SharpSpring Reviews

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Score 7.8 out of 101

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Reviews (1-25 of 281)

Emma Jackson profile photo
Score 10 out of 10
Vetted Review
Reseller
Review Source
  • We first bought SharpSpring to sell to our clients and ended up using it to streamline our entire marketing and sales process as an agency. I love that this is truly an all-in-one solution. Before SharpSpring, my team and I were juggling several different programs. This was expensive and time consuming and honestly, a hassle. At first, SharpSpring seemed too good to be true, but the software and the people behind it have really come through.
  • Like any in-depth software, it takes some time to learn. You have to be willing to sit down and learn the ins and outs. Thankfully, they have a fantastic archive of support questions and a support team that is immensely helpful. They are also constantly adding new features. This means that SharpSpring is committed to being relevant.
  • We continue to be impressed with all that SharpSpring has to offer. They are truly here to help agencies like us. If you're looking for an all-in-one solution, look no further. We were spending way too much time and money juggling lots of different services. SharpSpring really does it all, and does it well.
  • Drip Campaigns make it so that you can automate emails. This makes keeping up with clients and targeting new leads so much easier.
  • The smart forms are a game changer. We can track and capture information so much faster. This means we're able to convert leads at a much higher rate.
  • Sharpspring is great at managing your workflow. We can access a sales and a marketing side and keep track of our employee output.
  • Sharpspring is still new, so they don't have every feature we would like. That being said, they are constantly adding new features and listening to users!
  • Sharpspring, like any complex product, takes some time to learn. However their support is second to none!
SharpSpring is incredibly well suited to any company involved in sales. It is also useful for companies who want an all-in-one marketing solution. This may not be the best software for a small company who is only just getting started in marketing and does not have much money to spend. That being said, it is definitely a good investment, as we've grown several of our clients since we started using this software with them.
Read Emma Jackson's full review
Penn Hoyt profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Sharpspring for two purposes: 1. to communicate with our current customers about new products, updates and sales. 2. To market to prospects, inform them about us and to have them become customers. It is used across the whole office for any types of communication. It is our main marketing platform and has helped us increase our sales and add over 50 new retailers so far.
  • Very easy to create emails. It is easy to upload photos.
  • The reports we get are extremely helpful. It has helped me craft better emails and headers as well as better predict the responses to the types of products.
  • Data uploads are easy.
  • Setting up automation flows are very intuitive.
  • The templates are good, but some more flexibility in customization would be great for those of us who are not programmers.
SharpSpring has been a great tool for all of our marketing. The development of landing pages that incorporate into our two websites was very easy. We were able to keep the themes the same and the reporting has been very helpful in terms of how we schedule our communications as well as targeting our messages.
Read Penn Hoyt's full review
Caio Almeida profile photo
Score 10 out of 10
Vetted Review
Reseller
Review Source
The marketing and project managers use SharpSpring. It is used in our organization for email campaigns, campaign tracking, landing pages, funnels, project management, social media posting, marketing automation, leads capturing, and much more along those lines. This software is amazing for us and our clients helping them distinguish their consumers and how to capture more of them. The customer support is also unreal. They help with any concerns at amazingly considerable times. Always giving us what we need and more when we stumble across an issue. The effectiveness of SharpSpring is also amazing with the abilities it has to interact with clients/prospects.
  • SharpSpring gives the ability to nurture prospects all the way to them being a client and tracking everything your agency has started and completed with them.
  • The marketing aspects of SharpSpring are truly amazing to be able to build landing pages, effective funnels, email campaigns, with all of those being able to be tracked from start to finish in order to see what is helping your agency and what is not.
  • Customer support always helps very quickly with any troubles we stumble upon clearing up any confusion we had and always following up with emails that go even deeper than what we asked for with tons and tons of information towards that subject.
  • Nothing to complain about. There is nothing else out there with this quality and price.
