CRM
 

Marketing Automation

Relationships can make or break companies. CRM helps you keep track of your customers needs and strengthens the relationship you have with them. The marketing automation software we offer will elevate your business.

 

Email Automation

Put an end to “email blasts” and start conversations that lead to conversions. Go beyond the functionality of traditional email service providers (ESPs) with “after-the-click” tracking for truly personal messaging. Send every lead just the right information at critical points in their unique buying process. Notify salespeople to act at just the right time.

Build, customize and reorder fields effortlessly with the sleek drag-and-drop editor. Forms capture imperative data from your client to increase sales. Simply insert your form onto your site and direct clients to it.  If you get one of our bundles with CRM and a website, we sill insert the forms for you.

Forms

Automation

The powerful but easy-to-use rules engine simplifies marketing automation. Use workflows to engage leads at critical points in their unique buying process. Receive a list of the day’s hottest leads right in your inbox, and act at just the right time to convert to sales.

Identify hot prospects with lead scoring based on engagement, page tracking, fit and more. Widen your sales funnel with powerful tools built to convert leads to sales.

Identifying 2x as many visitors to your site is just the beginning. Use behavioral-based tracking to truly understand what motivates each click. Receive a list of the day’s hottest leads right to your inbox and act at the just the right time to convert to sales.

VisitorID

CRM

Track opportunities from creation to close with a bird’s eye view of your pipeline. Create custom deal stages, fields, filters and more to manage your unique sales process. Of course, you can always two-way sync data between SharpSpring and your 3rd-party CRM of choice.

The days of having to use different software to track leads that come in by phone and by form are behind us. Go beyond traditional marketing automation and call-tracking capabilities and finally see the full picture of all of your marketing tactics.  *This is an add-on that is a separate cost from bundles and a la carte pricing.

Call Tracking

Analytics

Make key decisions with accurate and relevant data. Slice and dice powerful metrics into customized reports. Understand end-to-end ROI and share key information with your team, clients and customers.

Connect to hundreds of 3rd-party software providers with the SharpSpring APIs and Zapier integration. Truly make SharpSpring your own by rebranding emails, notifications, reports and even the app itself. Rest assured your data is safe on our encrypted, secure and scalable platform.

Platform