The CRM that follows up for you
Casper captures every lead, scores it with AI, drafts the follow-up and keeps your pipeline moving — your team just approves and closes.
What is Casper?
Casper is an AI-powered CRM built for service businesses. It captures leads from every channel, scores them with AI, drafts follow-ups for your team to approve and keeps your pipeline moving — without the setup and per-seat pricing of legacy CRMs.
The architecture behind an AI CRM
Five stages, running continuously. AI does the reading, scoring and drafting; people make the calls that matter.
- 01
Capture
Every touchpoint lands in one timeline
- Website forms
- Calls
- SMS
- Chat
- 02
Understand
AI reads every lead as it arrives
- AI lead score (0–100)
- Enriched contact records
- Full history per contact
- 03
Act
AI agents do the busywork
- Follow-up drafts
- Routing to the right rep
- Stalled-deal reminders
- Pipeline updates
- 04
Approve
Your team stays in control
- Review before anything sends
- Auto-send rules for low-risk touches
- Every action logged
- 05
Close
A pipeline that keeps moving
- Drag-and-drop pipeline
- AI assistant for "who next?"
- Unlimited users
Stage 04 is a human gate: nothing reaches a customer unless your team approves it or it matches a rule you set.
Everything your team uses every day
AI lead scoring
Every lead gets a 0–100 score so your team calls the hottest prospects first instead of working the list top to bottom.
Follow-ups that write themselves
Casper watches for stalled deals and drafts a personal follow-up from the contact’s history. You approve it, or let low-risk touches send on rules you set.
One inbox for every channel
Email, SMS and chat conversations sit in one timeline per contact, so nobody asks a customer to repeat themselves.
Built-in calling
Call from the CRM and keep the call on the contact’s record next to every email and message.
Visual pipeline
Drag-and-drop deal boards show every opportunity from first touch to closed-won, in real time.
An AI assistant inside
Ask Casper in plain English — which deals are slipping, who to call today, what a customer said last week.
Yours, not rented
Casper is deployed to your own repository. Your customer data stays in your system, every user on your team gets a seat, and there is no per-seat bill that grows with your headcount.
- Your own repo
- Unlimited users
- No per-seat fees
- Your data, your system
From first call to live CRM
- 01
Book a demo
See Casper with your own workflow and decide what it should automate.
- 02
We set it up
Casper is deployed for you and your contacts are imported from CSV, Google Contacts or your current CRM.
- 03
Your team goes live
Leads start flowing in, AI starts scoring and drafting, and your team starts approving and closing.
Frequently asked questions
What is Casper?
Casper is an AI-powered CRM built for service businesses. It captures leads from every channel, scores them with AI, drafts follow-ups for your team to approve and keeps your pipeline moving — without the setup and per-seat pricing of legacy CRMs.
What makes Casper different from Salesforce or HubSpot?
It is built for service businesses rather than enterprise sales teams, ships with AI follow-ups, a unified inbox and a visual pipeline out of the box, and is deployed to your own repository with unlimited users — so there is no per-seat bill that grows with your team.
How does the AI follow-up system work?
Casper monitors your pipeline for stalled deals and drafts personalised follow-ups from each contact’s history and last interaction. You review and approve before anything sends, or set rules to auto-send low-risk touchpoints. You stay in control.
Do I need to migrate my existing contacts?
Casper imports contacts from CSV, Google Contacts or your existing CRM, so your data is in within minutes of getting started.
Is Casper suitable for small teams?
Yes. Casper is designed for small and growing service businesses, and because you own your deployment there is no per-user cost as the team grows.
Can I see it before committing?
Yes. Try the live interactive demo any time, or book a demo and we will walk through Casper with your own workflow.
See Casper with your own pipeline
A short call, your workflow, and a clear picture of what Casper would automate for your team.