Constant Contact Advanced Automation helps users to send the right message at the right time, from Social to SMS and email to ecommerce. Multi-Channel Campaigns - Create comprehensive marketing campaigns with just a few clicks. The Campaign Builder tool can help launch a multi-channel campaign across email, social, and SMS. Pre-Built Automation Templates - Setup your automations quickly with pre-built automation templates to…
$449
per month
Insightly
Score 8.0 out of 10
N/A
Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
SharpSpring is comparable to Insightly, Pipedrive[,] and Zoho Assist. I'm giving the edge to SharpSpring because it's what I'm using now, it's easy to use and I like the layout, and it's easy to move leads through the sales process as well as set tasks and reminders. I much …
I found SharpSpring to be the easiest CRM to use. On a scale of 1 to 5, 5 being the easiest to learn and use, I'd give Salesforce a 1, SharpSpring a 5 and the others fall in between. It's customizable, it's easy to update leads, and most of all there are no quirky error …
SharpSpring has an abundance of features, technology and value for the cost, especially compared to other platforms. We needed a large number of contacts and email allowance primarily. Either the other platforms didn't stack up in terms of features or functionality, or the cost …
We have worked with Pardot in the past, for 2 clients, which is also an amazing system. Ultimately, we choose SharpSpring due to its lower cost and flexibility to use for ourselves. As an agency, we have options to manage and recommend SharpSpring to our clients. We have also …
At first we were forced to duct tape a lot of tools together for ourselves and our clients to get things done. We were doing this until we could afford the investment of a platform we could latch on to and build our business around. We understand that Sharpspring is a "swiss …
Insightly ranks towards the top for ease of use and that is very important, as we add new team members. Sage is a little dated and clunky, and I find Salesforce to not be intuitive at all and extremely clunky, and if an error is made it is impossible to understand what it is …
Constant Contact is excellent for small businesses wanting a simple email to their customers and leads. We've found that it's not the most robust solution for more complex funnels involved in e-commerce or information publishing. For instance, setting up specific flows based on user behavior, VIP status, and other attributes is lacking.
The positive and negative feature lists are why I give Insightly a nine out of ten. A LOT of the features are unique, but the ones lacking affect how I envision the perfect workflow for my team. My job is to create and streamline processes for my team; with AppConnect, I'm hoping a lot of the manual work is taken off their plate so they can focus on the essential things. I really hope Insightly implements a true "reply to email" feature in the future.
Their Emailers are very easy to construct and user-friendly. It takes your Newsletter and sales emails to the next level, especially with the action groups and trigger functionalities.
The life of the lead functionality allows you to see when leads get warmer, so you know when to send them what. Helps improve conversions.
The landing page builder is a bit hard to use. Doesn’t have much flexibility.
Sometimes confusing between types of workflows to use. Opportunity versus visual.
If you imported contacts that weren’t formatted correctly. It is hard to delete a bull amount. Need to type DELETE for each one manually. No bull options to make changes.
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.
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
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.
There is really nothing as far as customization to the system that we cannot do. It's extremely easy to customize as well as use. Anything we want to add or remove to our Objects can usually be done in a few minutes or less. You can tell everything is very well thought out and was made to be modern and up to date.
The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
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.
We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
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.
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
Can send content & templates to Sales to send in their reach-outs (Outlook extension)
Ad retargeting
Social listening tool
Social media scheduling
Email builder: dynamic content
Landing pages: dynamic content, rebrandable domain name
Chatbot Platform seems intuitive to use
Forms auto-complete for known visitors
Instant 2-way sync with Salesforce
Trigger automated workflows from social media
It was easy to receive demo, streamlined sales process
SharpSpring: approx. $13,000 USD per year + $2,000 USD one-time for onboarding Pardot: $32,400 USD per year + $3,000 to $5,000 USD one-time for onboarding HubSpot: $20,381 USD per year + $3,000 USD one-time for onboarding Marketo: $29,015 USD per year + $4,500 USD one-time for onboarding
Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well
I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
Streamlined Processes - sales and marketing are now all in the same place.
Reduced Number of Platforms/Tools - CRM/lead management, email, automation, landing pages, forms, etc are all in the same place rather than using multiple tools.
Time-saving - sales pipeline is very easy to use for sales. For marketing, we have dozens of workflows that eliminate much of our manual processes from the past.
Return on Investment - We're more focused on moving the building the business than ever before because SharpSpring has simplified so many of our business operations and we're seeing massive results!
Lead generation - Up SIGNIFICANTLY (between 3x & 4x) since setting up SharpSpring.