The Best CRM & Marketing Automation Software

The Best & Most Efficient CRM

Introducing ShorelineCRM. The best most efficient CRM and Automation Software. Shoreline CRM is a complete CRM with a full Lead Nurturing and Marketing Automation system. It’s the best and your most powerful solution to help Manage Leads, Retain Customers, Close & Nurture More Leads, Track Sales, Match ROI, Schedule Appointments & much more! Proudly Partnering With The GoHighLevel Team!

• 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.




• 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!




• 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.




• 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.




• 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.




• 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.




• 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!




• 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.




• 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.




• 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.




• 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.

• 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.

NEW FEATURE- AI Conversational Booking System

We can’t talk about automation and follow-up lead nurture campaigns without mentioning the new conversational appointment booking system. You can have the Shoreline CRM system book an appointment for you via text so your possible client/customers do not have to wait for a contact form response. 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. The appointment is scheduled automatically using your available dates and times.