CRM

Speed Up The Buyer’s Journey with Smart Mail

Email is a key aspect of your marketing and sales strategy – so you need a customer relationship management system which can keep up. Use the app to schedule personalized follow up emails from your sales team. Smart Mail makes communication, quick, easy and unique to each contact.

Easy Third-Party Integrations with the CRM Platform

Integrate 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 across your sales and marketing stack. Connect Salesforce to SharpSpring in seconds. Use the API and Zapier to connect to Zoho, Pipedrive, Nimble and most major marketing CRM platforms.

“SharpSpring has an awesome built-in CRM, so you don't have to go out and buy separate software licenses for the features you need. SharpSpring is a complete marketing automation system with true behavioral marketing capabilities.”

Rafael Zabala

Rafael Zabala

Interactive Marketing

Custom Deal Stages for Unique Journeys

Create custom deal stages to track the progress of an opportunity from the beginning to the end of the sales cycle. Customize the number, order, name, and description of each deal stage to adapt to your unique business model. SharpSpring is the best CRM marketing platform for brands who like to do things their own way.

Visualize Success with a Bird’s Eye Pipeline View

Use the simple drag-and-drop interface to move opportunities across deal stages. Get an instant overview of each prospect’s progress through the sales cycle. Manage your sales funnel and make decisions with all the relevant information easily in view.

Empower Your Team with Social Notes

Social notes make collaboration simple. Speed up internal communication with avatars, “Mark as Read” tags, and a clear conversation timeline. Make it easier to share tips and track customer interactions than with other customer relationship management systems.

Keep Up The Pace with Reminders

The best CRM platform doesn’t just record information – it helps you plan your sales strategy. Quickly create a Reminder from any page in the CRM platform and never miss a beat. Attach Reminders to opportunities and contacts so that you never forget to follow up on a promising lead. Combine Reminders with Social Notes to assign tasks effectively across your sales and marketing teams.

Get Social

People are more than a name and an email address. Now you can create comprehensive profiles for leads and customers when you add social links to your customer relationship management system. Discover what resonates with your leads and enjoy conversations on multiple platforms with social links on contact pages. Use third-party integrations to connect with your usual social media scheduling and analytics tools.

Real-Time Lead Scoring

The Lead Scoring tool automatically identifies hot prospects in the CRM platform. Score leads based on engagement, page tracking, fit and completeness of information, then, target your messaging to match. Unlike other CRM marketing platforms, SharpSpring can detect how leads naturally change over time. Set the Decay tool to decrease lead scores when prospects are inactive for long periods.

Detailed Customer Histories with Life of the Lead

Life of the Lead combines tracking, automation, and email to display a timeline of significant events for each contact. View individual buyer’s journeys, and find unique pain points and opportunities for each lead. Use the CRM platform to understand exactly where leads come from and where they want to go.

With SharpSpring, we’re able to track the entire life of a lead to show genuine ROI on our campaigns. Now we can see what efforts actually turn into dollars. SharpSpring produces quick wins and real revenue.

Omar Barraza

Omar Barraza

PlanStartGrow

Actionable CRM Reports

CRM Reports provide all the information you need to measure your current sales success. View your progress and accurately forecast future performance in the CRM platform. Customize reports or focus on specific areas for improvement with interactive reports for Pipeline, Conversion, Activity, Projection and more.

Build The Best CRM Platform for Your Needs

What is a CRM platform? Whatever you need it to be! Customize fields, deal stages, reports, filters and more to tailor SharpSpring to your business and achieve your goals.

Track Touch Points with Lead Memberships

Quickly review all the ways you’re in contact with an individual lead. Use the Memberships tab to scan all of the campaigns, lists, opportunities, workflows, and emails with which a contact is associated.