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.
Keep saved notes and follow-up tasks beside your call sheet. This illustration shows a sample message you review, copy, and send yourself.
Morning briefFrom your notes
Next callTop of the sheet
Your saved call note
Template ready to reviewFollow-upsNext conversations
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.
One workday for insurance and real estate: start with the people to contact, keep the conversation in view, and carry the next step forward.
Your calls and follow-ups are lined up, with the notes you need.
Make the call. Save the outcome, then move to the next person.
Use a manual follow-up template with your saved notes. Review, edit, and copy your message; you send it yourself.
Every plan starts with a 14-day free trial. Choose your profession and plan when you create your workspace.
For your client book, properties, and next conversation.
5 GB storage
1,000 AI drafts · 50 OCR pagesMonthly allowance · AI availability varies
Up to 10 seats · 25 GB storage
5,000 AI drafts · 250 OCR pagesMonthly allowance · AI availability varies
For your agency’s clients, renewals, and quotes.
Up to 7 users · 25 GB storage
3,000 AI drafts · 300 OCR pagesMonthly allowance · AI availability varies
Up to 20 users · 50 GB storage
8,000 AI drafts · 1,000 OCR pagesMonthly allowance · AI availability varies
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 is not yet generally available. Check your workspace for availability. Document extraction is not enabled. Published allowances and packs apply only when processing is configured. Manual client records, notes, tasks, and templates remain available.
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.
Card required to start. Your selected plan is charged after the trial unless you cancel.
Client management, open-house workflows, and follow-up tasks together at one clear monthly price.
CRM · up to 5 members, shared login$49/mo
SpacioOpen-house sign-ins · 1 agent$25/mo
Essential · independent agencies · up to 7 users$149/moBookTabs combines client records, notes, tasks, and profession-specific workflows. Monthly USD prices checked November 2, 2026; plan scopes and user access differ. See the comparison details below.
BookTabs brings manual client records, visitor capture, and follow-up tasks into one workspace. Event planning is available to owners and co-owners. The example stack uses Wise Agent CRM at $49/month plus Spacio for Agents at $25/month, totaling $74/month. Wise Agent includes up to 5 members using a shared login; the Spacio price covers 1 agent. This is a one-agent workflow example, not an equivalent team-seat bundle. Connected marketing and automated email features differ.
BookTabs supports manual client, quote, renewal, and cross-sell workflows. AgencyZoom Essential for independent agencies is $149/month for up to 7 users; its published annual-billing option is $119.20/month equivalent. Carrier-specific AgencyZoom plans have different prices. The monthly comparison uses its independent-agency plan, not its Allstate-specific plan. AgencyZoom includes connected email, AMS integrations, and automation that are not counted as live BookTabs replacements. Keep your agency management system.
Printable listing kits are text-first templates. Event checklists are manually managed. AI drafting availability is shown in your workspace. Document extraction, MLS access, connected email, and automated sending are not included as verified live capabilities in this comparison.
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.
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 an enabled and configured provider. Check your workspace for availability; review drafts before copying and sending them yourself.
Google and Microsoft email and calendar setup depends on provider configuration and your authorization. Check your workspace for availability. Connections request read access; you review and send messages yourself. Your client book, call sheet, notes, and tasks also work without a connected account.
RingCentral is on the founding roadmap for insurance and real estate teams. A live connection and call or text syncing are not available today. You can record calls and follow-ups manually.
No. Your existing system remains your system of record. BookTabs keeps client context, notes, tasks, and follow-ups together. BookTabs does not automatically sync your existing agency system or CRM. HawkSoft, EZLynx, Applied Epic, and AMS360 are not connected today.
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.
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.
Keep the next conversation moving.
Card required when you start your trial.