CRM

Smart Mail

Schedule one-to-one personalized follow up emails from your sales team. Smart Mail makes communication, quick, easy and unique to each contact.

3rd-Party CRM Integration

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. Connect Salesforce to SharpSpring in seconds. Use the API and Zapier to connect to Zoho, Pipedrive, Nimble and nearly all other major CRMs

  • “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
    Interactive Marketing
cog

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.

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.

Social Notes

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

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.

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 contact pages.

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.

Life of a Lead

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

  • 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
    PlanStartGrow

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.

CRM Adapts to Your Needs

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

Lead Memberships

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

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