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CRM Readiness Quiz

This CRM readiness quiz asks five questions about how you manage leads, where follow-up breaks down and what you want to fix next. At the end it recommends where to start with CasperPortal, such as missed-call recovery, workflow automation or moving your pipeline into one CRM.

The five questions

  1. How do you currently manage your leads?
    • Spreadsheets & Paper
    • A CRM (but we don't use it well)
    • Mostly in our email inbox
    • We don't have a formal system
  2. What is your biggest bottleneck right now?
    • Missing calls from new leads
    • Not following up enough times
    • Paying for too many different tools
    • Low visibility into our pipeline
  3. How many new inquiries do you get per month?
    • Under 10
    • 10–50
    • 50–100
    • 100+
  4. How much time does your team spend on manual follow-up?
    • Under 2 hours/week
    • 2–5 hours/week
    • 5–10 hours/week
    • 10+ hours/week
  5. What is your primary goal for the next 90 days?
    • Recover more missed calls
    • Automate my entire follow-up
    • Consolidate my tech stack
    • Scale lead generation

Answer them with our team on a 30-minute live demo, or turn on JavaScript to take the quiz here.

Want the numbers first? Try the ROI calculator or browse the problems we fix.

Frequently asked questions

What does the CRM readiness quiz measure?

It looks at how you track leads today, your biggest bottleneck, your inquiry volume, time spent on manual follow-up and your main goal, then suggests which CasperPortal feature to set up first.

Are my answers saved or sent anywhere?

No. The quiz runs in your browser and your answers are not submitted.

What should I do after the quiz?

Start the 14-day free trial and set up the recommended feature first, or book a 30-minute live demo to walk through your answers with the team.

Is a CRM worth it if I get only a few inquiries a month?

It can be, because each lost inquiry matters more when volume is low. Use the ROI calculator with your own numbers to decide.

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  • Local peopleBuilt in Georgetown, MA by Jared and Mark Casper. Call or text (207) 222-7737.
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