Platform Features

SharpSpring Marketing Automation Software Platform

Multiple Device Tracking

SharpSpring recognizes and tracks all of the various devices a contact may use to visit your site. This includes smartphones, desktops, laptops, tablets

Universal CMS Compatibility

SharpSpring works great with all of the major CMS’s. WordPress, Drupal, ExpressionEngine, and Joomla! are just a few of the many CMS’s we support.

Robust User Roles

User roles keep SharpSpring safe and flexible. Limit access and protect data by assigning privileges for salespeople, company managers, and site admins.

3rd-Party and Native Forms

SharpSpring forms are powerful, smart and built for conversion but we certainly won’t be offended if you choose to map 3rd-party and native forms to SharpSpring in seconds with the mapping tool. We support all the big form builders including FormStack, Gravity Forms, Wufoo, Sugar and Salesforce.

SharpSpring Developer API

Connect SharpSpring to any custom built data system or CRM. Like SharpSpring, the API is platform agnostic and built on web standards, so you can use your language (Java, Ruby, Perl, PHP, Python, etc) of choice.

Zapier Integration

Connect hundreds of apps to SharpSpring in minutes without any programming knowledge. Get creative by combining CRM, social and consumer tools with SharpSpring for automation acrobatics.

WebEx and GoToWebinar Integration

Add Webex and GoToWebinar topics to SharpSpring forms to promote, share and improve web conferences.

Scalable, Secure

SharpSpring uses a redundant server architecture and undergoes exhaustive security audits to keep your data safe and secure.


CRM And Marketing Automation In One

It’s not CRM vs. Marketing Automation...it’s all-in-one with SharpSpring.

Summary of SharpSpring's CRM Features

Unlimited users

Easy-to-understand pipeline

Full timeline highlighting the ‘Life of the Lead’

Custom lead scoring to prioritize contacts

Custom deal stages to fine-tune your pipeline

‘Smart Emails’ to personally contact leads right from the platform

Internal note sharing for transparency across teams

Automated reminders to promote efficiency

Social CRM features: connections with Facebook, Twitter and LinkedIn

Mobile app for deals on the go

Actionable reports to demonstrate ROI

See every campaign, opportunity, list, workflow and email a lead is associated with

And of course, it’s built into a powerful marketing automation platform

More Productivity, More Sales

Easily visualize and manage your pipeline in an intuitive interface.

Visualize your entire pipeline in the SharpSpring CRM’s intuitive drag-and-drop interface. Seamlessly track opportunities. Customize deal stages, fields, filters and more to manage your unique sales process.

Streamlined Interface, Unlimited Users

Seamlessly add new users as your team grows.

Say goodbye to the bulky features that can make a CRM complicated. Instead, SharpSpring’s streamlined CRM and marketing automation includes just what you need – even unlimited users. Yep, unlimited. You shouldn’t be penalized for growing your team, so whether you have two users or 200, you’re good.

Customisable Pipeline

Drag and drop opportunities to tailor the pipeline to your exact needs.

Every potential sale is an ‘opportunity’ you want to track. With the SharpSpring CRM, you can quickly drag and drop opportunities from one pipeline stage to the next throughout the sales cycle.

Pipeline stages are customizable to meet the needs of every business niche. The number, order, name, default probability and description of the stages can all be adjusted to fit your exact needs.

Access from Anywhere With Mobile CRM

Explore your contacts, leads, and opportunities on your favourite mobile device. View your pipeline from anywhere.

Whether you’re always traveling or just need to brush up on a particular lead before a critical meeting, the SharpSpring mobile CRM app ensures you can view, edit and add on the go.

Get it from the Apple App Store or on Google Play.

Unique Timeline Per Contact

See every interaction with marketing automation and CRM in one platform.

SharpSpring’s ‘Life of the Lead’ feature allows you to easily visualize a single contact’s entire relationship with your business. The ‘Life of the Lead’ combines tracking, automation, and email to display a timeline of significant events for each contact, which are tracked in both marketing automation and CRM.

Account-Based Marketing

Easily track accounts with automated CRM software.

Stay organized by combining contacts that share the same email domain into one account, so you have a centralized place to maintain employee information for each company you work with. Easily group your clients and create customer segments to communicate effectively.

Accurately Report & Forecast

Easy reporting and forecasting in an affordable CRM.

Get conversion reports, pipeline reports, activity reports, follow-up reports, and projection/performance reports. Easily apply filters to each report to evaluate the performance of a specific salesperson or your team as a whole. Measure your current sales success and accurately forecast future performance.

