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Constant Contact Lead Gen & CRM

Constant Contact Lead Gen & CRM
Formerly SharpSpring

Overview

What is Constant Contact Lead Gen & CRM?

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…

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Awards

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Video Reviews

2 videos

User Review: New Businesses Will Find SharpSpring To Work As A Great Place To Start With Marketing
03:11
SharpSpring Review: Is Not Only Used Effectively By Marketing Co, But Recommended In Client Use
02:56
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Pricing

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Lite

$12

Cloud
per month

Standard

$35

Cloud
per month

Premium

$80

Cloud
per month

Entry-level set up fee?

  • Setup fee required
For the latest information on pricing, visithttps://www.constantcontact.com/pricing…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $449 per month
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Features

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

7.5
Avg 7.7

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

8.8
Avg 7.8

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

7.8
Avg 7.6

Social Media Marketing

Using social media networks to help amplify marketing endeavors.

7.3
Avg 7.6

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

8.3
Avg 7.5

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

7.7
Avg 7.6
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Product Details

What is Constant Contact Lead Gen & CRM?

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 help you send timely SMS and email messages.

Contact Management
- Manage customer segments automatically using customer tags. Then, trigger automations based on how customers engage with messaging.

Automated Messaging
- Deliver timely, relevant content with SMS and email marketing automation using a drag-and-drop Automation Path Builder. This helps to ensure that audiences receive the right message, at the right time: automatically.

Constant Contact Lead Gen & CRM Features

Email & Online Marketing Features

  • Supported: WYSIWYG email editor
  • Supported: Dynamic content
  • Supported: Ability to test dynamic content
  • Supported: Landing pages
  • Supported: A/B testing
  • Supported: Mobile optimization
  • Supported: Email deliverability reporting
  • Supported: List management
  • Supported: Triggered drip sequences

Lead Management Features

  • Supported: Lead nurturing automation
  • Supported: Lead scoring and grading
  • Supported: Data quality management
  • Supported: Automated sales alerts and tasks

Campaign Management Features

  • Supported: Calendaring
  • Supported: Event/webinar marketing

Social Media Marketing Features

  • Supported: Social sharing and campaigns
  • Supported: Social profile integration

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports
  • Supported: Custom reports

Platform & Infrastructure Features

  • Supported: API
  • Supported: Role-based workflow & approvals
  • Supported: Customizability
  • Supported: Integration with Salesforce.com
  • Supported: Integration with Microsoft Dynamics CRM
  • Supported: Integration with SugarCRM

Constant Contact Lead Gen & CRM Screenshots

Screenshot of Get a multi-channel campaign in just a few clicks with the Campaign Builder. Make a few selections and AI does the campaign building for you.Screenshot of Use the power of the AI Content Generator to create content for emails, social posts, or SMS.Screenshot of Curate Advanced Automation workflows to make sure your marketing is always on - even when you're not.Screenshot of Reach your customers wherever they are with SMS Marketing.Screenshot of Plan and post your social media messaging across platforms with our Social Posting tool.Screenshot of Integrate with powerful tools to grow more using Constant Contact.Screenshot of Watch your sends, opens, clicks and more. In-depth reporting allows you to watch the performance of your campaigns over time and see who is engaging and who isn't.

Constant Contact Lead Gen & CRM Video

Constant Contact Lead Gen & CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesAvailable Internationally
Supported LanguagesEnglish, French, Spanish, Dutch, German, Italian, Turkish, Portuguese, Romanian

Frequently Asked Questions

Constant Contact Lead Gen & CRM starts at $449.

HubSpot Marketing Hub, Adobe Marketo Engage, and Salesforce Marketing Cloud are common alternatives for Constant Contact Lead Gen & CRM.

Reviewers rate Lead nurturing automation highest, with a score of 9.4.

The most common users of Constant Contact Lead Gen & CRM are from Small Businesses (1-50 employees).

