CasperPortalHelp Center
CasperPortal Help Center
The CasperPortal help center answers common questions about getting started, contacts, automation, billing and security. If you do not find your answer here, call or text (207) 222-7737, use the contact form, or book a 30-minute live demo and walk through your setup with the team.
Browse by topic
Getting started
Set up your first automation with the step-by-step guide, and read CRM for local businesses for an overview of the platform.
CRM and contacts
How contact records, tags and imports work in CRM and contact management and sales pipelines.
Automation
Triggers, delays and templates in workflow automations, plus the marketing automation guide.
Billing and plans
Pricing is tailored after a demo. How pricing works explains the path. There is no public price list.
Security and privacy
See security, the Privacy Policy and the Terms of Service.
Terms and definitions
Plain-English definitions of CRM and marketing terms are in the glossary.
Frequently asked questions
What is CasperPortal?
CasperPortal is an all-in-one platform for local service businesses that combines CRM, marketing automation, email and SMS marketing, appointment booking and reputation management in one dashboard.
How does missed-call text-back work?
When a customer calls your business number and you do not answer, CasperPortal detects the missed call and sends an automated text, such as "Sorry we missed your call. How can we help?", so the conversation keeps going.
Can I migrate my data from another CRM?
Yes. You can import contacts by CSV, and the team can help with migration from platforms like HubSpot, Salesforce or spreadsheets during onboarding.
Is there a contract or commitment?
Terms are in the proposal and the agreement. This website does not take payment and does not start a public trial.
Can I keep my current business phone number?
Yes. You can port your existing business number or use a local tracking number that forwards to your phone.