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Built by an agent, for agents

Your entire book of business, finally organized

Stop losing leads to messy spreadsheets and forgotten follow-ups. One place for every contact, every policy, every task. Try it free for 14 days.

Sales Pipeline

Drag-and-drop Kanban board to track leads through your sales process

Client Records

Track accounts, products, and services for each client in one organized place

Team Collaboration

Real-time presence, quick notes, and task assignment for your whole team

Visual Sales Pipeline

Drag and drop contacts through your sales stages. See your entire pipeline at a glance.

crm.yourcompany.com/contacts?view=kanban
New12
JD

John Doe

Life Insurance

SM

Sarah Miller

Life Insurance

+10 more
Contacted8
SM

Sarah Miller

Life Insurance

RJ

Robert Johnson

Life Insurance

+6 more
Appointment5
RJ

Robert Johnson

Life Insurance

AK

Amy Kim

Life Insurance

+3 more
Illustrated3
AK

Amy Kim

Life Insurance

ML

Mike Lewis

Life Insurance

+1 more
Pending2
ML

Mike Lewis

Life Insurance

TB

Tom Brown

Life Insurance

Won15
TB

Tom Brown

Life Insurance

Life Insurance

+13 more

Drag contacts between stages • Click to view details • Filter by product type

Complete Feature Set

Every tool you need to manage your book of business, from first contact to policy renewal.

Pick the plan that fits.

No credit card needed. Full access for 14 days. Cancel anytime.

14-day free trial

Solo Agent

Everything you need to organize your book and never lose a lead

$49/mo
Start 14-Day Free Trial
Every client, every policy, one place
1 user seat
Up to 3,000 contacts
Reina AI assistant built into your CRM
Import 1,000 contacts in seconds with AI
Save import templates so you never redo the work
Know if your team is making enough calls
Never miss a license renewal or deadline
Google Calendar and Zoom, already connected
Video, phone, or in-person. Your client picks.
Reina blocks your calendar and coaches your calls
Capture leads at events with QR codes (up to 3)
Embed a lead form on your website
Smart lead routing to the right agent
AI-powered capture (scan, voice, paste)
Priority support
Most Popular
14-day free trial

Agent Pro

Run your entire office. Automations, team tracking, and your branding.

$97/mo
Start 14-Day Free Trial
Everything in Solo Agent, plus:
Up to 3 team members and 10,000 contacts
Leads routed to the right agent automatically
Email Reina a question, get an answer. No login needed.
Scan a business card or speak a name. AI captures it.
Unlimited QR codes with your own custom links
Clients book their own appointments from their portal
Birthday wishes and check-ins go out automatically
Your brand, not ours. Remove all platform branding.
Connect your SMS and phone provider
Plug in your email marketing tool
Telegram bot for managing tasks on the go
5 standard AI bot modules
Priority support from real humans
14-day free trial

Agency

Full agency suite. Unlimited seats, client bots, and dedicated support.

$197/mo
Start 14-Day Free Trial
Everything in Agent Pro, plus:
Up to 10 team members and 30,000 contacts
Full bot library — up to 10 AI bot modules
Agency-level team management
Dedicated onboarding call
Priority support from real humans

Compare plans

FeatureSolo AgentAgent ProAgency
Staff members1 user3 users10 users
Contacts3,00010,00030,000
Task workflows
Reina Smart Assistant
Reina Block Scheduling
Reina Coaching
Ask Reina (email queries)
Smart import (auto-format & cleanup)
Duplicate detection & merge
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
Meeting types (video, phone, in-person)
ICS calendar attachments
Lead capture form (embeddable)
QR code lead captureUp to 3Up to 10Up to 25
Custom QR code slugs
Collect name, phone, email, notes
Smart lead routing
Source tracking (web, events, surveys)
Interest-based workflow routing
16-question financial survey
AI-powered capture (scan, voice, paste)
Remove platform branding
Client portal appointment scheduling
Automated follow-up reminders
Automated client emails
Telegram integration
SMS & phone (bring your own)
Email marketing (bring your own)
book2text (AI document converter)
Client bots (BYOAI)2 bot modules5 bot modules10 bot modules
Agency-scale team (up to 10 seats)
Agency team management
Dedicated onboarding
Priority support
Request new integrations

Staff members

Solo Agent

1 user

Agent Pro

3 users

Agency

10 users

Contacts

Solo Agent

3,000

Agent Pro

10,000

Agency

30,000

Task workflows

Solo Agent

Agent Pro

Agency

Reina Smart Assistant

Solo Agent

Agent Pro

Agency

Reina Block Scheduling

Solo Agent

Agent Pro

Agency

Reina Coaching

Solo Agent

Agent Pro

Agency

Ask Reina (email queries)

Solo Agent

Agent Pro

Agency

Smart import (auto-format & cleanup)

Solo Agent

Agent Pro

Agency

Duplicate detection & merge

Solo Agent

Agent Pro

Agency

Single file import

Solo Agent

Agent Pro

Agency

Batch import (multi-file)

Solo Agent

Agent Pro

Agency

AI-powered import

Solo Agent

Agent Pro

Agency

Saved import templates

Solo Agent

Agent Pro

Agency

Activity tracking (ATBT)

Solo Agent

Agent Pro

Agency

Team alerts & deadlines

Solo Agent

Agent Pro

Agency

Google Calendar sync

Solo Agent

Agent Pro

Agency

Zoom meeting integration

Solo Agent

Agent Pro

Agency

Meeting types (video, phone, in-person)

Solo Agent

Agent Pro

Agency

ICS calendar attachments

Solo Agent

Agent Pro

Agency

Lead capture form (embeddable)

Solo Agent

Agent Pro

Agency

QR code lead capture

Solo Agent

Up to 3

Agent Pro

Up to 10

Agency

Up to 25

Custom QR code slugs

Solo Agent

Agent Pro

Agency

Collect name, phone, email, notes

Solo Agent

Agent Pro

Agency

Smart lead routing

Solo Agent

Agent Pro

Agency

Source tracking (web, events, surveys)

Solo Agent

Agent Pro

Agency

Interest-based workflow routing

Solo Agent

Agent Pro

Agency

16-question financial survey

Solo Agent

Agent Pro

Agency

AI-powered capture (scan, voice, paste)

Solo Agent

Agent Pro

Agency

Remove platform branding

Solo Agent

Agent Pro

Agency

Client portal appointment scheduling

Solo Agent

Agent Pro

Agency

Automated follow-up reminders

Solo Agent

Agent Pro

Agency

Automated client emails

Solo Agent

Agent Pro

Agency

Telegram integration

Solo Agent

Agent Pro

Agency

SMS & phone (bring your own)

Solo Agent

Agent Pro

Agency

Email marketing (bring your own)

Solo Agent

Agent Pro

Agency

book2text (AI document converter)

Solo Agent

Agent Pro

Agency

Client bots (BYOAI)

Solo Agent

2 bot modules

Agent Pro

5 bot modules

Agency

10 bot modules

Agency-scale team (up to 10 seats)

Solo Agent

Agent Pro

Agency

Agency team management

Solo Agent

Agent Pro

Agency

Dedicated onboarding

Solo Agent

Agent Pro

Agency

Priority support

Solo Agent

Agent Pro

Agency

Request new integrations

Solo Agent

Agent Pro

Agency

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

Frequently Asked Questions

See what organized looks like.

No credit card. No commitment. 14 days to see what your business looks like when nothing falls through the cracks.

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