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Get Started with CasperPortal

Get started with CasperPortal by booking a free demo. There is no public trial checkout on this page. The path is a demo, a CRM lead, a consult, a proposal, an agreement, payment, account creation, onboarding, and activation.

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The path from first call to a live account

  1. Demo

    Pick a time on the demo calendar. It is a 30-minute walkthrough of your lead flow, not a checkout.

  2. CRM lead

    The details you submit are stored as a lead so the follow-up has a name, a number, and a record of what you asked about.

  3. Consult

    We review how calls, forms, and messages reach you today and which workflows matter first.

  4. Proposal

    You receive a written proposal. Pricing is tailored and is in that proposal, not on this website.

  5. Agreement

    If you accept, we prepare an agreement. The public site does not generate a priced packet.

  6. Payment

    Payment is collected after the agreement. This page does not send you to a payment link.

  7. Account creation

    After payment, the account is created for your business.

  8. Onboarding

    Phone number, contacts, inbox, and the first workflows are connected. The first-automation guide shows what that setup looks like.

  9. Activation

    Missed-call text-back, follow-up, booking, or review requests go live on the workflow you chose.

What you can line up before the demo

  • How leads arrive today: calls, forms, email, or social messages
  • The tools you already pay for, so the consult can talk about replacing or keeping them
  • Whether you want to run CasperPortal yourself or use done-for-you setup
  • The business number you want to keep, or whether you need a local number that forwards to you

You can also call or text (207) 222-7737 or send a message.

Frequently asked questions

Is there a public free trial?

No. Getting started begins with a free demo. There is no self-serve checkout on this page.

When do I pay?

After a proposal and an agreement. Payment is not taken from this website.

What is included once the account is active?

The proposal lists the software and any setup. Typical pieces are CRM, missed-call text-back, email and SMS follow-up, a unified inbox, booking, pipelines, and review requests.

Can I keep my business phone number?

Yes. You can port your existing number into CasperPortal, or use a local number that forwards to your current phone.

Your next best step

  • Book a free demoA 30-minute walkthrough of your own lead flow. No public checkout.
  • Pricing is tailoredYou get a written proposal after a consult. There is no public price list.
  • Agreement, then paymentPayment and account setup happen after you accept a proposal.
  • Keep your numberPort your business number or add a local number that forwards to you.
  • Local peopleBuilt in Georgetown, MA by Jared and Mark Casper. Call or text (207) 222-7737.
Book a Free DemoTalk to an Expert