Constant Contact Lead Gen & CRM Reviews & Ratings 2024

Pricing

View all pricing

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

Features

Email & Online Marketing

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

7.5

Avg 7.7

7.7
WYSIWYG email editor
(468) Ratings
Users can create html emails through a drag-and-drop interface, without html coding knowledge.
7.3
Dynamic content
(452) Ratings
Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).
6.8
Ability to test dynamic content
(433) Ratings
Users can test dynamic content prior to launching a campaign.
6.4
Landing pages
(440) Ratings
Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.
7.5
A/B testing
(395) Ratings
Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.
5
Mobile optimization
(426) Ratings
Users can easily optimize emails and landing pages for mobile devices.
8.8
Email deliverability reporting
(496) Ratings
The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.
9.2
List management
(498) Ratings
This involves creating, filtering, editing, merging and de-duping lists of contacts.
9.3
Triggered drip sequences
(473) Ratings
The software allows users to set up automatic / drip email campaigns triggered by certain events.

Lead Management

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

8.8

Avg 7.8

9.4
Lead nurturing automation
(484) Ratings
Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.
8.5
Lead scoring and grading
(490) Ratings
Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.
8.3
Data quality management
(466) Ratings
The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.
8.9
Automated sales alerts and tasks
(462) Ratings
The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.

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

7.7
API
(364) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
7.9
Role-based workflow & approvals
(403) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
8.6
Customizability
(439) Ratings
Users can customize their instance with features like custom fields and custom objects.
8
Integration with Salesforce.com
(217) Ratings
The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
7
Integration with Microsoft Dynamics CRM
(98) Ratings
The software can integrate with Microsoft Dynamics CRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
7
Integration with SugarCRM
(91) Ratings
The software can integrate with SugarCRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Watch Learn more about Constant Contact's all-in-one marketing platform.

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

Show Unsupported 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 Integrations

Constant Contact Lead Gen & CRM Competitors

Constant Contact Lead Gen & CRM Technical Details

Deployment Types	Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Unspecified
Mobile Application	Apple iOS, Android, Windows Phone
Supported Countries	Available Internationally
Supported Languages	English, French, Spanish, Dutch, German, Italian, Turkish, Portuguese, Romanian

Constant Contact Lead Gen & CRM Downloadables

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

Consumers	0%
Small Businesses (1-50 employees)	56%
Mid-Size Companies (51-500 employees)	43%
Enterprises (more than 500 employees)	1%

Comparisons

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Reviews and Ratings

(670)

May 7th 2024

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!

Business Problems Solved
Pros
Cons
Recommendations

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

Nancy Hamlet

Founder/Owner

Kokua Creative Group (Marketing & Advertising, 1-10 employees)

Vetted Review

Verified User

1 year of experience

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Likelihood to Recommend

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

Philip Kline

Marketing Coordinator

Visual Storage Intelligence (Information Technology & Services, 51-200 employees)

Vetted Review

Verified User

2 years of experience

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Likelihood to Recommend

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

Devon Clark

Managing Director

Zebrand (Marketing & Advertising, 1-10 employees)

Vetted Review

Verified User

1 year of experience

Use Cases and Deployment Scope

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.

Pros and Cons

Lead Scoring
Sales Optimization
Landing Page Builder
Email Blast Builder
Workflow Automations

Likelihood to Recommend

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

Alvaro Pastor Vara

Account Manager

Nfq Advisory, Solutions, Outsourcing (Marketing & Advertising, 1-10 employees)

Vetted Review

3 years of experience

Use Cases and Deployment Scope

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!

Pros and Cons

Pricing
Functionalities
Support

Likelihood to Recommend

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

Jasmin Tremblay

Senior Web Developer

cFocus (Marketing & Advertising, 1-10 employees)

Vetted Review

Verified User

7 years of experience

Pros and Cons

Sales Pipeline
Sales Report
Marketing Automation
Life of Lead
Email Automation and Email Marketing

Likelihood to Recommend

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

Marcos Yudici

Senior Marketing Manager

Roiback (Hospitality, 51-200 employees)

Vetted Review

Verified User

3 years of experience

Use Cases and Deployment Scope

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!

Pros and Cons

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...

Likelihood to Recommend

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

Ryan Turner

Co-Owner

3PRIME, LLC (Internet, 1-10 employees)

Vetted Review

Verified User

1 year of experience

Use Cases and Deployment Scope

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.

Pros and Cons

Contact Management
Chatbot

Likelihood to Recommend

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

1 year of experience

Use Cases and Deployment Scope

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.

