Features > CRM

CRM

   
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.