Software + setup for busy owner-operators
CAPTURE → FOLLOW UP → BOOK → REVIEW → REPORT
CasperB2B helps local businesses install CasperPortal so leads don’t fall through cracks. One system for messages, pipeline, automations, reviews, and visibility — built to feel simple on day one.
HOW IT WORKS
A simple install process that gets you organized fast — without turning your business into a software project.
We route calls, texts, forms, and inboxes into one place so nothing gets missed.
Automations handle the “I’ll get back to you” moments — with real-world templates that convert.
Pipeline stages + reporting show what’s working and what needs attention every week.
WHAT YOU GET FIRST
Simple, practical improvements that make your business feel “on top of it” again.
Every inquiry becomes a trackable lead with a clear next step.
Texts & emails go out when you’re busy — without sounding like a robot.
See who needs a callback, estimate, booking, or review request.
Consistent review requests after the job, so your rating keeps climbing.
WHO THIS IS FOR
If you run the business and wear ten hats — this is built for you.
- You miss leads because you’re on jobs, driving, or managing the crew.
- You want one place for messages, pipeline, and follow-up.
- You want more 5-star reviews without begging.
- You want “simple and done” — not a new hobby.
- You want a complex enterprise tool with weeks of training.
- You want 12 different apps duct-taped together.
- You’re not ready to respond when leads come in.
PROOF YOU CAN FEEL
Replace placeholders below with your real numbers and real quotes as you collect them.
Missed-lead reduction
Up to 80%
When calls + forms go into one inbox with auto follow-up.
Speed to first reply
Minutes
Templates + automation keep you fast even when you’re on jobs.
Review consistency
Weekly
Automatic review asks after the job keep ratings trending up.
“We stopped losing leads in the cracks. Now the pipeline is obvious and the follow-up is handled.” — Owner-operator (replace with real name/business)
“The system is simple enough that my team actually uses it.” — Ops manager (replace with real name/business)
OUR WORK
Real businesses. Real websites. Real automations. (We’ll show clean mockups and builds here.)
Portfolio / Gallery: websites built • offers created • automations installed • follow-up systems
Want to see examples before you start? We get it.
FAQ
Is it really free for 14 days?
Yes. You can start the trial and see how it fits your business. After that, it’s $297/month month-to-month.
Do I need to be “techy”?
No. The goal is operator-simple. If you can text and check email, you can run this.
Can I cancel any time?
Yes — it’s month-to-month after the trial.
Where do I log in?
Your portal login is at login.casperportal.net. We can also add a login link in your site footer for convenience.