End-to-End ROI on Every Sale

See the whole picture with reports from CRM and marketing automation in one.

Make it easy for everyone on your team to be on the same page and have full visibility of ROI. The sales and marketing teams can work together – on the same platform and toward the same goals – with SharpSpring marketing automation and CRM.

Smart Mail

Schedule one-to-one personalised follow up emails from your sales team. Smart Mail makes communication, quick, easy and unique to each contact.

3rd-Party CRM Integration

Integrate your favourite CRM or use SharpSpring’s powerful built-in CRM – available to all users. Sync leads, activities, opportunities, custom fields, lead scores and so much more. Connect Salesforce to SharpSpring in seconds. Use the API and Zapier to connect to Zoho, Pipedrive, Nimble, and nearly all other major CRMs

Custom Deal Stages

Create custom deal stages to track the progress of an opportunity from the beginning to the end of the sales cycle. The number, order, name, and description of the stages can be anything that fits your business needs.

Visualize Success with Bird’s Eye Pipeline View

Move opportunities across deal stages with a simple drag-and-drop interface to track the sales cycle from beginning to end. View the entire funnel in one easy-to-manage view.

Social Notes

Social notes make collaboration simple. “Mark as Read”, avatars and a conversation timeline foster effective internal communication.

Reminders

Quickly create a Reminder from any page in the app to never miss a beat. Attach Reminders to opportunities and contacts for an efficiency boost.

Get Social

People are more than a name and an email address. Discover what resonates with your leads and enjoy conversations on multiple platforms with social links on contact pages.

Lead Scoring

Lead Scoring identifies hot prospects. Score leads based on engagement, page tracking, fit and completeness of information. Set 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 all the information you need to measure your current sales success and accurately forecast future performance. Pipeline, Conversion, Activity, and Projection are a few of the interactive reports in CRM.

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.


Email

WYSIWYG Email Designer

Create striking emails in real time with the ‘what you see is what you get” email designer in SharpSpring. Quickly and easily craft marketing emails that convert leads to sales.

Dynamic Email

Personalised emails convert to sales. Send personalized and relevant emails to your leads without the need for coding. Swap out entire phrases, images and offers using an intuitive interface – all based on what you know about your contacts. The result: emails that truly convert

Library of Responsive Templates That Fit Any Device

Drop your content into beautifully designed templates that you can send on the fly, or start with pre-built layouts ready for your branding. SharpSpring comes with dozens of templates that look great on any device and on any email client, including Outlook.

Custom Merge Variables

Create focused emails with merge variables for any custom field in SharpSpring. Of course, we offer all the essential standard merge variables you need too.

HTML Editor

Get fancy! Quickly switch to HTML view while editing an email without leaving the page.

Organized and Convenient

Organize your emails and templates by grouping them in folders. Save time by copying emails and templates as a starting point for future projects!

Send Test Emails

Check out how your message will look in any email client by sending a test email to yourself or a set of co-workers. And with SharpSpring’s native integration with Litmus, you can test and preview your emails through dozens of apps and devices.

Transformative Email Analytics

Track email success all the way to bottom line ROI. Follow stats like clicks, opens, bounces, and deliveries to optimize messaging. Know which links in your emails are working and which are not.

After-the-Click Behavioural-Based Email Tracking

SharpSpring goes beyond the capability of traditional ESPs, like MailChimp and Constant Contact, by providing complete information on a visitor’s activity after they click through from an email. Know every page visit, form fill-out, webinar sign-up, and white-paper download from the email campaigns you send.

Email Workflows

Automate powerful email campaigns to convert leads to sales. Create behaviour-based workflows to engage a contact at critical points in their unique buying process.

Trigger Emails

Send confirmation messages, event alerts, shopping cart abandonment notices, or a quick personal note – we’ve got all the triggers and filters you need to automatically send personalized, relevant and timely messages.


Forms

Forms That Look and Feel Like Your Site

SharpSpring has a built-in dynamic form builder. Build and customize your form in seconds. Use CSS to allow the form to take on the aesthetic of your site.

3rd-Party and Native Forms

We have our own forms, but we work with yours too. Map 3rd-party and native forms to SharpSpring in seconds with the mapping tool. We support all the major form-building tools, including FormStack, Gravity Forms, Wufoo, Sugar and Salesforce.

Custom Fields

SharpSpring offers more than a dozen different fields for gathering data from your leads. But don’t let us limit you. Custom Fields allow you to create as many data points as your team can dream up. Need to know someone’s favorite colour? Go right ahead.