Constant Contact Lead Gen & CRM Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)56%
Mid-Size Companies (51-500 employees)43%
Enterprises (more than 500 employees)1%
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Comparisons

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Reviews and Ratings

(670)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Constant Contact Lead Gen & CRM is a versatile CRM tool that offers a wide range of features, making it a valuable asset for managing customer relationships and capturing every interaction. Users appreciate the breadth of features available within Constant Contact Lead Gen & CRM, which allows them to efficiently guide clients in marketing automation and lead generation. With its user-friendly interface and excellent tutorials, Constant Contact Lead Gen & CRM proves to be a cost-effective solution that offers exceptional customer service. Marketing agencies and businesses alike rely on this software to effectively manage growth, engage with customers, and address their marketing and sales strategies in one centralized platform.

The primary use case for Constant Contact Lead Gen & CRM is email marketing, including the sharing of newsletters and nurture content with targeted lists. Sales teams also benefit from the software's ability to automate basic emails and marketing campaigns, freeing up time for higher-value tasks. Additionally, Constant Contact Lead Gen & CRM serves as a powerful tool for marketing automation, website submissions, sales management, and account management. It helps gather leads, send targeted emails to leads and opportunities, and address lead management needs.

Users find that Constant Contact Lead Gen & CRM provides the right information at the right time, enabling them to easily understand their sales process and identify areas for improvement. The software facilitates lead database management, tracking, follow-up, and account management. While reporting accuracy can sometimes be a challenge, Constant Contact Lead Gen & CRM offers white-labeling options and integration capabilities by combining CRM, email marketing, and landing page building into one comprehensive solution.

By utilizing Constant Contact Lead Gen & CRM, businesses have been able to solve various problems related to lead capture, user identification and tracking, CRM functionalities, as well as lead management. The software's lead scoring system allows users to prioritize leads effectively and take focused actions. Sales and marketing teams rely on Constant Contact Lead Gen & CRM to track new business prospects, manage contacts efficiently, and gain an overview of their marketing and sales activities and results.

Constant Contact Lead Gen & CRM has proven valuable for agencies managing websites for multiple clients through its partner portal. It effectively tracks ROI and progress with sales leads, aids in social media planning and automation, and provides lead scoring capabilities. Furthermore, Constant Contact Lead Gen & CRM assists in identifying opportunities, understanding prospects' stage in the pipeline, facilitating projections, budget planning, and determining priorities.

The software has also played a crucial role in tracking marketing efforts such as social media post engagement, email analytics, and landing page development. Users appreciate Constant Contact Lead Gen & CRM's ability to reach out to prospective clients, maintain communication with current clients, and prevent anything from falling through the cracks. Marketing automation, CRM functionalities, persona segmentation, recent interaction history analysis are among the various uses of Constant Contact Lead Gen & CRM. Users have found success in using Constant Contact Lead Gen & CRM for marketing automation, CRM, sales functions, and making calls to numerous countries. The software is used daily for handling incoming leads and contacts, managing and monitoring the sales pipeline, automating workflows, creating custom forms and landing pages, managing email subscriber lists, and deploying email marketing campaigns. It offers flexibility and allows users to maintain a consistent brand experience throughout the client/customer journey.

Constant Contact Lead Gen & CRM has proven effective in optimizing sales through onboarding sales teams and creating sales pipelines, resulting in fewer lost leads and better client and prospect engagement. Users have consolidated their CRM, email marketing, landing pages, and social media tools into Constant Contact Lead Gen & CRM, enabling them to utilize behavioral data for targeting their marketing efforts. As a centralized software solution for managing marketing, sales, and lead management within agencies and businesses, Constant Contact Lead Gen & CRM provides automation capabilities across various teams, including marketing, sales, and finance. It also facilitates contact management and internal communication.

For ad agencies and clients alike, Constant Contact Lead Gen & CRM has become the primary software for lead generation, nurturing, and selling. The live chat feature has been successful in engaging visitors on users' websites. Additionally, the affordability and ease of use make Constant Contact Lead Gen & CRM a good fit for marketing agencies and B2B companies. Organizations rely on it to conduct email marketing campaigns, drive users to landing pages, and manage account notes and vital information.

Constant Contact Lead Gen & CRM helps keep sales information together in one place while strengthening communication between sales and marketing teams. Customers appreciate its native connection with common tools as well as the variety of resources available for digital marketing. With a wide range of marketing and tracking capabilities integrated with third-party platforms, Constant Contact Lead Gen & CRM provides users with a complete view of the customer's experience.

