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.

Create automated emails, SMS, voicemail drops, bridged calls, and more within your campaigns. Let The ShorelineCRM do the nurturing and follow-ups for you! You just need to close the lead!

The ShorelineCRM 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.

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.

The ShorelineCRM includes an easy-to-use drag and drop landing page builder. Easily create your own landing pages and funnels to drive leads to submit a form or book an appointment.

The ShorelineCRM has its own calendar application so you can capture the appointment all in one straightforward flow. It also can sync one or two ways to your google calendar to keep track of and not book appointments when you have other engagements.

Auto-Text Back all and any missed calls.

Use The ShorelineCRM to nurture Shopify abandoned carts, sales, wish lists, and more using eCommerce Marketing Workflows and Sales Funnels.

If someone submits a form or chat form on your website this Conversational Booking Bot will wait a few minutes after the auto-reply is sent and text the user asking them if they want to book a call/appointment while they wait for your reply. Built on Googles Dialogue Pro Technology. Read More.

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.

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 The ShorelineCRM!

The ShorelineCRM has a customizable chat widget you can utilize on your website and respond to chats all within the conversations section of the dashboard.

Connecting your Google My Business allows for call tracking and messaging all within The ShorelineCRM! Respond to GMB messages in the conversations section and set up workflows to auto-respond to missed calls from GMB.

The conversations section of The ShorelineCRM holds all the messaging and responses happening. Converse with clients and leads via email, SMS, FB messenger, phone call, GMB, and respond to reviews. Increase all the ways for your leads to get in contact with you!

Send voicemail messages directly to your prospects.

If you’re in the medical/dental industries, we can ensure that your website and any forms and information given by patients are HIPAA compliant through The ShorelineCRM.

Connect Zoom meetings to The ShorelineCRM workflows, contact info, and more.

eCommerce shopping Cart Marketing and email builder will help send out shopping cart order summaries, emails, texts, and more.

The new ShorelineCRM invoicing feature will let you create an invoice, send it over to receiver and get paid. The first release for invoicing will support one time payments. Read More