It is suitable for almost anything a creative/marketing agency could need. The campaigns and targeting techniques are so effective whilst being able to track it all. Helps with creating leads lists and capturing them to convert into clients.
Read Caio Almeida's full review
Dalton Sapp profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
Black Bear Design utilizes SharpSpring as our Customer Relationship Management platform. Every department uses it in some form, whether it be the sales team reaching out to new leads, our internal marketing team creating a newsletter, or web developers building a new website and embedding SharpSpring forms on the pages.

SharpSpring allows us to combine multiple different points of our sales funnel into one easy-to-use platform. We're able to easily capture data on leads before they submit any info to us, and then after they fill out a form, we're able to keep them engaged with regular touchpoints that are set up in automated workflows.
  • Lead Scoring - SharpSpring offers a service known as Lead Scoring, which utilizes rules that you create to better determine if someone visiting your website is an ideal customer for your company. Each lead is given a number based on the actions they take while visiting your site. The more items that they check-off, the warmer the lead is likely to be. The best part is that the lead is unaware that this is going on behind the scenes.
  • Email Builder - SharpSpring has an easy-to-use email builder. You can work with templates or build your own emails in a drag-and-drop manner. These emails allow you to add in Dynamic Content as well, which makes the emails custom to the person that you're sending them to. It makes the email seem more personalized than most email blasts.
  • Visual Workflows - Automation is king, and SharpSpring allows you to create a workflow for just about anything. Visual Workflows allow you to create journeys that your customers will go on, and then you can set it and forget it. Customers will be taken down branching paths and journeys that you've already created for them, but you won't need to lift a finger to keep them engaged.
  • Instagram: SharpSpring is currently lacking the feature to post on Instagram. The other major social platforms are available though.
I think that SharpSpring is tremendously helpful for any business that wants to better manage their sales funnel and keep customers and potential customers engaged with their business. It comes at a much lower price than many customer relationship management platforms, but still offers all of, if not more, of the features that you'd want. The marketing side of the platform is able to handle all of your digital marketing needs, and the sales side of the platform makes it easy for a team of 1 to 100 salespeople to bring on new clients.
Read Dalton Sapp's full review
Bo Ray profile photo
Score 8 out of 10
Vetted Review
Reseller
Review Source
We utilize SharpSpring to help in our lead generation and nurturing processes. We also use it to see how effective our marketing campaigns are. We use it on our website, we send emails through it and we use it to post our social media content. It is use in both our marketing and sales departments.
  • I really like their content calendar for social media, email campaigns and blog posts. It makes looking at what you have posting the entire month at a glance. When using it for clients, it makes it easy for them to see what you are doing for their company as well.
  • I like their meetings function that was just recently released.
  • I like that the features above are built into the same price. You don't have to purchase separate versions, or "hubs" if you will in order to get the functionality you want.
  • I'm not a big fan of their media upload section - specifically you can't upload videos to it. You can only link videos to it that were uploaded to other places like YouTube. While I understand the basic purpose of being able to track clicks better the way they do it, I want to be able to schedule video uploads to Facebook through Sharpspring and have the video native on Facebook as opposed to sharing it from YouTube.
  • While they have a lot of third party plugins through Zapier, I would like to see more native plugins.
  • The biggest native plugin I wish they had is a good message bot. I really miss that with my last software.
SharpSpring is very well suited for a local business. Their price points are fantastic considering the functionality you get from it. I don't know how well it would scale for a large corporate business. Since I don't work with large businesses, I could be wrong about that.
Read Bo Ray's full review
Gary Shouldis profile photo
Score 9 out of 10
Vetted Review
Reseller
Review Source
SharpSpring is currently being used across our entire organization. Marketing, sales and customer support all use SharpSpring to keep track of customer communications as well as tracking marketing efforts as well as sales. SharpSpring allows us to bring many different technologies into a single platform so we can now see the full life cycle of a customer, from click to the sale and beyond. By being able to track the results of our marketing efforts, we have been able to focus more on marketing efforts that are actually bringing in results and to stop wasting money on efforts that do not.
