Everything your real estate business runs on, in one place.
Track leads, move deals through a clear pipeline, manage properties and projects, and keep every client conversation and file organised. No clutter, no spreadsheets.
New accounts are opening soon. Join the waitlist to be first in line, or explore the features.
All the tools a real estate team actually uses
Simple enough to learn in an afternoon, complete enough to run the whole business from.
Contacts and companies
A contact record that pulls everything together: details, deals, tasks, notes, files, linked company and a complete history, all on one wide page.
See how it works →Deal pipeline
A clear board of your deals by stage, with values, probabilities and close dates, so you always know what is worth your time today.
See how it works →Properties and listings
Keep each listing with its photo, price, specifications, owner, linked deal, updates and paperwork together instead of scattered across folders and inboxes.
See how it works →Projects and billing
Turn won deals into organised projects with task buckets, progress tracking, invoices and retainers, so delivery and billing live in the same place as the client.
See how it works →Tasks and calendar
Tasks with checklists and comments, plus a shared calendar of everything that is due, so the right things get done on the right day.
See how it works →File manager
Contracts, photos and PDFs attached anywhere in the CRM appear in one organised, searchable library with instant previews.
See how it works →Reports and exports
Clear reports on revenue, win rate, lead sources and team performance, and one-click exports of any list or report to CSV or PDF.
See how it works →Team and security
Control who sees what, know who changed what, add a second step at sign-in, and rely on automatic daily backups.
See how it works →Everything about a client, on one page
No more hunting through emails and folders. Open a record and the whole story is there.
A complete picture of every contact
Details on the left, an at-a-glance overview in the middle, and everything connected on the right.
- Open deals, tasks and recent notes in one view
- Linked company, properties, projects and files
- A history of every change, with who made it
See the whole month at a glance
Tasks, deal close dates, marketing posts and project deadlines together on one calendar so nothing slips.
- Filter by type with one click
- Tap any item to open it
- Works on your phone
Every deal, every stage, any device
A clear board of your pipeline. Drag cards on a computer or move them with one tap on a phone.
- Multiple pipelines with your own stages
- One-time and monthly retainer values
- Forecasts that weigh each deal by probability
Built around how advisory teams really work
Get organised without hiring an assistant. Every lead, follow-up and document is one search away, from your desk or your phone.
Share clients without stepping on each other. Roles keep agents focused on their own records while managers see the whole business.
Standardise how work is tracked across people and locations, with history, backups and two-factor sign-in built in.
Spreadsheets and inboxes versus one workspace
The usual tools work until the business grows. Here is what changes.
| Spreadsheets, email and folders | PBRE CRM | |
|---|---|---|
| Finding a client | Search several files and inboxes, hoping the latest version is the right one. | One search finds the contact, with every deal, task, note and file attached. |
| Follow-ups | Remembered, or buried in a to-do list that nobody else sees. | Tasks with owners and due dates, on a shared calendar and your dashboard. |
| Deals | A tab per quarter and formulas that someone eventually breaks. | A visual pipeline with values, probabilities and forecasts that update themselves. |
| Documents | Spread across drives, desktops and attachments. | Attached to the record they belong to and searchable in one library. |
| Who changed what | Unknown. | A history on every record, with the person and the time. |
| Working away from the office | Awkward, and risky to send around. | A full mobile layout and role-based access for your team. |
Simple plans that grow with your team
Three plans, from a solo advisor to a full brokerage. Plans open for purchase soon.
Starter
For solo advisors and very small teams. Up to 3 users.
Professional
For growing teams. Up to 10 users, projects, reports, roles and two-factor.
Enterprise
For brokerages with custom needs. Migration and onboarding included.
Guides to get you up and running
Practical, step-by-step help written for real estate teams.
Getting started: your first hour in PBRE CRM
A quick tour of the workspace and the five things to set up first: contacts, a pipeline, tasks, files and your team.
Read the guide →Import contacts from a CSV file and clean up duplicates
Bring a spreadsheet of contacts into the CRM, then find and merge any duplicates.
Read the guide →Set up your pipelines and stages
Create pipelines that match how you sell, add deals, and move them from first contact to won.
Read the guide →Questions, answered
Can I sign up today?
New account sign-ups and plan purchases are coming soon. Join the waitlist and we will email you as soon as they open. If you already have an account, use the Log in button.
Do I need to install anything?
No. PBRE CRM runs in your web browser on a computer, tablet or phone, and the layout adapts to every screen size.
Can I bring my existing contacts?
Yes. Import a CSV file of contacts, then use the duplicate finder to merge any repeats. Enterprise plans include guided data migration.
Who can see my data?
Only people you add to your team. Roles decide what each person can see and change, agents only see their own records, and two-factor sign-in adds a second step at login.
Is my data backed up?
Yes. A backup of everything runs automatically every day and the most recent copies are kept so you can recover from a mistake.
Be among the first to get access
New account sign-ups open soon. Leave your email and the plan you are most interested in, and we will let you know the moment they do.
Already have an account? Log in here.