Feature · Manage & grow

A CRM mobile app for running your business from your phone

A CRM mobile app puts your contacts, conversations and calendar on your phone. CasperPortal has iOS and Android apps where you can reply to leads, manage appointments and send invoices, with push notifications for new leads, incoming texts and appointment updates, and permission levels for each team member.

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14-day free trial · then $297/month · cancel during the trial and you pay nothing

What you can do with Mobile App

Reply to leads anywhere

Answer texts, chats and social messages from the same inbox you use on the web app.

Push notifications

Get alerts for new leads, incoming texts and appointment updates so you can respond between jobs.

Calendar and invoices on the go

Check and manage your appointments and send invoices from the job site.

Team access with permissions

Give staff different permission levels so they can manage their own leads and conversations from their phones.

How Mobile App works

Download the CasperPortal app for iOS or Android
Sign in with your CasperPortal account
Turn on notifications for leads and messages
Reply, book and invoice from your phone

Who uses Mobile App

Construction Companies

Missed-call text back from the job site, bid pipelines, estimates and invoicing for contractors.

Real Estate Agents & Developers

Lead capture, open house follow-up and deal pipelines for agents, teams and new-development sales.

Event Planners

Inquiry capture, consultation booking, proposals, payment links and post-event feedback for planners.

Mobile App FAQ

Does the app have push notifications?

Yes. You get alerts for new leads, incoming texts and appointment updates, so you can respond quickly.

Can my team use the mobile app too?

Yes. You can grant different permission levels to your staff so they can manage their own leads and conversations from their phones.

Is the mobile app included in the plan?

Yes. The app comes with your CasperPortal account, and the Growth Plan includes unlimited users.

Which phones does the app support?

CasperPortal has apps for both iOS and Android, alongside the web app.

Your next best step

14-day free trialBilled only after the trial; cancel during it and pay nothing.
$297/month, all featuresUnlimited users and contacts on the Growth Plan.
Month-to-monthNo long-term contract and no setup fee on the self-serve plan.
Keep your numberPort your business number or add a local number that forwards to you.
Local peopleBuilt in Georgetown, MA by Jared and Mark Casper. Call or text (207) 222-7737.