CasperPortalAbout
About CasperPortal
CasperPortal is a CRM and marketing automation platform for local service businesses, based in Georgetown, Massachusetts. It puts customer communication, follow-up, and next steps in one place, so missed calls, delayed replies, and scattered notes stop costing you customers. It was founded by Jared Casper (Founder) and Mark Casper (Co-Founder).
- Conversations stay organized in one place
- Follow-up happens automatically so leads don't slip
- Owners and managers can see what happened and what needs to happen next
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If you're evaluating systems, we can map your current lead flow first and keep the conversation focused on outcomes.
Built for Operators Who Need Clarity
CasperPortal is designed for businesses where missed calls, delayed replies, and scattered notes create real problems.
The goal is simple: put customer communication, next steps, and accountability into one place your team will actually use — on the web and in the iOS and Android mobile app.
Our focus
Practical workflows that reduce busywork and make follow-through the default.
How We Think
Four pillars that keep the platform grounded in how local businesses actually work.
01 · Who we serve
Teams where every lead and reply matters. CasperPortal fits call- and appointment-driven businesses that want one system to keep customer work clean and consistent. See industries we serve.
- Local operators juggling phones, forms, and inboxes
- Teams that need one shared view of customer history
- Owners who want fewer tools and fewer handoffs
02 · What the platform does
Centralize communication and make follow-up consistent. Instead of stitching tools together, the platform keeps leads, conversations, and next steps organized so the team stays aligned. See all features.
- One record per customer with full context
- A structured timeline of messages and activity
- Simple automation for confirmations and reminders
03 · Implementation approach
Start from your current reality, then refine. Some teams move off spreadsheets; others migrate from another CRM. Either way, the work is to map how leads arrive today and configure the system to fit.
- Map inquiry sources and handoffs
- Configure stages, fields, and permissions
- Train teams on simple, repeatable steps
04 · Operator-led principles
Clarity, accountability, and fewer moving parts. We build for real people serving real customers. If a feature adds complexity without a clear payoff, it doesn't belong.
- Make the next step obvious
- Keep ownership clear across the team
- Reduce tool sprawl and duplicated work
The People Behind CasperPortal
Jared Casper
Founder
Built CasperPortal from the frustration of dropped leads and broken follow-up systems he saw across his own businesses.
Mark Casper
Co-Founder
Brings a career in automotive sales and sales leadership, and the relationship-first follow-up habits that shaped the platform.
Read our story or meet the team.
CasperPortal and CasperB2B
CasperPortal is its own software platform. You can run it yourself after a demo and a proposal. If you'd rather have it set up for you, CasperB2B, a separate agency, offers optional done-for-you setup.
Want to See Your Workflow Mapped Into a Clean System?
Tell us how leads come in, how you respond today, and where things get messy. In a 30-minute demo we'll show you how that looks in CasperPortal.
Common Questions
Is CasperPortal built for small local teams?
Yes. It's built for busy operators who need one place to manage inquiries, follow-up, and next steps without extra complexity.
What problems does the platform solve first?
Speed-to-response, consistent follow-up, and clear pipeline visibility. Those three remove the biggest sources of lost opportunities.
Where is CasperPortal based?
CasperPortal is based in Georgetown, Massachusetts, and serves local businesses across the North Shore, Essex County, and the Merrimack Valley.
How does CasperB2B relate to CasperPortal?
CasperB2B is a separate agency that offers optional done-for-you setup of CasperPortal for businesses that want to skip the learning curve. Using CasperPortal does not require it.