Keep marketing/sales contacts, leads, and opportunities at your fingertips. View your sales pipeline on the go. Whether you're always traveling or just need to brush up on a particular lead before a critical meeting, our mobile app ensures you can access your SharpSpring information quickly and at any time.
- Marketing Automation
- iOS (iPhones only)
Downloading the Mobile App
Step 2: Search for SharpSpring and download the app.
Step 3: Once downloaded, open the app on your phone and enter your SharpSpring username and password.
Navigating the Mobile App
SharpSpring's mobile application offers a simple interface for you to access lead and sales information directly on your phone. With the mobile app, you have the ability to:
- View, edit and add leads, pipelines & opportunities
- Place calls and send emails
- Browse/edit your contacts
- Search all contacts
- Take notes on a contact record
- View/edit custom fields
- View life-of-lead events
- View memberships: campaigns, opportunities, lists
- View lead score
- Create an opportunity directly from a contact or lead
- Browse all pipelines
- View/edit your open opportunities
- Edit opportunity custom fields
- View products
- Reminders (coming soon)