Marketing Automation

Meet your new marketing automation toolkit.

Powerful features built to increase & optimize your marketing efforts




Email

Behavioral-Based Email Automation

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

SharpSpring Email Automation

WYSIWYG Email Editor

Create striking emails in real-time with the “what you see is what you get” editor in SharpSpring. Continually preview the finished design with an intuitive split screen view.

Responsive Templates That Fit any Device

SharpSpring comes with dozens of templates that look great on any device including smart phones, desktops, laptops and tablets.

Create Your Own Email Templates

Want creativity without limits? No problem, create your own fully customizable HTML template and lock down sections so that only open sections can be edited by others.

Custom Merge Variables

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

Group emails and templates in folders and hover over them to preview their contents. 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 coworkers.

“After-the-Click” Behaviorial-Based Email Tracking

SharpSpring goes beyond the capability of traditional ESP’s 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 whitepaper that is downloaded from the email campaigns you send.

Traditional 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.

Email Workflows

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

Trigger Emails

We’ve got all the triggers and filters you need to make your automation dreams a reality!

Add Attachments

Include up to 5MB of attachments with your email to support your message. Store case studies, whitepapers and marketing sheets on the SharpSpring CDN cloud for easy access from any device.

Smart Emails

Smart Emails create powerful possibilities for one-to-one communication. Schedule a Smart Email for a later date or attach it to automation tasks and workflows to personalize communication like never before.

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Forms

Dynamic Forms Built For Conversion

Build, customize and reorder fields effortlessly with the sleek drag-and-drop editor. Our Dynamic Forms autocomplete fields for known visitors to improve conversion and look great on any site with custom CSS. You can even map fields from 3rd party and native forms.

SharpSpring 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

Don't miss out on critical information. Create custom fields of all shapes and sizes - radio buttons, drop down lists, text entry, etc. Add custom fields to forms, Contact Manager and CRM.

Effortless Drag-and-Drop Interface

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

Form Insights

Measure, compare and optimize form performance with complete insights. Which gated content is driving your lead conversion? Better understand your marketing ROI with powerful metrics.

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 fill-out data effortlessly to 3rd party CRM’s 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 CMS’s. Wordpress, Drupal, ExpressionEngine and Joomla! are just a few CMS’s we support.

Preview Forms Before Posting

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

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 behaviorial-based tracking to only appear for leads that aren’t automatically tracked through web-based tracking.

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Automation

Engage Leads at Critical Points

Our powerful but easy-to-use rules engine simplifies marketing automation. Use workflows to engage leads at critical points in their unique buying process while simultaneously notifying salespeople of purchasing behavior. 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.

SharpSpring Automation

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 they 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, form fill outs, 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” that automatically update as contacts meet the list’s criteria for powerful behaviorial-based customer segmentation. 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.

Email and Text Alerts

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

CRM Integration

Pass information effortlessly to and from 3rd party CRM’s or use SharpSpring’s powerful built-in CRM that’s available to all users. Add in behaviorial-based automation to manage truly personalized interactions.

Robust Rules Engine

The rules engine is the meat and potatoes of SharpSpring. It’s a component at the heart of the app that makes sense of the tasks, workflows and lists. Bottom line, it rules.

Triggers and Filters

Triggers, events that can result in a workflow running, make SharpSpring automation tick. When a trigger is fired use filters to further control automating tasks. We’ve got all the triggers and filters you need to make your automation dreams a reality!

Multiple Device Tracking

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

Postback Data and 3rd Party Integration

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

Dynamic Web Content

The future of a more personal web experience is here! Dynamic website content allows you to change your site for each lead that visits. A lead visits the site for the first time? Offer them a white paper or educational material. A lead’s lead score indicates they are ready to buy? Offer an instant discount to close the sale.

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VisitorID

VisitorID Identifies More Leads

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.

SharpSpring VisitorID

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 contact info, including names, emails and phone numbers - effectively doubling or tripling the number of leads that can be harvested from your existing web traffic.

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 whitepaper. Arm your sales people 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 and Search Terms

VisitorID times page visits, recognizes 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 contacts Lead Score, set off automation and personalize communication when visited.

Important Contacts

Choose specific industries that you want to target. VisitorID will only show you the visitors from those specific industries and will ignore the rest of the website visitors.

