Enjoy all of the benefits of a fully featured CRM, including custom deal stages, an easy-to-understand pipeline, multiple types of CRM reports and so much more, without paying anything extra. The CRM is completely free for SharpSpring users. Here are some of the awesome benefits of using SharpSpring's CRM.

SharpSpring CRMOverview

Create Opportunities EasilyAn opportunity is a pending deal you want to track. In SharpSpring, you can create an opportunity simply from a contact in the Contact Manager.

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Create Custom Pipelines and Pipeline StagesPipeline Stages are completely customizable. The number, order, name, default probability, and description of the stages can be anything that fits your business needs.

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Visual PipelineSharpSpring uses a visual pipeline to display the opportunities in deal stages. Deal stages are displayed as columns and opportunities are individual cards. Drag and drop opportunity cards from one deal stage column to another. The expected value and percentage to close will automatically update.

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CRM ReportsFive different types of reports are built in: conversion report, pipeline report, activity report, follow up report, and projection/performance report. You can apply filters to each report to evaluate the performance of a specific salesperson or your sales team as a whole.

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AccountsStay organized with accounts to keep track of employees, opportunities, and notes at companies. SharpSpring will automatically suggest adding contacts from the contact manager with the same email domain to accounts. Easy!

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See it in actionRequest a demo now!

SharpSpring CRM