Run Your Business in One Place
Manage leads, conversations, appointments, pipelines, and follow-up from one simple CRM and communication platform.
- No Long-Term Contracts
- Fast Implementation
- Dedicated Support
Sound Familiar?
Running a Business Should Not Feel Like Juggling 10 Different Apps
Most small business owners wake up to a mess of disconnected tools, missed follow-ups, and leads that fall through the cracks.
The Daily Struggle
Leads slip through the cracks because there is no single place to track them
Customer messages scattered across personal phones, Gmail, and Facebook
Appointment no-shows because reminders never got sent
Your team uses spreadsheets that never stay updated
You spend more time managing chaos than actually growing
The Casa CRM™ Way
Every lead, conversation, and appointment lives in one clean dashboard
All customer messages — email, SMS, calls — flow into a single inbox
Automated reminders reduce no-shows and keep customers showing up
Your team sees the same real-time data, no more outdated spreadsheets
You finally have breathing room to focus on growth, not grunt work
CRM & Communication Infrastructure
Everything Your Team Needs to Stay Organized
Casa CRM™ keeps your leads, customer conversations, appointments, and follow-up tools connected inside one simple platform.
CRM & Pipeline Management
Track leads, customers, opportunities, and sales stages from one organized dashboard.
Unified Conversations Inbox
Manage customer conversations across email, SMS, calls, and messages in one place.
Calendar & Appointment Booking
Let customers book appointments and help your team manage scheduling more efficiently.
Workflow Automations
Access basic workflow automation tools for reminders, follow-up, and internal tasks.
Reporting Dashboard
View core business activity, lead flow, appointments, and communication metrics.
Email & SMS Capabilities
Send customer messages, follow-ups, and appointment communication through the platform.
A Simple CRM Built for Daily Business Operations
Casa CRM™ helps your team manage the everyday moving parts of customer communication and lead management.
USE IT TO:
Organize new leads
Track opportunities
Send basic follow-ups
Keep your team aligned
Manage customer conversations
Book appointments
View communication history
Access your CRM from desktop or mobile
Which Casa CRM™ Plan Is Right for You?
From first-time lead organization to enterprise-level operational visibility — there is a plan that fits.
Choose Starter If:
- You are organizing leads for the first time
- You need a central place for contacts
- You want basic appointment booking
- You need simple follow-up tools
- You have a small team
Choose Pro If:
- You manage steady customer conversations
- You need more message capacity
- You want call tracking
- You need more advanced automation access
- Your team is actively following up with leads
Choose Premium If:
- You have a larger team
- You manage a larger database
- You need more sending capacity
- You want stronger reporting
- You need more advanced operational visibility
Pick Your Plan
Simple CRM Plans for Growing Businesses
Choose the CRM and communication plan that matches your team size, message volume, and operational needs.
All Casa CRM™ plans include the core tools businesses need to manage leads, conversations, appointments, and follow-up from one centralized platform.
Casa CRM™ Starter
Built for small businesses that need a centralized system for leads and customer communication.
$97/month
Best for: Small businesses organizing lead flow and customer communication.
- 1–3 Team Members
- 500 SMS or Calling Credits
- 2,000 Email Sends
- Core CRM Features
- Basic Workflow Automations
- Appointment Booking
- Unified Inbox
- Mobile App Access
Casa CRM™ Pro
Designed for growing teams actively managing customer conversations and sales.
$297/month
Best for: Businesses running ongoing sales and customer communication.
- 4–10 Team Members
- 2,000 SMS or Calling Credits
- 10,000 Email Sends
- Advanced Workflow Automations
- Call Tracking
- Advanced Reporting
- Calendar & Appointment Booking
- Priority Email Support
Casa CRM™ Premium
For established businesses needing higher communication capacity and stronger operational control.
$497/month
Best for: Businesses managing larger customer databases and high-volume communication.
- 11+ Team Members
- 10,000 SMS or Calling Credits
- 50,000 Email Sends
- Advanced Pipeline Management
- API Integrations
- Multi-Team Support
- Advanced Reporting
- Priority Support
Communication Usage
Every plan includes monthly communication credits for email, SMS, and calling. Additional usage is billed separately based on platform consumption, allowing your communication capacity to scale with your business needs without upgrading plans.
Need More Than Just the CRM?
Casa CRM™ gives you the platform. Casa Revenue Intelligence™ helps you build the growth systems on top of it.
Casa CRM™
- CRM platform
- Communication inbox
- Pipelines
- Calendars
- Basic automations
- Reporting access
- Self-managed system
Casa Revenue Intelligence™
- Managed automation strategy
- Lead reactivation campaigns
- Reputation management systems
- Referral growth systems
- AI-driven follow-up execution
- Customer value optimization
- Revenue growth execution
For businesses looking for managed automation, lead reactivation, AI follow-up, reputation management, referral systems, customer value campaigns, or revenue growth systems.
FAQ
Frequently Asked Questions
What is Casa CRM™ ?
Casa CRM™ is a CRM and communication platform that helps businesses manage leads, conversations, appointments, pipelines, follow-up, and reporting from one centralized dashboard.
Is Casa CRM™ a managed marketing service?
No. Casa CRM™ is the platform and communication infrastructure. If you want managed automation, lead reactivation, reputation management, referral systems, AI follow-up, or revenue growth execution, that is handled through Casa Revenue Intelligence™.
What is included in every Casa CRM™ plan?
Every plan includes CRM and pipeline management, unified conversations inbox, workflow automation access, calendar and appointment booking, reporting dashboard, mobile app access, and email/SMS capabilities.
Are email, SMS, and calling included?
Yes. Each plan includes monthly communication credits for email, SMS, and calling. Additional usage is billed separately based on platform consumption.
Can I upgrade later?
Yes. Businesses can start with Casa CRM™ and upgrade into higher CRM plans or Casa Revenue Intelligence™ managed services when they need more advanced features.us leo.
Who is Casa CRM™ best for?
Casa CRM™ is best for service businesses, local businesses, appointment-based businesses, sales teams, and growing companies that need a cleaner way to manage customer communication and lead tracking.
Ready to Centralize Your Leads, Conversations, and Follow-Up?
Casa CRM™ gives your business a simple way to manage customer communication, appointments, pipelines, and basic follow-up from one place.