Customer Relationship Management (CRM)
See every customer’s story clearly—before you make the next move.
CasperPortal’s CRM pulls every call, text, email, note, and pipeline stage into a single profile. Your team gets full context at a glance, so follow-ups feel personal, timing feels right, and no one slips through the cracks.
Centralized data & history
One profile with everything you need in one place.
Instead of digging through inboxes, spreadsheets, and staff memory, CasperPortal gives every customer a single, living profile. Every interaction is logged, so anyone on your team can step in and know exactly what’s going on.
- Store calls, texts, emails, notes, and tasks in one unified record
- See the full timeline of what’s happened—and what’s due next
- Give every team member the same clear picture before they reach out
Pipeline & task clarity
Know exactly who needs attention today—and why.
With visual pipelines and simple task queues, you can spot stuck deals, see where leads are bunching up, and make sure the right follow-up happens at the right time.
- Drag-and-drop pipeline view that mirrors your real sales process
- Daily task lists so reps know who to call, text, or email next
- Reduce “I forgot to follow up” and increase win rates with structure
Consistent customer experience
Make every rep sound like your best rep.
When the whole story is visible and key moments are automated, customers feel remembered and taken care of — not chased or forgotten. That leads to better reviews, repeat business, and more referrals.
- Use notes and tags so handoffs between team members feel seamless
- Trigger check-ins, reminders, and thank-you messages automatically
- Turn great service into long-term loyalty and word-of-mouth growth
Turn scattered notes into one clean, trusted CRM.
Give your team a workspace where the full customer story is always one click away—so follow-ups feel calm, organized, and under control instead of rushed and reactive.
- See every conversation, task, and stage in one place
- Know exactly who needs attention before the day even starts
- Make customers feel remembered—not like they’re starting over
