CRM
Upgrade to behavior-based emailingMarketing Automation Feature – CRM
SharpSpring has a powerful, built-in CRM (Customer Relationship Management) for you to use, truly making SharpSpring an all-in-one marketing automation machine. You may also use APIs and Zapier to connect most other major CRMs if you want to use a platform you are already working with. Scroll over the images below for more details on the power of the ShaprSpring CRM.
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Smart Mail
- – Schedule one-to-one personalized emails from your sales team
- – Smart Mail is quick, easy and unique to each contact
Custom Deal Stages
- – Create custom deal stages to track the progress of an opportunity
from the beginning to the end of the customer journey - – Customize deal stages in your pipeline with any description, order,
name, etc. to fit your sales cycle
Social Notes
- – Social notes make collaboration simple.
- – “Mark as Read”, avatars, and a conversation timeline create better
internal communication.
3rd-Party CRM Integration
- – Integrate your CRM or use SharpSpring’s powerful built-in CRM
- – Sync leads, activities, opportunities, custom fields, lead scores, etc.
- – Connect Salesforce to SharpSpring easily
- – Use the API and Zapier to connect to Zoho, Pipedrive, Nimble,
and nearly all other major CRMs
Visualize Success with Bird’s Eye Pipeline View
- – Simply visual drag-and-drop interface allows simple movement
of opportunities across deal stages - – View the entire funnel in one easy-to-manage view
Reminders
- – Create a Reminder from any page in the app to never miss a thing
- – Attach Reminders to opportunities and contacts for quicker notifications
Get Social
- – People are more than a name and an email address
- – Discover what resonates with your leads
- – Converse on multiple platforms with social links on contact pages
Lead Scoring
- – Lead Scoring identifies hot prospects ready to close
- – Score leads based on engagement, page tracking, fit and
completeness of the information. - – Set Lead Decay to decrease scores during inactivity periods
Life of a Lead
- – Life of a Lead combines tracking, automation, and email to display
a timeline of significant events for each contact
Actionable Reports
- – CRM Reports provide information to measure your current
sales success and accurately forecast future performance - – Pipeline, Conversion, Activity, and Projection are a few
of the CRM reports
CRM Adapts to Your Needs
- – Customize fields, deal stages, reports, filters and more to
achieve your goals with CRM.
Lead Memberships
- – Quickly scan all of the campaigns, lists, opportunities, workflows,
and emails a contact is associated within the memberships tab.