Responsive email design

WYSIWYG Email Editor

Create striking emails in real-time with the “what you see is what you get” editor in SharpSpring. Continually preview the finished design with an intuitive split-screen view.

   

Dynamic Email

Personalized emails convert to sales. Send personalized and relevant emails to your leads without the need for coding. Swap out entire phrases, images and offers using an intuitive interface – all based on what you know about your contacts. The result: emails that truly convert.

   
create your own email templates

Responsive Templates That Fit Any Device

SharpSpring comes with dozens of templates that look great on any device, including smart phones, desktops, laptops and tablets.

   
create your own email templates

Create Your Own Email Templates

Want creativity without limits? No problem! Create your own fully customizable HTML template and lock down sections so that only open sections can be edited by others.

   
email verge variables

Custom Merge Variables

Create focused emails with merge variables for any custom field in SharpSpring. Of course, we offer all the essential global merge variables you need too.

   
Edit your email HTML

HTML Editor

Get fancy! Quickly switch to HTML view while editing an email without leaving the page.

   
Organize your emails with our acclaimed interface.

Organized and Convenient

Group emails and templates in folders and hover over them to preview their contents. Save time by copying emails and templates as a starting point for future projects!

   
Send email tests to preview your email before you send.

Send Test Emails

Check out how your message will look in any email client by sending a test email to yourself or a set of coworkers.

   
Track and report your email performance

“After-the-Click” Behaviorial-Based Email Tracking

SharpSpring goes beyond the capability of traditional ESPs, like MailChimp and Constant Contact, by providing complete information on a visitors’ activity after they click through from an email. Know every page visit, form fill-out, webinar sign-up, and white-paper download from the email campaigns you send.

   
Track emails with analytics and reports

Transformative Email Analytics

Track email success all the way to bottom line ROI. Follow stats like clicks, opens, bounces, and deliveries to optimize messaging. Know which links in your emails are working and which are not.

   
automatic email workflows

Email Workflows

Automate powerful email campaigns to convert leads to sales. Create behavioral-based workflows to engage a contact at critical points in their unique buying process.

   
drip emails and triggered sends.

Trigger Emails

Send confirmation messages, event alerts, shopping cart abandonment notices, or a quick personal note – We’ve got all the triggers and filters you need to automatically send personalized, relevant, timely messages.

   
Dynamic, personalized email - completely automatic.

Smart Emails

Smart Emails create powerful possibilities for one-to-one communication. Schedule a Smart Email for a later date or attach it to automation tasks and workflows to personalize communication like never before.

   
create dynamic, custom forms

3rd-Party and Native Forms

We have our own forms, but we work with yours too. Map 3rd-party and native forms to SharpSpring in seconds with the mapping tool. We support all the major form-building tools, including FormStack, Gravity Forms, Wufoo, Sugar and Salesforce.

   
Email attachments

Add Attachments

Include up to 5MB of attachments with your email to support your message. Store case studies, white-papers, and marketing sheets on the SharpSpring Cloud CDN (content delivery network) for easy access from any device.

   
Dynamic form builder

Forms That Look and Feel Like Your Site

SharpSpring has a built-in dynamic form builder. Build and customize your form in seconds. Use CSS to allow the form to take on the aesthetic of your site.

   
Custom forms.

Custom Fields

SharpSpring offers more than a dozen different fields for gathering data from your leads. But don’t let us limit you. Custom Fields allow you to create as many data points as your team can dream up. Need to know someone’s favorite color? Go right ahead.

   
Drag-n-drop your forms.

Effortless Drag-and-Drop Interface

Quickly reorder fields in dynamic forms and watch as changes are immediately viewable on your site.

   
Gain insights into your form performance

Form Insights

Measure, compare and optimize form performance with more complete insights. Which gated content is driving your lead conversion? Which landing page is capturing the most information? Gain a deeper understanding of your marketing ROI with powerful metrics like these.

   
Autofill form functionality

Autocompletion Converts Leads

SharpSpring tracking completes form fields for known visitors to relieve the effort of data entry – dramatically increasing form conversion.

   
Integrate with go2webinar and webex

Webex and GoToWebinar

Add Webex and GoToWebinar topics to SharpSpring forms to promote, share and improve web conferences.

   
Postback URL

3rd-Party Postback Integration

Pass SharpSpring form data to your application or database of choice by simply adding a Postback URL.

   
Create your own web and form call-to-action buttons.

Create Eye-Catching Call-to-Action Buttons

Build custom call-to-action buttons in the form builder. No software or design experience is needed to create a CTA built for conversion.

   
Sync your leads into your CRM no matter the platform!

