CasperPortalWho it's for · Professional services
CRM for Real Estate Agents, Teams and Developers
A CRM for real estate captures every buyer and seller lead and follows up until they are ready to move. CasperPortal pulls leads from your website forms, landing pages and Facebook ads into one pipeline, sends automated text and email follow-up after showings and open houses, and tracks each deal from first contact to closing, for agents and new-development sales teams alike.
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What slows real estate agents & developers down
Leads are rarely ready today
Buyers and sellers often take months to act. Without long-term follow-up, they work with whoever stayed in touch.
Open house sign-ins go nowhere
A paper sign-in sheet is easy to lose and slow to follow up on, so warm visitors cool off.
Deadlines hide in email threads
Showings, offers, inspections and closings involve many dates. Missing one can put a deal at risk.
A CasperPortal workflow for real estate agents & developers
An open house visitor scans a QR code that opens a CasperPortal form
A thank-you text goes out right away with the listing details
A follow-up sequence by email and text shares similar listings or project updates
When they are ready, they book a showing or consultation from a link
The deal moves through your pipeline from showing to offer, inspection and closing
Features real estate agents & developers use most
Lead Capture Forms
Forms that embed on your current website and turn every submission into a CRM contact with follow-up.
Workflow Automations
A visual, no-code builder for multi-step follow-up with if/then logic and ready-made templates.
Sales Pipelines
Drag-and-drop deal stages with automatic actions and a running total of pipeline value.
Funnel & Landing Page Builder
Drag-and-drop landing pages and multi-step funnels with A/B testing and hosting included.
Real Estate Agents & Developers FAQ
How can realtors automate open house follow-up?
Put a QR code at the open house that links to a CasperPortal form. Attendees are captured as contacts, get a thank-you text right away, and then receive a series of follow-up emails about the property.
Can I manage my entire buyer and seller pipeline?
Yes. CasperPortal shows where every client stands, from first showing to offer, inspection and closing, so critical deadlines are not missed.
How can real estate developers use CRM automation?
Developers use CasperPortal to nurture buyers for new projects with automated email and text campaigns, keeping them engaged from first inquiry through construction updates and final sales phases.
Where can CasperPortal capture real estate leads from?
Leads can come from your CasperPortal web forms, landing pages and funnels, Facebook ads, website chat and calls. Ask on a demo about connecting any other lead source you use.