background

Strengthen Collaboration

Bring Sales and Marketing Together

Plug StoneShot directly into Salesforce or Microsoft Dynamics to sync contacts, leads, and accounts seamlessly. Give Sales on-brand email tools and actionable analytics right where they work, while ensuring every message stays on-brand. Close the gap between Sales and Marketing to drive smarter, more connected engagement.

Free Trial
CRM
Full capabilities without leaving your crm

Native

Full StoneShot Capabilities Without Leaving Your CRM

The StoneShot CRM widget gives Sales and Marketing everything they need in one place. It shows engagement insights, event history, preferences, workflows, and documents directly on CRM contact, lead and account pages. Teams can understand, engage, and act seamlessly.

Effortless Data Synchronization

Keep Your Data Clean and Connected

StoneShot connects with Salesforce and Microsoft Dynamics to keep contacts, leads, and accounts consistent across teams. You decide which fields sync and the direction of updates. When Marketing updates a contact, it reflects in CRM; when Sales updates a record, it flows back into campaigns — but only where you’ve specified. Eliminate duplicate work, outdated data, and missed opportunities with a single, reliable source of truth.

Keep your data clean and connected
Go deeper with custom insights

Analytics Tailored to Your Strategy

Go Deeper With Custom Insights

Want to build your own dashboards in CRM? No problem. This optional feature syncs every open, click, webpage view, download, and event engagement as raw CRM data ready to fuel your custom dashboards, reports, and workflows in Salesforce or Dynamics.

Save Time

Help Sales Win More, Faster

With StoneShot for Sales, your team can send high-impact, on-brand emails straight from CRM quickly and confidently. Marketing stays in control, and Sales focuses on personalized, scalable engagement with real-time tracking.

Help sales win more faster

You'll be in Great Company

Trusted by boutiques and global financial services brands

  • BNY Mellon
  • Causeway
  • edentree
  • CIBC
  • Quilter Investors
  • UBS
  • Legal & General
  • BNP Paribas
  • HSBC
  • RBS
  • BlackRock
  • Alcentra
BNY Mellon Causeway edentree CIBC Quilter Investors UBS Legal & General BNP Paribas HSBC RBS BlackRock Alcentra

Here’s What Our Customers Have To Say

Users voted StoneShot a Leader and High Performer on G2

Built For Financial Services

“Stoneshot is one of the best comprehensive platforms for the asset management industry!"

G2 Logo.

Verified User
Financial Services

User Friendly Design

"StoneShot is great to use, allowing you to build emails easily & backed up with great MI."

G2 Logo.

Verified User
Financial Services

Dedicated Support

"Great marketing automation platform with an outstanding support team"

G2 Logo.

Verified User
Financial Services

We can help get more from your Marketing Budget

Elevate your email and events program with StoneShot. Learn how we've driven these successes.

55%

Reduction in Fake Opens and Clicks

19%

Increase in Quality Leads

80%

Reduction in Production Time

Users Voted StoneShot a Leader and High Performer on G2

We’re proud to be rated highly on G2 by customers who use StoneShot every day. Feedback from our customers has helped us build a platform that truly supports the way financial marketing teams work.

StoneShot is rated
G2 Rating
By users on G2
Read Reviews on G2
BadgeBadgeBadgeBadgeBadgeBadge
BadgeBadgeBadgeBadgeBadgeBadge

Frequently Asked Questions

What does the CRM integration do?
It connects StoneShot with your CRM so data flows between the two systems, keeping marketing and sales teams aligned.
Which CRMs does StoneShot integrate with?
StoneShot integrates with Salesforce and Microsoft Dynamics, with setup guides available for each.
What is Contact Sync?
Contact Sync keeps contacts and accounts in StoneShot up to date with your CRM, ensuring your marketing lists and segments are always accurate.
What is Data Sync?
Data Sync pushes engagement data (such as campaign opens, clicks, and event attendance) back into your CRM so sales teams can see client activity in real time.
Can I control how often data syncs?
Yes. You can set the sync frequency to meet your business needs and avoid exceeding data transfer limits in your CRM.
How does this help Sales?
Sales teams can see email engagement, event attendance, and other marketing insights directly in CRM, helping them follow up at the right time.
Does the integration work both ways?
Yes. Data moves in both directions—CRM to StoneShot for contacts and accounts, and StoneShot to CRM for campaign and event engagement. You can define the field mapping and which platform is the "master" for each field. You can also sent manual sync at a field level to check-in each update.
Is setup complex?
No. We like to work with our clients on setup though you can do it yourself. It usually takes an hour or two with your CRM administrator.
Backdrop Backdrop

Boost Engagement &
Conversions With StoneShot

  • Complimentary 30-day trial
  • Personalize content for higher engagement
  • Track performance and optimize future campaigns
Start Free Trial See Pricing