CRM & Marketing Automation

It’s not CRM vs. Marketing Automation anymore...it’s all-in-one with SharpSpring CRM and Marketing Automation solution from WT Digital Agency. WT Digital is a SharpSpring Certified Silver Partner and as such can help you set up and use this extremely robust marketing automation solution to drive and nurture leads. Then use the built-in automated CRM to manage the pipeline, log sales activity and close deals.

MORE PRODUCTIVITY, MORE SALES

Easily visualize and manage your pipeline in an intuitive interface. Visualize your entire pipeline in the SharpSpring CRM’s intuitive drag-and-drop interface. Seamlessly track opportunities. Customize deal stages, fields, filters and more to manage your unique sales process.

STREAMLINED INTERFACE, UNLIMITED USERS

Seamlessly add new users as your team grows. Say goodbye to the bulky features that can make a CRM complicated. Instead, SharpSpring’s streamlined CRM and marketing automation includes just what you need – even unlimited users. Yep, unlimited. You shouldn’t be penalized for growing your team, so whether you have two users or 200, you’re good.

CUSTOMIZABLE PIPELINE

Drag and drop opportunities to tailor the pipeline to your exact needs. Every potential sale is an ‘opportunity’ you want to track. With the SharpSpring CRM, you can quickly drag and drop opportunities from one pipeline stage to the next throughout the sales cycle.

Pipeline stages are customizable to meet the needs of every business niche. The number, order, name, default probability and description of the stages can all be adjusted to fit your exact needs.

ACCESS FROM ANYWHERE WITH MOBILE CRM

Explore your contacts, leads, and opportunities on your favorite mobile device. View your pipeline from anywhere.

Whether you’re always traveling or just need to brush up on a particular lead before a critical meeting, the SharpSpring mobile CRM app ensures you can view, edit and add on the go.

Get it from the Apple App Store or on Google Play.

ACCOUNT-BASED MARKETING

Easily track accounts with automated CRM software. Stay organized by combining contacts that share the same email domain into one account, so you have a centralized place to maintain employee information for each company you work with. Easily group your clients and create customer segments to communicate effectively.

ACCURATELY REPORT AND FORECAST

Easy reporting and forecasting in an affordable CRM. Get conversion reports, pipeline reports, activity reports, follow-up reports, and projection/performance reports. Easily apply filters to each report to evaluate the performance of a specific salesperson or your team as a whole. Measure your current sales success and accurately forecast future performance.

END-TO-END ROI ON EVERY SALE

See the whole picture with reports from CRM and marketing automation in one. Make it easy for everyone on your team to be on the same page and have full visibility of ROI. The sales and marketing teams can work together – on the same platform and toward the same goals – with SharpSpring marketing automation and CRM from WT Digital. We'd enjoy the opportunity to sit down with you and discuss how SharpSpring can be the game changer your business needs. Just click here to get in touch, or call 404-348-4921.