  • The UI is really nice and intuitive, everything is exactly where you would expect it to be. Even non-tech people are easily able to figure out how to use and implement the software.
  • Customer support is really good. In my experience, support tickets are always responded to within an hour and always helpful.
  • The feature set in relation to pricing is as good as you will find anywhere in the marketing automation industry. Sharpspring gives you some serious bang for your buck.
  • The email editor is drag and drop and easy to use, but still has bugs that need to be worked out.
  • Specific event-based automation are missing. An example is sending an email on a contacts birthday or anniversary, there is currently no way to do this in Shaprpsring
  • Email deliverability was a real issue for a while but I believe has been sorted out. Sharpspring had a hard-line approach to email sending which resulted in many emails being suppressed without cause., but have fixed the issues users where having
I would highly recommend SharpSpring to businesses large and small that want to move beyond basic email marketing and want to improve their marketing efficiency and customer communications. SharpSpring is a full-featured marketing automation platform that is within reach of most small businesses due to its cost and ease of use. It has features to satisfy both large and small businesses and can be customized for any industry. We have successfully implemented SharpSpring with small businesses that tried other marketing automation platforms in the past but left due to the costs and complexity of the platforms. Business owners are amazed at how easy SharpSpring is to use.
Read Gary Shouldis's full review
Scott Millen profile photo
Score 10 out of 10
Vetted Review
Reseller
Review Source
As a creative marketing services firm, we know that marketing automation is quickly becoming the center of any good marketing strategy. We've been able to trial and work with a few different systems, most notably HubSpot (the Gold Standard), and we selected SharpSpring primarily because they 1. didn't bully us into their system and 2. they work WITH agencies and don't compete with them and 3. they let agencies sell the system to their clients creating a new revenue stream and ensuring that the agency's clients continue to work with people they trust. Those three reasons alone were enough to make the decision.
  • SharpSpring is RAZOR FOCUSED on partnering with agencies, not competing against them for the same client. In this context, we experience top-notch support, quarterly town-halls, and lots of communication.
  • SharpSpring is terrific to work with in implementing the platform. They will work with you to help you pitch, and they will work with you to help you install.
  • While all marketing automation platforms are confusing (I'm looking at you, HubSpot!), SharpSpring is constantly refining its interface to become CLEARER and more intuitive. Sometimes these efforts backfire, but the relationship is so good, if enough feedback is received, changes are made. They listen carefully.
  • SharpSpring's email editor is NOT as good as HubSpot's. That said, it is constantly improving and is easier to use all the time.
  • Small things can be frustrating, such as labeling contacts, or some workflows. But this is offset by the company's willingness to listen and implement change from it's users.
  • Certain automations (such as pushed content via RSS feeds) are missing.
If you're an agency working with SMB's, SharpSpring is the way to go. If you're working with a major corporation, SharpSpring doesn't scale as well as you'd like. But for the majority of agencies, SharpSpring's focus on you is what is game changing. And instead of sales bullying you to sign up, they work hard to help you understand the value by asking you to compare platforms. How refreshing!
Read Scott Millen's full review
David York profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
FairMarketing uses SharpSpring primarily as a CRM for managing new business development. We have SharpSpring forms on our website for each of our products/services. When a prospect fills out a form, they are imported as a new contact and added to an initial list with a trigger that sends an auto-response email and a link to schedule an appointment. Internally, we create an opportunity from that contact, assign the lead to a sales rep and place him/her in the "Discovery Call" stage of our customized pipeline. If the prospect doesn't set up an appointment to speak with us via the auto-response, our sales coordinator reaches out by phone to set up the discovery call appointment with the sales rep and updates notes, etc. in the CRM. They move it to stage 2 of the pipeline with the easy drag-n-drop interface. We use SharpSpring to move the lead through the entire pipeline until the business closes. Along the way, like after we've met in person to do a demo, we'll add the prospect to lists which have drip campaign emails that go out by email to keep us top-of-mind. The system is very easy to use. We love it.
