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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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- Competitors
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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. 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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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
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- 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.
Attribute Ratings
Reviews
(351-375 of 522)Companies can't remove reviews or game the system. Here's why
July 27, 2019
Very satisfied with this software
Score 9 out of 10
Vetted Review
Verified User
DigiPro Media is currently using SharpSpring for the purpose of lead qualification and lead tracking, upselling / cross-selling and sales cycle optimization, and customer relationship management.
This software is currently being used across multiple business units by our sales and marketing teams, as well as by our support teams.
SharpSpring has allowed us to streamline our sales process by filtering out unqualified leads using their highly effective lead scoring technology and persona building tool. This software has also greatly increased the effectiveness of our marketing efforts through its comprehensive marketing automation tools.
This software is currently being used across multiple business units by our sales and marketing teams, as well as by our support teams.
SharpSpring has allowed us to streamline our sales process by filtering out unqualified leads using their highly effective lead scoring technology and persona building tool. This software has also greatly increased the effectiveness of our marketing efforts through its comprehensive marketing automation tools.
- Customer Support: the Sharp Spring support team has been fantastic about answering any and all questions in a timely and effective manner.
- Marketing Automation: Our team has been very satisfied with marketing automation and action group tools. These tools have made creating effective marketing campaigns extremely easy.
- Lead Scoring: This software has saved our sales team significant time by effectively and accurately scoring our potential leads, allowing us to engage with only the highest quality potential customers.
- The email builder tool could be more intuitive. Sharp Spring support has effectively assisted us at navigating any shortcomings with the email builder tool and I am confident that with new releases and bug fixes this tool will be made more intuitive.
We’ve
scratched the surface with this software! We’re using the email & contact
automation most right now. Our team has enjoyed having people to reach out to
when we have questions. The on-boarding was seamless, even transitioning our
email lists over to SharpSpring.
- On-boarding advertising agencies – they have thought of everything!
- Landing Pages, email marketing, and contacts/opportunities = perfection!
- Customer Service has been amazing – it’s terrific to have been able to speak directly to someone at SharSpring who can point us in the right direction or answer the questions we needed, especially when everything was new at the beginning.
- Social Media Content Calendar needs more development – they don’t support Instagram, that’s a must for ad agencies today.
July 27, 2019
No Data Integrity or Customer Support Escalation
SharpSpring is being used by both our sales and marketing teams. SharpSpring was initially purchased with the intention of addressing customer conversion issues, however, we quickly discovered that it doesn't fix any of these due to data integrity issues. The software's reporting systems for emails is entirely junk, and upper management from SharpSpring IT has even admitted it. If you compare the data within SharpSpring email reports, the exported Excel sheet, and an individual Life Of The Lead report, you can see that none of the data matches. On top of straight-up wrong data, SharpSpring also reports email opens and clicks falsely. It will show that an email was sent, opened, and every single link in the email clicked within 3 seconds of each other. We suspect it's due to spambots doing this, but SharpSpring has not identified this. So you are creating automated systems and analytics reports based on false data. You can't even come up with an internal manual process to sift through the data and report in your own way since the excel email report is full of false data - straight-up admitted to us by an upper manager from SharpSpring IT.
- Automation Triggers
- Integrating with Intercom Chatbot
- Action Groups
- Fixing data integrity. Email reports in SharpSpring, the exported excel file, and individual "life of the lead" reports have completely different and conflicting information.
- Email clicks are falsely represented.
- SharpSpring customer support has no escalation capabilities for issues beyond their control. When you finally get in contact with someone who has decision-making power, your request goes nowhere since it might bridge two-or-more departments.
July 27, 2019
Marketing Automation with SharpSpring
Score 10 out of 10
Vetted Review
Verified User
We're using SharpSpring as a marketing automation tool. It's mostly used to send emails, capture leads through forms, and trigger workflows to send notifications and custom emails. It's used by sales, marketing, and upper management.
- Ease of use. Nice UI
- Lots of customized workflow options for several automation options
- Great customer support and implementation assistance
- Tracking and reporting is robust
- Not able to track metrics on emails sent through linked Outlook accounts
- The landing page builder is not as user-friendly as the email builder
- Ability to review emails sent to leads/contacts. Currently, you must go through the life of the lead screen instead of getting a summary of the conversations between parties in a separate area. It's a lot of clicking to get through to review the emails, and then you have to review the entire timeline to find the email icon to open it up and read. It could definitely be built better
July 26, 2019
Grow sales significantly with SharpSpring
Score 9 out of 10
Vetted Review
Verified User
It is used to capture leads and help the Sales team nurture them with meaningful communications and provide the ability to manage the sales funnel.
