What users are saying about
24 Ratings
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Top Rated
624 Ratings
24 Ratings
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Score 8.7 out of 100

SharpSpring

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Top Rated
624 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.6 out of 100

Likelihood to Recommend

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

SharpSpring

Over the past several years, SharpSpring has become my preferred solution for small to medium businesses. It has probably 90% of the features that you'll find with the enterprise solutions and is much more intuitive than the competition. Additionally, they pretty much include all of their features in the price. There really aren't upsells or upgrades to get more features. Some tools are better than others. I really like the CRM, Email, & Marketing Automation components. The Landing Page builder is okay but very limited and doesn't take too well to custom HTML code. I probably wouldn't recommend SharpSpring for an enterprise-level customer because it isn't as customizable as many of the enterprise-level marketing automation platforms. For the prices, features, and ease of use, it really is hard to beat.
Tim Hemingway | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
SharpSpring
Customer data management / contact management
Close
7.8
SharpSpring
Workflow management
Close
8.2
SharpSpring
Territory management
Close
8.0
SharpSpring
Opportunity management
Close
8.4
SharpSpring
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
SharpSpring
Contract management
Close
10.0
SharpSpring
Interaction tracking
Close
7.5
SharpSpring
Channel / partner relationship management
Close
9.7
SharpSpring

Customer Service & Support

Close
9.2
SharpSpring
Case management
Close
8.0
SharpSpring
Call center management
Close
9.7
SharpSpring
Help desk management
Close
10.0
SharpSpring

Marketing Automation

Close
8.9
SharpSpring
Lead management
Close
7.7
SharpSpring
Email marketing
Close
10.0
SharpSpring

CRM Project Management

Close
7.4
SharpSpring
Task management
Close
5.5
SharpSpring
Billing and invoicing management
Close
10.0
SharpSpring
Reporting
Close
6.7
SharpSpring

CRM Reporting & Analytics

Close
9.3
SharpSpring
Forecasting
Close
10.0
SharpSpring
Pipeline visualization
Close
8.0
SharpSpring
Customizable reports
Close
10.0
SharpSpring

Customization

Close
8.0
SharpSpring
Custom fields
Close
8.0
SharpSpring
Custom objects
Close
10.0
SharpSpring
Scripting environment
Close
8.0
SharpSpring
API for custom integration
Close
6.0
SharpSpring

Security

Close
7.8
SharpSpring
Single sign-on capability
Close
8.0
SharpSpring
Role-based user permissions
Close
7.5
SharpSpring

Social CRM

Close
10.0
SharpSpring
Social data
Close
10.0
SharpSpring
Social engagement
Close
10.0
SharpSpring

Integrations with 3rd-party Software

Close
7.0
SharpSpring
Marketing automation
Close
7.0
SharpSpring

Platform

Close
10.0
SharpSpring
Mobile access
Close
10.0
SharpSpring

Email & Online Marketing

Close
SharpSpring
7.7
WYSIWYG email editor
Close
SharpSpring
6.7
Dynamic content
Close
SharpSpring
8.2
Ability to test dynamic content
Close
SharpSpring
8.2
Landing pages
Close
SharpSpring
6.5
A/B testing
Close
SharpSpring
8.4
Mobile optimization
Close
SharpSpring
5.9
Email deliverability reporting
Close
SharpSpring
7.9
List management
Close
SharpSpring
8.8
Triggered drip sequences
Close
SharpSpring
8.5

Lead Management

Close
SharpSpring
8.4
Lead nurturing
Close
SharpSpring
8.6
Lead scoring and grading
Close
SharpSpring
8.0
Data quality management
Close
SharpSpring
8.5
Automated sales alerts and tasks
Close
SharpSpring
8.5

Campaign Management

Close
SharpSpring
8.1
Calendaring
Close
SharpSpring
8.2
Event/webinar marketing
Close
SharpSpring
8.1

Social Media Marketing

Close
SharpSpring
6.8
Social sharing and campaigns
Close
SharpSpring
6.4
Social profile integration
Close
SharpSpring
7.1

Reporting & Analytics

Close
SharpSpring
7.5
Dashboards
Close
SharpSpring
7.3
Standard reports
Close
SharpSpring
8.3
Custom reports
Close
SharpSpring
6.8

Platform & Infrastructure

Close
SharpSpring
8.0
API
Close
SharpSpring
7.5
Role-based workflow & approvals
Close
SharpSpring
8.2
Customizability
Close
SharpSpring
7.7
Integration with Salesforce.com
Close
SharpSpring
8.1
Integration with Microsoft Dynamics CRM
Close
SharpSpring
8.3
Integration with SugarCRM
Close
SharpSpring
8.2

