CasperPortalNorth Shore · Essex County
CRM Software for Beverly, MA Healthcare, Tech and Hospitality
CasperPortal is CRM software for Beverly, MA medical practices, tech firms, marina services, restaurants and contractors. It brings calls, texts, email and social messages into one inbox, automates reminders and follow-ups, and tracks every opportunity in a pipeline, so your team spends less time chasing replies and more time serving clients.
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Beverly at a glance
- Population: ~43,000
- Key industries: Healthcare, Tech, Marine, Retail, Hospitality
- Common business types: Medical Practices, Tech Startups, Marina Services, Restaurants, Contractors
Why follow-up matters in Beverly
Beverly's growing healthcare and tech sectors sit alongside a working harbor and a busy downtown, which means plenty of service businesses competing for the same clients.
How Beverly businesses use CasperPortal
Tech and IT firms managing B2B pipelines
Track prospects from first call to signed proposal, send proposals from the CRM, and use surveys after each project to gather feedback.
Medical practices keeping patients on schedule
Recall reminders by text and email bring patients back for follow-up visits, and two-way texting lets them confirm or reschedule.
Inns and event venues answering inquiries
Website chat and form inquiries about rooms or events land in one inbox, with a pipeline that tracks each request through to a booked date.
Nearby service areas
Beverly, MA FAQ
Can a B2B tech firm in Beverly use CasperPortal?
Yes. Pipelines, proposals, email sequences and a shared inbox work for B2B sales as well as local service work.
Can patients confirm appointments by text?
Yes. Reminders go out by text and email, and patients can reply to confirm or reschedule from the same thread.
Do you offer setup help?
Yes. You can set CasperPortal up yourself, or choose optional done-for-you setup from CasperB2B, which builds your pipelines, automations and booking for your Beverly business.
How much does it cost?
The Growth Plan is $297/month, month-to-month, with unlimited users and unlimited contacts. Beverly businesses pay the same as everyone else, and every plan starts with a 14-day free trial.