BookTabs

The busywork is done
before you open it.

BookTabs lines up your calls, drafts your follow-ups, and keeps your client book in view, so your day starts with people, not paperwork.

14-day free trial. Card required when you start your trial.

Your day, sorted before it starts

A workflow illustration: AI prepares a follow-up draft from a saved note. You review it before copying.

Today

Morning briefFrom your notes

✓Callback requested. Found in Jamie’s saved note.

✓Follow-up ready. Check the draft 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.”

Draft ready for review

Follow-upsNext conversations

Jamie Chen · callbackNext touch

Conversation follow-upDue tomorrow

Client check-inThis week

Draft in your voiceFor Jamie

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

You review it and send it yourself.

How it works

For insurance agencies: preview your client spreadsheet import, then work from your book and saved notes.

Open your day

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

Work the call sheet

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

Review the follow-up

Check the follow-up draft, then copy it into your email or text.

Keep the relationship moving.

Calls, notes, and follow-ups belong together. The same front-office loop is the foundation for both professions.

Your next conversation, in view
A call sheet with the reason to call and the notes you need, person by person.
Your notes carry forward
Keep the facts, requests, and commitments from a conversation with the client.
Follow-ups from saved outcomes
You log what happened. BookTabs lines up the next step and prepares the draft.
Drafts in your voice
Voiceprint shapes the wording. You review it and copy it into the tools you use.

Built around your real estate workday

Keep your client book, call sheet, property details, and partner contacts together in the realtor workspace. Create your account to set up your workspace.

Keep your client book close

Save contact details, notes, and the next step for each relationship.

Keep property details together

Add property records manually and connect them to clients in your workspace.

Stay close to your partners

Keep professional contacts, relationship notes, and next steps in one place.

A plan for the way you work.

Choose your profession, then the size of your workspace. Every plan starts with a 14-day free trial. Card required; your selected plan is charged after the trial unless you cancel.

Plans for Real Estate Agents

Founding pricing for the real estate workspace. Choose your plan after creating your workspace. Your trial starts when you add your card.

Solo

$39/month

5 GB storage. $39/month for 12 billing periods after your trial, then $59/month.

Team

$149/month

Up to 10 seats and 25 GB storage. $149/month for 12 billing periods after your trial, then $199/month.

Start free trial

14-day free trial. Card required to start your trial.

Plans for Insurance Agents

Month to month for independent insurance agencies. Choose your plan after creating your workspace.

Founding

$99/month

Up to 7 users and 25 GB storage. $99/month for 12 billing periods after your trial, then $129/month.

Standard

$149/month

Up to 7 users and 25 GB storage for a shared agency book.

Team

$249/month

Up to 20 users and 50 GB storage for your agency team.

Start free trial

14-day free trial. Card required. Cancel before the trial ends to avoid the plan charge.

Built deeper for insurance.

The insurance workspace is built and in daily use. These tools belong to the insurance side of BookTabs.

Renewals in view. Keep the book’s renewals in view 90 days out.
Carrier quotes, marked up. Review highlighted differences on a carrier quote before you share it.
One shared insurance book. Clients, policies, renewals, and team roles stay together.
Your agency’s guidelines. Keep the carrier standards your agency adds with the work.
PropertyNotes, planned. Property briefs and change alerts on covered Florida addresses are planned inside BookTabs for the founding cohort.

Questions, answered

Who is BookTabs for?

BookTabs is built for real estate professionals and insurance agents. The realtor workspace brings client records, call notes, tasks, properties, and partners together. Create your account and choose your profession to set up your workspace.

What does BookTabs help me do?

Start with a sorted day, work through your call sheet, save notes and outcomes, and review follow-up drafts in your voice. The realtor workspace includes a client book, Call Mode, saved tasks, manual property records, and partner contacts. Insurance agencies use the same relationship workflow with their agency book.

Does it replace my insurance agency system?

No. HawkSoft, EZLynx, Applied Epic, and AMS360 connections are in progress with the vendors and open as each vendor approves us. These are not connected today. Your agency system stays the record. For insurance agencies working from spreadsheets or paper, the importer builds a working book for the front-office workflow.

What does it cost?

Plans for Insurance Agents: Founding includes up to 7 users at $99/month for 12 billing periods after the trial, then $129/month. Standard is $149 a month and Team is $249 a month. Real estate founding pricing: Solo $39/month for 12 billing periods after the trial, then $59. Team $149/month for 12 billing periods after the trial, then $199, for up to 10 seats. Choose your plan after creating your workspace. Your trial starts when you add your card. Your selected plan is charged after the 14-day trial unless you cancel.

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. BookTabs keeps the call sheet and context in view. You save each outcome, review the draft, and copy it into your usual email or text. Platform sending for insurance agencies is in the founding build order and is not live today. MLS, calendar, and connected sending are not enabled in the realtor workspace.