CasperPortalOptional · Done-For-You Setup
Done-For-You CRM Setup for CasperPortal
Done-for-you CRM setup means CasperB2B, a separate agency, builds your CasperPortal system for you — CRM, pipelines, automations, booking, and lead migration — instead of you configuring it yourself. It is optional. Scope and price are in a written proposal after a demo, not on a public price list.
CasperPortal and CasperB2B: Who Does What
CasperPortal: the software
CasperPortal is the CRM and marketing automation platform. You can run it yourself after a demo, a proposal, and an agreement. There is no public checkout on this site.
CasperB2B: optional setup services
CasperB2B is the agency that provides done-for-you setup services for CasperPortal. If you'd rather not build your workflows yourself, their team configures the platform around how your business already works. Learn more about the agency at the CasperB2B website.
What CasperB2B Sets Up for You in CasperPortal
- A review of your current systems and a map of your main lead flows
- CRM contacts, fields, and lead migration from your current tools
- Connections to your email, social accounts, and website forms
- Your business phone setup: port your existing number or use a local tracking number that forwards to your phone
- Missed-call text-back and initial nurture sequences
- Your sales pipeline and lead management dashboard
- Appointment booking, confirmations, and reminders
- Custom automation workflow builds for your business
- A live walkthrough and training for your team
Want to see what these pieces do first? Start with missed-call text-back, workflow automations, and sales pipelines.
How done-for-you setup is quoted
There is no public menu of setup prices. On the demo we look at your tools and lead flow. The proposal then says what CasperB2B will build and what it costs. You can also read how pricing works or see the path from demo to activation.
How Done-For-You Setup Works
Book a free demo
In a 30-minute call, walk through your current tools, how leads arrive, and where follow-up breaks. That conversation becomes a CRM lead.
Consult and proposal
CasperB2B scopes the setup. You receive a written proposal. Nothing is billed from this website.
Agreement and payment
If you accept, an agreement comes next, then payment, account creation, and onboarding.
Build and training
Missed-call text-back, nurture sequences, booking, and your pipeline are configured, then your team gets a live walkthrough.
Frequently Asked Questions
What is the difference between CasperPortal and CasperB2B?
CasperPortal is the software platform — the CRM and automation system. CasperB2B is a separate agency that provides optional done-for-you setup of that software.
Do I have to use CasperB2B to use CasperPortal?
No. Done-for-you setup is only for businesses that want the technical setup handled for them. Either way, you start with a demo and a proposal rather than a public checkout.
How much does done-for-you CRM setup cost?
It is quoted in the proposal after a demo. This page does not list setup prices.
Can setup be added later?
Yes. A business can start on the software and add a done-for-you implementation later. That change is a new proposal, not a button on this site.
Not Sure Which Path Fits?
Book a free demo and we'll help you decide between running CasperPortal yourself and having it set up for you.