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.
Use SharpSpring’s powerful built-in CRM or integrate your favorite CRM. 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.
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
Collect leads that integrate directly with your marketing CRM software. Build, customize and reorder fields effortlessly with the sleek drag-and-drop editor. Our dynamic forms autocomplete fields for known visitors to improve conversions and look great on any site with custom CSS. You can even map fields from 3rd-party and native forms.
SharpSpring forms look great on all the major content management systems.
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.
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.
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.
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.
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.