CasperPortalPricing
CasperPortal Pricing: $97/month, $297/month, or Annual
CasperPortal pricing starts at $97/month after a 14-day free trial. The Growth Plan is $297/month, or $2,970/year (save 17%), with unlimited users and unlimited contacts. Self-serve plans have no setup fee and no long-term contract, and each one starts through Stripe checkout. If you'd rather have it built for you, optional done-for-you setup by CasperB2B is available.
Self-Serve Software
Start here
14-day free trial
$97 / month
$0 due today. Billed at $97/month after the trial. Cancel during the trial and you are not charged.
One checkout: agree to the terms on the trial page, then pay with Stripe.
Everything Unlocked
Growth Plan
$297 / month
Unlimited users, unlimited contacts. Month-to-month, no setup fee.
- Unlimited CRM Contacts
- Automated SMS & Email Follow-Up
- Missed-Call Text-Back Recovery
- Drag-and-Drop Funnel Builder
- Appointment Booking & Calendars
- Reputation & Review Management
- Unified Conversation Inbox
- Reporting & Analytics
- iOS and Android Mobile App
One-click agreement packet (monthly)
14-day free trial, then $297/month. Cancel anytime during the trial to avoid being charged.
Annually Save 17%
$247.50 / month
$2,970 billed annually.
One Platform Instead of a Tool Stack
The Growth Plan covers the categories of tools many local businesses pay for separately:
- CRM and contact management
- Sales pipelines
- Email and SMS marketing
- Funnel and landing page builder
- Scheduling and appointment booking
- Workflow automation and connector tools
- Team inbox for SMS, email, and social messages
- Review requests and reputation management
- Invoicing and text-to-pay
See how CasperPortal compares: vs HubSpot, vs GoHighLevel, vs Salesforce, vs ActiveCampaign, vs Calendly. Or estimate your own numbers with the ROI calculator.
Optional · Done-For-You Setup by CasperB2B
Have CasperB2B Set Up CasperPortal for You
Done-for-you setup is optional. CasperB2B, a separate agency, handles your CasperPortal implementation — CRM, automations, pipelines, booking, and more. Both options include full platform access from day one. See how done-for-you setup works.
Option 1
Lower Upfront
A smaller initial investment to get started.
$399 /mo
+ $1,500 one-time setup
- Full CasperPortal Platform Access
- Done-For-You Implementation by CasperB2B
- Custom Automation Workflow Builds
- Strategic Growth Consulting
- Dedicated Account Manager
- Priority Technical Support
Option 2
Lower Monthly
A larger upfront investment for a lower monthly cost.
$199 /mo
+ $3,500 one-time setup
- Full CasperPortal Platform Access
- Done-For-You Implementation by CasperB2B
- Custom Automation Workflow Builds
- Strategic Growth Consulting
- Dedicated Account Manager
- Priority Technical Support
Comparing the Two Options
Option 2 costs $2,000 more upfront and $200 less each month than Option 1, so the total cost of the two options is the same after month 10. After that, Option 2 costs less.
Not sure it pays off?
Put your own lead volume, missed-call rate and current tool costs into the ROI calculator, see every feature in the Growth Plan, or book a 30-minute demo to see it on your own workflow.
Frequently Asked Questions
How much does CasperPortal cost?
The self-serve trial is $97/month after 14 days. The Growth Plan is $297/month, or $2,970/year (about $247.50/month, a 17% saving), with unlimited users and unlimited contacts.
What is the difference between self-serve and done-for-you?
Self-serve gives you full access to the platform to build your own workflows. Done-for-you means CasperB2B, a separate agency, builds your system for you, from funnels to automations.
Is there a setup fee or a long-term contract for the self-serve plan?
No. The self-serve plan has no setup fee and no long-term contract. It is month-to-month; you only pay the subscription.
What happens after the 14-day free trial?
Your selected plan begins automatically and you are billed through Stripe. You can cancel at any time during the trial to avoid being charged.
Can I switch from self-serve to done-for-you later?
Yes. You can add a done-for-you implementation later if you decide you want CasperB2B to handle the technical setup.
Start your 14-day free trial
Run your own leads through CasperPortal for 14 days. You're billed $97/month only after the trial, month-to-month, and you can cancel during the trial without paying anything. The $297/month and annual checkouts are above.