FOR SHARPSPRING USERS

Already Using SharpSpring?
Let's Get More From It.

We’re not here to sell you on SharpSpring — you already use it. We’re here to help you get more out of the account you have, fix what’s not working, and make sure your team is actually using what you’re paying for.

Start a CRM Health Check
Schedule a Discovery Call
sharpspring consultant

DOES THIS SOUND FAMILIAR

Most SharpSpring accounts have more to offer.

Your account has automation features you've never turned on

You inherited the platform from a previous hire and no one fully understands the setup

You're not confident your CRM and email marketing are actually talking to each other

Leads come in, but follow-up isn't consistent

Reports take manual work to pull together instead of living in a dashboard

Your sales team needs improved processes and training to better leverage your CRM

HEAR FROM SHARPSPRING USERS

We didn't just tell them what to do. We showed them.

TWO WAYS TO GET STARTED

No pressure — pick what fits.

RECOMMENDED

CRM Health Check

A structured audit of your account — settings, data, automation, and sales team usage — with a clear report you can act on immediately.

  • A live review of your actual account
  • A written report with prioritized fixes
  • Time with founder Jason Kramer to walk through it

$295 – APPLIED TOWARD ANY FUTURE ENGAGEMENT

Schedule Health Check

Schedule a Discovery Call

Not ready for a full audit? Let’s just talk. A quick call to understand what’s not working and figure out the right next step — no pitch, no pressure.

  • A 20-30 minute conversation
  • No prep or account access required
  • We'll tell you honestly if a Health Check makes sense

FREE – NO COMMITMENT

Schedule the Call

WHAT WE HELP WITH

The support most SharpSpring accounts need.

Workflow & Automation Fixes

Diagnose and repair broken or underused workflows, triggers, and automation.

Ongoing Optimization

Bi-weekly or monthly coaching to keep improving how your team uses the platform.

Reporting & Dashboards

Build the visibility your team and leadership actually need.

Integrations & Data Cleanup

Fix third-party connections and clean up messy, duplicate, or disorganized data.

Team Training

Help your team actually use the features you're already paying for.

CRM Health Check

A structured audit of your account with a clear, prioritized report.

"This isn't about selling you more software."

You already have SharpSpring. Our job is to help you get real value out of what you’re already paying for — whether that’s fixing something broken, training your team, or simply confirming what’s already working well.