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.
Speed Up The Buyer’s Journey with Smart Mail
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.
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.
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.
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.
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.