Users have praised the responsive live support team for providing necessary steps and solutions to any issues faced. In summary, Constant Contact Lead Gen & CRM has proven to be an indispensable tool for businesses seeking effective lead management strategies, streamlined communication between teams, and a centralized platform for managing marketing and sales efforts. Its feature-rich capabilities and user-friendly interface make it a valuable asset for both marketing agencies and businesses looking to enhance their customer engagement and drive growth.

Intuitive User Interface: Users have consistently praised the intuitive user interface of Constant Contact Lead Gen & CRM, with many stating that it makes tasks easy to accomplish. Several reviewers have expressed their satisfaction with how easily they can navigate through the platform and perform various marketing activities.

Wide Range of Marketing Capabilities: Many users appreciate the extensive range of marketing capabilities offered by Constant Contact Lead Gen & CRM. They have highlighted features such as automation workflows and personalized messaging, which allow them to create targeted campaigns for their audience. The platform's versatility in managing multiple campaigns has also been commended by several reviewers.

Reliable and Insightful Reporting Tools: Reviewers value the reliability of Constant Contact Lead Gen & CRM's software and its ability to provide insightful reporting tools. The CRM system effectively tracks leads and interactions, allowing users to gain valuable insights into their marketing efforts. This feature has received positive feedback from a significant number of users who appreciate the comprehensive reporting feature provided by Constant Contact Lead Gen & CRM.

Confusing and unintuitive user interface: Users have found the email builder's user interface to be confusing and unintuitive, making it difficult for them to efficiently complete tasks. They have expressed frustration with navigating through the software and understanding how to use its features effectively.

Cumbersome design in menus: The design of the email builder has been criticized for being cumbersome, particularly in the menus for the database and HTML editors. Some users have mentioned difficulties in finding specific options or functions within these menus, which has hindered their workflow and efficiency.

Lack of flexibility and variety in templates: Several users have expressed disappointment with the lack of flexibility and variety in email templates provided by the builder. They feel that there are limited options available, which restricts their ability to create visually appealing and engaging emails.

Users recommend utilizing SharpSpring for its customized reports and other features that cater to individual marketing needs. It is advised to thoroughly learn the system before implementation, taking advantage of the automation features during the 30-day free trial. Users also suggest seeking guidance from the support team, account manager, and onboarding specialist for seamless onboarding. Another important point to consider is to align your CRM requirements with SharpSpring's specialization in marketing automation rather than a comprehensive sales CRM tool. Users propose consolidating campaigns into multiple lists for optimal organization. Overall, users appreciate SharpSpring's customer-centric approach and advanced technology, considering it a cost-effective solution with extensive functionality. It is worth noting that Sharpspring is particularly recommended for businesses heavily reliant on email marketing. Furthermore, users encourage feedback submission to customer service when specific desired features are absent. SharpSpring is deemed suitable for managing sales and marketing activities efficiently while providing robust reporting capabilities. To fully harness its potential, users highlight the importance of investing time in understanding and mastering all of its offerings.

Reviews

(1-25 of 522)
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Powerful, yet cost-effective and easy-to-use marketing automation platform

Rating: 9 out of 10
August 09, 2023
NH
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
1 year of experience
SharpSpring is being used at Kokua Creative Group across our entire client base to provide CRM/marketing automation, digital advertising, website tracking/analytics, and social media monitoring/management. The platform is successfully generating and nurturing leads throughout the sales cycle. On the client-side, the platform is being used by the company's sales team. On the agency side, our entire team uses the platform.
  • Automation Sequences - SharpSpring makes it really easy to set up automation sequences (Action Groups) that allow you to automate your communications based on actions taken by the prospect. The automatic lead scoring based on digital body language makes it easy for the sales team to prioritize follow-ups.
  • Designing emails and landing pages - There are a lot of really great templates for emails and landing pages so that even a non-designer, or non-techie, can create the emails and pages needed to support a campaign. The ability to track campaign ROI is built into the process so it's easy to see what marketing efforts are working and what needs to be fine-tuned.
  • Customer Service & Onboarding - From the moment you sign a contract with SharpSpring, you are assigned a customer success manager whose job is to make sure you receive training on the platform and that it is set up to ensure success. During the 3-month implementation period, the SharpSpring team gives you all the tools you need to learn the software. After implementation, the support does not go away. You can call with questions anytime it's needed and the team will walk you through how to do something until your question is resolved.
This is the best CRM/Marketing Automation platform for agencies - hands down. The best value for the money. SharpSpring is comparable to its competitors but offered at a much lower price point.

