CasperPortalWho it's for · Professional services
CRM for Consultants and Consulting Firms
A CRM for consultants tracks long sales cycles and keeps you in front of your network between projects. CasperPortal puts every opportunity in a multi-stage pipeline from discovery call to proposal and signed contract, lets prospects book calls online, sends proposals and invoices, and runs email newsletters and blog posts from the same system.
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What slows consulting firms down
Sales cycles are long
Engagements can take months to close. Opportunities are easy to lose track of when they live in an inbox.
Feast-or-famine pipeline
When you are busy delivering, marketing stops, and the pipeline is empty when the project ends.
Proposals and invoices take time
Assembling documents and chasing payments pulls you away from billable work.
A CasperPortal workflow for consulting firms
A prospect downloads a guide from your landing page
CasperPortal adds them to your newsletter and a follow-up sequence
They book a discovery call from a link
You send a proposal and track it in your pipeline
Once signed, invoices go out with a payment link
Features consulting firms use most
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.
Email & SMS Marketing
Drag-and-drop emails, two-way text broadcasts and drip sequences, sent from your CRM contact list.
Blog Publishing
Publish and schedule blog posts with custom meta titles, descriptions and clean URLs.
Consulting Firms FAQ
Can I manage complex sales cycles in the CRM?
Yes. Multi-stage pipelines track long engagements from first discovery call to proposal and final contract signing.
How do consultants use CasperPortal for thought leadership?
Consultants use the blog and email marketing tools to share insights and guides, which keeps them top of mind with their professional network.
Can I send proposals and invoices from CasperPortal?
Yes. Proposals, estimates and invoices are built in, so the paperwork sits on the same record as the conversation.