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Your book in view.
Your next step, clear.

Keep your calls, client notes, and follow-up tasks together, so you can focus on the next conversation.

Card required when you start your trial.

Your next conversation, in view

Keep saved notes and follow-up tasks beside your call sheet. This illustration shows a sample message you review, copy, and send yourself.

Today

Morning briefFrom your notes

✓Callback requested. Found in Jamie’s saved note.
✓Template ready. Review before you copy.
✓Context at hand. Notes stay with the next conversation.

Next callTop of the sheet

Jamie Chen

Your saved call note

“Asked me to call back about the options we discussed.”

Template ready to review

Follow-upsNext conversations

Jamie Chen · callbackNext touch
Conversation follow-upDue tomorrow
Client check-inThis week

Sample follow-up templateFor Jamie

Hi Jamie, following up on our conversation. What would be a good time to talk?

Review and edit the template, then copy it to send yourself.

How it works

One workday for insurance and real estate: start with the people to contact, keep the conversation in view, and carry the next step forward.

1

Open your day

Your calls and follow-ups are lined up, with the notes you need.

2

Work the call sheet

Make the call. Save the outcome, then move to the next person.

3

Review the follow-up

Use a manual follow-up template with your saved notes. Review, edit, and copy your message; you send it yourself.

Pick the plan that fits your book.

Every plan starts with a 14-day free trial. Choose your profession and plan when you create your workspace.

Real Estate Agents

For your client book, properties, and next conversation.

Agent

Founding rate

5 GB storage

1,000 AI drafts · 50 OCR pagesMonthly allowance · processing not enabled

$39/monthRegular $59/monthSave $20/monthRate locked while subscribed.

Team

Founding rate

Up to 10 seats · 25 GB storage

5,000 AI drafts · 250 OCR pagesMonthly allowance · processing not enabled

$149/monthRegular $199/monthSave $50/monthRate locked while subscribed.

Included with every plan

  • Keep clients and follow-ups together
  • Plan open houses and capture visitors
  • Create listing flyers and social copy
  • Keep property details linked to clients
  • Track referrals and partner follow-ups
See everything included
  • Your client book. Contacts, notes, and next steps together.
  • Your daily call sheet. Keep calls, tasks, and follow-ups in view.
  • Manual follow-up templates. Use saved notes to personalize a template before you copy it.
  • Open-house planning. Organize event dates, locations, and people.
  • Visitor capture. Capture visitor details, then create and manage follow-up tasks yourself.
  • Listing flyers. Prepare printable flyers, social copy, and email introductions from your property details.
  • Property details. Enter listing details in client-linked property records. MLS access requires a separately approved connection.
  • Referral tracking. Keep requests and partner follow-ups moving.

Insurance Agents

For your agency’s clients, renewals, and quotes.

Core

Founding rate

Up to 7 users · 25 GB storage

3,000 AI drafts · 300 OCR pagesMonthly allowance · processing not enabled

$99/monthRegular $149/monthSave $50/monthRate locked while subscribed.

Growth

Founding rate

Up to 20 users · 50 GB storage

8,000 AI drafts · 1,000 OCR pagesMonthly allowance · processing not enabled

$199/monthRegular $249/monthSave $50/monthRate locked while subscribed.

Included with every plan

  • Keep clients and follow-ups together
  • Stay ahead of renewals and cross-sells
  • Track quotes and review carrier details
  • Personalize manual follow-up templates
  • Keep agency guidelines close at hand
See everything included
  • Your client book. Contacts, notes, and next steps together.
  • Your daily call sheet. Keep calls, tasks, and follow-ups in view.
  • Manual follow-up templates. Use saved notes to personalize a template before you copy it.
  • Renewals in view. Keep the book’s renewals in view 90 days out.
  • Carrier quote review. Keep quote details and your own review notes together before you share them.
  • Cross-sell opportunities. Find clients to follow up with about another line of coverage.
  • Your quotes board. Track quote stages, carriers, and the next conversation.
  • Agency guidelines. Keep your carrier standards alongside the work.

More usage when you need it.

When AI processing is configured, optional one-time usage packs are 1,000 additional AI drafts for $20 or 250 additional OCR pages for $20.

AI drafting and document extraction are not enabled in the live app today. Published allowances and packs apply only when processing is configured. Manual client records, notes, tasks, and templates remain available.

How allowances work

When configured, included allowances renew with the verified subscription period and are shared across your workspace. OCR counts pages, not files. An uncertain processing outcome keeps its reservation until reconciled; it is not automatically retried. Purchased usage and plan terms are shown in billing.

Start your 14-day free trial

Card required to start. Your selected plan is charged after the trial unless you cancel.

More of your work in one subscription.

Your client book, follow-ups, and daily workflow—together in BookTabs.

Real Estate Agents

Client managementSee plans
SpacioOpen-house sign-insSee plans
Separate toolsSee plans
BookTabsAgent · founding rate$39/mo
Also in your workspace
  • Open-house event checklists
  • Printable listing kits & social copy
  • Visitor & referral follow-up tasks

Insurance Agents

Insurance CRMSee plans
Client and pipeline tools.
Keep your agency management system.
Provider plansSee plans
BookTabsCore · founding rate$99/mo
Also in your workspace
  • 90-day renewal view
  • Cross-sell follow-up tasks
  • Carrier contacts & guidelines

Compare the workflows you need. These products have different scopes; BookTabs is not a full replacement for them.

What this comparison includes

Real Estate Agents

BookTabs brings manual client records, visitor capture, and follow-up tasks into one workspace. Event planning is available to owners and co-owners. Compare current plans and features directly with Wise Agent and Spacio; connected marketing and automated email features differ.

Insurance Agents

BookTabs supports manual client, quote, renewal, and cross-sell workflows. Compare AgencyZoom for its own connected workflows. Keep your agency management system.

Choose by workflow

Printable listing kits are text-first templates. Event checklists are manually managed. AI drafting, extraction, MLS access, connected email, and automated sending are not included as live capabilities in this comparison.

Pick the plan that fits you.

Start your 14-day free trialCompare BookTabs plans

Card required to start. Your selected plan is charged after the trial unless you cancel.

Founding rates stay locked on your selected plan while subscribed. Cancellation ends your founding rate.

Questions, answered

Can I use BookTabs without connecting my email?

Yes. Your call sheet, client book, notes, tasks, and manual follow-up templates work without a connected mailbox. You review, copy, and send messages yourself. AI drafting requires a configured provider and is not enabled in the live app today.

Does it replace my insurance agency system?

No. Your agency management system remains your system of record. HawkSoft, EZLynx, Applied Epic, and AMS360 are not connected today. BookTabs supports manual client records, quotes, notes, and follow-up tasks.

Do I need a card or a contract?

A card is required to start your 14-day free trial. Your selected monthly plan is charged when the trial ends unless you cancel before then. Plans are month to month, and you can cancel anytime.

Does BookTabs make calls or send messages for me?

You make the calls and send every message yourself. BookTabs keeps client context, manual templates, and follow-up tasks in view. It does not automatically send messages.

Start with your book in view.

Keep the next conversation moving.

Card required when you start your trial.

BookTabsA daily workspace for insurance and real estateContact