Seamless CRM Integration

Pass form data effortlessly to 3rd-party CRMs or use SharpSpring’s powerful built-in CRM that’s available to all users.

   
SharpSpring supports most popular CMS

Universal CMS Compatibility

SharpSpring forms look great on all the major CMSs. WordPress, Drupal, ExpressionEngine and Joomla! are just a few CMSs we support.

   
Preview your forms.

Preview Forms Before Posting

Check out the look and feel of your form before pushing it to production.

   
How did you hear about us?

HDYHAU?

Do you employ a lot of non-digital, traditional, marketing tactics like trade shows, print ads or postcard mailings? No problem! Attribute leads to the proper campaign with the customizable “How Did You Hear About Us?” field. HDYHAU? uses behaviorial-based tracking to only appear for leads that aren’t automatically tracked through web-based tracking.

   
Nurture your leads with drip emails and content marketing.

Lead Nurturing

Automate drip email campaigns to continually engage leads early in the sales process. Educate them and stay top of mind as they move their way through the purchase decision. Notify salespeople when leads are ready to buy.

   
Score leads automatically based on their interest.

Lead Scoring

Focus your sales team on hot prospects. Score leads based on engagement. Increase or decrease scores based on page visits, filled out forms, content downloads and the demographic characteristics that fit your sales model. Decrease scores by setting a “decay rate,” and automatically nurture leads until they are ready to be sold.

   
Dynamic Lists

Dynamic Lists

Create dynamic lists, which automatically update as contacts meet the list’s criteria, for powerful behavioural-based customer segmentation. For example, keep a running list of every lead who is interested in a specific set of products, comes from a specific location, has a lead score above “x” and has visited your pricing pages but not yet purchased.

   

Leverage Personas

Build out your buyer personas using a convenient and customizable template. Then, create dynamic emails and landing pages that resonate with each persona, and segment on personas to deliver ultra-personalized content that converts.

   
Email and Text Alerts

Email and Text Alerts

Trigger a workflow to send internal contacts, like sales, email and text notifications when something interesting happens. Receive actionable data and respond accordingly without even logging in to the app.

   
Set automation rules easily and quickly.

Robust Rules Engine

The rules engine is the meat and potatoes of SharpSpring. It’s a component at the heart of the app that makes sense of the tasks, workflows and lists. Bottom line, it rules.

   
Trigger your email sends and campaigns.

Triggers and Filters

Triggers kick off your workflow to segmented users, then filters further segment and target your users by their specific actions and interests. SharpSpring has all the triggers and filters you need to control your automation tasks and get one-to-one with your users.

   
Postback URL

Postback Data and 3rd-Party Integration

Pass SharpSpring data to your application or database of choice by simply adding a Postback URL.

   

Dynamic Landing Pages

Engage your visitors with content designed just for them, without the need for a developer. Simply right-click to swap out images, headlines and body text. Build a single page that resonates with multiple audiences based on who they are, what they like, and their behaviors.

   
Multiple device tracking - from iPhones to Androids.

Multiple Device Tracking

SharpSpring recognizes and tracks all of the various devices a contact may use to visit your site. This includes smart phones, desktops, laptops, tablets and helicopters. Well, maybe not helicopters…

   

Dynamic Email

Personalized emails convert to sales. Send personalized and relevant emails to your leads without the need for coding. Swap out entire phrases, images and offers using an intuitive interface – all based on what you know about your contacts. The result: emails that truly convert.

   
Abandoned Shopping Cart

Abandoned Shopping Cart

Automatically email and follow up with leads’ that forgo their potential purchases and turn abandoned shopping carts into redeemed transactions.

   
Find out who your anonymous leads are and how to close them.

Identify Anonymous Web Visitors

Think about this: 98% of web visitors remain anonymous because they don’t fill out forms. VisitorID uses reverse IP lookup to identify the companies visiting your site, and provides you contact info, including names, emails and phone numbers – effectively doubling or tripling the number of leads that can be harvested from your existing web traffic.

   
Track your leads in visitorID and find out where they're going on your website.

Track your Known Leads

Is your website just a glorified brochure? Turn it into a two-way communication tool. Track and notify sales when a lead that is currently in your funnel comes back to the site to check out your pricing or download a white-paper. Arm your sales people with the knowledge they need to close the sale.

   
Get emails from VisitorID and scan through your prospective leads in your inbox

Daily VisitorID Email

Put anonymous web visitors, leads, opportunities, and customers that have visited your site each day directly in your inbox. Quickly scan through contact information, lead score and other fields without even logging into the app!

   
VisitorID segments visitors exactly how you want it.

