Private infrastructure.
Your CRM is dead weight. Capstan runs on AIR.
Capstan is an Ambient Intelligent Record (AIR). Your calls, emails and documents build the record by themselves. You never need to type a client in.
It files itself
A CRM is a place you type. An AIR is a record that writes itself.
Every email, call, visit note and document from your clients lands on the right one, by itself. Below 95% sure, it stops and asks you.
Omni Key™
Stop rekeying. Start closing.
Omni Key™ types your confirmed client facts into web forms. On any web form, 1 click fills every field it recognizes, and you point to the rest. You press submit.
It reads none of your client data, stores nothing, submits nothing and uses no AI. Before a Medicare fill, Capstan checks for a Scope of Appointment.
Today
Today tells you what to do.
A few plain sentences on what needs you now, then the list, and every item can tell you why it’s there. Instructions, not a chat window.
The book on a laptop is the risk.
That spreadsheet is protected health information, unencrypted, walking around in a bag. Lose the laptop and federal law calls it a breach: written notice to every affected client within 60 days, and to the government. The fine is survivable. The letters to your own book usually are not.
Source: HIPAA Breach Notification Rule, 45 CFR §§ 164.400–414.
Everything on every tier.
Tiers differ only by the number of households. Month to month.
Your record, yours to take.
Your records and your system’s blueprint, in open formats — yours to export and destroy. When you leave, your data is deleted and its keys destroyed.