One platform to organize customers, automate follow-ups, and grow your business.
CasperPortal centralizes communication, sales workflows, payments, and automation so you can scale with clarity, control, and confidence—without adding extra staff or software.
Plans start at $297/month with a 14-day free trial.
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, giving your team full context at a glance. No guessing. No scattered tools. No lost conversations.
- One unified profile with full communication history
- Spot hot, cold, and at-risk customers instantly
- Make follow-ups feel personal—not random
Automated Google Reviews
Turn happy customers into a steady stream of 5-star reviews.
Instead of hoping people remember to review you, CasperPortal sends review requests automatically at the right moment—when customers are happiest and most likely to say yes.
- Automated Google review requests sent after key milestones
- Pre-written text and email templates that are easy to say yes to
- Build local trust and ranking without begging for reviews
Sales Pipeline Management
See every deal, every stage, and what needs to happen next.
CasperPortal’s visual pipelines show you where every lead sits—from new inquiry to closed-won—so you can spot bottlenecks, assign next steps, and keep revenue moving forward.
- Drag-and-drop pipelines that mirror your real sales process
- Instant visibility into stuck, cold, or high-value deals
- Forecast revenue with more confidence and fewer spreadsheets
Automated Email & SMS Campaigns
Keep leads warm and customers engaged—on autopilot.
Instead of manually blasting one-off messages, CasperPortal sends the right email or text when behavior shows someone is ready—clicks, replies, bookings, purchases, and more.
- Behavior-based workflows for email, SMS, and more
- Prebuilt nurture paths you can launch and tweak quickly
- Stay present in your customers’ world without living in your inbox
Reputation Management
Keep a close eye on your reputation—and respond before problems grow.
CasperPortal brings your online reviews and feedback into one place so you can reply quickly, resolve issues, and show potential customers you’re a business that actually listens.
- Monitor reviews from key platforms inside one dashboard
- Reply fast with saved responses and team notifications
- Spot trends in praise and complaints to improve operations
Appointment Scheduling
Let customers book time with you—without the back-and-forth.
Share a simple booking link or embed your calendar on your site so customers can choose a time that works for them while CasperPortal handles confirmations and reminders.
- Online booking that syncs with your existing calendar
- Automated reminders that reduce no-shows and late arrivals
- Multiple calendars for different staff, services, or locations
Lead Nurturing Sequences
Follow up for weeks and months—without dropping the ball.
CasperPortal keeps checking in with leads who aren’t ready yet, building trust and staying top of mind so when they are ready, they think of you first.
- Prebuilt long-term nurture flows for cold and warm leads
- Different journeys for new leads, past customers, and referrals
- Stop one-and-done follow-ups that waste your lead budget
Google Business Messages
Turn local searches into real conversations in minutes.
When someone messages you from Google, CasperPortal routes it straight into your shared inbox so your team can respond quickly and close the gap between interest and action.
- All Google Business messages inside the same view as SMS and web chat
- Templates for fast replies to common local questions
- Convert curious searchers into booked appointments or quotes
Website Chat Widget
Turn website visits into live conversations instead of quiet exits.
Add a modern chat bubble to your site so visitors can ask questions, request quotes, and book appointments in real time—without picking up the phone.
- Simple chat widget that matches your brand
- Conversations route into the same shared inbox as text and email
- Capture contact info so every chat becomes a trackable lead
Missed Call Text Back
Never let a missed call turn into a missed opportunity.
When you can’t answer, CasperPortal automatically sends a friendly text so callers know you saw them—and can reply on their schedule instead of bouncing to a competitor.
- Instant “sorry we missed you” texts with your branding
- Capture name and reason for calling without playing phone tag
- Convert more missed calls into booked appointments or sales
Social Media Scheduling
Plan your content once, show up everywhere consistently.
CasperPortal lets you schedule posts across your main channels from one calendar, so your brand stays active even when your team is buried in client work.
- One content calendar for your key social platforms
- Draft, approve, and schedule posts in batches
- See what’s going out this week at a glance—no more guesswork
Text & Email Templates
Send better messages in seconds—not after staring at a blank screen.
CasperPortal comes stocked with proven templates for outreach, reminders, reviews, renewals, and more. Your team can tweak them to fit their voice without reinventing the wheel.
