Tiers
Everything on every tier.
Tiers differ only by the number of households. Nothing is held back to make you climb. Month to month.
For a book that’s still growing. When it passes 150 households, you move up and nothing gets rebuilt.
For the book most independent agents run.
For the largest books, with no ceiling on households.
Setup is $500 to $1,000, once.
Set by the size and condition of the book we’re moving. Quoted before you sign, never a surprise after.
Every tier
- Your book, moved out of the spreadsheets, PDFs and inbox threads, into 1 record per client.
- Your mail forwarding in, your Gmail connected for sending, and your Google Calendar connected.
- Your records in your own store, under your own key.
- A signed BAA.
- Omni Key™ set up in Chrome on your laptop.
- Training and handover.
Founding 10.
The first 10 agents keep their price for 12 months and pay no setup fee. This is a price lock, not a discount.
Your phone line is yours.
You pay your phone provider directly and keep your number if you ever leave. Capstan doesn’t sell minutes.
Leaving costs $500.
Leave with everything: every record, every file, and the template that rebuilds your system anywhere. Then your data is deleted and its keys destroyed. Only the Ledger’s entry kinds, times, actors and hashes remain, holding no client data.