Feature · Manage & grow

Sales pipeline software that shows where every lead stands

Sales pipeline software tracks each lead through the stages of your sales process, from first contact to won job. CasperPortal gives you drag-and-drop pipelines with custom stages, sends texts, emails or team notifications automatically when a deal changes stage, and shows the total value of open deals.

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What you can do with Sales Pipelines

Drag-and-drop stages

Move deals between stages with your mouse or finger. Each stage matches a step in how you actually sell.

Automated stage actions

Send an email, a text or an internal notification automatically when a deal moves to a new stage.

Pipeline value at a glance

See the total potential value of open deals so you know what's on the table this month.

Multiple custom pipelines

Create separate pipelines for different services, departments or locations.

How Sales Pipelines works

Name your stages, such as new lead, quoted and won
Add deals from calls, forms and chats
Drag each deal forward as it progresses
Automations follow up at each stage

Who uses Sales Pipelines

Real Estate Agents & Developers

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

Car Dealerships

Missed-call text back, sales and trade-in pipelines, and follow-up until the buyer is ready.

Construction Companies

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

Sales Pipelines FAQ

Can I customize the pipeline stages?

Yes. You can create custom pipelines with stages that match your exact sales process.

Can I have multiple pipelines for different services?

Yes. You can create separate pipelines for different departments, services or locations.

Can a stage change send a message automatically?

Yes. You can trigger emails, texts or internal notifications when a deal moves to a new stage.

Can I see pipelines on my phone?

Yes. Pipelines are available in the CasperPortal mobile app for iOS and Android as well as the web app.

Your next best step

14-day free trialBilled only after the trial; cancel during it and pay nothing.
$97/month after the trialSelf-serve checkout from the trial page. $297/month and annual billing are on the pricing page.
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.