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CRM for Construction Companies and Contractors

A CRM for construction companies tracks every lead and bid from first call to signed contract. CasperPortal texts back calls you miss on the job site, puts each estimate in a visual pipeline, sends proposals and invoices, and follows up automatically, so jobs are not lost because you were too busy building to answer.

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What slows construction companies down

You miss calls on the job site

When you are running a saw or up a ladder, you cannot pick up. A homeowner who hits voicemail often calls the next contractor.

Bids disappear after you send them

Without a follow-up system, estimates sit unanswered and you never learn whether the customer chose someone else or just got busy.

Paperwork happens at night

Writing proposals, chasing payments and returning messages after a full day on site eats into time you do not have.

A CasperPortal workflow for construction companies

A homeowner calls while you are on a job and the call is missed
CasperPortal texts them back so they know you will respond
The lead lands in your pipeline and you book a site visit
You send a proposal or estimate, and follow-up texts go out if it is not signed
When the job is done, you send an invoice with a pay link and a review request

Features construction companies use most

Missed Call Text Back

An automatic text to every caller you miss, so they hear from you before they call someone else.

Sales Pipelines

Drag-and-drop deal stages with automatic actions and a running total of pipeline value.

Proposals & Estimates

Send quotes customers sign online, then turn the signed proposal into an invoice in one click.

Invoicing

Send online invoices, set up recurring billing and accept deposits or partial payments.

Construction Companies FAQ

How does a CRM help construction companies?

Construction companies use CasperPortal to track bids, manage project pipelines and keep up follow-up with clients. You can see which stage every quote is in and who needs a call today.

Can contractors use missed call text-back?

Yes. If you miss a call on a job site, CasperPortal automatically texts the caller back so they can tell you what they need instead of calling another contractor.

Can I send estimates and invoices from CasperPortal?

Yes. You can send proposals and estimates, then invoices with a payment link, from the same system that holds the customer record.

Does it work from my phone?

Yes. The CasperPortal iOS and Android app lets you reply to leads, check your calendar and send invoices from the truck.

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.