Book of Business

Your CRM Platform

Simple, transparent pricing

Choose the plan that fits your needs. All paid plans include a 7-day free trial.

Free

Perfect for solo agents

$0/mo
Get Started Free
Basic CRM functionality
Contact & relationship management
Policy & commission tracking
Reina Smart Assistant
Single file import
1 user
Up to 100 contacts
Batch import
AI-powered import
Activity tracking (ATBT)
Priority support
Most Popular
7-day free trial

Pro

For agents with staff

$49/mo
Start Free Trial
Everything in Free
Up to 5 staff members
Unlimited contacts
Reina Smart Assistant
Batch import (multi-file)
AI-powered import
Saved import templates
Activity tracking (ATBT)
Team alerts & deadlines
Google Calendar sync
Zoom meeting integration
Priority support
7-day free trial

Business

For offices & agencies

$149/mo
Start Free Trial
Everything in Pro
Up to 20 staff members
Unlimited contacts
Reina Smart Assistant
Lead capture pages
Automated follow-up reminders
Automated client emails
Telegram integration
Scheduled CSV exports
White-label branding
Priority support

Compare plans

FeatureFreeProBusiness
Staff members1Up to 5Up to 20
Contacts100UnlimitedUnlimited
Reina Smart Assistant
Single file import
Batch import (multi-file)
AI-powered import
Saved import templates
Activity tracking (ATBT)
Team alerts & deadlines
Google Calendar sync
Zoom meeting integration
Lead capture pages
Automated follow-up reminders
Automated client emails
Telegram integration
Scheduled CSV exports
White-label branding
Priority support

Staff members

Free

1

Pro

Up to 5

Business

Up to 20

Contacts

Free

100

Pro

Unlimited

Business

Unlimited

Reina Smart Assistant

Free

Pro

Business

Single file import

Free

Pro

Business

Batch import (multi-file)

Free

Pro

Business

AI-powered import

Free

Pro

Business

Saved import templates

Free

Pro

Business

Activity tracking (ATBT)

Free

Pro

Business

Team alerts & deadlines

Free

Pro

Business

Google Calendar sync

Free

Pro

Business

Zoom meeting integration

Free

Pro

Business

Lead capture pages

Free

Pro

Business

Automated follow-up reminders

Free

Pro

Business

Automated client emails

Free

Pro

Business

Telegram integration

Free

Pro

Business

Scheduled CSV exports

Free

Pro

Business

White-label branding

Free

Pro

Business

Priority support

Free

Pro

Business

Need help getting started?

Our setup services help you get the most out of your CRM from day one.

Basic Setup

Get up and running quickly

$149one-time
  • Data import assistance
  • Team configuration
  • 30-minute walkthrough call
Book a Call
Recommended

Full Onboarding

Comprehensive team training

$249one-time
  • Everything in Basic Setup
  • 1-hour training call
  • 14 days email support
Book a Call

White Glove

We handle everything for you

$499one-time
  • Everything in Full Onboarding
  • Import ALL historical data
  • 30 days dedicated support
Book a Call

Ready to get started?

Start managing your book of business more effectively today.

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