- Very motivating for the sales team seeing customers move through the sales funnel.
- A great tool for sales managers to understand how the sales team are going and any obstacles they are experiencing.
- Capturing leads has been the beginnings of sales growth.
- I can't think of any negatives.
- I don't have any suggestions for improvement currently, either.
July 26, 2019
Not what we expected
It is being used across the whole organization to promote our Marketing, Sales leads, and Communications with overseas partners. It addressed our lack of marketing and it has helped us learn who is looking at our website and what we can do to move our business in the right direction. We have had an issue with customer service.
- Great website layout.
- Lead scores.
- Ability to assign tasks easily.
- Customer service.
- Slight glitches. including the same company multiple times in lists.
- Email syncs and un-syncs.
July 26, 2019
Harris CMO Partners Loves SharpSpring
We use it for our own marketing, and we also implement it with clients. We are an agency client and we also resell to clients who are replacing older, more expensive platforms. We use it to increase market reach, improve market penetration, and shorten the sales cycle, and so do our clients. This is our first year with SharpSpring, but it is outperforming other platforms we've used, including most of the big names. Plus it's a whole lot less expensive.
- Fully integrated sales and marketing automation.
- Customizable, repeatable, and duplicable workflows. It's easy to set up and use.
- Used for tracking, including online behavior, website visits, social listening, Google Ads, and more.
- SharpSpring is truly user-friendly. Our ramp-up time was short compared to other platforms we've used.
- Outstanding customer support team. They assigned us an onboarding specialist for the first two months who was genuinely interested in our success with the platform.
- SharpSpring is growing rapidly and adding customer support people a bit fast. With the newer people, I sometimes know more about the platform than them.
- Native integrations with more advertising platforms would help.
- A list scrubbing feature would be nice. They should acquire NeverBounce or a company like it.
- Better multi-channel performance graphics.
July 23, 2019
Great for sales
SharpSpring is good and easy to use. I find it very good at getting me the right information at the right time. It is easy to use and amend the contact or account details. SharpSpring gives a good Idea of initial sales or opportunities. I would highly recommend them to either small or big businesses.
- Estimate sales.
- Opportunity list.
- Correct information for accounts.
- Not able to remove opportunity.
- Need more clarity with duplicate accounts.
July 21, 2019
Why we changed to SharpSpring
We use and offer SharpSpring to our clients as an automation platform to generate more traffic to their websites and to convert that traffic into qualified leads.
- Great value for money.
- Easy to use.
- Great support.
- Layout of the platform could be more appealing.
- The emailing and landing pages editor could work better.
- It still has some bugs.
Being able to track our paid marketing efforts and then automate clear and relevant messages is a huge win for us. SharpSpring really ties everything together in one platform, lets us have all our customers in one place, and provides the ability to see what marketing materials they have received or open, plus which pages on our website they have visited.
- Marketing automation.
- Customer relationships.
- Website visitor identification.
- The only downside is having to use 3rd-party apps for a few integrations.
July 21, 2019
I Love SharpSpring
Score 10 out of 10
Vetted Review
Verified User
It is used by the Sales and Marketing departments. We use SharpSpring for automating the sales process from bringing in new leads to closing deals.
- Email automation is a great way o reach a large amount of clients quickly and easily.
- Opportunities are a great way to track your sales funnel and stay organized to reach goals.
- Analytics and reports help to assess past goals and create future goals for the department.
- The email marketing tool is a bit challenging.
July 11, 2019
SharpSpring is a great marketing tool you should use
We use SharpSpring for marketing and sales. For example, I create newsletters, landing pages and share content on social media by planning this through the content calendar. Others use it for sales, but I am not up to date on how they use it, so I can't tell anything about the sales.
- Building customer lists with a lot of options to segment.
- Landing pages that are very easy to create and work seamlessly with the lists.
- Content calendar that publish it to social media, saves time!
- Unfortunately, social media content calendar doesn't work flawlessly on LinkedIn due to restrictions on their side.
- You have to dive into action groups, because that can be a little bit difficult to create automation.
- Creating newsletters could be faster when you can scale the content with lines (like in adobe).
July 11, 2019
Sharpspring - The Foundation of our Business
Score 9 out of 10
Vetted Review
Verified User
We have developed a platform where Sharpspring is the core system which manages our communication as well as our lead management. Sharpspring is used by our sales and marketing team members as well as the leads department. The finance department also used it to verify the information. Sharpspring allows us to talk to thousands of members in a personalized way depending on what they have requested. It also then manages the process should any member request assistance or service.
- End to end measurement of ROI is really impressive and allows us to focus our marketing spend.
- The life of the lead feature is also invaluable and enable us to track customer journeys.
