SupaBook
SupaBook combines a CRM and business phone system for service businesses. Owners can keep an inquiry, its conversations, the proposed job, and its payments in one workspace. The product suits businesses that sell through calls, estimates, bookings, and ongoing client communication. Its official feature overview describes the connected workflow in detail.
Capture inquiries and keep the client record
Calls, texts, forms, emails, and booking requests enter the same CRM. You can use a SupaBook number, port your existing number, or connect forms to the workspace. Phone features include team routing, visual IVR menus, after-hours handling, and missed-call text-back. Call transcripts and messages stay attached to client records.
This shared record also holds pipeline stages, notes, and follow-up tasks. A service owner can review the conversation before sending a proposal, then keep the agreement and invoice with the same client context. SupaBook offers a branded booking page for businesses that need a place to receive requests.
Move an agreed job into delivery
SupaBook supports reusable services and packages, proposals, contracts, e-signatures, scheduling, and deposits. Clients can approve the scope and pay through a branded experience. A client portal gives clients access to documents, invoices, files, updates, and next steps. Payment tools cover deposits, balances, installment payments, cards, and ACH.
The reporting described on the homepage includes revenue, expenses, overdue totals, project budgets, target profit, and margin trends. These views can help an owner compare the money collected with the cost of delivering a project.
AI preparation with owner approval
SupaBook's AI specialists prepare follow-up, proposals, delivery plans, and client-growth opportunities for approval. The Account Manager researches a company and identifies missing discovery; the Delivery Planner works from verified discovery. The Proposal Strategist checks readiness and commercial rules, while the Client Growth Manager prepares supported outreach using existing client context. The publisher says nothing is sent automatically in this specialist workflow.
Plans and setup requirements
The pricing page lists Essentials at $89 monthly, Core at $199, AI at $399, and AI Pro at $699. Core includes three users, one local number, 500 voice minutes, 500 SMS credits, and 300 AI credits. Essentials provides CRM and client workflow without included phone service. Enterprise pricing requires a sales discussion.
Phone features require activation and configuration. Recordings are billed separately, and extra usage or numbers incur applicable charges. Email, calendar, and payment services require connected accounts; SMS may require registration, and Apple Messages requires business approval and assisted setup. Check the SupaBook pricing page for allowances and rates before choosing a plan.