“Call Jordan about the home policy renewal Thursday at 3 PM.”
Fictional reminder preview. Nothing is scheduled.
PDFInspection.pdf
Thought Basket
Call Alex about the next steps.
Example Agency · FictionalThought BasketReview your note before adding a task.
Fictional workflow illustration. Hover or tap a folder to explore. Automatic illustration with fictional examples. No AI processing or task creation runs here.
Your next conversation, in view.
The context before the call. The next step after it.
Saved call noteCallback requested
“Asked me to call back about the options we discussed.”
Jamie Chen · Sample client
01 · Before the call
Pick up where you left off.
Conversation savedFollow-up, ready
Call Jamie back about the options. Keep the next action with the client.
Jamie Chen · Sample client
02 · After the call
Leave a clear next step.
Follow-up templateHi Jamie,
Following up on our conversation. What would be a good time to talk?
Review · Edit · Copy
03 · Follow through
Make the follow-up yours.
Pick the plan that fits your book.
Choose your plan. Start with a 14-day free trial.
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 · AI availability varies
$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 · AI availability varies
$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 · AI availability varies
$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 · AI availability varies
$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 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.
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.
Essential · independent agencies · up to 7 users$149/mo
Client and pipeline tools. AgencyZoom includes connected automation that differs from BookTabs.
AgencyZoom Essential$149/mo
BookTabsCore · founding rate$99/mo
Also in your workspace
90-day renewal view
Cross-sell follow-up tasks
Carrier contacts & guidelines
BookTabs 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.
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. 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.
Insurance Agents
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.
Choose by workflow
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.
Join the waitlist for access updates. No card or trial starts here.
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 an enabled and configured provider. Check your workspace for availability; review drafts before copying and sending them yourself.
Can insurance teams and Realtors connect email and calendar?
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.
Does BookTabs work with RingCentral?
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.
Does it replace my agency system or real estate CRM?
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.
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.
+3
BookTabs
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/mo