CasperPortalWho it's for · Professional services
CRM for Marketing Agencies
A CRM for marketing agencies keeps your own new-business pipeline as organized as your client work. CasperPortal tracks prospects from first inquiry to discovery call, proposal and signed retainer, automates follow-up by text and email, sends invoices with payment links, and shows which lead sources bring in your best clients.
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What slows marketing agencies down
The cobbler has no shoes
Agencies build systems for clients but often run their own sales from an inbox and memory.
Proposals stall
A sent proposal with no structured follow-up can sit for weeks without an answer.
Hard to see which channels work
Without reporting on lead sources, it is hard to know where your best clients came from.
A CasperPortal workflow for marketing agencies
A prospect fills out the contact form on your agency site
CasperPortal replies with a link to book a discovery call
The opportunity moves through your pipeline to proposal
Follow-up messages go out if the proposal is not signed
Once signed, recurring invoices go out with a payment link
Features marketing agencies 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.
Reporting & Analytics
Ad attribution, call metrics and custom dashboards that tie your marketing to real leads and revenue.
Invoicing
Send online invoices, set up recurring billing and accept deposits or partial payments.
Marketing Agencies FAQ
How can agencies use CasperPortal for their own sales?
Agencies use pipelines, booking links and automated follow-up to move prospects from inquiry to signed retainer, with proposals and invoices in the same system.
Can I see which lead sources bring in clients?
Yes. Reporting and analytics show lead sources and pipeline performance so you can see which channels produce clients.
Can prospects book a discovery call online?
Yes. Share a CasperPortal booking link on your site or in a reply so prospects pick a time on your calendar and get reminders before the call.