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.

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CRM

Built-in and 3rd Party CRM

Track opportunities from creation to close with a bird’s eye view in 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.

SharpSpring CRM

3rd Party CRM Integration

Use full two-way syncing with your favorite CRM. Sync leads, activities, opportunities, custom fields, lead scores and so much more. Connect Salesforce and SugarCRM to SharpSpring in seconds. 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

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.

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.

Smart Emails

Smart Emails create powerful possibilities for one-to-one communication. Know when a lead opens, clicks and returns to the site. Schedule a Smart Email for a later date or add it to a workflow to personalize communication like never before.

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 every contact page. Personalize and automate with social triggers and filters.

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 with in the memberships tab.

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Call Tracking

Fully Integrated Call Tracking

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 on all of your marketing tactics.

SharpSpring Call Tracking

Single Platform

Only one system to maintain. Set up campaigns once – without the hassle of multiple platforms, tracking codes, account managers and bills.

Unified Reporting

All leads are tracked in one platform, whether by phone or form. Accurately report end-to-end ROI on all marketing tactics.

SharpSpring SalesMatch+(TM)

Displays callers' actual site visit behavior including each page visited and the campaign that brought them to the site. Arm phone representative with real-time, actionable information needed to close sales.

Automation

Seamlessly sync callers to your CRM and Marketing Automation: Callers can be instantly followed up with via automated drip campaigns and workflows.

Affordable

Cost comparable or less than standalone call tracking providers, with all the benefits of full marketing automation and CRM integration.

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Analytics

Cut Through the Noise

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.

SharpSpring Analytics

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 setup 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.

Behavior Tracking

Life of a 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 smart phones, 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 provides 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, VisitorID 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.

Traditional 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” Email Tracking

SharpSpring goes beyond the capability of traditional ESP’s 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 filled out, webinar sign-up and whitepaper that is downloaded from the email campaigns you send.

Workflow Analytics

View the performance of an entire workflow, such as a drip campaign, and know what is causing your leads to engage, convert or unsubscribe. Increase your sales and reduce list churn by optimizing each component.

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.

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 like 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 behavior-tracking to only appear for leads that aren’t automatically tracked through web-based tracking.

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Platform

Connected and Flexible

Connect to hundreds of 3rd party software providers with the SharpSpring API 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.

SharpSpring Platform

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.

CRM Integration

Pass information effortlessly to and from 3rd party CRM’s or use SharpSpring’s powerful built-in CRM that’s available to all users. Add in behaviorial-based automation to manage truly personalized interactions.

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.

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.

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.

Unparalleled Partner Support

Our partner support team will blow you away with their responsiveness and chipper attitude. We’re here to help and we never hesitate to go the extra mile! Have a life changing feature in mind? We take suggestions seriously and make enhancements all the time.

Single Sign-on for Agencies and Distributed Organizations

Switch between agency and clients, or master and sub-accounts, from a single, flexible platform without the need to re-log in.

Multiple Device Tracking

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

Scalable, Secure

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

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Social

Get Social

Explore a lead’s social links directly from the Contact Manager to gain a 360˚ understanding of their interests. Leverage social media to better engage and create conversions from connections. Strategically grow your network with social automation rules.

SharpSpring Social

Learn What Makes Your Leads Tick

Click the social icons in Contact Manager to be brought directly to a lead's social profiles, including LinkedIn, Twitter, Facebook and Google+. Start a conversation.

Put a Face to a Name

Say goodbye to scarce-looking databases. SharpSpring pulls profile pictures from Gravatar, Linkedin, Facebook, Google+, and Yahoo.

Automate Social

Grow your social networks by automatically inviting a lead to connect.

Leverage your Sales Team’s Entire Network

See how your entire team is connected to a lead. Use these connections to more effectively engage with a new lead or help close an existing opportunity.

Social Links

Ever wonder if social really works? Track the leads that come from your social efforts, and understand if and when they convert. Know definitively the end-to-end ROI of your social efforts.

Contact Manager and CRM Integration

Convenience is key for salespeople to maximize this important lead generating resource. Invite a lead or customer to connect automatically or manually right inside of SharpSpring. No need to leave the app - invite with one click.

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