Great streamlined option for companies that don't want the complexity of Salesforce or similar tools

Rating: 8 out of 10
March 07, 2023
PK
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
2 years of experience
We use SharpSpring from Constant Contact to manage all our marketing contacts and communications, including email newsletters, drip campaigns, lead gen forms, marketing automations, retargeting ads, and website chatbot. We use it as a CRM and digital campaign tool for our marketing efforts across all our leads.
  • Excellent campaign automation - for example, automatically sending emails and adding people to lists based on actions they take.
  • Good lead gen forms, simple set-up.
  • Good media center ability to create trackable links for resources so you can know whenever a lead views it.
Tool is excellent for smaller businesses (while also scaling well) who are in need of a cost-effective CRM that does everything "all-in-one" - including all kinds of automation, lead gen forms, email marketing, and content segmentation. It really does it all (even if not every feature is as strongly executed as other big-name - and expensive - competitors might be).

SharpSpring Has Moved Our Marketing Business To The Next Level

Rating: 10 out of 10
February 21, 2023
DC
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
1 year of experience
We use SharpSpring to, amongst other things, gather valuable data about our clients as they engage with different content. Their lead scoring system is so intuitive that it allows to prioritize and market to specific levels of the buyer's journey. This has been invaluable to our business. We're also able to schedule social media content, create unique landing pages for our different offerings and create automated workflows that save our sales team hours of work each month.
  • Lead Scoring
  • Sales Optimization
  • Landing Page Builder
  • Email Blast Builder
  • Workflow Automations
Scenarios would include (for both our business and our clients):

* Getting detailed information on all the points where our clients have interacted with our business.
* Created an entirely new way to upscale our offerings and bring these benefits to our client base - while improving our bottom line.
* Doing large-scale email campaigns.
* Scheduling all content for our social media posts across multiple channels

SharpSpring, the definitive marketing automation solution for agencies!

Rating: 10 out of 10
November 30, 2022
One of the best marketing automation tools at the market. I firmly believe it is a great tool for agencies to bring the automation power to big, medium and small businesses. It is great to start an inbound marketing project at your client, because you can assign different prices for the license depending of the type of client. CRM included, automation, media center and a lot of powerful functionalities for a lower price than the competitors. It's remarkable that the support team and time response are fast and problem solvers. Keep doing great job SharpSpring!
  • Pricing
  • Functionalities
  • Support
Starting an inbound project with a new client, I highly recommend to include SharpSpring as an option because, for example in Europe is not so well known as other solutions. Believe me that, we could cover at least the 90% of the requirements that other tools like HubSpot offers for medium size companies.

The Best All-in-One CRM Software to Track Visitors, Leads and Sales.

Rating: 10 out of 10
September 28, 2022
JT
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
7 years of experience
  • Sales Pipeline
  • Sales Report
  • Marketing Automation
  • Life of Lead
  • Email Automation and Email Marketing
I have used several CRMs and SharpSpring is really the best and most efficient CRM. You can Track all of your Marketing effort at the same place! The implementation of the system is very simple and fast. You can track your visitors, Prospect, Automation Campaign, Follow up email, Sales Pipeline, Sales, Sales Report, etc! It's all inclusive! The support listens to our recommendations and the platform evolves every month. I will definitely continue to suggest this CRM to my clients

The BEST value for money of anything you might be comparing.

Rating: 10 out of 10
September 22, 2022
MY
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
3 years of experience
A very complete tool to control all your Digital Marketing and the relationship with your customers. Sales modules, marketing, reports, landing pages, forms and a lot of resources at your disposal. The best feature is that it has a native connection with most of the common tools... It should be a must in your company!
  • Email Marketing with "friendly user" templates
  • Easy way to analyze and to have results of everything with the reporting area
  • Superb customer service
  • Easy connectivity with all the tools that you already use it...
It is a very comprehensive tool and easy to connect to other data sources. In my sector (hotel industry) it is common to have a booking engine, a PMS, a Channel Manager and different data sources and SharpSpring makes all these connections easy... Once you have everything connected you discover the full potential of the tool and all that you can do in terms of automation... It's amazing!