Effortless Drag-and-Drop Interface

Quickly reorder fields in dynamic forms and watch as changes are immediately viewable on your site.

Form Insights

Measure, compare and optimize form performance with more complete insights. Which gated content is driving your lead conversion? Which landing page is capturing the most information? Gain a deeper understanding of your marketing ROI with powerful metrics like these.

Autocompletion Converts Leads

SharpSpring tracking completes form fields for known visitors to relieve the effort of data entry – dramatically increasing form conversion.

Webex and GoToWebinar

Add Webex and GoToWebinar topics to SharpSpring forms to promote, share and improve web conferences.

3rd-Party Postback Integration

Pass SharpSpring form data to your application or database of choice by simply adding a Postback URL.

Create Eye-Catching Call-to-Action Buttons

Build custom call-to-action buttons in the form builder. No software or design experience is needed to create a CTA built for conversion.

Seamless CRM Integration

Pass form data effortlessly to 3rd-party CRMs or use SharpSpring’s powerful built-in CRM that’s available to all users.

Universal CMS Compatibility

SharpSpring forms look great on all the major CMSs. WordPress, Drupal, ExpressionEngine and Joomla! are just a few CMSs we support.

Preview Forms Before Posting

Check out the look and feel of your form before pushing it to production.

Assign Personas at Form Submission

Include a field in your forms for a question that maps to your pre-set buyer personas. Allow leads to select a description that resonates with them and use that information for easy and accurate segmentation. Then use dynamic emails and landing pages to engage and convert leads with personalized information based on their persona.

HDYHAU

Do you employ a lot of non-digital, traditional, marketing tactics like trade shows, print ads or postcard mailings? No problem! Attribute leads to the proper campaign with the customizable “How Did You Hear About Us?” field. HDYHAU uses behaviour-based tracking to only appear for leads that aren’t automatically tracked through web-based tracking.


Automation

Visual Workflow Builder

Visualize the buyer’s journey with the visual workflow builder. Point and click to build and expand automation tasks with branching logic. Combine tasks and action groups to create specific touch points on your lead’s path to conversion.

Lead Nurturing

Automate drip email campaigns to continually engage leads early in the sales process. Educate them and stay top of mind as they move their way through the purchase decision. Notify salespeople when leads are ready to buy.

Lead Scoring

Focus your sales team on hot prospects. Score leads based on engagement. Increase or decrease scores based on page visits, filled out forms, content downloads and the demographic characteristics that fit your sales model. Decrease scores by setting a “decay rate,” and automatically nurture leads until they are ready to be sold.

Dynamic Lists

Create dynamic lists, which automatically update as contacts meet the list’s criteria, for powerful behavioural-based customer segmentation. For example, keep a running list of every lead who is interested in a specific set of products, comes from a specific location, has a lead score above “x” and has visited your pricing pages but not yet purchased.

Leverage Personas

Build out your buyer personas using a convenient and customizable template. Then, create dynamic emails and landing pages that resonate with each persona, and segment on personas to deliver ultra-personalized content that converts.

Email and Text Alerts

Trigger a workflow to send internal contacts, like sales, email and text notifications when something interesting happens. Receive actionable data and respond accordingly without even logging in to the app.

Triggers and Filters

Keep the buyer’s journey in motion with triggers and filters. Triggers kick off your workflow to segmented users, then filters further segment and target your leads by their specific actions and interests.

Postback Data and 3rd-Party Integration

Pass SharpSpring data to your application or database of choice by simply adding a Postback URL.

Dynamic Landing Pages

Engage your visitors with content designed just for them, without the need for a developer. Simply right-click to swap out images, headlines and body text. Build a single page that resonates with multiple audiences based on who they are, what they like and their behaviours.

Abandoned Shopping Cart

Automatically email and follow up with leads that forgo their potential purchases and turn abandoned shopping carts into redeemed transactions.

Multiple Device Tracking

SharpSpring recognizes and tracks all of the various devices a contact may use to visit your site. This includes smartphones, desktops, laptops, tablets, and helicopters. Well, maybe not helicopters…

Dynamic Email

Personalized emails convert to sales. Send personalized and relevant emails to your leads without the need for coding. Swap out entire phrases, images and offers using an intuitive interface – all based on what you know about your contacts. The result: emails that truly convert.


Visitor ID

Identify Anonymous Web Visitors

Think about this: 98% of web visitors remain anonymous because they don’t fill out forms. VisitorID uses reverse IP lookup to identify the companies visiting your site, and provides you with contact info, including names, emails and phone numbers. Get crucial insight into your existing web traffic to convert leads to sales.

