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.
Card required when you start your trial.
Your day, sorted before it starts
BookTabs turns your notes into follow-up drafts and keeps the next conversation in view. You decide what to send and when.
Morning briefFrom your notes
Next callTop of the sheet
Your saved call note
Draft ready for reviewFollow-upsNext conversations
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
One workday for insurance and real estate: start with the people to contact, keep the conversation in view, and carry the next step forward.
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
Use the draft in your email or text, with the context from the last conversation close at hand.
For real estate
Keep the people, properties, and next conversations together.
- Client bookContact details, notes, and next steps in one place.
- Property detailsManual records connected to the people you work with.
- Partner networkRelationships and follow-ups stay close to the work.
For insurance
Work the agency book with renewals, quotes, and guidelines in view.
- 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.
- Agency guidelinesKeep your carrier standards with the work.
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
Solo
5 GB storage
Team
Up to 10 seats · 25 GB storage
Insurance
Founding
Up to 7 users · 25 GB storage
Standard
Up to 7 users · 25 GB storage
Team
Up to 20 users · 50 GB storage
Card required to start. Your selected plan is charged after the trial unless you cancel.
Questions, answered
Can I use BookTabs without connecting my email?
Yes. You can use the call sheet, client book, notes, tasks, and follow-up drafts without connecting a mailbox. Copy a draft into your usual email or text when you are ready.
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.
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.
Start with your book in view.
Keep the next conversation moving.
Card required when you start your trial.