SharpSpring became unprofitable after the Constant Contact purchase

Rating: 6 out of 10
August 30, 2022
RT
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
1 year of experience
We used SharpSpring for several years, both for ourselves and with a few clients. When we signed up, the margins were solid, but they reduced over time making the platform unprofitable for our agency.
  • Contact Management
  • Chatbot
I know some agencies that are geared for content marketing do well with it but as an email sending platform, it fails to impress.

Decent Platform

Rating: 8 out of 10
June 23, 2022
Verified User
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
1 year of experience
We use the SharpSpring from Constant Contact for the following: tracking ROI and progress with sales leads; social media planning; tracking automation; lead scoring and more. It helps us identify opportunities and the stage of prospects in the pipeline. It also helps us with projections and budget planning, as well as priorities. I personally use it for tracking marketing efforts, i.e. social media post engagement, email analytics, and landing page development.
  • View of sales leads
  • Social media planning
  • Automation
SharpSpring from Constant Contact is well suited for most marketing needs and functions. It's relatively easy to create landing pages on our website and use them to push newsletters out to targeted segments. The online help desk is always prompt and takes care of questions. I find the social media tool a little awkward to use in comparison to other tools I've used in the past. That needs some work.

SharpSpring works for us

Rating: 10 out of 10
June 11, 2022
We use SharpSpring throughout our entire company. We are using the landing page function, tracking social media, utilizing the automated marketing features, and the automated lead tracking features. We particularly like how everything is fully integrated.
  • Lead tracking
  • Email marketing automation
  • Social media listening
It seems to me that SharpSpring is best suited to companies that are looking to take advantage of shifts in buyers purchasing habits towards automated, digital, inbound marketing and have annual sales of 1million and up.

Align Marketing and Sales teams with SharpSpring + Salesforce integration

Rating: 9 out of 10
June 09, 2022
AN
Vetted Review
Verified User
We use SharpSpring for marketing automation including handling our marketing contacts, campaigns, landing pages, website analytics, and more. With SharpSpring, we have a lot more visibility into our leads' behaviours and how they are engaging with our content. This helps us determine their readiness to engage with the Sales team. SharpSpring is integrated with Salesforce so our marketing team can support our sales team, without the need for them to learn a new tool.
  • Customer journey: life of the lead
  • Automations and workflows
  • List management and segmentation
  • Campaign tracking
  • Reporting and analytics
SharpSpring is great for creating and tracking campaigns that span multiple channels. With the Salesforce integration, we are able to keep our Sales team focused inside Salesforce without them needing to learn a new tool. Our Marketing team uses SharpSpring to nurture leads before handing them off to the Sales team. Though the features are available, SharpSpring would not be suitable for social media management or blogs; our third-party tools do a better job at that.

SharpSpring - All-in-One for Business ROI

Rating: 9 out of 10
May 24, 2022
JV
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
4 years of experience
SharpSpring allows us to easily integrate email marketing, with client relationship management and tie it all together with a robust marketing automation platform. Everything ties together and lives in one easy-to-use platform that makes it easy for everyone from Jr. Salespeople to Sysadmins to manage and operate the system. Very intuitive to use, and not too bad to maintain, at all!
  • Excellent, customizable CRM system
  • Fully integrated marketing automation
  • Transparent analytics from initial contact through completed sale.
If you're working as a digital marketing agency, this platform is for you. Easy client management, single-login access (with full user access controls), an easy-to-use, easy-to-teach interface and more. If you're not an agency, find one who implements SharpSpring, and jump on board with it - it's well worth your small business' time.

SharpSpring is a must have software for every Business looking to utilize efficient email marketing automation and CRM

Rating: 10 out of 10
May 08, 2022
JT
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
1 year of experience
We use SharpSpring to market our webinars with emailers and landing pages. We also use the sales pipeline and life of a lead to convert more leads and increase our overall sales. These features help us capture more leads and nurture them to conversion which we previously could not do.
  • 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.
Very well suited for large corporate and any firms looking to utilize tracking and email marketing to the maximum. It is good at nurturing leads and converting them. I would say since SharpSpring is a little bit pricey that I would not recommend it for tiny firms that are in FMCG sectors and that barely utilize email, never mind email marketing.

