on every contract.
- Title, escrow, home warranty
- Attached to their company
- Available as deal participants
- Deal history per vendor
Real estate contact management,
not adapted from something else
Every capability in PREP's CRM was designed around how agents actually use a contact database — not retrofitted from a SaaS sales tool.
Category organization
Filter your entire database by Lead, Client, Professional, or Vendor with one tap. The right contacts surface for the right moment.
CSV contact import
Export from your current spreadsheet or CRM, map the columns, and your contacts are in PREP. No manual re-entry, no lost history.
Lead-to-client progression
Convert a lead to a client the moment they hire you. The category update flows through every deal they are already attached to.
Team-shared contacts
On team plans, contacts are shared across your workspace. An agent adds a lender once, and the whole team can find and add that lender to their deals.
Company management
Link contacts to their organizations. Find any lender, title rep, or inspector and know exactly where they work — no guesswork.
Full deal history
Every deal a contact appears on is logged. The next time you reach out, you have full context — without digging through old emails.
Three steps, then it runs itself
Add contacts once. PREP keeps them connected to every deal from there.
Add a contact with the right category
Create a Lead, Client, Professional, or Vendor. Leads get source, type, timeline, and price range. Professionals and vendors link to their company.
Attach them to your deals
Add any contact as a participant on a transaction, offer, or agreement. Your contact database and your deal management stay in sync.
Convert leads to clients at hiring
When a lead hires you, convert their category to Client. The update flows through every deal they are attached to. Their full history is preserved.
Two ways your CRM fills up
Bring your existing contacts in once. Capture new ones automatically from open houses, newsletters, and link-in-bio.
One CRM from first contact to closing day.
If you are tracking clients in a spreadsheet and deals in a separate app, leads fall through the cracks. PREP keeps both in one place — so every conversation, category change, and deal stays connected.
Start FreeFrom lead to client, nothing gets lost
When a new contact comes in, you add them as a Lead with their source, type, timeline, and price range. As they qualify, you attach them to a deal as a participant. The moment they hire you, one category update flows through every deal they are already on.
Their full history — every deal, every note — stays on the contact. The next time you work with that lender or client, you have complete context without digging through old emails.
- Lead fields surface only for leads — no cluttered forms for clients
- Deal links persist when a lead converts to a client
- Category change flows through every deal they are a participant on
- Every deal appearance is logged to the contact's history
Why agents choose PREP
over other options
There are a lot of ways to manage contacts. Here is what makes PREP different from the alternatives most agents try first.
vs. Spreadsheets
The problem
A spreadsheet contact list has no concept of a deal. You end up with a tab for contacts, a tab for transactions, and a tab for notes — and the connection between them lives in your head. One wrong sort and rows get mixed up.
PREP's approach
In PREP, contacts are linked directly to their deals. Click on a contact and see every transaction they are on. Click on a transaction and see every participant. The relationship is structural, not manual.
vs. Generic CRMs
The problem
Salesforce and HubSpot are built for software sales teams. You end up creating custom fields for things every agent needs: lead type, lead source, price range, timeline. The CRM does not understand that a contact can be a buyer on one deal and the neighbor on another.
PREP's approach
PREP treats real estate contacts as real estate contacts. Lead fields are first-class. Participants are built into the data model. You do not configure your way into the right structure — it ships that way.
vs. Separate Tools
The problem
Keeping your CRM in one app and your transaction management in another means you maintain two contact databases. Every new lender gets entered twice. When a deal falls through, the CRM does not know.
PREP's approach
One contact database powers both your CRM and your deal management. The lender you add to your contacts is the same one you pull as a participant on a transaction. One entry, consistent everywhere.
See what else PREP can do
Transaction Pipeline
Track deals from contract to close with stage-based workflows.
Smart Checklists
Automate recurring tasks with templates that trigger at the right time.
Team Collaboration
Share workspaces, delegate tasks, and collaborate on deals.
Lead Capture Forms
Public forms for open houses, newsletter footers, and link-in-bio. Leads route straight to your CRM.
Smart Alerts
Every alert tells you why you got it, and you choose which categories you receive. Follow-ups, closings, contingencies, offers, and stalled deals surface in your bell before they slip.
TC Deal Intake
One reusable submission link per agent. New deals land in your pipeline with property and contact created.
Smart Contact Import
CSV and Excel import with auto-detection for FUB, kvCORE, Top Producer, Wise Agent, BoomTown, and Google Contacts.
Manage your deals
in one place.
Free forever plan. No credit card required. Set up your first transaction in under five minutes.