- Core to our business is the opportunities management features.
- The recently released automated sales opportunities will also greatly enhance process.
- While a lot of native integrations exist we are still required to use Zapier on occasions so the number of integration could be better
- Date based automation is lacking
- Having the ability to have a primary as well as secondary lead owner would offer a lot more flexibility
Score 10 out of 10
Vetted Review
Verified User
Our company uses SharpSpring mainly in the marketing and sales department. It addresses the business problems of automation, mailing, building landing pages, creating workflows, social media listening and posting, and creating themes for emails and pages. In addition, it's used to manage contacts and keep track of leads coming to our website. Everyone who uses SharpSpring can also use it to manage their tasks, keep track of conversations, and stay in contact with others.
- It's easy to implement, and even easier to learn how to use it.
- Compared to others, it has a fair price, especially for smaller businesses that just started with their online marketing.
- The overall usage is very satisfying, from UI to functionality.
- The translation from English into German could be improved.
- The Social Media functionality should have more features.
- More individualistic themes for mails and website templates.
July 02, 2019
SharpSpring works for us and all our clients
We are a marketing agency that uses SharpSpring Internally and also set it up with all of our clients. Our inbound sales team uses the Sales CRM system and opportunity pipeline to increase our client portfolio. Sales reps use smartmail when initially contacting a lead to see if they opened the email. Sales reps update each leads profile with the correct website, address, and phone numbers of each lead (if available). Sales reps track who views our agencies website. Our content management team uses SharpSpring to build out weekly newsletters for our organization and all of our clients. We use SharpSpring to send out all outward-facing leads or customers.
- Email management: Sharpspring allows us to upload our emails to a system that tracks opens, clicks, location email was received. This helps gives us more information about our customer so we can better serve them.
- Opportunity pipeline: Our sales team uses this customizable pipeline to manage inbound leads and pull them to closed-won.
- Smartmail: Allows us to see when a lead opened our email and where in the US that email was opened.
- SharpSping needs to update their reporting features. Can't accurately report how many leads responded to smart mail per sales representative.
- The interface could be a little more clean.
July 01, 2019
Excellent price for an amazing product
Score 9 out of 10
Vetted Review
Verified User
Our team uses SharpSpring on a regular basis for a number of our clients. We have been able to improve our client's email marketing, meaning we can focus on other areas of their business instead of burning through their retainer on things that could be automated with SharpSpring. The system really saves us time and makes modern marketing possible.
- The help & partner support team is excellent
- There is a large breadth of features
- The price is excellent, giving us features that you'd normally see on a much more expensive platform
- There is no Facebook custom audience integration
- There is no Google Ads custom audience integration
July 01, 2019
SharpSpring Improved Our Marketing
We use SharpSpring within our own business, as well as for our clients. Within our own organization, we use it mainly to send out monthly newsletters, but for our clients, it is our main CRM and communication tool. The main problem it has solved for us is allowing us to track how the sales people at various companies are performing, as well as the efficacy of our marketing campaigns.
- The visual workflows have been great for helping our clients to understand how marketing automation works
- The sales pipelines are extremely easy to set up and report on
- The campaign analytics are extremely easy to use
- The mobile interface needs work
- The automatic attribution doesn't work so well with UTMs
- When reporting on campaigns longer than a month, there is no option for monthly spend that isn't equal each month
June 26, 2019
SharpSpring Product Review
SharpSpring is being used by the admin and the Sales department to capture and and track leads and also for distribution of leads.
- SharpSpring allows you to capture lead information.
- It allows you to track lead activity across multiple platforms that your company uses.
- It allows you to distribute leads accordingly.
- I am currently happy with everything, I do not have any complaints.
June 24, 2019
Powerful, Integrated — A Great Solution
Score 9 out of 10
Vetted Review
Verified User
Our entire team uses SharpSpring. It is our marketing and sales software. It allows us to use one software to handle the vast majority of our marketing and sales needs. We love that it's integrated and powerful.
- Marketing Automation
- CRM
- Sales Pipeline
- Simplicity
June 24, 2019
The best in marketing automation
Score 10 out of 10
Vetted Review
Verified User
SharpSpring is being used company-wide. It helps us greatly in marketing automation! We are able to easily show our client their ROI and to capture more leads! The SharpSpring team is dedicated to helping your team understand how to use the software in order to better serve your clients!
- Marketing automation
- Onboarding
- CRM
- Coding Email Templates
- Directory to information
We use SharpSpring to automate lead flow into our website and funnel leads to their respective categories. We then nurture leads and follow up with key actions using the easy-to-use dashboard. SharpSpring is super affordable and has allowed us to keep track of our prospective customers and next steps to closing deals. It is being used by myself and the CEO of the company. It's impressive to see how easily it solves the problem of keeping track of viable leads and allows for easy follow up.
