CRM

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Marketing 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.

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