Build your Business with

All-In-One Prebuilt CRM for Business Owners

What Our Users are Saying

Using this CRM has transformed how I manage and grow my insurance business! It keeps me organized, automates follow-ups, and helps me stay connected with clients. I now have more time for what truly matters.

Crystal van den Broeck

Godspeed Life and Health

This CRM is a game-changer! It's simple to use, packed with tools that streamline my workflow, and the A.I. support keeps my leads engaged.

My productivity and client satisfaction have soared.

John Banda

Trademark DME

I’ve seen amazing growth since switching to this CRM. The automation tools save me hours each week, and the built-in marketing features are exactly what I needed to expand my client base.

James Sterrett

Sterrett Financial Group

Highlighted Software Features

CRM & Pipeline

Manage client follow-ups, boosting lead conversions and client retention.

Ad Launcher

Design, manage, and optimize ads to generate leads.

A.I.

A.I.-driven client follow-ups and appointment setting

Reporting

Robust reporting functionality to keep track of key performance metrics.

Email Marketing

Automates client outreach, keeping prospects engaged and updated.

2-Way SMS

Enables instant client communication for timely updates and reminders.

Easy Scheduling

Simplifies booking, allowing clients to set appointments at their convenience.

Reputation Boost

Builds a trusted online presence, helping agents attract more clients.

Call Tracking

Captures every client call, so agents never miss an opportunity.

Choose your Service

REATA Premium for Individual Agents

$497 Setup

then $497 per month

✔️ CRM & Pipeline
✔️ AI Follow-ups and Appointment Setting
✔️ Reporting
✔️ Email Marketing
✔️ 2-Way SMS
✔️ Easy Scheduling
✔️ Reputation Boost
✔️ Call Tracking
✔️ Ad Launcher
✔️ Ad Library
❌ Done for You Marketing Services

REATA Elite for Individual Agents

$897 Setup

then $897 per month

✔️ CRM & Pipeline
✔️ AI Follow-ups and Appointment Setting
✔️ Reporting
✔️ Email Marketing
✔️ 2-Way SMS
✔️ Easy Scheduling
✔️ Reputation Boost
✔️ Call Tracking
✔️ Ad Launcher
✔️ Ad Library
✔️ Done for you Marketing Services

REATA Enterprise

for Businesses

Custom Pricing

✔️ All the features of the individual plans scaled to fit the needs of your business.
✔️ Book a consultation with one of our specialists today to discuss your business needs and get a custom quote!

Have more questions? Book a time with a REATA team member today!