  • Customer Relationship Management - very robust, customizable fields, integrates with Google products (calendar, Gmail,) phone call log, etc.
  • Email Marketing and Lead Nurturing
  • Ease-of-use. Very intuitive and doesn't take long to learn.
  • I would love to see more reports, metrics, etc. They have some good reporting but could be expanded upon.
  • I would like to see more training materials. People inherently fear or hate change and when a business decides to implement a new CRM it can be hard to get people to adopt. Anything that can make this easier is welcome! SharpSpring does have a pretty extensive database for help and support, and some videos that can be accessed directly from the platform. But more would be nice!
I think that SharpSpring is very well suited for any business looking to manage its customer data internally. It is great for email marketing and a perfect solution for managing new business development. We even use it for our monthly newsletters. SharpSpring is a great choice! It may not be as feature-rich as Salesforce, but it is a fraction of the cost and does everything we need it to do. Again, very intuitive and easy to learn and use! (unlike SalesForce).
Read David York's full review
Deborah Plasencia profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
It offers, through a partnership with SharpSpring, the capability for our organization to offer a platform for digital marketing and data management to our clients.
  • The user interface is easy to work with.
  • The design of the product helps in doing initial set-up
  • Training is great, very methodical, hands-on, as well as a great library of reference
  • Maybe adding more standard fields
  • Ability to edit and enhance standard fields without creating new custom fields
SharpSpring is very user friendly. Set-up is very easy and straight forward. It is well priced as an offering to our clients. I have not found any areas where it is not appropriate.
Read Deborah Plasencia's full review
Bill Hodgson profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use SharpSpring behind our own website to track visitors and capture leads. The platform is integrated into our website using their tracking code so that visitors can be captured via forms and stored within the SharpSpring CRM. The whole team uses the platform so we have a shared view of prospects inside the CRM, and can see their visits to the website.
  • Shared CRM Database with custom fields. Easy to use, custom fields can be all sorts of data types. Building lists of people in the CRM works well.
  • Embedded customized forms. We have created and embedded lots of forms. Adding custom fields plus GDPR is easy to do.
  • Tracking email sends and website visits. The platform records website visits, form fills and email opens, all into the CRM system.
  • Customer support is good - we get answers quickly from people who know what they are doing.
  • We use Stripo to construct emails as we find it much easier than the built-in email editor.
  • Styling forms need knowledge of CSS. Some basic options can be decided within SharpSpring. We have a developer who does the work to match the form styling with the specific website designs.
  • Organizing assets such as emails, forms, lists, and workflows is a little hit and miss. But, a new feature using Tags is coming which should make it easy to tag related assets so that projects can be kept organized.
The platform is well suited to a firm who is actively generating leads and also wants to use a sales pipeline. The platform has two major modules, Marketing which covers the emails, forms, landing pages, blogs, lists, automation, etc. The Sales module contains opportunities organized into pipelines to assist the tracking and organization of the sales process.
Read Bill Hodgson's full review
Brad Parnell profile photo
Score 9 out of 10
Vetted Review
Reseller
Review Source
We currently use it across the entire organization for our email marketing platform, sales CRM, lead reporting and lead form generation.
  • Sales CRM: easy to track opportunities and after they are won or lost, see where the lead came from.
  • Marketing Automation: they make it easy to trigger internal and external actions, like sending an on-boarding email after a deal is won.
  • Reporting: the ability to see where a lead came from and all the actions they took is priceless.
  • Mobile App: They have a good mobile app and have plans to update it for 2020 that I'm looking forward to.
If you are tracking leads and have a sales process, this is a MUST for the client flow and results reporting.
