CasperPortalCRM by Industry
CRM by Industry
CRM by industry means setting up the same core tools around how your kind of business actually wins work. CasperPortal uses one platform for every industry and adapts the pipeline stages, booking, follow-up and review requests to your business. Pick your industry below to see how that looks.
Choose your industry
Home services & trades
Construction Companies
Missed-call text back from the job site, bid pipelines, estimates and invoicing for contractors.
Home Service Businesses
For plumbers, electricians, cleaners and other in-home pros: answer every call, book, invoice and get reviews.
HVAC Companies
Missed-call text back in peak season, install-quote pipelines, online booking and tune-up reminders.
Landscaping Companies
Seasonal inquiry capture, estimates with follow-up, and rebooking reminders for recurring customers.
Health & wellness
Beauty Salons
Online booking, text reminders, rebooking nudges and review requests for hair, nail and skin salons.
Daycare Centers
Track enrollment from inquiry to tour to start date, and keep parents informed by text and email.
Dental Clinics
Fill the schedule: missed-call text back, online booking, reminders and review requests for dental offices.
Fitness Centers & Gyms
Turn trial signups into members with instant texts, class and session booking, and automated follow-up.
Retail stores
Clothing Boutiques
VIP text lists, size and style notes, new-arrival alerts and one inbox for social messages.
Furniture Stores
Follow up with big-ticket shoppers, send delivery updates by text and request reviews after delivery.
Jewelry Stores
Occasion reminders, ring-size and preference notes, and repair tracking with pickup texts.
Pet Stores
Grooming booking with reminders, restock texts and review requests for local pet shops.
Pharmacies
Service announcements, vaccine-clinic booking and one inbox for customer messages at independent pharmacies.
Hospitality & events
Breweries
Release and event alerts by text, private-event booking and review requests for taprooms.
Event Planners
Inquiry capture, consultation booking, proposals, payment links and post-event feedback for planners.
Hotels
One inbox for guest messages, automated confirmations and pre-arrival texts, and post-stay review requests.
Restaurants
Missed-call text back during the rush, guest lists, slow-night text offers and review requests.
Travel Agencies
Tag clients by destination interest, send targeted trip ideas and automate pre-trip reminders.
Professional services
Consulting Firms
Pipelines for long sales cycles, discovery-call booking, proposals and email to your network.
Insurance Agencies
Fast quote follow-up, renewal reminders by policy date and long-term prospect nurturing.
IT Services Companies
Pipelines for service requests and deals, renewal reminders, proposals and invoicing for IT firms.
Law Firms
Intake forms, practice-area routing, consultation booking and follow-up for prospective clients.
Marketing Agencies
Track prospects to signed retainer, automate follow-up and invoice clients from one system.
Real Estate Agents & Developers
Lead capture, open house follow-up and deal pipelines for agents, teams and new-development sales.
Automotive
What changes from one industry to the next
The software is the same for everyone. What changes is how it is configured:
- Pipeline stages that match your sales steps, such as inquiry, estimate sent, booked and won.
- Booking rules, reminders and deposits that fit how customers schedule with you.
- Follow-up automations and message templates written for your customers.
- Review requests sent when a job or visit is marked complete.
Frequently asked questions
Is there a different version of CasperPortal for each industry?
No. Every business gets the same full platform on the Growth Plan. The industry pages show how to configure it for your type of business.
My industry is not listed. Can I still use CasperPortal?
Yes. The pipelines, automations and booking tools are fully customizable, so any business that captures leads and follows up with customers can use it. Book a demo to talk through your setup.
Can someone set it up for my industry?
Yes. CasperB2B offers optional done-for-you setup. See the setup options for details.