CRM & Sales Funnels

Let’s get to the point. We are SharpSpring partners. What’s this mean? It means you get access to a very robust CRM & Sales funnel platform—all for a fraction of the cost.

A Versatile CRM Platform for Your Needs

No matter what your business needs, we can help customize your CRM suit them. You can have total control over fields and data so that it’s always customized for the individual—which means no more lost sales. The user interface is made specifically with companies like yours in mind!

Already have a CRM? No problem! Integrate your favorite CRM with the SharpSpring platform. We can help connect most built-in platforms in seconds, sync leads, activities and opportunities across all of marketing’s stacks using an API or Zapier—including connecting Nimble & Pipedrives seamlessly without ever leaving their respective ecosystems.

Custom Opportunity Stages and Unique Journeys

We all know how important it is to stay on top of our game and be in touch with potential customers at every step. The SharpSpring CRM marketing platform makes this easy! You can create custom deal stages that help you keep track from the beginning, all through the sales cycle, including after their purchase has been made but not yet delivered or picked up by someone else—which will give your business more visibility than ever before about what’s happening within each stage, so it reflects what works best in terms on how YOU run things.

Going one step further, you can easily move opportunities across deal stages with just a few simple clicks. Get an instant overview of each prospect’s progress through the sales cycle and manage your entire process in one place!

Don’t Miss a Beat with Notes and Reminders

What’s the best way for you to stay on top of your game? With a CRM platform that not only records information, but also helps plan out sales strategies. Quickly create Reminders from any page and never miss another beat. Attach them strategically throughout opportunities or contact lists so there’s no forgetting about what needs done next with those promising leads.

Combine Reminders with Social Notes to assign tasks effortlessly across your teams. Collaborating just got easier. Quickly get the conversation started by using avatars, “Mark as Read” tags and a clear timeline for collaboration that helps you share tips or track customer interactions in an easy and effective way.

Get Detailed Customer Actions with Life of the Lead

Life of the Lead allows you to see your buyers’ journeys in a way that was never before possible. The platform shows individual leads or current contacts their own timeline, with all relevant information about the steps they took to get there, and where to find opportunities for future sales conversions—all of this is on top of what is already known from previous interactions.

If you want to be successful with your lead management, it’s important to see how a lead arrived at their decision, and when. This includes everything from form fills, page views, asset downloads, email clicks, and much more. Prevent forgotten opportunities and save needless administrative hours each week using Life of the Lead.

"Do one thing every day that scares you."
— Eleanor Roosevelt

Elevated Marketing Services

We all know the challenges of digital marketing. But for many businesses, it can be overwhelming and time-consuming to maintain a social media presence or blog every day. And with so much going on in your industry today—from SEO reports to email blasts—you may not have enough bandwidth left over just trying keep up! That’s where our innovative ongoing services model comes into play; by hiring us instead of doing this work yourself, you get access an expert team that has all the tools you need to grow your business.