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CRM, automation & follow-up for local businesses

CRM and Marketing Automation Software for Local Businesses

CasperPortal is CRM and marketing automation software for local businesses: it captures every lead, texts back missed calls, automates SMS and email follow-up, and keeps every conversation in one inbox. The Growth Plan is $297/month with unlimited users and contacts, and you can try it free for 14 days.

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  • Cancel anytime during the trial
  • No setup fee
  • No long-term contract

Made in Georgetown, Massachusetts

Where leads slip away

The problems CasperPortal fixes

Most local businesses don't need more leads first. They need to stop losing the ones they already get.

Disconnected Tools

Separate apps split your customer data. One platform keeps contacts, messages and bookings together.

Losing Leads

Visitors leave without a trace. Chat, short forms and online booking turn more of them into leads.

Missed Calls

Callers who hit voicemail call the next business. An automatic text back keeps the conversation going.

No Pipeline Visibility

Leads scattered across inboxes stall. A visual pipeline shows every deal, its stage and the next step.

Reviews Stagnant

Happy customers are rarely asked. Automatic requests right after each job keep new reviews coming.

Slow Follow-Up

Leads cool off while you are busy. Automated replies and follow-up sequences keep them moving.

How it works

From scattered tools to automatic follow-up

  1. Connect

    Link your website forms, email, Facebook and your business phone number (keep your number or add a local one that forwards to you), then import your contacts.

  2. Automate

    Turn on missed-call text-back, follow-up sequences, appointment reminders and review requests so every new lead gets a reply right away.

  3. Close

    Answer every conversation from one inbox, move deals through your pipeline, book the job and send the invoice from the same app.

One platform

Everything you need, already connected

CasperPortal replaces a separate CRM, texting app, email tool, booking calendar, review tool and funnel builder. Every feature shares the same contact record, so nothing gets copied between apps.

Get more leads

Follow up automatically

Book jobs & get paid

Manage & grow

Content & community

Compare all features

Who it's for

Set up for the way your business works

Contractors, clinics, salons, gyms, restaurants, agents and other local businesses use the same platform with different workflows. Pick yours to see the setup.

See all industries →

Based on the North Shore? See CasperPortal in your town.

Pricing

One plan. Every feature. $297/month.

The Growth Plan includes unlimited users and unlimited contacts. Pay monthly with no contract, or $2,970/year (save 17%). Start with a 14-day free trial; you're billed only after it ends.

Weighing other tools? See how CasperPortal compares with HubSpot, GoHighLevel, Salesforce, ActiveCampaign and Calendly, or estimate your return with the ROI calculator.

Growth Plan

$297 / month

  • CRM, unlimited users and contacts
  • Missed-call text-back and two-way texting
  • Email and SMS follow-up automations
  • Booking, reminders and review requests
  • Pipelines, invoices and text-to-pay
  • iOS and Android app

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Full pricing and done-for-you setup options →

Common questions

Frequently Asked Questions

What exactly is CasperPortal?

CasperPortal is CRM and marketing automation software built for local service businesses. It replaces your separate CRM, email marketing tool, funnel builder and scheduling software with one platform where all the data is connected.

How does the missed-call text-back work?

When a lead calls and you can't answer, CasperPortal detects the missed call and sends your own text message to the caller, so they stay with you instead of calling a competitor. Their reply lands in your inbox.

Can I keep my existing business phone number?

Yes. You can port your existing number into CasperPortal, or use a local number that forwards to your current phone while enabling the automation features.

How much does CasperPortal cost, and is there a contract?

The Growth Plan is $297/month, or $2,970/year (save 17%), with unlimited users and unlimited contacts. There is no setup fee and no long-term contract — the self-serve plan is month-to-month, and it starts with a 14-day free trial.

Do you offer done-for-you setup?

Yes, as an option. If you'd rather not build it yourself, CasperB2B, a separate agency, offers done-for-you CasperPortal setup. See done-for-you setup for what's included.

Prefer to talk first?

Get a walkthrough of your own workflow

Leave your details and we'll call you back, or pick a time on the demo calendar. You can also call or text (207) 222-7737.

Request a Custom Demo

Your next best step

  • 14-day free trialBilled only after the trial; cancel during it and pay nothing.
  • $297/month, all featuresUnlimited users and contacts on the Growth Plan.
  • Month-to-monthNo long-term contract and no setup fee on the self-serve plan.
  • Keep your numberPort your business number or add a local number that forwards to you.
  • Local peopleBuilt in Georgetown, MA by Jared and Mark Casper. Call or text (207) 222-7737.
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