Meet The ShorelineCRM: The Ultimate CRM and Automation Software. ShorelineCRM stands as the epitome of efficiency, offering a comprehensive CRM alongside a robust Lead Nurturing and Marketing Automation system. It’s not just good; it’s the best – your most potent tool for Lead Management, Customer Retention, Lead Nurturing and Conversion, Sales Tracking, ROI Measurement, Appointment Scheduling, and beyond!
Explore how our CRM solution not only captures leads effectively but also nurtures them towards appointments and sales. Moreover, it provides clear and transparent attribution reporting to demonstrate tangible ROI.
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Workflows
Automated Workflows & Pipelines. Create workflows to move your leads through the system just like HubSpot! With our built-in Pipeline Management feature, you can keep track of where the leads are and what stage they are in the workflow.
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Automation
Marketing Automation at its finest. Create automated emails, SMS, voicemail drops, bridged calls, and more within your campaigns. Let Shoreline CRM do the nurturing and follow-ups for you! You just need to close the lead!
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A Full CRM
Shoreline CRM works as a full CRM. With multiple ways to communicate, both automatic and manually, and email builders to create stunning emails, you can do everything you want all within the system.
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Payments
Accept payments & Send Invoicing. Include stripe packages on your funnel pages to easily sell your services (one-time or subscription-based) or create invoices right in the conversations to send directly to your customers.
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Appointments
A major step for any business is requesting and capturing appointments. We’ve built our own calendar application within our platform, allowing you to capture and manage appointments, all in one straightforward process.
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Memberships
Create a thriving community for your agency or for your clients by using our Membership Platform. Build Full Courses with unlimited video hosting and unlimited users.
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Review System
By simply checking in a client with their name and email/phone number you can send a review request linking to your GMB or Facebook. You are able to stay updated on the status of the request and respond right back to the review all within Shoreline CRM!
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Live Chat
Shoreline CRM has a customizable chat widget you can utilize on your website and respond to chats all within the conversations section of the dashboard.
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GMB
Connecting your Google My Business (GMB) allows for call tracking and messaging all within Shoreline CRM! Respond to GMB messages in the conversations section and set up workflows to auto-respond to missed calls from GMB.
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Social Planner
Tired of having to do all your social media posting in different places? Going in and out of apps? Then the Social Planner will be the perfect tool for you. You can connect multiple Social Media channels like GMB, FB, Instagram, and LinkedIn and have multiple accounts of each connected. Build out your posts for multiple channels and be able to see a preview of each channel. After you build your post you will be able to immediately post it, schedule the post, or if needed have it approved by an admin. View all your posts by calendar view or by list view to see what is upcoming and have the ability to pause or edit the posts. And to top it off, you are able to track your engagement metrics in one place across your social media accounts.
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eCommerce
A full eCommerce Marketing Suite. eCommerce Automation Marketing. eCommerce shopping Cart Marketing and email builder will help send out shopping cart order summaries, emails, texts, and more. Shopify eCommerce Marketing Just Added! Nurture Shopify abandoned carts, sales, wish lists and more.
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Agent Reporting
Want to be able to see how your team is doing in one quick glance? The Agent Reporting tab is the spot to go to. You can choose your team member/s and view Opportunity, Conversion, SMS, Email, Call Metric, and Efficiency statistics. Compare those statistics between date ranges and you can even view a Leaderboard to see who is getting the most opportunities or who has converted the most leads. And that’s not it, there is more to come. In a future update, you will be able to track the response rate of your team members to leads.
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AI Conversational Booking
We can’t talk about automation and follow-up lead nurture campaigns without mentioning the new conversational appointment booking system. When someone submits a form on your website the Booking software will send a text to the number submitted asking them if they want to book a call/appointment. The appointment is scheduled automatically using your available dates and times.