- Template library for sales, service, and follow-up messages
- Merge fields that pull in names, dates, links, and offers
- Keep your brand voice consistent across every team member
Funnels & Landing Pages
Launch pages that actually capture leads—not just look pretty.
Quickly spin up landing pages for campaigns, events, and offers that plug directly into your pipelines, automations, and calendars—no extra tools or developers required.
- Drag-and-drop builder connected to your CRM and automations
- Dedicated pages for each offer, event, or lead magnet
- Track conversion all the way from click to closed-won
Payments & Invoicing
Make it easy for customers to pay you—and see cash hit faster.
Send branded invoices and payment links directly from CasperPortal so customers can pay in just a few clicks, while your team sees payment status without chasing accounting.
- Create and send invoices straight from the customer profile
- Track paid, pending, and overdue balances in one view
- Reduce friction in getting paid for the work you already did
Forms & Survey Builder
Collect the info you need—without sending people to another tool.
Build forms and surveys that plug directly into your CRM, automations, and pipelines so every answer is captured, routed, and acted on automatically.
- Custom forms for leads, onboarding, feedback, and more
- Responses attach directly to contact records and deals
- Trigger follow-ups based on answers, not just submissions
Reporting & Analytics
Know what’s working, what’s not, and where to focus next.
CasperPortal turns calls, messages, deals, campaigns, and payments into clear dashboards so leaders can make decisions based on data—not gut feel.
- Track leads, conversions, revenue, and response times in one place
- See performance by source, campaign, or team member
- Spot bottlenecks in your funnel before they cost you deals
Memberships & Subscriptions
Build predictable recurring revenue—not just one-off sales.
CasperPortal lets you run memberships, retainers, or subscription offers and keep renewals, billing, and access all under one roof.
- Create plans for recurring services, support, or content
- Track active, paused, and churned members easily
- Automate renewal reminders and win-back campaigns
Website Builder
Give your business a modern site that’s tied directly to your systems.
CasperPortal’s website builder connects your pages to your forms, chat, calendars, and automations, so your site isn’t just a brochure—it’s a working front door.
- Build and edit pages without relying on a developer
- Embed chat, forms, bookings, and funnels in a few clicks
- Keep everything on one stack instead of juggling multiple builders
Trigger Links & Smart Actions
Let clicks and behaviors quietly drive your next move.
With trigger links, CasperPortal automatically tags contacts, moves them in pipelines, or starts campaigns based on which links they click—no manual sorting required.
- Segment your list based on real engagement, not guesses
- Send different follow-ups to buyers vs. browsers
- Reduce repetitive admin work by letting rules handle routing
Call Tracking
Know which campaigns and numbers are actually driving calls.
CasperPortal tracks where calls come from so you can double down on what works and cut what doesn’t—without exporting data into yet another tool.
- Dynamic numbers for ads, landing pages, and locations
- Tie every call back to its source, campaign, or keyword
- See which marketing dollars are actually generating conversations
Trigger-Based Campaigns
Send the right message at the right moment—not weeks later.
Build campaigns that fire when someone submits a form, books a call, pays an invoice, or hits any key milestone, so your follow-up feels timely instead of random.
- Automations that start from real events, not manual uploads
- Different journeys for new leads, customers, and past clients
- Always-on nurture that doesn’t depend on your memory
Text-to-Pay
Get paid with a simple link in a text message.
Send secure payment links over SMS so customers can pay from their phone in seconds—no portals, logins, or long instructions.
- One-click payment links tied to the right invoice or order
- Faster collections for deposits, balances, and add-ons
- Customers pay where they already are: on their phone
Blog & Content Publishing
Turn your expertise into traffic, trust, and long-term visibility.
Publish articles directly from CasperPortal so you can educate customers, answer common questions, and give Google more reasons to send people your way.
- Post and manage articles from the same place you run campaigns
- Link blogs to forms, offers, and booking calls to capture demand
- Build authority in your market with consistent, helpful content
Ready to run your whole go-to-market from one platform?
CasperPortal replaces scattered tools with a single workspace for conversations, pipelines, payments, and automations—so your team can focus on serving customers, not managing software.
Plans start at $297/month. Launch fast, cancel anytime.
