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Constant Contact Lead Gen & CRM is a versatile CRM tool that offers a wide range of features, making it a valuable asset for managing …
Starting at $449 per month
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What is Constant Contact Lead Gen & CRM?
Constant Contact delivers for small businesses with tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. …
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Popular Features
- List management (498)9.292%
- Email deliverability reporting (496)8.989%
- Lead scoring and grading (490)8.686%
- Dashboards (486)8.383%
Reviewer Pros & Cons
- Automation Sequences - SharpSpring makes it really easy to set up automation sequences (Action Groups) that allow you to automate your communications ...
- I'd like to see some survey tools integrated into the platform so that our campaigns can track user feedback (and whether they started/completed a sur...
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Pricing
Lead Gen & CRM
Starting at $449
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
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Product Details
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- Competitors
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- FAQs
What is Constant Contact Lead Gen & CRM?
Constant Contact delivers for small businesses with tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. The tools are designed to help businesses attract the right leads, nurture them with personalized content, and grow with better conversion.
Attract
- Acquires hot leads faster with email & social marketing, plus retargeting ads. Leads are automatically scored based on their activity and passed to sales.
Nurture
- Helps deliver the right message to the right people, at the right time. With a flexible centralized CRM and customizable automations, tasks like nurturing leads and sales follow-ups are easier.
Grow
- Insights and real-time analytics that connect marketing spend to sales results, pipeline, and revenue.
Attract
- Acquires hot leads faster with email & social marketing, plus retargeting ads. Leads are automatically scored based on their activity and passed to sales.
Nurture
- Helps deliver the right message to the right people, at the right time. With a flexible centralized CRM and customizable automations, tasks like nurturing leads and sales follow-ups are easier.
Grow
- Insights and real-time analytics that connect marketing spend to sales results, pipeline, and revenue.
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 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 |
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 9.5.
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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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!
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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.
Attribute Ratings
Reviews
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December 17, 2021
SharpSpring is a comprehensive, effective and cost-efficient marketing-sales platform.
SharpSpring is a go-to resource with all the tools needed for a start to finish marketing - sales solution. It's our CRM and marketing platform; we rely on it to monitor, track and analyze activity and respond in a timely manner. We use it to attract, nurture and maintain prospects/clients. With lead scoring, personas, notification, automated workflows, campaigns and customizable pipelines we're able to keep on top of opportunities. With dynamic emails and landing pages, chatbots and forms we can communicate effectively with targeted messaging.
- Create dynamic-content emails to segmented lists
- Create workflows that automatically nurture prospects or provide layers of information to clients
- Notify sales staff of prospect online activity, send auto email and prompt call or appointment
- Provides a life of lead history when reviewing prospects
- Persona and lead scoring help segment prospects and customize automated approach for each
- Anything that we saw as a weakness or lack has been addressed with improvements/expansions over the past couple years.
November 28, 2021
Simple and Powerful; we do not have a full time dedicated marketing person/department.
We use SharpSpring from Constant Contact for marketing automation (email campaigns, webinars, newsletters) to track [the] success of various communications in [generating] leads, see what website activity is generated, etc. [I am] just getting started and will be doing more in the future.
- Lead scoring
- Tracking life of lead
- Landing pages
- Onboarding process
- Chatbot designer is awesome but functionality is limited.
November 25, 2021
Great system
Score 7 out of 10
Vetted Review
Verified User
We use SharpSpring for the management of our inbound marketing campaigns as well as for the management of contacts. It is used across the organisation to develop leads as well as nurture those leads to sales-ready opportunities. We use the CRM, forms/emails and workflow features, and additional features, for this purpose.
- CRM features are vast, yet easy to use.
- Flexibility in the initial set up, with good support.
- Campaign creation is made easy.
- Analytics and reporting are basic.
- Blogging capabilities are minimal.
November 22, 2021
Best all-in-one marketing automation and CRM software on the market.
Score 10 out of 10
Vetted Review
Verified User
I think SharpSpring is very complete and helps our organization to do marketing automation and sales in only one software with every information integrated and tracked. In our company we use email and landing pages with lead scoring to reach our real prospects and with the CRM integrated, our sales team can be in contact with those prospects and maybe close the deal using only one tool.
- lead scoring
- Email marketing automation
- Landing pages
- Contact management
- CRM
- email marketing designer tool
- landing pages designer tool
November 19, 2021
Great automation platform
SharpSpring has enabled our sales team to do higher-value tasks as it automates basic emails, marketing campaigns, and with a little work, it can even do more complex customized emails.