Best solution for Marketing Automation

Rating: 10 out of 10
May 02, 2022
RS
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
3 years of experience
We have implemented SharpSpring for our clients and are using it ourselves for Marketing Automation, email marketing, and social media marketing. Our clients are very pleased with the way we create leads for them. SharpSpring gives a lot of insight into the way leads are generated and we use the automation tool also for cross-selling and staying in touch with existing customers.
  • Marketing automation
  • Insight in lead value and status
SharpSpring is best for clients who want to generate lots of leads and convert them to clients. If you look for a complete solution for marketing automation, social media, email marketing, Google Ads, and a CRM, this is the go-to solution. If you are only looking for email marketing without the rest then this is not the best fit.

Great for B2B focused companies! Amazing support team/resource center

Rating: 9 out of 10
April 27, 2022
Verified User
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
3 years of experience
SharpSpring is mainly used as our contact information management software. We utilize the lead scoring and opportunity tracking functions to determine how our Account Reps should focus their time. Drip campaign creation, implementation, and tracking can all be done from within the software. Automated workflows are created often to communicate with a large number of customers, including some while excluding others based on criteria provided by us.
  • Customer support experience is phenomenal
  • Online forums hosted on their website are helpful
  • Automated workflows are easy to work with
SharpSpring is well suited for a small to medium-sized business like the one I work for. We have 500 employees, but less than 50 of these employees come in contact with our CRM. We have a team of 10 or so account reps across all locations that utilize SharpSpring daily. For large companies with 100+ daily users, it may be better to use HubSpot or Salesforce.

SharpSpring - Great Marketing Automation & Lightweight CRM

Rating: 6 out of 10
April 26, 2022
We currently use SharpSpring in the sales and marketing departments as a marketing automation software and also as a lightweight CRM. It fulfills our needs above and beyond for marketing automation. For CRM, the lead scoring capabilities are fantastic and the tied-in automation free up the sales team for higher-value tasks.
  • The customizable contact manager is a great tool as it allows all of the sales team to sort and filter the way each of them prefers.
  • The email automations are easy to set up (with a little practice, and a bit of logic) and make life so much easier. You can tie them into triggers your leads have stepped into (filling out a form, watching a video on your site, etc.), or simply have them sent out from a tag or a persona assignment (automated or not).
  • The life of the lead is very helpful. Seeing the full story of your lead, in that they may have only filled out a form today, but they've actually been visiting your site for 4 years, is really helpful prior to picking up the phone.
I would definitely recommend SS to a team looking for an inexpensive marketing automation solution that has fantastic support (they answer SO fast!) and also needs a lightweight CRM. I don't think this is the right solution for a massive sales team, but for a smaller one likes ours, it's perfect.

SharpSpring helps with practicality and customization of fields and important information for the sales performance report.

Rating: 8 out of 10
April 26, 2022
CS
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
1 year of experience
I use SharpSpring to track the flow of legal services sales and generate performance reports. SharpSpring helps me control how detailed the negotiation is.
  • Track the flow of legal services sales
  • Sales performance reports
  • Control how detailed the negotiation is
It is useful to generate control of the sales flow and who is responsible. SharpSpring could help document creation by exporting filled fields to standard documents.

Competitive with the major brands but more cost effective

Rating: 9 out of 10
April 12, 2022
SharpSpring is our CRM and our marketing automation platform. We use if for client processes, marketing, prospecting, sales and all related metrics. The granular lead scoring capability and the marketing automation make it an incredible prospecting and data tool that provides intelligence around industry interests and needs.
  • Leadscoring
  • Prospect and Customer Journey
  • Comprehensive Analytics
The ability to load all marketing media, including ads through the platform...and associating a unique IP to each contact helps us to lead score and gain particular insight into what is resonating with prospects and where prospects are on the journey. While it is a serviceable CRM, it is a great marketing automation platform. For the price, better than the major competitors.

