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Constant Contact Lead Gen & CRM

Constant Contact Lead Gen & CRM
Formerly SharpSpring

Overview

What is Constant Contact Lead Gen & CRM?

Constant Contact 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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Recent Reviews

TrustRadius Insights

Constant Contact Lead Gen & CRM is a versatile CRM tool that offers a wide range of features, making it a valuable asset for managing …
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Decent Platform

8 out of 10
June 23, 2022
Incentivized
We use the SharpSpring from Constant Contact for the following: tracking ROI and progress with sales leads; social media planning; …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 26 features
  • List management (498)
    9.3
    93%
  • Email deliverability reporting (496)
    8.9
    89%
  • Lead scoring and grading (490)
    8.6
    86%
  • Dashboards (486)
    8.4
    84%

Reviewer Pros & Cons

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Video Reviews

2 videos

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

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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
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Features

Email & Online Marketing

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

7.5
Avg 7.8

Lead Management

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

8.8
Avg 7.7

Campaign Management

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

8.1
Avg 7.6

Social Media Marketing

Using social media networks to help amplify marketing endeavors.

7.3
Avg 7.5

Reporting & Analytics

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

8.5
Avg 7.5

Platform & Infrastructure

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

7.8
Avg 7.6
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Product Details

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.

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 Technical Details

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

Frequently Asked Questions

Constant Contact Lead Gen & CRM starts at $449.

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

Reviewers rate Lead nurturing automation highest, with a score of 9.5.

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

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

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Reviews and Ratings

(670)

Community Insights

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Score 2 out of 10
Vetted Review
Reseller
We migrated to SharpSpring from SugarCRM. We needed a marketing automation and CRM application for our organization.

SharpSpring is used by our marketing team to generate leads and follow those leads through the "warming up" process. We use all of SharpSpring's functionality (email, social, landing pages, blogs, email and landing page dynamic contents, etc) for the lead generation process.

Our sales team then picks up all those leads thats have the required lead score to carry the sales process forward.

With Sugar we found we could not measure a lead's potential (lead score) in any significant way. With SharpSpring, our lead generation has greatly improved and our teams are better focusing on leads they can actually convert. We have also shortened lead conversion times.
  • Simple to use
  • Learning curve is quick - once a user "gets it" the application is a life saver
  • Onboarding process was simple
  • Support team is amazing
  • Reporting - there are custom built in reports but are cumbersome
  • New features do not always work as expected!
  • Automations (workflows) dont always work or fire at all!!
  • Automated lists are not always automated
  • Reporting provides conflicting information
  • Automations, in general, are not trustworthy
Less Appropriate: SharpSpring can be difficult to use out of the box in teams where complex CRM features are required (ie: wher custom calculated fields are required, where custom business objects are needed). In these situations it is best to integrate SharpSpting to you CRM (many connectors already exist or you can buld your own)

More Appropriate: wherever leads need to be generated!
  • Better lead generation
  • Better lead warming
  • Faster lead conversion times
Email & Online Marketing (9)
52.22222222222222%
5.2
WYSIWYG email editor
50%
5.0
Dynamic content
70%
7.0
Ability to test dynamic content
20%
2.0
Landing pages
50%
5.0
A/B testing
80%
8.0
Mobile optimization
50%
5.0
Email deliverability reporting
70%
7.0
List management
10%
1.0
Triggered drip sequences
70%
7.0
Lead Management (4)
50%
5.0
Lead nurturing automation
70%
7.0
Lead scoring and grading
80%
8.0
Data quality management
20%
2.0
Automated sales alerts and tasks
30%
3.0
Campaign Management (1)
20%
2.0
Calendaring
20%
2.0
Social Media Marketing (2)
10%
1.0
Social sharing and campaigns
10%
1.0
Social profile integration
10%
1.0
Reporting & Analytics (3)
10%
1.0
Dashboards
10%
1.0
Standard reports
10%
1.0
Custom reports
10%
1.0
Platform & Infrastructure (6)
23.333333333333336%
2.3
API
80%
8.0
Role-based workflow & approvals
10%
1.0
Customizability
20%
2.0
Integration with Salesforce.com
10%
1.0
Integration with Microsoft Dynamics CRM
10%
1.0
Integration with SugarCRM
10%
1.0
The sales process has changed, customers now investigate before buying, they investigate doing search, visiting pages, reading blogs, etc... They often have made up their minds before contacting a sales rep... SharpSpring helps in that process giving the sales team information and actionable data by monitoring activities customers carry out in digital channels.