- Dashboard feature is very intuitive and comprehensive. It gives me a clear view of everything happening.
- The Contact Manager feature allows me to quickly access information on any one of my contacts and easily follow up with them to nurture leads.
- The Automation feature is a great way to bring leads into the site and follow up with each one according to their interest. It feels personalized and saves us a lot of time.
- The email builder could be more intuitive and easy to use like Mailchimp
- The landing page builder could also be more intuitive and easy to use like Mailchimp
- The analytics are sometimes questionable with discrepancies between SharpSpring traffic numbers and Google Analytics numbers
May 17, 2019
Marketing automation at its best
Score 10 out of 10
Vetted Review
Verified User
We've been using SharpSpring in the business for marketing and email marketing for nearly 12 months. We use it to get to know our customer's behavior, analyze their activity in emails, on the site, downloading, etc., then we use that information to market back to them. Recently, SharpSpring has introduced social posting and listening which is amazing. It even includes visitor ID so it has replaced MailChimp, Lead forensics, Sprout social, and our Salesforce software as we use it for our CRM. We get stuck occasionally and the SharpSpring support is world class. They will always help and often even make the change for us when we are really stuck then tell us how they did it. We are really only scratching the surface of the capabilities and look forward to making more use of SharpSpring in 2019.
- Email marketing and visitor tracking and reporting.
- Workflow to automate the outbound marketing process.
- Social listening
- Visitor ID
- Lead scoring
- It's feature rich therefore has a fairly steep learning curve.
- Competes with the market leader for a 10th of the price.
- Email template creation is not quite as good as the leading email marketing providers.
May 15, 2019
SharpSpring hits the sweet spot
I have been using SharpSpring for over 3 years now and helping clients leverage the platform. It's a wonderful tool for SMEs to do more with less. I've used it to help many clients save time, sell more and improve their marketing ROI.
- Great range of features for SMEs
- Affordable
- Well supported
- Constantly bring improved by a responsive team
- Email editor
- Landing page creator
- Content calendar
May 07, 2019
Feature-Rich and Excellent Customer Service
I use all aspects of the platform. I use it for CRM purposes, to track opportunities, potential revenue, close times and lead scores. I also use it for all aspects of marketing - building full campaigns using forms, landing pages, email marketing, social media and all the automation tools. I also support clients in the same endeavors - from consulting on and building an automated email drip campaign that uses forms, landing pages and additional media to keeping current customers engaged and encouraging them to renew contracts.
- Customer Service is second-to-none. Incredibly quick response/resolution times to help requests (often 15-30 minutes). Very thorough and helpful specialists in every area of the platform are there to help anytime you need.
- Thorough and detailed training. You never have to worry that you won't be able to learn the platform! You get a dedicated person that you schedule virtual meetings with to learn each and every piece of the software. They start with whatever is most important to you, the client.
- They actually listen to clients. Clients are able to make suggestions for adds/upgrades to the platform, and SharpSpring actually listens. They have a detailed system that allows them to track how many clients are suggesting similar changes, and they rank/roll them out accordingly. Not only that - they communicate regularly to let users know what upgrades are coming when.
- It does everything you could want. It's a CRM, it's all aspects of marketing (email, landing pages, forms, media storage, social integration) and it truly tracks each and every lead - where they came from, every time they've interacted, what they've interacted with, when/if they become an opportunity, or a client. Used correctly, it truly allows you to see where your clients are coming from so you can focus your efforts on what works best.
- Email/Landing page designer isn't super intuitive. It's not that hard to learn, but it's certainly not the easiest tool I've ever used for designing. I almost can't even list this as a con, though, because if I get stuck, the help desk is AMAZING and FAST. Even if I need help updating code. Side note: if you know HTML, you will probably love the ability to toggle between what it looks like to leads and the code.
May 03, 2019
Our Thoughts on SharpSpring
We used SharpSpring on a daily basis, we use it to do inbound marketing, finding lead prospects and lead nurturing. We have been using it on a few clients and it has been phenomenal, we are able to provide them with quality leads, drive sales in a more efficient manner, it's a great tool for marketing automation.
- Friendly user interface
- The use of templates to build emails, landing pages.
- The automation tools like visual workflows, it does everything on a few clicks
- The support team is one of the fastest I've ever seen, they answer within minutes, it's just amazing
- When saving the templates sometimes it does not save and you have to do it again.
- Email reporting could be easier to navigate. Currently, there's a drop-down menu and you have to remember what your email was called.
- Sometimes it gets slow.