CasperPortalFeature · Manage & grow
Contact management software that keeps every customer's history in one place
Contact management software stores your leads and customers along with every interaction you've had with them. CasperPortal puts each contact's texts, emails, calls and notes on one timeline, lets you filter by tags, behavior and pipeline stage, and includes unlimited contacts on the Growth Plan.
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14-day free trial · then $97/month · cancel during the trial and you pay nothing
What you can do with CRM & Contact Management
Unified contact records
See every text, email, call and note for a contact on a single timeline, so anyone on your team can pick up where the last person left off.
Smart segmentation
Filter your database by tags, behaviors and pipeline stages to send offers only to the people they fit.
Unlimited contacts
The Growth Plan includes unlimited contacts and unlimited users, so you don't pay more as your list grows.
Easy import
Bring in your existing customers from a CSV file or from your previous CRM.
How CRM & Contact Management works
Import your contacts from a CSV or old CRM
Tag customers by service, town or status
Calls, texts and emails log to each record
Filter lists to follow up or send offers
Who uses CRM & Contact Management
Insurance Agencies
Fast quote follow-up, renewal reminders by policy date and long-term prospect nurturing.
Real Estate Agents & Developers
Lead capture, open house follow-up and deal pipelines for agents, teams and new-development sales.
Dental Clinics
Fill the schedule: missed-call text back, online booking, reminders and review requests for dental offices.
CRM & Contact Management FAQ
Can I import my existing contacts?
Yes. You can bulk import contacts from a CSV file or bring them over from your previous CRM.
Is there a limit to how many contacts I can store?
No. The Growth Plan includes unlimited contacts, so you can grow without paying per contact.
How much does CasperPortal cost?
The Growth Plan is $297 per month, or $2,970 per year, with unlimited users and unlimited contacts. There is no setup fee and no long-term contract.
Can I try it before I pay?
Yes. You can start a 14-day free trial and cancel anytime during the trial.