Page Visits, Referral URLs & Search Terms

VisitorID times page visits, recognizes when someone views an important page, checks out where they came from and identifies which search terms led to your site.

   
Specify important pages for VisitorID.

Important Pages

Specify Important Pages to boost a contact’s Lead Score, set off automation and personalize communication when visited.

   
Our VisitorID feature segments contacts based on industry.

Important Contacts

Choose specific industries that you want to target. VisitorID will only show you the visitors from those specific industries and will ignore the rest of the website visitors.

   
Filter leads from your business

Powerful Filters

Filter out site visits that don’t apply to your business and focus on the ones that count! Block from view all ISP (we do this for you in most cases) and companies that are poor sales prospects.

   
Send emails automatically when you need to - welcome to smart emails.

Smart Emails

Smart Emails create powerful possibilities for one-to-one communication. Schedule a Smart Email for a later date or attach it to automation tasks and workflows to personalize communication like never before.

   
Sync your leads into your CRM no matter the platform!

3rd-Party CRM Integration

Use full two-way syncing with your favorite CRM or use SharpSpring’s powerful built-in CRM – available to all users. Sync leads, activities, opportunities, custom fields, lead scores and so much more. Connect Salesforce to SharpSpring in seconds. Use the API and Zapier to connect to Zoho, Pipedrive, Nimble and nearly all other major CRMs.

   
Monitor your sales pipeline and cycle from a bird's eye view!

Visualize Success with Bird’s Eye Pipeline View

Move opportunities across deal stages with a simple drag-and-drop interface to track the sales cycle from beginning to end. View the entire funnel in one easy-to-manage view.

   
Custom sales stages

Custom Deal Stages

Create custom deal stages to track the progress of an opportunity from the beginning to the end of the sales cycle. The number, order, name and description of the stages can be anything that fits your business needs.

   
Create notes and notifications for your sales team.

Social Notes

Social notes make collaboration simple. “Mark as Read”, avatars and a conversation timeline foster effective internal communication.

   
Built in reminders for your team to follow up on leads.

Reminders

Quickly create a Reminder from any page in the app to never miss a beat. Attach Reminders to opportunities and contacts for an efficiency boost.

   
Connect socially to each lead in your CRM

Get Social

People are more than a name and an email address. Discover what resonates with your leads and enjoy conversations on multiple platforms with social links on every contact page. Personalize and automate with social triggers and filters.

   
Score each lead to know how they'll contribute to your sales pipeline

Lead Scoring

Lead Scoring identifies hot prospects. Score leads based on engagement, page tracking, fit and completeness of information. Set Decay to decrease scores during inactivity periods.

   
Track the life of each lead automatically.

Life of a Lead

Life of a Lead combines tracking, automation and email to display a timeline of significant events for each contact.

   
CRM Reports

Actionable Reports

CRM Reports provide all the information you need to measure your current sales success and accurately forecast future performance. Pipeline, Conversion, Activity and Projection are a few of the interactive reports in CRM.

   
Our CRM adapts to your campaign's needs

CRM Adapts to Your Needs

Customize fields, deal stages, reports, filters and more to achieve your goals with CRM.

   
SharpSpring works with all major CRMs

Lead Memberships

Quickly scan all of the campaigns, lists, opportunities, workflows and emails a contact is associated with in the memberships tab.

   
View reports on your ROI

Transformative Email Analytics

Track email success all the way to bottom line ROI. Follow stats like clicks, opens, bounces, and deliveries to optimize messaging. Know which links in your emails are working and which are not.

   
Track your campaign and get your marketing moving!

Campaign Tracking

Understand your end-to-end conversion cost and revenue to arrive at the true ROI of your marketing efforts. Automatically track your website visitors’ conversions (without the need to setup conversion funnels) from the moment they first visit, all the way through the final sale – even if that sale happens weeks or months later via an offline transaction.

   
Google adwords integration.

Google AdWords Integration

Track your paid search campaigns, see robust keyword data and follow AdWords costs all the way to the bottom line to determine the true cost of a qualified lead. Make key decisions with a full understanding of search engine marketing ROI.

   
Track user behavior on your website, emails and campaigns.

Behavior Tracking

Life of a Lead tracks interactions for every contact in Contact Manager including site visits, emails, webinars and social events. Each interaction can be set to trigger to custom automation and engage with the contact at a critical point in their unique buying process.

   
Work with any device and identify iPhones to Androids!

Multiple Device Tracking

SharpSpring recognizes and tracks all of the various devices a contact may use to visit your site. This includes smart phones, desktops, laptops, tablets and helicopters. Well, maybe not helicopters…

   
Track and prove your ROI with a single click

End-to-End ROI

Good campaigns start with an end-to-end ROI goal. Campaign Insights provides actionable metrics every step of the way to keep goals clear and attainable.