Pros

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto | TrustRadius Reviewer

SharpSpring

  • Crm, with custom fields that can be customized per organization
  • Sales pipelines, which lets you track an opportunity along the sales process. Can implement automation with tasks creation, emails to prospect and notifications
  • Email marketing with easy to use email builder. Campaigns can be sent out manually or automatically. Can also be used for templated emails to send to contacts.
Kaila Troia | TrustRadius Reviewer

Cons

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty | TrustRadius Reviewer

SharpSpring

  • Custom Form Field - Weakest point of the software for me. Hard to make custom field and options are limited
  • Nuanced Automations are Hard - Lacking some more advanced automation capacities and options
  • Hard Bounces / Suppressions - Very aggressive suppression engine means that active subscribers are "bounced" then removed from email lists suddenly without much recourse
Billy Alguire | TrustRadius Reviewer

Likelihood to Renew

Close

No score
No answers yet
No answers on this topic

SharpSpring

SharpSpring 7.8
Based on 31 answers
We have been very impressed with all aspects of this software and the potential for it to radically change how we operate is huge! Support has been exceptional and we have discovered many extra uses for the software than originally thought. Not only will it give us benefits for our company's growth, but for our client's growth as well.
David Fox | TrustRadius Reviewer

Usability

Close

Close 7.0
Based on 1 answer
Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
Anonymous | TrustRadius Reviewer

SharpSpring

SharpSpring 8.2
Based on 70 answers
This rating is coming from an administrative perspective. With so many features, workflows, dashboards, and more, there is certainly a lot going on, and even the most savvy software user can get a little overwhelmed when trying to decide how to best implement and utilize the platform to its full potential. That being said, the SharpSpring platform is well-implemented and well-organized, with most solutions being fairly intuitive, once you have a grasp of the software. It is fairly easy to learn, but difficult to master. Just like any powerful platform, however, the complexity is worth it, and once you are comfortable navigating and problem solving within SharpSpring, it becomes a great marketing and sales tool which can do virtually anything you need it to.
Christine Mullins | TrustRadius Reviewer

Support Rating

Close

Close 7.0
Based on 1 answer
I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
Anonymous | TrustRadius Reviewer

SharpSpring

SharpSpring 8.7
Based on 80 answers
The support is great which really helps overcome challenges if you become stuck and the training videos are great too. Same-day replies are great and I even got some help with some CSS code on the chat. Not many organizations would do this or even respond.
Darren Winter, MA | TrustRadius Reviewer

Implementation Rating

Close

No score
No answers yet
No answers on this topic

SharpSpring

SharpSpring 8.0
Based on 14 answers
Overall I would say to be patient and bring everyone who will be touching the platform to the onboarding sessions. The Virtual Classroom lets you onboard as quickly or slowly as you want. Sales, marketing, design, account management, get 'em all in on it. For the most part, they will be happy to use this platform. I recommend getting as many people as possible to see the SharpSpring demo.
Matthew Maginley | TrustRadius Reviewer

Alternatives Considered

Close

Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
Jason Vance | TrustRadius Reviewer

SharpSpring

We have tested and work with several marketing automation/CRM systems over the course of over 25 years in the B-to-B marketing/advertising business, among them are: HubSpot, Marketo, Pardot, Zoho, Salesforce, and many others. SharpSpring continues to be the gold standard for me in terms of overall value and ease of use.
Dave Strand | TrustRadius Reviewer

Return on Investment

Close

  • Has allowed us to have full visibility into our pipeline
  • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
Erik Zahnlecker | TrustRadius Reviewer

SharpSpring

  • It's had a positive impact on ROI in that it's provided management with visibility into forecasting, making the budgeting process clearer.
  • When new representatives join the company it's easy to get [them] up and running in SharpSpring, minimizing time spent on training.
  • SharpSpring helps our team of reps clearly see the current list of opportunities, and create tasks to make sure we don't miss any follow-ups
Jason Carlage | TrustRadius Reviewer

Screenshots

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Close Editions & Modules

Edition
Starter$291
Basic$691
Professional$991
Business$1491
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing in addition to the month-to-month prices listed here.

SharpSpring

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required

SharpSpring Editions & Modules

Edition
1,000 Contacts$3991
2,500 Contacts$4991
5,000 Contacts$6991
10,000 Contacts$8991
20,000 Contacts$1,2991
  1. per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Close
8.9
SharpSpring
7.9

Likelihood to Renew

Close
SharpSpring
7.8

Usability

Close
7.0
SharpSpring
8.2

Reliability and Availability

Close
SharpSpring
6.1

Performance

Close
SharpSpring
5.4

Support Rating

Close
7.0
SharpSpring
8.7

Online Training

Close
SharpSpring
4.5

Implementation Rating

Close
SharpSpring
8.0

Scalability

Close
SharpSpring
3.5

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