Extend Your Capabilities &
Grow Agency Revenue

SharpSpring Professional Services

Extend your team and add to your revenue stream when you leverage SharpSpring Professional Services. Competitive pricing leaves you plenty of room for markup.

See below for services we offer and more information about each, including delivery times. And don’t forget – support is still 100% free. We’re happy to provide guidance and talk you through any process.

Data Services

Salesforce Sync

Sync all of your Salesforce data with SharpSpring in minutes – leads, activities, custom lead fields and lead scores.

What We Need

  • A complete data export from Salesforce
  • A list of custom lead fields that you want to sync with SharpSpring

Typical Delivery

  • 3-5 business days

Pricing

  • Basic: $500
  • Moderate: $750
  • Advanced: $1,000+

CRM Migration

Migrate all of your data from another CRM into SharpSpring's CRM, so you have everything you need in one central place.

What We Need

  • A complete data export from your current CRM
  • A list of data types you’d like to migrate – for example, do you want to migrate notes and campaigns from your current CRM? Or just contacts, accounts, and opportunities?
  • A list of custom fields you want to bring into SharpSpring

Typical Delivery

  • 3-5 business days

Pricing

  • Basic: $500
  • Moderate: $750
  • Advanced: $1,000+

Emails & Landing Pages

Email Coding

Send your email mock-up or design, and we’ll create it in SharpSpring to save you time, so you can get your email campaigns up and running faster.

What We Need

  • A wireframe or example of the email you’d like us to code
  • Any logos or images you want us to use, plus branding elements like fonts and colors
  • Any specific email clients you want to target, besides these top 5

Typical Delivery

  • 3-5 business days

Pricing

  • Basic: $150
  • Moderate: $275
  • Advanced: $350+

Landing Page Coding

Simply send over your landing page mock-up or design, and we’ll create it in SharpSpring, so you can start more capturing leads.

What We Need

  • A wireframe or example of the page you’d like us to code
  • Any logos or images you want us to use, plus branding elements like fonts and colors
  • Any specific rendering/responsiveness requirements

Typical Delivery

  • 3-5 business days after signing the agreement

Pricing

  • Basic: $200
  • Moderate: $350
  • Advanced: $500+

Forms

Form Styling

Let us know what look you're going for, and we'll quickly build forms that fit your aesthetic and convert at super-high rates.

What We Need

  • A wireframe or example of the form you want us to create
  • Branding elements like fonts and colors

Typical Delivery

  • 1-3 business days

Pricing

  • Basic: $75
  • Advanced: $150+

Form Syncing

If you want to use 3rd-party forms, we work with those too. We support all the major form-building tools and can map them to SharpSpring in minutes.

What We Need

  • A link to the form on a current page
  • Access to your CMS/website

Typical Delivery

  • 3-5 business days

Pricing

  • Basic: $75
  • Advanced: $150+

Automation Services

Workflow Implementation

Leverage our automation experts to build out workflows with dynamic elements and engage your audience with the right content at the right time.

What We Need

  • All related content: forms, custom fields, landing pages, emails, media assets, user accounts, lists, campaigns, etc.
  • A diagram or screenshot documenting the workflow you’d like us to build

Typical Delivery

  • 3-7 business days

Pricing

  • Basic: $75
  • Moderate: $250
  • Advanced: $500+

Dynamic Web Content

Take personalization to the next level by using dynamic content on your web pages, so leads see content that's relevant to them.

What We Need

  • An outline of your overall strategy and goals
  • A description of the audiences you’re trying to target and what type of content you want to display to each

Typical Delivery

  • 5-7 business days

Pricing

  • Basic: $150
  • Moderate: $250
  • Advanced: $325+

Onboarding & Training

Agency Client Training

Loop your clients in on these short and sweet training sessions tailored exactly to their needs. Take a deeper dive into any topics they want to learn.

What We Need

  • What part of the application we should focus on
  • Whether you’re looking for a consulting call or a technical call – for example, do you want to focus on email deliverability or how to use the email designer?

Typical Process

  • We’ll meet for one hour to go over the training topic. If more time is required, we’ll schedule an additional call as needed.

Pricing

  • $100 per hour-long call

Full Onboarding

Get new staff members or a new client up to speed with SharpSpring Onboarding – from configuration and implementation to form creation, campaign tracking, and much more.

What We Need

Please make sure you have the following items set up in advance:

  • DKIM
  • Site tracking
  • A landing page subdomain
  • User accounts
  • SharpSpring direct support

Typical Process

  • Meet twice a week for one hour, for a total of 10 sessions.

Pricing

  • $1000 for 10 hour-long sessions

On-Site Training

Fully equip your team to become SharpSpring experts by letting one of our training specialists come to you.

What We Need

A list of training topics you’d like to discuss. Please make sure you have the following items set up in advance:

  • DKIM
  • Site tracking
  • A landing page subdomain
  • User accounts
  • SharpSpring direct support

Pricing

  • $1,500 per day + expenses

Integrations

Shopping Cart

Connect your shopping cart platform to SharpSpring, so you can automatically follow up with leads that didn't complete a purchase.

What We Need

  • A concise outline of what you’re trying to achieve with the integration
  • A quick evaluation call might be necessary

Typical Delivery

  • 3-5 business days

Pricing

  • Basic: $100 (Shopify, WooCommerce)
  • Advanced: $250+ (Custom Scripting)

PieSync or Zapier Integration

Connect hundreds of apps to SharpSpring in minutes without any programming knowledge.

What We Need

  • A concise outline of what you’re trying to achieve with the integration
  • A quick evaluation call might be necessary

Typical Delivery

  • 3-5 business days

Pricing

  • $75 due upfront for an evaluation call
  • Pricing beyond that may vary

We're Here to Help

If you're seeking Professional Services, please contact us with at least one week's notice of the expected delivery for the project. If expedited work is needed, please let us know when you fill out the form, and we'll contact you with more details on expedited pricing options.

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