Marketing automation and CRM in one easy solution designed to grow your business.

All the sales & marketing tools your business needs under one umbrella

In 2014 we partnered with SharpSpring, an award-winning CRM and marketing/sales automation platform used by thousands of businesses. Our unique value is to provide all the elements you need to deliver personalized content to your prospective and existing customers, notify sales teams of “ready to buy leads” and transformative analytics tracks lead origin to sales. We deliver customized sales enablement and CRM design strategies with our complete “done for you” programs.

Need help leveraging SharpSpring? Our team will help you:

  • Integrate SharpSpring to hundreds of business apps, even your current CRM
  • Customize the entire platform to match your business needs and current processes
  • Connect the platform to your website and Office 365 or Gmail
  • Clean, segment and migrate your current data into SharpSpring
  • Leverage your current in-bound marketing/sales efforts
  • Continually guide your teams with monthly strategy calls

Smart Mail

Schedule one-to-one personalized follow up emails from your sales team. Smart Mail makes communication, quick, easy and unique to each B2B prospect or B2C window shopper.

SharpSpring Smart Email

Easy Integration

SharpSpring provides an enterprise powerful built-in CRM – available to all users. Increase productivity by syncing leads, activities, opportunities, custom fields, lead scores and so much more. Already have a CRM? Connect Salesforce in seconds or Zapier and PieSync to connect to Zoho, Pipedrive, Nimble and nearly all other major CRMs and business apps.

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.


Team Collaboration

Easily add time-date stamped notes to sales deals and CRM contact records. A conversation timeline fosters effective internal communication between your sales, marketing and operation teams.


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. Every team member will have all their phone, email and general tasks at their fingertips.


Lead Memberships

Quickly scan all of the campaigns, lists, opportunities, workflows and emails a contact is associated with in the memberships tab.

Dynamic Email

Easily create emails with the ‘what you see is what you get” email designer. 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.


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. And with SharpSpring’s native integration with Litmus, you can test and preview your emails through dozens of apps and devices.

Eye Opening 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 Behavioral-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, gated content download or products viewed from the email campaigns you send.

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.


Opportunity Health Report

Pipelines need to be watched, maintained, and attended to as the need arises. Some pipelines—or opportunities across different stages in pipelines—may be doing better than others. SharpSpring’s Opportunity Health Report allows you to see how your pipeline opportunities are performing.

Mail Sync

Mail Sync is a powerful tool that allows you to connect your inbox to SharpSpring. Once enabled, any email you send through that inbox—and any Smart Mail that you send out of SharpSpring will be recorded. This way, you can keep track of you and your team’s emails with your leads.


Sales Performance

The Sales Performance report enables you to ensure your sales team is on track to meet key goals by estimating the total and expected value of your pipeline.

Dynamic Lists

Create dynamic lists, which automatically update as contacts meet the list’s criteria, for powerful behavioral-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, is part of a select industry or has visited your pricing pages, but not yet purchased.


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.

Abandoned Shopping Cart

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


Real-Time Text & Email Alerts

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

Dynamic Web Pages

Engage your visitors with content designed just for them. Simply 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 behaviors.

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.

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.

Form Insights

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