Features > Automation


Engage leads at all points with marketing automation

Visual Workflow Builder

Visualize the buyer’s journey with the visual workflow builder. Point and click to build and expand automation tasks with branching logic. Combine tasks and action groups to create specific touch points on your lead’s path to conversion.

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.

Trigger your email sends and campaigns.

Triggers and Filters

Keep the buyer’s journey in motion with 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.

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.