CasperPortalCasperPortal Features
CRM Features for Small Business
CasperPortal's CRM features for small business cover the full path from first contact to paid invoice: contact management, sales pipelines, a unified inbox, missed-call text-back, booking, email and SMS marketing, workflow automation, reviews and payments. Every feature lives in one login, on the web and in the iOS and Android app.
Browse every feature
Each feature has its own page explaining what it does, how it works for a local business and common questions.
Get more leads
AI Chat Tools
An AI assistant trained on your FAQs that answers, qualifies leads and books appointments across channels.
Funnel & Landing Page Builder
Drag-and-drop landing pages and multi-step funnels with A/B testing and hosting included.
Google Call Tracking
Separate tracking numbers for each ad or listing, forwarding to your phone, so you know where calls come from.
Lead Capture Forms
Forms that embed on your current website and turn every submission into a CRM contact with follow-up.
Missed Call Text Back
An automatic text to every caller you miss, so they hear from you before they call someone else.
Website Live Chat
A chat widget for your website that captures the visitor's number and continues the conversation by text.
Follow up automatically
Email & SMS Marketing
Drag-and-drop emails, two-way text broadcasts and drip sequences, sent from your CRM contact list.
Facebook Messenger
Bring Facebook page messages into your CRM so social leads are answered and followed up like any other lead.
Marketing Campaigns
Plan promotions that combine SMS, email, voice drops and social messages, scheduled in advance.
Omnichannel Messaging
One team inbox for SMS, email, Messenger and Instagram, with assignments and internal notes.
SMS & Email Templates
Saved texts and emails with custom fields, so routine replies take one click and stay consistent.
Trigger Links
Tracked links in texts and emails that tag the contact or start an automation when clicked.
Workflow Automations
A visual, no-code builder for multi-step follow-up with if/then logic and ready-made templates.
Book jobs & get paid
Appointment Booking
Online booking with Google and Outlook sync, automatic reminders and deposits at booking.
Invoicing
Send online invoices, set up recurring billing and accept deposits or partial payments.
Proposals & Estimates
Send quotes customers sign online, then turn the signed proposal into an invoice in one click.
Text To Pay
Send a payment link by text so customers can pay from their phone without a call or a check.
Manage & grow
CRM & Contact Management
One timeline per customer for texts, emails, calls and notes, with unlimited contacts.
Customer Surveys
Send short surveys by text or email after a job and keep every answer on the customer's record.
Mobile App
iOS and Android apps for replying to leads, managing your calendar and sending invoices on the go.
Reporting & Analytics
Ad attribution, call metrics and custom dashboards that tie your marketing to real leads and revenue.
Reputation Management
Automatic review requests after each job, plus alerts so you can answer new reviews quickly.
Sales Pipelines
Drag-and-drop deal stages with automatic actions and a running total of pipeline value.
Content & community
Blog Publishing
Publish and schedule blog posts with custom meta titles, descriptions and clean URLs.
Communities
Private, branded discussion groups for clients, in a space you own and control.
Memberships
Host courses, videos and documents behind a login and charge recurring fees for access.
Social Media Planner
Write posts ahead, preview them for each network, and schedule them to Facebook, Instagram and more.
How the features work together
Capture
Leads arrive from forms, website chat, Facebook Messenger and phone calls, and each one becomes a contact record in the CRM.
Respond
Every conversation lands in one unified inbox, and missed-call text-back replies to callers you could not answer.
Follow up
Workflow automations send the next text or email, book the appointment and move the deal along your pipeline.
Get paid and reviewed
Send invoices or text-to-pay links, then ask happy customers for a review with reputation management.
Frequently asked questions
Are all features included in one plan?
Feature scope is confirmed in the proposal after a demo. This site does not publish a plan price or a public checkout.
Is there a mobile app?
Yes. CasperPortal runs in the browser and has iOS and Android apps for replying to leads, managing your calendar and sending invoices on the go.
Can someone set the features up for me?
Yes. CasperB2B offers optional done-for-you setup of the platform. See the setup options or how pricing works.
Do I have to sign a long-term contract?
Contract terms are in the proposal and the agreement. Nothing is purchased from a button on this site.
Try every feature on your own business
Book a free demo to see the features that matter for your business, or talk to an expert about your lead flow.