   
Gain detailed analytics and reports on your website's performance.

Custom Reports

SharpSpring Reports provide all the information you need to measure your current success and accurately forecast future performance. Customize Campaign, VisitorID and CRM reports to include metrics that matter.

   
Gain unprecedented insights into your bottom line.

Form Insights

Measure, compare and optimize form performance with complete insights. Better understand your marketing ROI with powerful metrics like Total Cost Per Lead.

   
Track and report on your emails

“After-the-Click” Email Tracking

SharpSpring goes beyond the capability of traditional ESP’s like MailChimp and Constant Contact by providing complete information on a visitor’s activity after they click through from an email. Know every page visit, form filled out, webinar sign-up and white-paper that is downloaded from the email campaigns you send.

   
Put your analytics into a workflow for more efficient turnover.

Workflow Analytics

View the performance of an entire workflow, such as a drip campaign, and know what is causing your leads to engage, convert or unsubscribe. Increase your sales and reduce list churn by optimizing each component.

   
Group tag your analytics to make informed decisions about your business spend.

Campaign Tagging

Group, ungroup, slice and dice with campaign tagging. If it has a name, it can be a tag, but a few common ones are email, google, referrals, organic and offline. Make tags as specific or broad as you like.

   
Track as many sites as you want.

Track As Many Sites as You’d Like

Add a tracking code snippet to a website, microsite, blog or landing page in seconds to start generating leads. Track as many sites as you’d like and monitor them in one place.

   
HDYHAU integration and tools

HDYHAU?

Do you employ non-digital, traditional, marketing like tactics like tradeshows, print ads or postcard mailings? No problem! Attribute leads to the proper campaign with the customizable “How Did You Hear About Us?” field. HDYHAU? uses behavior-tracking to only appear for leads that aren’t automatically tracked through web-based tracking.

   
CRM options for every platform

3rd-Party CRM Integration

Use full two-way syncing with your favorite CRM or use SharpSpring’s powerful built-in CRM – available to all users. Sync leads, activities, opportunities, custom fields, lead scores and so much more. Connect Salesforce to SharpSpring in seconds. Use the API and Zapier to connect to Zoho, Pipedrive, Nimble and nearly all other major CRMs.

   
View information of the devices that visit your site - from iPhones to PCs

Multiple Device Tracking

SharpSpring recognizes and tracks all of the various devices a contact may use to visit your site. This includes smart phones, desktops, laptops, tablets and helicopters. Well, maybe not helicopters…

   
SharpSpring supports most popular CMS

Universal CMS Compatibility

SharpSpring works great with all of the major CMS’s. WordPress, Drupal, ExpressionEngine and Joomla! are just a few of the many CMS’s we support.

   
Dynamic forms that change on the fly.

3rd-Party and Native Forms

SharpSpring forms are powerful, smart and built for conversion but we certainly won’t be offended if you choose to map 3rd-party and native forms to SharpSpring in seconds with the mapping tool. We support all the big form builders including FormStack, Gravity Forms, Wufoo, Sugar and Salesforce.

   
Assign user roles to your employees and maximize performance.

Robust User Roles

User roles keep SharpSpring safe and flexible. Limit access and protect data by assigning privileges for salespeople, company managers and site admins.

   
Free and flexible SharpSpring API for Developers

SharpSpring Developer API

Connect SharpSpring to any custom built data system or CRM. Like SharpSpring, the API is platform agnostic and built on web standards, so you can use your language (Java, Ruby, Perl, PHP, Python, etc) of choice.

   
Integrate with Zapier

Zapier Integration

Connect hundreds of apps to SharpSpring in minutes without any programming knowledge. Get creative by combining CRM, social and consumer tools with SharpSpring for automation acrobatics.

   
Webex and GoToWebinar integration.

WebEx and GoToWebinar Integration

Add Webex and GoToWebinar topics to SharpSpring forms to promote, share and improve web conferences.

   
Free, unlimited support with support agents.

Unparalleled Partner Support

Our partner support team will blow you away with their responsiveness and chipper attitude. We’re here to help and we never hesitate to go the extra mile! Have a life changing feature in mind? We take suggestions seriously and make enhancements all the time.

   
Manage all sub-accounts from one login - switch between clients and agency accounts!

Single Sign-On for Agencies and Distributed Organizations

Switch between agency and clients, or master and sub-accounts, from a single, flexible platform without the need to re-log in.

