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The CRM is at the heart of SharpSpring. It's a replacement for products like Salesforce or we can use the API to integrate with 3rd party CRMs such as Salesforce. See more in the 6 minute video.
SharpSpring has a built in CRM system that holds all the information about the contacts. It works like most CRM software and includes the ability to add notes, tasks, reminders, custom fields, and more. For managing and reporting on sales pipelines see the video here.
The difference with SharpSpring is that you can use this information to make intelligent marketing decisions about the contacts and automatically engage with this in a personalised, timely and relevant fashion.
The SharpSpring CRM also has a social media integration capability to really understand your clients and potential clients.
Use full two-way syncing with your favorite CRM or use SharpSpring’s powerful built-in CRM – available to all users. Sync leads, activities, opportunities, custom fields, lead scores and so much more.
Connect Salesforce to SharpSpring in seconds. Use the API and Zapier to connect to Zoho, Pipedrive, Nimble and nearly all other major CRMs.