- Great customizable contact search.
- Email Automation.
- Analytics.
- Sales dialer could use some improvement.
- Contact exporting and importing is a little clunky.
- Building proper lists can be difficult.
November 19, 2021
Great Platform!
Score 10 out of 10
Vetted Review
Verified User
Using SharpSpring has allowed our agency to increase our lead generation through drip campaigns, improve automation, and create internal efficiency in managing leads for practice. The departments that typically use the SharpSpring platform include our Sales Department, Account Executive Department, and Digital Communications Department. This platform has become our go-to!
- SharpSpring has great CRM with a wide variety of features and integrations.
- Marketing automation; simple to use and effective.
- Sales pipelines are customizable for different industries.
- Improve management of billing for managed accounts.
- More detailed information when there are billing issues.
- Social media integration is not the best.
November 17, 2021
Honestly, it is the best option available in the market
At first, we started using Sharpspring as an automation platform for our company; however, the more we became familiar with its various resources and features, we have officially adopted it to optimize our processes across the whole organization. Today, we use Contact Manager and Sales Pipeline for the sales and account management departments; and we implemented it in the marketing team for e-mails, landing pages, dynamic forms, lead tracking, and, most importantly, automated workflows, which had a very positive impact in our productivity overall. We appreciate the individual tools, but Sharpspring did wonders for team work in general. I would point to the CRM tool as the most important and efficient one for our team in the present moment, since it is very flexible and customizable, and can be applied to several different industries. The new automation flows allowed us to focus on our top priorities, eliminated unnecessary work, and spared us a lot of time.
- Marketing automation is very effective and simple to use.
- The sales pipeline is very customizable for our clients, that have many different background industries.
- The e-mail marketing tool can be highly segmented, which provides us with more assertive communication.
- The dynamic form creation is very intuitive.
- The landing page builder is okay but could be improved with more features.
- A native SMS and push notification integration would be very interesting.
- I find the reporting tools very limited, and hard to send reports to a different reporting suite.
November 15, 2021
Sharpspring is the most complete software for constant contact and marketing automation.
Score 10 out of 10
Vetted Review
Verified User
Sharpspring is used across the whole organization, starting for the marketing using tools for automation in the website (forms and landing pages), triggered emails to inform the public or to conquer new leads, social media management, and all the inbound marketing tools like lead scoring, contacts management and so on. After all, these leads are used by our sales team in the sharp spring CRM tool to manage all the sales actions, going thru first contact to the contract.
- Landing pages
- Email marketing automation
- Sales CRM
- Forms
- Email marketing creation tool.
- Lead scoring tool.
- Landing page creation tool.
November 12, 2021
Great Marketing and Automation Tool
We use SharpSpring for marketing automation, crm and sales functions. This platform helps with persona segmentation and recent interaction history to help tailor the first conversation around what the client is interested in solving. We also use SharpSpring as our sales hub, enabling us to make calls to numerous countries through the platform as well as track metrics and opportunities.
- Marketing Automation
- Persona Segmentation
- Recent Site Interactions
- Sales Dialer
- Mobile Application
- Sales Dialer Reporting for recent conversations
November 12, 2021
SharpSpring is for Sales
Score 10 out of 10
Vetted Review
Verified User
A very complete CRM. With this tool, our internal operations and speed in which we move increase a lot. Due to its versatility of functions we are able to optimize our opportunities to bring leads in the door for sales through marketing. I am for one a fan of the sales dialer integration. It makes my life easier being able to track all of the calls that I make each day. I would recommend to all as a sales and marketing tool.
- Nurture and drip campaigns for lead genereation
- Integrations for flexibility
- Sales dialer makes sales calls much easier
- Lead scoring
- Persona identifying options
- search by phone number
- once in a while sales dialer doesn't register when punching through a call tree
November 12, 2021
SharpSpring from Constant Contact - Review
Score 10 out of 10
Vetted Review
Verified User
Our business uses to register, capture and organize leads. We use it to follow the joourney of our customers. We use it to track our website antd track emails. We use it for marketing automation. Not all teams use the program. It has also been fundamentl for the sales team, structuring all the new clients. Certainly one of the most complete tools in this segment and with a very good cost when compared to other software.
