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A CRM that speaks real estate.

PBRE CRM was created for Palm Beach Real Estate Advisors to run client relationships, listings and delivery in one place. We are now getting it ready for other teams.

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Our story

Built around the work, not the other way round

Most CRMs start from a generic sales process and ask you to bend your business to fit. Real estate advisory work is different: relationships last years, a single client may have deals, properties, projects and retainers running at once, and the paperwork never stops.

PBRE CRM started as the tool the Palm Beach Real Estate Advisors team wanted to use every day: one clean place for people, properties, deals, projects and files. It grew from the real questions of a working team, such as who owns this lead, what did we promise the owner, and where is that agreement.

What we believe

Principles behind the product

Simple beats clever

Every screen should make the next action obvious. If a feature needs a manual to use, we keep working on it.

Your data is yours

Export everything whenever you like, keep daily backups, and decide exactly who on your team can see what.

Built for the field

Advisors work from cars, listings and kitchen tables. Every page is designed to work on a phone as well as a desk.

Roadmap

What is coming next

We build in the open. Here is what we are working toward. Dates are intentions, not promises.

SoonOpen sign-ups and online purchaseCreate your own account and choose a plan without waiting.

PlannedSend email from the CRMUse your templates to email contacts and keep each message on the timeline.

PlannedReminders and notificationsEmail and in-app reminders for due tasks and new leads.

PlannedAutomations that runTurn your rules into actions, such as creating a follow-up task when a lead arrives.

ExploringClient portal and scheduled reportsShare project progress with clients and email reports on a schedule.

Want to follow along?

Join the waitlist and we will tell you the moment sign-ups open and when big features land.

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