CasperPortalFree Tools
Free Small Business Tools
These free small business tools help you put numbers on missed calls, find your biggest lead bottleneck and prepare a service agreement packet. Each one runs in your browser with no account needed: an ROI calculator, a CRM readiness quiz and an agreement builder.
Choose a tool
CRM ROI calculator
Enter your own leads, missed-call rate, close rate, sale value and current tool costs to estimate what missed-call recovery and tool consolidation could be worth.
CRM readiness quiz
Answer five questions about how you handle leads and follow-up and get a recommendation on where to start.
Agreement builder
Generate a print-ready service agreement packet with billing terms, selected services and signature pages.
Why these tools are free
They answer questions local business owners ask before choosing a CRM: what missed calls might cost, where leads are slipping away and how an agreement should be laid out. Use them on their own, or bring the results to a demo.
Frequently asked questions
Do I need an account to use the tools?
No. The ROI calculator, quiz and agreement builder run in your browser without signing up.
Are the ROI calculator results guaranteed?
No. The calculator uses the numbers you enter plus a stated recovery assumption, so treat the result as an estimate for your own planning.
How do I save an agreement packet?
The agreement builder opens your browser's print dialog, where you can print the packet or save it as a PDF.