CasperPortalWho it's for · Retail stores
CRM for Pharmacies and Independent Drugstores
A CRM for pharmacies helps an independent store stay in touch with customers between visits. CasperPortal lets you announce flu-shot clinics and new in-store services, book consultation or vaccine appointments online, answer customer texts and messages from one inbox, and ask for reviews, while dispensing records stay in your pharmacy system.
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What slows pharmacies down
The phone line is always busy
Counter staff juggle prescriptions, insurance calls and walk-ins. General questions and service inquiries often go unanswered.
Customers do not know about your services
Vaccine clinics, consultations and wellness services only fill up if customers hear about them at the right time.
Chain stores compete on convenience
An independent pharmacy wins on personal service, but that is hard to deliver at scale without a system to remember each customer.
A CasperPortal workflow for pharmacies
You schedule a seasonal flu-shot clinic on your calendar
A text and email announcement goes to customers who opted in
They book a time slot from the link
Reminders go out before the appointment
Afterward, a review request invites them to share their experience
Features pharmacies use most
Email & SMS Marketing
Drag-and-drop emails, two-way text broadcasts and drip sequences, sent from your CRM contact list.
Appointment Booking
Online booking with Google and Outlook sync, automatic reminders and deposits at booking.
Omnichannel Messaging
One team inbox for SMS, email, Messenger and Instagram, with assignments and internal notes.
Reputation Management
Automatic review requests after each job, plus alerts so you can answer new reviews quickly.
Pharmacies FAQ
How can pharmacies use automated reminders?
Pharmacies use CasperPortal to send wellness tips, flu-shot clinic reminders and notices about new in-store services by text and email to customers who have opted in.
Should prescription records be stored in CasperPortal?
Keep prescription and dispensing records in your pharmacy management system. Use CasperPortal for marketing, appointment booking and general customer communication. See our security page for how data is handled.
Can we track customer preferences in the CRM?
Yes. Custom fields and tags let you note preferences and interests so you can send relevant offers for over-the-counter products or consultations.