CasperPortalWho it's for · Professional services
CRM for IT Service Companies and MSPs
A CRM for IT service companies tracks new business and renewals alongside the customer conversations behind them. CasperPortal puts service requests and sales opportunities in pipelines, sends reminders before contracts or registrations expire, delivers proposals and invoices, and keeps client messages in one inbox, so nothing gets lost in a busy support mailbox.
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What slows it services companies down
Requests get buried in email
Sales inquiries and small service requests mix with everything else in a shared inbox, and some never get a reply.
Renewals sneak up
Contract, license and domain expiration dates tracked in spreadsheets are easy to miss.
Selling takes a back seat to support
Technical staff are busy fixing problems, so follow-up on proposals stalls.
A CasperPortal workflow for it services companies
A business submits a service request or quote form
CasperPortal creates the contact and opens a card in your pipeline
You send a proposal, with follow-up reminders if it is not signed
Renewal dates trigger reminders to your team and the client
Invoices go out with a payment link
Features it services companies use most
Sales Pipelines
Drag-and-drop deal stages with automatic actions and a running total of pipeline value.
Workflow Automations
A visual, no-code builder for multi-step follow-up with if/then logic and ready-made templates.
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.
IT Services Companies FAQ
How can IT companies manage service requests in CasperPortal?
IT firms use pipelines to track a service request from first inquiry through troubleshooting and resolution, so requests do not get lost in a busy inbox.
Can we automate follow-ups for expiring contracts?
Yes. Store the expiration date on the record and set a workflow that reminds your team and the client before a service contract or domain registration expires.
Is CasperPortal a ticketing or RMM tool?
No. Keep your ticketing and remote monitoring tools for technical work. Use CasperPortal for sales, renewals, client messaging and invoicing.