- Marketing Automation
- Lead Tracker
- CRM
- friendly platform
- Diferrent Language
- Social Midia Features
November 12, 2021
Great CRM for mid-size firms
Score 10 out of 10
Vetted Review
Verified User
At first, we signed up for SharpSpring for our advertising automation platform. As we have actually learned more concerning the platform we have actually adopted it across the firm and presently make use of the Contact Manager and Sales Pipeline for our sales as well as account administration groups. For advertising, we utilize email, touchdown pages, dynamic kinds, the life of the lead, automated process, and so on. While the individual devices are excellent, SharpSpring really revives when you use it across your entire firm. The CRM is incredibly customizable and also can be utilized throughout a selection of sectors. As soon as set up, virtually whatever can be made use of as a trigger for automation flows.
- Simple to use
- Assistence on lead life
- Overview on the pipeline history and data
- Our only note is that it can use more combinations recognizing so many services use numerous devices.
November 04, 2021
The last review you need to read before you choose your CRM.
Score 10 out of 10
Vetted Review
Verified User
They help me understand where my leads are coming from, which campaign is been effective, with those leads are buying and how my commercial team is dealing with the leads and opportunities, and just by this month, we started to make our customer journey into the platform so we have also our CS on board.
- Lead management.
- Sales pipeline.
- Campaign management.
- Marketing automation.
- Steep learning curve at the begging.
November 04, 2021
I like SharpSpring!
I use this product to schedule content for a few different LinkedIn accounts. Our email marketing department runs drip campaigns and sends out emails through SharpSpring. This is a vital stepping stone toward automation!
- Scheduling social media content.
- Managing drip campaigns.
- Creating email templates.
- Social media integration.
- Constant Contact being Constant Contact.
November 04, 2021
Excellent Introduction To Email Automation
We not only use SharpSpring internally for lead management and email automation but also resell it to our clients. I train our clients on how to implement the CRM into their business and manage comprehensive drip campaigns for them. It is an excellent choice to introduce email automation since it is incredibly easy to use and the support team is very helpful and accessible.
- Excellent variety of email automation triggers.
- Ease of lead management tools.
- Creative drag & drop email templates.
- Helpful support team.
- More detailed information when there are billing issues.
- A dedicated agency rep we can reach out to instead of a generic support ticket.
- Would LOVE the capability to batch delete contacts.
November 04, 2021
Sharpsprings email capabilities
SharpSpring is being used in a variety of different ways, however, I primarily use it for email marketing.
- Custom email templates.
- Drip campaigns.
- More template options for emails.
- More customization for emails.
November 04, 2021
Marketing Automation that Works
Score 10 out of 10
Vetted Review
Verified User
SharpSpring provides us an enterprise solution for all outbound marketing, CRM, lead tracking, lead nurturing and ad retargeting solutions. The ability to manage different marketing verticals and create drip campaigns that automatically deploy based on their interaction with our content allows us to maintain top-of-mind awareness in our prospective clients.
- Ability to track visits to our website, implement drip campaigns to those visitors and retarget ads to visitors based on their interaction with our website.
- Outbound email and social media marketing that can be schedule ahead of time.
- CRM solutions to tract campaigns, opportunities and prospects interactions with our content.
- It takes a while to fully utilize all features of SharpSpring but they have a great support system to get you what you need to be successful.
November 04, 2021
Cost-Effective Solution Without Sacrificing Functionality
Score 10 out of 10
Vetted Review
Verified User
We are a marketing agency that partners with companies to utilize sharpsprint. We create email campaigns, automated workflows, lead scoring, and opportunity pipelines to help nurture warm leads.
- Workflow automations.
- Opportunity pipelines.
- Reporting.
- Customization in emails.
- Opportunity automations.
- Less intuitive.
November 01, 2021
We utilize SharpSpring for all our customers needs
We utilize SharpSpring for all our customers needs.
- Integrated retargeting module.
- Native Form possibilities.
- Social media platform.
- Support.
- Communicate from different labels.
- Contact interface speed.
- We like more interface referrals to helpfiles in reference to the section you are in at the moment.
October 27, 2021
SharpSpring is all about improving ROI
We use SharpSpring’s marketing automation for personalized email campaigns and landing pages, which have allowed our brands to interact more with customers and engage with them at a granular level. Using the marketing automation tool has helped us understand our prospective customer's personas and sales cycle so our marketing campaigns have been more personalized leading to improved costs of customer acquisition. As a digital marketing agency sending leads which in turn be converted into sales to our clients is our priority, with the SharpSpring CRM we are now able to monitor the performance of each of our leads at a granular level and turn efforts into improving the quality of the leads.