Most conventional CRM applications are designed as control applications - control of the sales person, their activities, their opportunities. Few (none?) provide data on what a potential customer is actually interested in. SharpSpring helps provide that information and fills the gap
Sugar Sell (SugarCRM)
Feature set is good for small operations. For anything requiring management of larger data sets or complex business needs be ready to go nuts and spend lots of time doing manual work... Automations do not always work adding to the lack of trustworthiness...
Support team is excellent! They are attentive and keep tickets up to date. The team, in general terms means well and they do the best they can with what they are given. The problem does not lie there - the development team appears to be chasing its own tail while developing bug filled new features, they forget to maintain and fix old problems... There appears to be little or no quality assurance activity before releasing new features...
7
Lead generation, lead nurturing, CRM, Sales force automation, laning page creation, email creation
2
Common sense for the most part. For data quality requirements some knowledge of data structures/data types would be ideal
  • Lead generation
  • lead nurturing
  • CRM and pipeline management
  • Creating simple surveys w forms
  • Using dynamic content in emails to display varying information
If it were up to me, we would not renew SharpSpring... It has progressively become more and more expensive, new features are bug ridden and older features do not always work as promised. There are better, more stable solutions out there at comparable pricing. If there is ANY sort of complexity involved in lead generation/CRM I would suggest you give SharpSpring a miss.
Yes
Sugar CRM
  • Product Features
Sugar CRM at the time of evaluation did not have any digital marketing functionality
I would not consider SharpSpring at all. I feel we are locked-in (caged-in?) with them and moving away would imply a titanic effort in data migration, functionality mapping, etc etc
  • Implemented in-house
No
Change management was a small part of the implementation and was well-handled
None, really. Our organization has been using CRM applications for many years so changing to a new standard was not that complicated.
  • Data cleansing/Data quality
  • Content development (images, documents etc)
The implementation process was simple and strightforward. Users understood the new app easily.
No
Not required
Yes
Some of the more serious bugs with SharpSpring (when writing this reviws) have involved these areas:
- Automations (work flows do not always run/trigger)
- Automated lists (lists that should populate automatically when certain criteria is met) do not always populate. We are having to manually rebuild lists often
- Custom Reports are neither. There is nothing custom about them (you are locked-in to what SS decides you need to report and even though you may request new report widget, they are not built) and reports often show conflicting information. You cannot filter "custom" reporst by custom fields


Sure! the support team is exceptional! They handle all tickets and keep in touch with updates. As stated before, the problem does not lie with support since they are not the product developers. To summarize, the amazing support team must do what they can with what they are given...

We currently have a ticket which has been open for several months (regarding non-firing automations) and it has been handled very well! The fact that the issue is still not fixed, is not a support issue! Its a development team problem...
  • Lead Scoring is simple
  • Email sending be it manually or automatically
  • Editing emails/landing pages
  • Automations are cumbersome and quirky
  • List building has a "strange" logic to it
Yes
There is a mobile App but it is useless and little or no work has been done to it in a long time... The application is so poor you could almost say it does not exist...
when it is said that the application is required in multiple orgs and sites that probably means that the requirements are complex. SharpSpring is not good with complex requirements (dynamic CRM views, proper user role management, for example)
In the multiple years we have been using SharpSpring, it has only gone down once for a few minutes. Parts of the application (email sending, automations) have been out of action several times.
Normally it is very fast. Automations at times can take several minutes to run, lists can also take a few minutes to update.

Integrations do not affect application performance.
  • Point of Sales applications (POS)
  • Stand Alone apps
  • Accounting systems
  • Call center apps
perhaps the most complex integration was the POS where data was not provided by that system as needed. Inserting/updating data into SS was a simple matter. Some of the API methods could be a tad more robust so multiple calls do not have to be made to identify/obtain the required information.

Additionally, some further API methods could be developed by the manufacturer to extend the types of calls that can be made.
  • API (e.g. SOAP or REST)
Score 8 out of 10
Vetted Review
Reseller
At our company, we use SS for approx. 5 people. It is utilized by our Online department and our Account Managers.
  • Easy to use.
  • Complete cloud marketing automation.
  • Lots of options.
  • Email editor.
  • Sales part - funnels.
  • Reports.
SS is great at CRM using the segmentations, but SS is not so good at creation of the emails.
  • More leads.
  • Easier making of landing pages.
Email & Online Marketing (8)
56.25%
5.6
WYSIWYG email editor
20%
2.0
Dynamic content
60%
6.0
Ability to test dynamic content
50%
5.0
Landing pages
80%
8.0
A/B testing
70%
7.0
Mobile optimization
70%
7.0
Email deliverability reporting
30%
3.0
List management
70%
7.0
Lead Management (4)
70%
7.0
Lead nurturing automation
80%
8.0
Lead scoring and grading
70%
7.0
Data quality management
60%
6.0
Automated sales alerts and tasks
70%
7.0
Campaign Management
N/A
N/A
Social Media Marketing
N/A
N/A
Reporting & Analytics (3)
46.66666666666667%
4.7
Dashboards
60%
6.0
Standard reports
40%
4.0
Custom reports
40%
4.0
Platform & Infrastructure (3)
53.33333333333333%
5.3
API
40%
4.0
Role-based workflow & approvals
60%
6.0
Customizability
60%
6.0
SS is faster and offers better marketing automation than some others - but for example, Eloqua is a little bit better - it is smarter at email creation.
7
online manager, account manager, director, new biz manager
7
do not need any specific skills - very easy to use
  • forms
  • emails
  • automated rules
  • pipelines and opportunities
  • do not know :-/
  • chat bot
we need to go with the time, so still need to use automation and spread the knowledge.
Yes
Sales manago - it was really slow and communication with support was not very good
  • Price
  • Product Features
  • Product Usability
  • Prior Experience with the Product
price
if yes, i will do it the same way.
  • Implemented in-house
  • i am not implemeting, so i do not know
i do not know
  • Online training
i did not have an personal training
normal traing of automation platform
for me, it is complex
no
no
No
we do not want to pay more then a licence.
a year ago, there was a problem with support desk - we did not see our request, so there was not help from ShS. now it gets better. but during corona the response took longer...
Yes
how i wrote before.
i do not know.
  • emails
  • page builder
  • opportunities
  • forms
everything is fine and easy to use, expect forms - the new version of forms is terrible....
normal
i did not fine nothing uniqe.
goes quickly.
  • noone
no
  • no
no
  • File import/export
  • API (e.g. SOAP or REST)
no
normal
no
i do not know
our sales manager cooporate very quickly..
nothing
no
No
  • the upgrade of forms is terrible....
  • we would appreciate an upgrade of forms
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