Capsule Five

Capsule Five provides Sales Automation and Client Marketing Systems for insurance agencies and small businesses. Put simply, it is about building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. They also list Insurance, so expect those to show up in the feature set. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Capsule Five is based in Mesa, Arizona. Their site is capsulefive.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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