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Introducing SharpSpring – Powerful All-in-One Sales and Marketing Platform with Automation

SharpSpring is a suite of tools for managing marketing and sales with built-in automation capabilities. It’s not just a CRM. It’s not just a marketing automation platform. It’s not just an email marketing platform. It’s all of that, and more.



SharpSpring helps businesses to drive more leads by providing:

  • Visitor ID
  • A/B Testing
  • Dynamic Forms
  • Campaign Optimization
  • Call Tracking


SharpSpring helps businesses convert more leads to sales by providing:

  • Behavior Tracking
  • Lead Scoring
  • Email Automation
  • Sales Notifications
  • A Mobile CRM


SharpSpring helps businesses optimize their ROI for marketing activities by providing:

  • Campaign Analytics & Customizable Reports
  • AdWords Integration
  • Content ROI Tracking
  • Online & Offline Lead Tracking


SharpSpring’s Capabilities



Visual Workflow Builder – Create a journey your buyer will go through, from the moment they become a lead to the moment they convert to a customer. Add specific touch points to their journey for automated tasks. Branching logic is supported.

SharpSpring WorkflowLead Nurturing – Drip email campaigns can be automated throughout the buying journey. Automatically send pieces of content at just the right time to help your lead make a purchase decision. Salespeople can be notified when leads are ready to buy.

Lead Scoring – Assign points to a lead for engaging with your company and set triggers for when a salesperson should reach out to the lead based on point thresholds. Examples of touchpoints that points could be assigned to a lead: fill out a form, visit a specific page on your website, and click on a button in an email.

SharpSpring Lead ScoringDynamic Lists – SharpSpring gives you the ability to create lists that automatically update as your contacts meet the list’s criteria. This allows you to segment your leads and customers and send them targeted marketing and sales materials.

Personas – You can build out personas using a customizable template. These personas can help you create more targeted emails and landing pages that will better resonate with each persona.

Email and Text Alerts – Set alerts for your sales team via email or text when a lead engages with your company in a specific way.



3rd-Party CRM Integration – Use SharpSpring’s built-in CRM or integrate your existing CRM. You can sync your leads, activities, opportunities, custom fields, lead scores, and more.

Custom Deal Stages – Track the progress of an opportunity and create custom deal stages to fit your company’s process.

SharpSpring Custom Deal StagesLife of a Lead – This feature displays a timeline view of significant events for each contact.

SharpSpring Life of a LeadActionable Reports – Measure your sales success and forecast future sales.



Email Analytics – Track clicks, opens, bounces, and deliveries.

SharpSpring Email AnalyticsCampaign Tracking – Find the true ROI of your marketing efforts by linking costs and revenues related to each marketing initiative.

SharpSpring Campaign TrackingGoogle AdWords Integration – SharpSpring has Google AdWords tracking built-in. You can see how your paid search campaigns are performing, keyword data, and determine the cost of a qualified lead.

Track as Many Sites as You’d Like – You can add a tracking code snippet to a website, microsite, blog, or landing page to start generating leads.


Dynamic Landing Page Builder

Point-and-Click WYSIWYG Editor – SharpSpring’s intuitive interface allows you to create amazing-looking pages in minutes. It’s as simple as picking out a layout and components and adding a form.

Dynamic Content – Create pages with content personalized to each of your visitors.

Landing Page Funnels – SharpSpring allows you to create a series of pages that are linked in order to funnel visitors from prospects to leads.

SharpSpring Landing Page Funnels


Built-In Form Builder – With SharpSpring’s dynamic form builder, you can build and customize your form to look and feel like your site in minutes.

3rd-Party and Native Forms – Map 3rd-party and native forms with SharpSpring’s mapping tool. SharpSpring supports major form-building tools, including FormStack, Gravity Forms, Wufoo, and Salesforce.

Form Insights – SharpSpring allows you to measure, compare, and optimize the performance of your forms in order to gain a deeper understanding of your marketing ROI.

CRM Integration – Pass data from forms to 3rd-party CRMs or SharpSpring’s CRM.

Universal CMS Compatibility – SharpSpring’s forms look great on all major CMSs.

Assign Personas at Form Submission – A field can be added to your forms for a question that maps to your buyer personas. Your leads can select a description that resonates with them.


Smart Email

WYSIWYG Email Designer – Create custom emails in real time with SharpSpring’s email designer.

Dynamic Email – Send personalized emails to your leads and customers.

Library of Responsive Templates – Add your content to pre-designed templates. Dozens of templates are included. The templates are pre-designed to look great on any device and on any email client.

SharpSpring Library of TemplatesCustom Merge Variables – Create emails with merge variables for any custom field in SharpSpring.

SharpSpring Custom Merge VariablesHTML Editor – Switch to HTML view while editing an email without needing to leave the page.

After-the-Click Behavioral-Based Email Tracking – Complete information on a visitor’s activity after they click through an email is available in SharpSpring, unlike traditional ESPs, like MailChimp and Constant Contact.

Email Workflows – Behavior-based workflows can be created in SharpSpring to engage a lead at critical points in the buying process.

Trigger Emails – SharpSpring gives you the ability to send confirmation emails, event alerts, shopping cart abandonment notices, quick personal notes, product recommendation emails, and any other relevant or timely message you need.


Visitor ID

Anonymous Web Visitors – SharpSpring’s Visitor ID uses reverse IP lookup to identify the companies visiting your site. It provides you with contact info, including names, emails, and phone numbers for each company.

Track Known Leads – Track and notify sales when a lead comes back to your site.

Daily Visitor ID Email – SharpSpring sends you a daily email with the anonymous web visitors, leads, opportunities, and customers that have visited your site in the past day.

SharpSpring Visitor ID EmailImportant Pages – You are able to indicate in SharpSpring important pages so that when a lead visits one of those pages their lead score can be boosted.

Industry-Specific Contacts – You have the option to set Visitor ID to only show you the visitors from specific industries you choose.

Filters – Site visits that don’t apply to your business can be filtered out.



Manage Your Social Content – Look at all of your planned social content in one place with SharpSpring’s Content Calendar.

Post Instantly or Schedule Posts – SharpSpring supports Facebook, LinkedIn, and Twitter.

Unlimited Profiles, Unlimited Users – Manage all of your social profiles in one place. Have 5 Twitter accounts? 2 LinkedIn pages? No problem.

Post Once Across Accounts – Share your content across social platforms simultaneously.

Monitor Conversations on Social – Find and filter conversations by hashtag, keyword, and more.

Identify Brand Advocates – Automatically adjust lead scores based on your leads’ Likes, retweets, and shares.

Trigger Automations – Activate a series of emails when a lead interacts with your company on social media.


We are excited to now offer SharpSpring to our clients. Contact us to learn how we can set you up for success with SharpSpring.


Contact Us for a Demo of SharpSpring

Karlee Onstad
Karlee Onstad

Marketing Coordinator at Evolve Systems®

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