   

Scalable, Secure

SharpSpring uses a redundant server architecture and undergoes exhaustive security audits to keep your data safe and secure.

   
Track and identify leads no matter where they came from!

Learn What Makes Your Leads Tick

Click the social icons in Contact Manager to be brought directly to a lead’s social profiles, including LinkedIn, Twitter, Facebook and Google+. Start a conversation.

   
Identify your leads by pulling social data from LinkedIn, Facebook or Google+!

Put a Face to a Name

Say goodbye to scarce-looking databases. SharpSpring pulls profile pictures from Gravatar, Linkedin, Facebook, Google+, and Yahoo.

   
Track your social connections from one dashboard

Leverage your Sales Team’s Entire Network

See how your entire team is connected to a lead. Use these connections to more effectively engage with a new lead or help close an existing opportunity.

   
Connect with your leads socially to close the deal!

Social Links

Ever wonder if social really works? Track the leads that come from your social efforts, and understand if and when they convert. Know definitively the end-to-end ROI of your social efforts.

   
SharpSpring's contact manager makes it easy to email smart!

Contact Manager and CRM Integration

Convenience is key for salespeople to maximize this important lead generating resource. Invite a lead or customer to connect automatically or manually right inside of SharpSpring. No need to leave the app – invite with one click.

   
Point-and-Click WYSIWYG Editor

Point-and-Click WYSIWYG Editor

Building a blog shouldn’t take a computer science degree. The intuitive, point-and-click editor makes it easy to create your blog without knowing HTML or needing to mess with your website.

   
Point-and-Click WYSIWYG Editor

Point-and-Click WYSIWYG Editor

Start capturing leads quickly. The intuitive WYSIWYG interface allows you to point and click your way to create great-looking pages in minutes – no coding needed. Choose your layout and components, add a form, and you’re ready.

   

Dynamic Content Made Easy

Engage your visitors with content designed just for them, without the need for a developer. Simply right-click to swap out images, headlines and body text. Build a single page that resonates with multiple audiences based on who they are, what they like, and their behaviors.

   
Landing Page Funnels

Landing Page Funnels

Go beyond basic landing pages. Create a series of linked pages designed to funnel visitors and prospects and transform them into leads. Build your own funnel, or choose dozens of pre-designed funnel templates tailored to seven categories of common business needs.

   
Library of Designs and Responsive Templates

Library of Designs and Responsive Templates

Choose from dozens of responsive layouts designed to look great on any device. Build your page from scratch or drop in on one of 100s of beautifully designed, pre-built content blocks that you can make your own.

   
Optimize for Any Device

Optimize for Any Device

Toggle between tablet and mobile views to see how your design will look for visitors on the go. Hide content blocks on mobile devices with just a click.

   
Fully Integrated with SharpSpring

Fully Integrated with SharpSpring

SharpSpring tracking code is automatically embedded in pages to capture every visit. Easily add media center links that allow you to track visits to external resources – say a YouTube video – and then trigger automated notifications and workflows. Drop in and edit SharpSpring forms without leaving the page.

   

HTML Editor

Quickly switch to HTML view to edit the code directly.

   

Library of Designs

Choose from a library of responsive index and content page templates and then make them your own to get up and publishing in minutes.

   

Make Your Blog Dynamic

Engage your blog visitors and subscribers with content designed just for them, without the need for a developer. Simply right-click to swap out images, text and other CTAs, so that your blog index page resonates with multiple audiences based on who they are, what they like, and their behaviors.

   
Manage and Publish Posts

Manage and Publish Posts

Creating new articles is a snap. Drop in your content, assign an author and category, and then publish immediately or schedule it to post for future date and time.

   
RSS Syndication

RSS Email Syndication

Keep your subscribers up to date on your latest content. Automatically email blog posts to a list at daily, weekly or monthly intervals. Choose to include a thumbnail, title, date or other variables.

   

Get Social

Amplify your message via social media. A social sharing widget embedded in every post makes it easy for your viewers to share your content.

   
SharpSpring Media Center

Fully Integrated with SharpSpring

SharpSpring tracking code is automatically embedded in pages to capture every visit. Easily add media center links that allow you to track visits to external resources – say a YouTube video – and then trigger automated notifications and workflows. Drop in and edit SharpSpring forms without leaving the page.

   

HTML Editor

Know the code? Quickly switch to HTML view to edit it directly.

   

Assign Personas At Form Submission

Include a field in your forms for a question that maps to your pre-set buyer personas.
Allow leads to select a description that resonates with them and use that information for easy and accurate segmentation. Then use dynamic emails and landing pages to engage and convert leads with personalized information based on their persona.