One Clean System for Leads, Messages & Follow-Up

Most teams are still chasing notes in spreadsheets, email threads, and sticky notes. CasperPortal CRM pulls everything into one profile—every call, text, email, tag, and pipeline stage—so anyone on your team can open a contact record and instantly see what’s happened and what needs to happen next. That means fewer dropped balls, more consistent follow-up, and a cleaner sales process. To see it in action, you can Start Free Trial and import a slice of your real contacts.

Yes. Most businesses intend to ask for reviews but forget after the rush of the day. With CasperPortal’s Google Reviews automation, review requests go out automatically after key checkpoints—like a completed job, a kept appointment, or a closed ticket. You set the timing and message; CasperPortal handles the outreach and reminders, helping you steadily grow a 5-star profile while you focus on the work. You can try this flow during your Start Free Trial.

Instead of guessing where deals stand, Sales Pipeline Management shows every lead in a clear, visual board. You can drag-and-drop cards as deals move from new lead to won, see bottlenecks at a glance, and filter by owner or source. Managers get an instant snapshot of revenue in each stage; reps get a clean list of “what to do next” without sorting through old notes. For many teams, this alone justifies a Start Free Trial.

Manual follow-up is where most opportunities die. With automated email and SMS campaigns, you define simple rules—like “send this sequence when a form is filled” or “nurture this lead if they haven’t booked”—and CasperPortal handles the timing, personalization, and delivery. Every reply lands in your shared inbox so conversations stay human, but the repetitive chasing is removed from your calendar. You can build your first automation while you’re in your Start Free Trial.

Yes. With Reputation Management, you see reviews from multiple platforms in one place, respond without hopping between tabs, and tie review requests into your automations. Instead of reacting only when something goes wrong, you can consistently ask happy customers to share their experience and quickly address any issues before they spiral. When you combine reviews with smart follow-up, it becomes much easier to win trust and close new business. It’s included when you Start Free Trial.

Back-and-forth scheduling wastes time and creates friction. CasperPortal’s Appointment Scheduling lets customers book directly into your available slots, automatically syncs with your calendar, and sends confirmation and reminder texts. That means fewer no-shows, fewer double bookings, and more filled time blocks with people who are actually ready to meet. You can plug in your calendar and try live bookings during your Start Free Trial.

Not every lead buys in week one—but most CRMs treat them like they’re dead after a few days. With Lead Nurturing, you can set up long-term sequences that check in, share helpful content, and invite people back when timing is right. CasperPortal keeps track of opens, clicks, replies, and stage changes so nobody gets forgotten just because your week got busy. This is where a lot of “lost” deals quietly become closed deals. You can turn this on quickly after you Start Free Trial.

Yes. Local leads often message through Google before they ever call or email. With Google My Business Messaging connected, those conversations show up alongside your texts, emails, and web chats inside CasperPortal. Your team can reply faster, track response times, and avoid logging into multiple dashboards. For local businesses, this is a powerful way to “catch” serious buyers before they move on. You can test it out once you Start Free Trial.

Many visitors won’t pick up the phone, but they will ask a quick question on your site. The Web Chat Integration adds a simple chat widget that connects directly to your messaging inbox. When a visitor sends a message, your team can respond from CasperPortal and continue the conversation via SMS if they leave the site. This keeps more prospects talking to you instead of bouncing to a competitor, and you can monitor all of it from one place once you Start Free Trial.

When you miss a call, you risk losing the lead entirely. With Missed Call Text Back, any unanswered call automatically triggers a friendly text that acknowledges the call and invites the person to reply. That simple “we saw you” moment can save a surprising number of opportunities and keeps your phone from being a black hole. It’s easy to turn on as soon as you Start Free Trial.

Posting occasionally and guessing what worked is not a strategy. With Social Media Management, you can schedule posts in advance, keep a consistent presence, and track which content drives messages or leads. Because your inbox and CRM are in the same platform, you can also connect the dots between posts and actual conversations. It’s a smarter way to treat social media like a lead source—not just a chore. You can load a week of posts during your Start Free Trial.

When every rep writes from scratch, your messaging gets messy and slow. CasperPortal includes Text and Email Templates so your team can send proven messages with a couple of clicks while still personalizing key details. This keeps your brand voice consistent, speeds up response time, and makes it easier to train new staff. You can start building your “playbook” of templates as soon as you Start Free Trial.