SharpSpring - All of the functionality your business needs

Rating: 8 out of 10
March 31, 2022
TM
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
1 year of experience
SharpSpring is a complete email marketing tool that we use to reach out to clients and market to new leads. We use the automation tools to create drip campaigns and re-marketing campaigns for potential leads. We also use the page builder to build simple landing pages and sales funnels. The contact manager has the ability to mange our list of 30,000+ without any extra costs.

It used by both our sales teams and client care teams to help the business grow. As a marketer I use SharpSpring to create campaigns that convert to sales and retention.
  • Email Marketing
  • Analytics and Reporting
  • Automation and Drip Campaigns
SharpSpring is well suited for small to mid size businesses that are looking for a cost effective way to build email marketing campaigns. It is significantly cheaper than most of it's competitors with all of the functionality of the larger platforms.

It is also a valuable sales tools for companies looking to grow leads and bring in new business.

SharpSpring – Forward Thinking Marketing Automation Platform

Rating: 8 out of 10
March 29, 2022
PB
Vetted Review
Constant Contact Lead Gen & CRM
4 years of experience
I use SharpSpring daily to help me manage leads, opportunities, and clients. For my own use… I start each day with SharpSpring, looking at visitors to our site, checking my opportunities, and scheduled events. SharpSpring has introduced a bunch of new tools in 2019/20… chatbots, video conferencing (with share screen capability), a remarketing engine, calendar appointment integration. Beyond the typical automation tools, our company uses it to post social media. We also use SharpSpring to manage our clients in the same fashion.
  • A/B testing for emails and landing pages.
  • Identify anonymous website visitors - this shows company that hits the site - not the individual, but still powerful.
  • Automated workflows.
  • Team video conferencing - with screen sharing.
  • Customer Relationship Management - notes, contacts, engagement, lead scoring, communication dashboard.
  • Email marketing.
The original model was very well suited for marketing agencies. I suppose it still is, however they seem to have changed the game plan somewhat with the client direct billing.
I don't think the system is suitable for micro-businesses. Even those with 10-15 sometimes don't understand the value of the platform.

Stay on top of your sales with SharpSpring

Rating: 9 out of 10
February 27, 2022
Verified User
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
2 years of experience
SharpSpring from Constant Contact helped us to reach out to prospective clients and stay in touch with current clients. It allowed us to track our leads and helped to ensure that nothing fell through the cracks, as we could set reminders and tasks. It also helped significantly with outreach since the acquisition from SharpSpring from Constant Contact.
  • Lead management, it organizes the leads clearly.
  • The interface is easy and it's quick to learn; new team members can pick it up quickly.
  • Clear indicators on past due items help to ensure things don't slip through the cracks.
SharpSpring from Constant Contact is great for our organization in that it's easy to use and easy to learn. The opportunities are clearly visible, it's easy to add custom fields, and it's easy to add information and move leads through the sales pipeline. From a management perspective, it seems to give clear reporting and indicators of the team's tracking to goal.

Amazing Marketing Automation!

Rating: 10 out of 10
February 26, 2022
Verified User
Vetted Review
Constant Contact Lead Gen & CRM
2 years of experience
Sharpspring has been integral to our mid-size marketing agency. We use it for several clients across the country and have been able to increase ROI and engagement through marketing automation and sales. I would highly recommend SharpSpring to any agency (or company for that matter) to give your marketing efforts a boost.
  • Ease of use.
  • Customer service.
  • Affordability.
I personally think it is well suited for almost any industry. The sales team is incredibly helpful in our efforts to sell to our clients and the onboarding team is incredibly knowledgeable in helping get new clients set up. Overall, I am very happy with our decision to go with SharpSpring and would recommend it to anyone looking for a powerful CRM with marketing automation.

A Robust CRM, Email Marketing and Automation Platform

Rating: 9 out of 10
February 21, 2022
KP
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
5 years of experience
We use Sharpspring as our own CRM and email marketing platform, as well as the platform that we recommend to all clients in need of a robust CRM, automation and email marketing platform. We use the system for ourselves to send out our monthly newsletters, and for our clients to manage sales pipelines, monitor sales person activity, and send out emailers.
  • Marketing automation and visual workflows
  • Email marketing
  • Sales pipelines
  • Contact management and life of the lead
SharpSpring from Constant Contact is a robust platform for users who will be sending frequent emailers and really want to take advantage of marketing automation. The visual workflow builder for automations and action groups makes it very easy to target users who visit specific pages, open emails or click on links. The sales pipeline is also fairly simple to use, and the sales reports are highly functional for active sales teams. The list-building functionality also makes it very easy to segment audiences based on a number of criteria, such as form fills of specific forms, pages visited, etc.

