SharpSpring offers all the general features that you’d typically expect from a CRM tool including contact creation and management, pipeline view, and reporting. The software is cloud-based and accessible from anywhere. Also, with the help of the mobile app users can monitor the sales pipeline and conveniently access crucial information regarding sales contacts, leads and opportunities.
Sales reps can quickly review lead information on-the-go, add, remove, or edit leads, set reminders, check lead scores, and take notes for each contact. The app is available on both iOS and Android.
Here are some of the most notable features:
Users can schedule one-on-one personalized emails and follow-ups to be sent to leads. The smart mail uses smart content, which can be configured to automatically change based on predefined criteria like lead stage, industry, type, etc. The feature is perfect for saving time and improving the quality of communication.
Custom deal stages
If you’re working with a VIP contact, you’d probably want to pay closer attention to the sales cycle and even implement a personalized approach if necessary. The custom deal stages feature allows you to track the progress of an opportunity from the very beginning to the end of the sales cycle while making important notes and changes on the fly.
Drag and drop & bird’s eye view
The drag and drop functionality allows users to apply changes seamlessly by moving different contacts through different stages. Also, the convenient, board-like interface can be used to quickly find all the hot opportunities in the pipeline and focus on those, without ever finding yourself in a mess.
Advanced users can utilize the lead scoring feature to identify hot leads. While there is a lot of industry and business-specific configuration that needs to be done, once set up, the scoring system can pinpoint the leads with the highest chance of conversion, serving as a direct revenue boost.