Round Table CRM gives insurance businesses one place to manage contacts, notes, reminders, pipeline activity, and team workflow, without forcing every new account into bots, automations, or a giant setup process on day one.
Start your workspace gives you the core CRM environment first. AI assistants, advanced automations, and expanded team features activate when you choose a plan.
Insurance teams need to get inside the system quickly, but they do not need every premium module switched on the moment they create an account.
Instead of overwhelming new users with every feature, Round Table CRM gets them into a usable workspace first.
Paid plans unlock meaningful power, not arbitrary walls.
This is not a full free trial. It is a clean starting environment so users can create their workspace, bring in contacts, and understand the system before turning on advanced features.
Included right away
Core CRM setup and organization
Account creation, workspace creation, contact upload, contact records, notes, tasks, reminders, and the main CRM interface.
Visible but not active yet
Advanced tools that need plan activation
AI assistant activation, advanced automations, social publishing, premium campaign tooling, deeper team permissions, and higher-tier workspace controls.
Why it is structured this way
Start with real work, upgrade when ready
New users can begin with real CRM work first, while premium features stay tied to paid plans instead of being given away upfront.
Founding pricing is shown now with the standard price visible beside it. Core CRM access begins inside the workspace, while advanced features expand with the plan you choose.
For one independent agent managing their own book and daily follow-up.
For the serious operator or producer who needs more AI, more room, and more campaign flexibility.
For teams that need seats, permissions, shared reporting, and room to scale across the agency.
Common questions about plans, activation, and how your workspace gets set up.
Round Table CRM is built so insurance agents and agencies can begin with contacts, notes, reminders, and structure first, then expand into AI assistants, automations, team visibility, and campaigns as they grow.