The Sharpest Spring in the Drawer

Rating: 5 out of 10
February 17, 2022
RS
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
1 year of experience
Our sales and marketing teams use SharpSpring. After having Leadfeeder for a year, we changed to SharpSpring because we were looking for more functionality. SharpSpring didn't give us everything we wanted, but it was the best overall solution. Sales and finance love the opportunity and pipeline reporting. Prior to SharpSpring, we used Excel to track the pipeline. Cumbersome is probably the best description of that process. With SharpSpring, it is much faster and more streamlined--easier to get a quick glance or a deeper dive.

Marketing uses it to track web guests and trends, emailing, forms, and the marketing automation. Because of SharpSpring, we have a much greater sense of how our customers engage with us. In today's world, that matters.
  • Automated web lead response
  • Automated opportunity creation
  • Email lists
  • Tracking anonymous web guests
  • Pipeline
  • Campaign tracking
Big picture, if you want to understand which companies are coming to your site and what content they consume, SharpSpring does that. You can get some reporting on web traffic, like entrance pages. But you can't get exit pages. You need the complete picture, not just a partial.

The functionality for sending to lists is OK. But I'd like to set things up such that if someone doesn't open an email after three days, I can automatically send another email. Right now, I can't do that.

The campaign tracking is OK. But several improvements would greatly enhance the value that SharpSpring brings to the organization. One is the cost of campaigns. I can't enter the cost of a campaign to see what my cost per lead and cost per sale is. That is fundamental. When looking at a campaign, I can't click to drill down to see a more granular level. I need that.

SharpSpring is a huge program. It does a lot. The good news is that it has a ton of functionality. The bad news is that learning all of that takes time and unless you use features frequently, you have to dig to find how to do some tasks.

Great software!

Rating: 8 out of 10
January 21, 2022
KK
Vetted Review
Verified User
Constant Contact Lead Gen & CRM
1 year of experience
I use SharpSpring from Constant Contact to automate marketing processes, deploy email communications, and gain insight on our campaigns. I also look at things such as the life of the lead to get a better understanding of how prospects are interacting with us.
  • Email stats such as open and click-through rates
  • Campaign insights to get an overview on campaign performance
  • The email builder is robust and easy to use
I think SharpSpring from Constant Contact is a great solution for small to medium-sized businesses. It has a lot of useful functionalities, such as marketing automation, email marketing, campaign insights, and more. Their customer support is exceptional and always helps me to find solutions to my questions.

Grow your Business with SharpSpring

Rating: 10 out of 10
December 20, 2021
FM
Vetted Review
Constant Contact Lead Gen & CRM
4 years of experience
Sales made easy. Our Sales teams uses SharpSpring from start to finish in our sales process. It is where we manage our contacts. We assign buyer personas for dynamic content. The "Life of the Lead" feature gives us a view of what has been done and how successful it was. We put in notes and can make calls directly from the app. We have our email strategy planned and implemented for the upcoming year. The campaign and List feature allow for quick targeting of our prospects. We track our sales opportunities for ROI and where to increase/decrease our marketing tactics. We also offer SharpSpring to our clients.
  • Email marketing with Smart emails and Mail Sync!
  • Workflows for automation. We use that feature for 80% of our email marketing.
  • We use Sales Dialer as well. It is a game changer.
  • The "Unengaged" list. Allows our team to come up with other strategies for contacting a prospect as well as allowing us to update or delete a contact.
  • Social media. When a contact is shown to have a LinkedIn profile we automatically reach out to connect.
We have had huge success using the email marketing feature in SharpSpring. From design to reporting, it has allowed our organization to be seen by the right prospects in a professional manner while tracking our engagement by campaigns and opens/clicks. This reporting allows our team to update tactics and contact's data in an easy and quick way. The automation feature has really helped us with our follow-up! The Sales Dialer is a game-changer as well as the Sales Optimizer!
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