Pros and Cons

View of sales leads
Social media planning
Automation

Likelihood to Recommend

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

Wayne Ivey

President

Local MarketPlace (Marketing & Advertising, 1-10 employees)

Vetted Review

1 year of experience

Use Cases and Deployment Scope

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.

Pros and Cons

Lead tracking
Email marketing automation
Social media listening

Likelihood to Recommend

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

Andrea Nwobosi

Marketing and Business Development Specialist

Elantis Solutions Inc. (Information Technology & Services, 11-50 employees)

Vetted Review

Verified User

Use Cases and Deployment Scope

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.

Pros and Cons

Customer journey: life of the lead
Automations and workflows
List management and segmentation
Campaign tracking
Reporting and analytics

Likelihood to Recommend

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

Josh VanMeter

Digital Marketing

Max Effect Marketing (Marketing and Advertising, 1-10 employees)

Vetted Review

Verified User

4 years of experience

Use Cases and Deployment Scope

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!

Pros and Cons

Excellent, customizable CRM system
Fully integrated marketing automation
Transparent analytics from initial contact through completed sale.

Likelihood to Recommend

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

Jurgen Teichert

Customer Success Officer

V5 Digital (Marketing & Advertising, 1-10 employees)

Vetted Review

Verified User

1 year of experience

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Likelihood to Recommend

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

Rene Spijker

Owner

Spijker & Co (Marketing & Advertising, 1-10 employees)

Vetted Review

Verified User

3 years of experience

Use Cases and Deployment Scope

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.

Pros and Cons

Marketing automation
Insight in lead value and status

Likelihood to Recommend

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

3 years of experience

Use Cases and Deployment Scope

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.

Pros and Cons

Customer support experience is phenomenal
Online forums hosted on their website are helpful
Automated workflows are easy to work with

Likelihood to Recommend

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

Gabrielle Dindinger

Account Executive

Core dna (Information Technology & Services, 11-50 employees)

Vetted Review

3 years of experience

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Likelihood to Recommend

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

Cleiton Silva

Analista comercial

Pryor Global (Legal Services, 51-200 employees)

Vetted Review

Verified User

1 year of experience

Use Cases and Deployment Scope

I use SharpSpring to track the flow of legal services sales and generate performance reports. SharpSpring helps me control how detailed the negotiation is.

Pros and Cons

Track the flow of legal services sales
Sales performance reports
Control how detailed the negotiation is

Likelihood to Recommend

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

Charlie Van Derven

President

Social-Advisors (Financial Services, 1-10 employees)

Vetted Review

2 years of experience

Use Cases and Deployment Scope

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.

Pros and Cons

Leadscoring
Prospect and Customer Journey
Comprehensive Analytics

Likelihood to Recommend

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

Tom Mulhern

Digital Media Specialist

Sharp Insurance (Insurance, 51-200 employees)

Vetted Review

Verified User

1 year of experience

Use Cases and Deployment Scope

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.

Pros and Cons

Email Marketing
Analytics and Reporting
Automation and Drip Campaigns

Likelihood to Recommend

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

Paul Bies

President

Mystique Brand Communications (Marketing & Advertising, 1-10 employees)

Vetted Review

4 years of experience

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Likelihood to Recommend

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

2 years of experience

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Likelihood to Recommend

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

2 years of experience

Use Cases and Deployment Scope

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.

Pros and Cons

Ease of use.
Customer service.
Affordability.

Likelihood to Recommend

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

Kèlene Poyurs

Co-Founder

Conversion Queens (Marketing & Advertising, 1-10 employees)

Vetted Review

Verified User

5 years of experience

Use Cases and Deployment Scope

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.

Pros and Cons

Marketing automation and visual workflows
Email marketing
Sales pipelines
Contact management and life of the lead

Likelihood to Recommend

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

Ryan Sarti

Swiss Marketing Knife

Sturtevant Richmont (Mechanical or Industrial Engineering, 51-200 employees)

Vetted Review

Verified User

1 year of experience

Use Cases and Deployment Scope

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.

Pros and Cons

Automated web lead response
Automated opportunity creation
Email lists
Tracking anonymous web guests
Pipeline
Campaign tracking

Likelihood to Recommend

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

Kosta Karapatsas

Marketing Manager

Listenwise (E-Learning, 11-50 employees)

Vetted Review

Verified User

1 year of experience

Use Cases and Deployment Scope

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.

Pros and Cons

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

Likelihood to Recommend

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

Freddy Marchant

VP of Business Development

Splash Omnimedia, LLC (Marketing & Advertising, 11-50 employees)

Vetted Review

4 years of experience

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Likelihood to Recommend

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!