Track your Known Leads

Is your website just a glorified brochure? Turn it into a two-way communication tool. Track and notify sales when a lead that is currently in your funnel comes back to the site to check out your pricing or download a white-paper. Arm your salespeople with the knowledge they need to close the sale.

Daily VisitorID Email

Put anonymous web visitors, leads, opportunities, and customers that have visited your site each day directly in your inbox. Quickly scan through contact information, lead score and other fields without even logging into the app!

Page Visits, Referral URLs & Search Terms

VisitorID times page visits, recognises when someone views an important page, checks out where they came from and identifies which search terms led to your site.

Important Pages

Specify Important Pages to boost a contact’s Lead Score, set off automation and personalise communication when visited.

Important Contacts

Choose specific industries that you want to target. VisitorID will only show you the visitors from those specific industries that you choose.

Powerful Filters

Filter out site visits that don’t apply to your business and focus on the ones that count! Block from view all ISP (we do this for you in most cases) and companies that are poor sales prospects.


Dynamic Landing Page Builder

Point-and-Click WYSIWYG Editor

Start capturing leads quickly. The intuitive WYSIWYG interface allows you to point and click your way to create great-looking pages in minutes – no coding needed. Choose your layout and components, add a form, and you’re ready.

Dynamic Content Made Easy

Engage your visitors with content designed just for them, without the need for a developer. Simply right-click to swap out images, headlines and body text. Build a single page that resonates with multiple audiences based on who they are, what they like and their behaviours.

Landing Page Funnels

Go beyond basic landing pages. Create a series of linked pages designed to funnel visitors and prospects and transform them into leads. Build your own funnel, or choose dozens of pre-designed funnel templates tailored to seven categories of common business needs.

Library of Designs and Responsive Templates

Choose from dozens of responsive layouts designed to look great on any device. No need to build your page from scratch – use one of the beautifully designed templates as-is, or point-and-click to add pre-built content blocks that you can make your own.

Optimize for Any Device

Toggle between tablet and mobile views to see how your design will look for visitors on the go. Hide content blocks on mobile devices with just a click.

Fully Integrated with SharpSpring

SharpSpring tracking code is automatically embedded in pages to capture every visit. Easily add media centre links that allow you to track visits to external resources – say a YouTube video – and then trigger automated notifications and workflows. Drop in and edit SharpSpring forms without leaving the page.

HTML Editor

Quickly switch to HTML view to edit the code directly.


Blog Builder

Point-and-Click WYSIWYG Editor

Building a blog shouldn’t take a computer science degree. The intuitive, point-and-click editor makes it easy to create your blog without knowing HTML or needing to mess with your website.

Make Your Blog Dynamic

Engage your blog visitors and subscribers with content designed just for them, without the need for a developer. Simply right-click to swap out images, text and other CTAs, so that your blog index page resonates with multiple audiences based on who they are, what they like, and their behaviours.

Library of Responsive Designs

Choose from a library of responsive index and content page templates and then make them your own to get up and publishing in minutes.

RSS Email Syndication

Keep your subscribers up to date on your latest content. Automatically email blog posts to a list at daily, weekly or monthly intervals. Choose to include a thumbnail, title, date or other variables.

Manage and Publish Posts

Creating new articles is a snap. Drop in your content, assign an author and category, and then publish immediately or schedule it to post for future date and time.

Get Social

Amplify your message via social media. A social sharing widget embedded in every post makes it easy for your viewers to share your content.

Fully Integrated with SharpSpring

SharpSpring tracking code is automatically embedded in pages to capture every visit. Easily add media centre links that allow you to track visits to external resources – say a YouTube video – and then trigger automated notifications and workflows. Drop in and edit SharpSpring forms without leaving the page.

HTML Editor

Know the code? Quickly switch to HTML view to edit it directly.


Analytics

Transformative Email Analytics

Track email success all the way to bottom line ROI. Follow stats like clicks, opens, bounces, and deliveries to optimize messaging. Know which links in your emails are working and which are not.

Campaign Tracking

Understand your end-to-end conversion cost and revenue to arrive at the true ROI of your marketing efforts. Automatically track your website visitors’ conversions (without the need to set up conversion funnels) from the moment they first visit, all the way through the final sale – even if that sale happens weeks or months later via an offline transaction.

Google AdWords Integration

Track your paid search campaigns, see robust keyword data and follow AdWords costs all the way to the bottom line to determine the true cost of a qualified lead. Make key decisions with a full understanding of search engine marketing ROI.

