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SPECIFICTION
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PREP

the-prep.casa

From $49/mo Free plan Web
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Spec score 7.9 #109 of 249 in Real Estate CRM Software

Spec sheet

Product
PREP describes itself as a real estate CRM and transaction management platform for agents and transaction coordinators.Read 12 Oct 2026 · the-prep.casa
Intended users
The maker says PREP is built for solo real estate agents, transaction coordinators, teams, and brokerages.Read 12 Oct 2026 · the-prep.casa
Free plan
YesRead 22 Sep 2026 · the-prep.casa
Integrations
The maker identifies Google Calendar integration, Google sign-in, Google Places address autocomplete, Stripe payments, and infrastructure services including Vercel, Supabase, and AWS.Read 12 Oct 2026 · the-prep.casa
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.Read 12 Oct 2026 · the-prep.casa
Support
Office includes priority support; Enterprise offers priority support and an SLA available on request.Read 12 Oct 2026 · the-prep.casa
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.Read 12 Oct 2026 · the-prep.casa
Automated follow-up
YesRead 22 Sep 2026 · the-prep.casa
Checklists
Stage-triggered checklist templates can assign tasks by role and sync due dates to Google Calendar.Read 12 Oct 2026 · the-prep.casa
Core features
It combines property management, deal tracking, contact management, smart checklists, and team collaboration.Read 12 Oct 2026 · the-prep.casa
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.Read 12 Oct 2026 · the-prep.casa
Lead import
YesRead 22 Sep 2026 · the-prep.casa
Lead routing
YesRead 22 Sep 2026 · the-prep.casa
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.Read 12 Oct 2026 · the-prep.casa
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.Read 12 Oct 2026 · the-prep.casa
Pipelines
Its visual Kanban pipeline tracks buyer, seller, and dual-representation deals through stages, and logs stage changes.Read 12 Oct 2026 · the-prep.casa

Plans and prices

Starter Free Free with no time limit 5 active deals · 50 properties · 50 checklists · 25 lead capture forms Read 12 Oct 2026 · the-prep.casa
Agent $49 a month $49/mo; $490/yr billed annually No caps on properties, contacts, or active deals · Entity sharing · Calendar integration · Portal and intake forms Read 12 Oct 2026 · the-prep.casa
Team $149 a month $149/mo; $1490/yr billed annually · + $25/seat/mo for additional users Up to 10 users · 1 included seat · Shared workspace · Role-based permissions Read 12 Oct 2026 · the-prep.casa
Office $299 a month $299/mo; $2990/yr billed annually · + $20/seat/mo for additional users Up to 25 users · Up to 5 team workspaces · Priority support Read 12 Oct 2026 · the-prep.casa
Enterprise Priced on request Custom pricing Custom user and workspace counts · Priority support · SLA available on request · Early access to new features Read 12 Oct 2026 · the-prep.casa

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