ClientCircle

ClientCircle builds software that helps insurance agents grow their businesses. In practice that means keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. Related areas on their profile: CRM and Web Development. As a small product team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

ClientCircle is based in Des Moines, Iowa. More on clientcircle.com.

Things worth asking about: pipeline stages, email sync, mobile app, and what reporting costs extra. A short pilot with your real data tells you more than any demo.

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