Prept's CRM keeps every opportunity moving — from first inquiry to booked job to the next repeat client. No spreadsheets. No lost leads.
Book a demo →New inquiries flow straight into your pipeline — from your website, referrals, and past clients — and when you want to add one yourself, manual entry is easier than ever.
Move every job from new lead to booked with one drag. Clear stages match how you actually work — and nothing goes cold without you knowing.
Open a client and see their whole history — jobs, quotes, payments and notes. Repeat business becomes obvious, and re-quoting takes one tap.
Prept keeps your pipeline warm for you — automatic nudges when a quote goes quiet and reminders before every renewal — so deals don't stall and nothing slips.
"I love using Prept to run our staging business. It's streamlined everything, from first touch to final booking."
Sarah L.
Guest House · Denver, CO
Yes. Import your client list and Prept builds a profile for each one, ready for quotes, jobs, and follow-ups from day one.
Every job moves through clear stages — new, quoted, booked — so your whole pipeline stays organized at a glance and nothing stalls between inquiry and install.
Prept surfaces quote reminders and renewal nudges for you — on a schedule you control — so you always know who needs a follow-up.
It's all one system. A lead becomes a quote, an invoice, and a collected payment without ever leaving the client record.
Yes. Manage your pipeline, open client profiles, and send follow-ups from anywhere — including on-site at a walkthrough.
Book a demo and we'll show you your leads, clients, and jobs running on Prept.
Book a demo