- Cart abandonment emails.
- Lead qualifying through persona analysis.
- Sales funnel analysis.
- Customer lists provide more detailed customer database.
- eCommerce integration with WooCommerce can be simplified.
We use SharpSpring daily to handle our incoming leads and contacts coming from various sources, manage and monitor our sales pipeline, automate workflows triggered by various actions taken across our marketing stack, create custom forms and landing pages, manage and maintain our email subscriber list, and deploy email marketing campaigns on a monthly basis. Where the software really shines is its immense flexibility. We have many layers within our client/customer journey and the software allows us to keep our brand experience present throughout those touchpoints.
- Email subscriber management is flexible and powerful.
- Marketing Automation is easy to design and implement across multiple channels.
- Sales Pipeline Forecasting/Management is visual and effective.
- Flexible CRM tools help us keep our brand promise.
- Real humans behind the great text, email, phone support channels.
- Having more customizable UI options (icons, folders, lists, etc.).
October 19, 2021
Why you should love SharpSpring
SharpSpring has been used to optimize sales through the onboarding of sales teams and the creation of sales pipelines. Fewer leads are being lost in the mix and clients are better able to engage clients and prospects.
- SharpSpring support is top notch and nearly always available.
- SharpSpring does a great job of tracking leads and following the life of the lead.
- SharpSpring is a great tool for anyone looking to send automated emails.
- SharpSpring could improve by adding more robust functionality to forms.
- SharpSpring could improve by allowing images to be fit within the template view with drag options.
- SharpSpring could improve their help docs by ensuring they continually update processes and delete old irrelevant content.
October 12, 2021
Marketing automation that delivers great value with less costs.
We use it as our own CRM and Email Automation platform. We also resell it and provide support and marketing services for clients. It addresses a mix of standalone CRM and integrated email marketing applications for our customers. Ultimately it's used to communicate, build awareness, lead nurture, and help increase sales.
- Value - Robust functionality for far less costs than similar offerings.
- Continuous improvement - SharpSpring listens and reacts quickly to make the platform even better.
- Support - fantastic support team - very responsive and competent.
- Agency-Focused - SharpSpring doesn't try to own your clients which is important for us.
- Nothing glaring but as with all SaaS offerings, as the product develops based on adding more and more features, the initial simplicity starts to get lost somewhat. Of course, there is a strong upside to this as well, so it's a trade-off.
September 20, 2021
Best CRM/Automation Platform for Small to Medium Sized Businesses!
Score 9 out of 10
Vetted Review
Verified User
Initially, we signed up for SharpSpring for our marketing automation platform. As we have learned more about the platform we have adopted it across the company and currently use the Contact Manager and Sales Pipeline for our sales and account management teams. For marketing, we use email, landing pages, dynamic forms, life of the lead, automated workflows, etc. While the individual tools are great, SharpSpring really comes to life when you use it across your entire company. The CRM is incredibly customizable and can be used across a variety of industries. Once set up, nearly everything can be used as a trigger for automation flows.
- Marketing Automation - simple to use and effective.
- Sales Pipeline - very customizable for any industry.
- Customer Support - their team is very responsive and knowledgeable.
- Email Marketing - Easy to use but powerful segmentation and dynamic content capabilities.
- Dynamic Form Creation - simple to use and very powerful.
- Landing page builder - It is okay but is very basic.
- No native SMS or Push notification integration.
- Reporting - their tools are limited and there isn't an easy way to send it to a different reporting suite.
September 08, 2021
Marketing Automation: Easy and affordable to use
I'm enjoying using it as being able to do everything in one platform as it makes life much easier and it's much more affordable than Hubspot. There are enough tools to keep the most experienced marketer busy to help attract leads through chat, emails, forms, landing pages, etc. to build an audience, re-market, or help troubleshoot sales funnel problems.
- Support. The support team always reply same day, there is online chat (US times) too.
- Implementing dynamic content that changes depending on the customer persona is cool.
- The ability to create a clear sales funnel and track your client through the sales process is really easy and highlights areas where more work and focus might be needed in your sales process.
- There are some definite bugs such as data fields 'locking' when creating a landing page and the later it becomes editable again.
- the design side of emails and landing pages is not cohesive. So you have a limited range of fonts in forms but lots of customisation for colours for headings, then the reverse for landing pages.
- Also, the onboarding process for Squarespace websites is different and this is not mentioned anywhere.