Behaviour Tracking

Life of the Lead tracks interactions for every contact in Contact Manager including site visits, emails, webinars and social events. Each interaction can be set to trigger to custom automation and engage with the contact at a critical point in their unique buying process.

Multiple Device Tracking

SharpSpring recognizes and tracks all of the various devices a contact may use to visit your site. This includes smartphones, desktops, laptops, tablets, and helicopters. Well, maybe not helicopters…

End-to-End ROI

Good campaigns start with an end-to-end ROI goal. Campaign Insights provide actionable metrics every step of the way to keep goals clear and attainable.

Custom Reports

SharpSpring Reports provide all the information you need to measure your current success and accurately forecast future performance. Customize Campaign, Email and CRM reports to include metrics that matter.

Form Insights

Measure, compare and optimize form performance with complete insights. Better understand your marketing ROI with powerful metrics like Total Cost Per Lead.

Track As Many Sites as You’d Like

Add a tracking code snippet to a website, microsite, blog or landing page in seconds to start generating leads. Track as many sites as you’d like and monitor them in one place.

HDYHAU?

Do you employ non-digital, traditional marketing tactics like tradeshows, print ads or postcard mailings? No problem! Attribute leads to the proper campaign with the customizable “How Did You Hear About Us?” field. HDYHAU? uses behaviour-tracking to only appear for leads that aren’t automatically tracked through web-based tracking.

Campaign Tagging

Group, ungroup, slice and dice with campaign tagging. If it has a name, it can be a tag, but a few common ones are email, Google, referrals, organic and offline. Make tags as specific or broad as you like.


SharpSpring Social

Manage Social Content in Context

Get a comprehensive look at all of your planned content – social activity, scheduled emails, blog posts – with SharpSpring’s Content Calendar. See what’s in the works, and make changes on the fly with an interactive interface that provides daily, weekly, monthly, or list views.

Post Instantly or Schedule Ahead

Publish content on Facebook, LinkedIn, and Twitter, based on your timeline. Share fresh content immediately, or plan in advance by setting up posts for future dates.

Unlimited Profiles, Unlimited Users

Got 5 Twitter feeds, 4 Facebook profiles, 3 LinkedIn pages, and 99 other social media problems? No worries. Manage them all – with one person or an army of marketers – within a single platform.

Post Once Across Unlimited Accounts

Turn any one-off post into a multi-channel winner by easily sharing great content across relevant social platforms and audiences simultaneously.

Monitor Conversations That Matter

Find and filter social conversations by #hashtag, keyword and more. Easily see what folks have to say about your brand, competitors, and industry. Organize that feedback in customizable tabs that make sense to you.

Identify Hot Leads & Brand Advocates

Likes, retweets, and shares mean more than brand awareness. Automatically adjust lead scores and capture interactions on the Life of the Lead to identify prospects that are ready to buy – and current customers willing to help you close the next deal.

Trigger Automations Based on Social Activity

Kick off a series of emails with related content, or notify the sales team when known leads engage. Use other creative automations to feed your pipeline and convert social interactions into qualified leads or sales.

Show End-to-End Social ROI

Evaluate social media effectiveness beyond basic engagement. Quickly assign campaigns to social posts to see which channels and ideas perform best. Tweak or eliminate those that seemed promising but didn’t pan out.

SharpSpring Social Assistant

A free add-on included with SharpSpring. Powerful contact insights and alerts built for your browser.


Get the Most Out of Gmail

Add new contacts, leads and opportunities directly from email

See recent conversations, emails opens, and other life-of-lead activities in SharpSpring

Quickly reference a contact’s company, title, memberships, notes, and other details before you communicate with them

Receive Real-Time, Actionable Email Alerts

Create trackable emails from within Gmail

Receive pop-up notifications when contacts open important emails

Access contact profiles with a click of a button to continue the conversation

Supercharge Social from Your Favourite Sites

View existing contact profiles directly from LinkedIn, Facebook and Twitter

Access conversations, emails opens, and other life-of-lead activities

Add new leads and opportunities on-the-fly, while you browse

Add/Access Info On Demand

Gmail, LinkedIn, Facebook, Twitter

When you open an email or click on a profile that includes contacts already in SharpSpring, the Social Assistant tab will pop out on the right side of the screen, with the number of potential matches found.

Click that tab to view a list of those contacts or add any that aren’t already in SharpSpring. Then drill down to access the full contact record, including all basic fields, memberships, opportunities, etc.

You can also click the SharpSpring button on the browser toolbar to add a new contact straight from Gmail.

Other Sites

Add new contacts you find on any site directly from the browser by clicking on the SharpSpring button on the browser toolbar.