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.

Book a Free Demo Talk to an Expert

30-minute live demo
Pricing in a proposal
No public checkout

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

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

How you get started

Demo first. Pricing comes in a proposal.

CasperPortal does not publish a price list and does not offer a public checkout. Book a free demo, talk through your lead flow, and get a written proposal.

The path is demo, CRM lead, consult, proposal, agreement, payment, account creation, onboarding, and activation. See how pricing works and how to get started.

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

Book a free demo

30-minute walkthrough of your workflow
Your details saved as a CRM lead
A consult, then a written proposal
Agreement and payment only after you accept
Account creation, onboarding, and activation
Keep your number or add a local one

Book a Free Demo

Talk to an expert →

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?

CasperPortal does not publish a price. After a demo and a consult you receive a written proposal, then an agreement. Payment happens after that agreement, not from a button on this site.

Do you offer done-for-you setup?

Yes, as an option. If you'd rather not build it yourself, CasperB2B, a separate agency, can set CasperPortal up for you. Scope is quoted in the proposal. See done-for-you setup.

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.

Your next best step

Book a free demoA 30-minute walkthrough of your own lead flow. No public checkout.
Pricing is tailoredYou get a written proposal after a consult. There is no public price list.
Agreement, then paymentPayment and account setup happen after you accept a proposal.
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.