Generic homepages rarely convert cold traffic. With Funnels & Landing Pages, you can spin up focused pages for specific offers, traffic sources, or campaigns—each with its own tracking, form, and follow-up sequence. This lets you test different angles without rebuilding your entire site and see exactly which campaigns bring in qualified leads. You can launch your first simple funnel while you’re still in your Start Free Trial.

The free trial is designed to let you test CasperPortal with real leads and contacts—not just click around a demo. For 14 days, you can use the full platform, connect forms, build automations, and experiment with features like CRM and automated campaigns. There are no long-term commitments; if it’s not a fit, you simply don’t continue. To see what it feels like in your workflow, just Start Free Trial.

Information stuck in PDFs or random tools creates friction. The Form & Survey Builder lets you collect lead info, intake details, feedback, or post-service surveys and automatically routes responses into the right pipeline and automations. That means fewer manual data entry errors and a much clearer picture of how people are interacting with your business. You can build a simple form in minutes once you Start Free Trial.

Guessing based on “feel” is risky. With Reporting & Analytics, you can see which campaigns generate leads, which stages lose deals, how fast your team responds, and which channels actually produce appointments or revenue. Instead of navigating five dashboards, CasperPortal brings the data together so you can make decisions based on evidence. You’ll start seeing useful numbers within days of your Start Free Trial.

If you run memberships, retainers, or recurring services, you need more than one-off invoices. Membership & Subscription Management lets you track members, automate renewals, and handle recurring payments inside the same system that manages your communication and support. This turns subscription revenue into something predictable instead of a collection of scattered charges. You can see how it works in the billing section once you Start Free Trial.

Many businesses get stuck waiting on a developer for every small site change. With the Website Builder, you can create and edit pages using drag-and-drop components that are already wired into your forms, funnels, and tracking. That means your site actually keeps up with your offers and campaigns instead of lagging months behind. You can experiment with simple pages during your Start Free Trial.

Trigger links turn clicks into actions. With Trigger Links & Automation, when someone clicks a link in your email or SMS, CasperPortal can tag them, move them to a new sequence, create a task, or update their stage. You’re no longer guessing who is interested—your system reacts instantly and routes people into the right follow-up. It’s a powerful way to personalize at scale once you Start Free Trial.

When phones ring, most teams don’t know which campaigns deserve the credit. With Call Tracking, you can assign different numbers to different ads, landing pages, or campaigns and automatically see which sources are driving real calls and conversations. Over time, this shows you where to double down and where to cut spend. All call data lives alongside your CRM records once you Start Free Trial.

Instead of blasting everyone with the same messages, Trigger-Based Campaigns launch when contacts meet specific conditions—like hitting a pipeline stage, completing a form, or going quiet for 7 days. This lets you send the right message at the right moment without manually tracking timing. It’s one of the fastest ways to upgrade your follow-up quality during your Start Free Trial.

Chasing down payments by phone or email slows cash flow. With Text-to-Pay, you can send secure payment links via SMS so customers can pay from their phone in a few taps. This reduces friction, speeds up collections, and gives your team a simple script to follow when it’s time to invoice. You can test a sample payment flow while you Start Free Trial.

Helpful content builds trust before a prospect ever reaches out. With Blog Management, you can publish and organize posts that answer common questions, improve SEO, and feed your email and nurture sequences. Because it’s tied into your funnels and automation, each article can lead naturally into opt-ins and offers instead of sitting as a disconnected “resource.” You can start by publishing a few core posts during your Start Free Trial.

Yes. While CasperPortal is not “just” an SEO tool, it supports SEO and SEM efforts by giving you clear analytics on which pages, funnels, and campaigns produce real leads and revenue. Combined with content tools like Blog Management, you can see how organic and paid traffic moves through your system and refine your strategy based on results instead of guesses. You’ll start to see these patterns form once you Start Free Trial.

Getting started is straightforward. Click any Start Free Trial button on this page, create your account, and you’ll unlock 14 days of full access to CasperPortal. From there, you can plug in real leads, try features like CRM, automations, and funnels, and see how it feels in your actual workflow before committing.