Read Brad Parnell's full review
Anna Fischer profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use SharpSpring internally for our own marketing efforts, including emails and landing pages. We also manage the software for our clients on the platform. We create the content and build the automation for our clients. It takes a lot of the manual work off our clients with our automated workflows and behavior based marketing capabilities.
  • Always improving the software - because they primarily work with agencies, they are always continuing to improve and launch new features to help the agencies in managing their own clients.
  • Adaptability - we started with them when they were still a start-up company. Throughout the years, we've seen them adapt to trends in the marketplace, new compliance and partner requests/needs. They have grown a lot over the years, but continue to do it strategically and in a way that the Partners are always first.
  • User friendly interface - when I provide demos or training, I'm continually told how user-friendly the platform is. It's very intuitive and easy to follow.
  • While they are continually launching new features, I sometimes feel that they need to improve their current features first.
  • Improve Support - They have a dedicated Partner Support team which is great, but when submitting cases, I often get different feedback from different people on the team. They aren't very consistent and I have to often push for them to answer the actual question.
SharpSpring is great for marketing agencies, especially those interested in offering marketing automation as one of their services as SharpSpring's business model is built specifically for that.

It's not going to be a good fit for a business who doesn't have those resources available. SharpSpring does not create content for you, or build the automation for you - you need to be able to do that on your own.
Read Anna Fischer's full review
Diego Jaramillo profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
Using SharpSpring as a CRM and marketing automation platform with forms, landing pages, email platforms, and automation workflows for the nurturing process. We are also integrating with third-party software such as Intercom, Landbot, OptiMonk, and Slack. We are combining these tools to boost our sales and improve our customer support and experience.
  • A visual editor to create complex workflows.
  • Integrations with third-party solutions.
  • Forms and list management are pretty easy.
  • Customer support is fantastic, one of the best I've personally experienced.
  • Shopping cart integrations can be a little bit complex, and you definitely need a developer with coding experience.
  • The image management in the email editor could be better.
  • The landing page editor has some room for improvement. Coding skills are needed if you want to do some tweaks in your design.
Pricing is great and well suited for any small or mid-sized business looking for a complete and affordable marketing automation software with a month to month pricing basis. It's less appropriate if your company has fewer than 1000 contacts. In that case, you may want to consider other more affordable options.
Read Diego Jaramillo's full review
Geoffrey Hoesch profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
SharpSpring is being used to coordinate our marketing and sales efforts. We use it as a mechanism to grow our organization. It helps place all of our growth efforts under a single roof. The sales CRM helps us track, measure, and qualify leads and the marketing side helps us nurture potential clients.
  • CRM is easy to use and understand.
  • The visual workflows allow you to automate processes and reminders.
  • Opportunities helps us keep track of all our current leads.
  • The site has run slowly on one or two occasions.
  • There could be better Wordpress integration.
This platform would be best suited to a small to medium-size business that's trying to grow through both marketing and sales. Large corporations may turn to more expensive platforms, but for companies under 500 employees, I feel it would be a good fit.
Read Geoffrey Hoesch's full review
Eric Poulin profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use SharpSpring for our marketing automation needs. It helps us track visitors to our website, capture their information with forms, manage them in a CRM and deliver marketing content to prospects with an email drip campaign while rating people's levels of interactions with our material so that our salespeople know when to follow up.
  • Email drip campaigns.
  • Track website visitors.
  • Email editor is old and rigid.
Small to medium-sized businesses who want to automate their marketing to their prospects. It's a great way to try and understand who is visiting your website in more detail than just analytics
Read Eric Poulin's full review
Gary Readhead profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We are a marketing agency that works within the property sector. SharpSpring has increased communications between our clients and theirs. The automation also has resolved which client belongs to which agent, thank you round robin automation for that. We also use SharpSpring to build, test, send and track emails and conversion.
  • Automations allow for easy content flow and management.
  • API integration to third party software, i.e. Gravity forms.
  • Landing pages allow for a great lead generation.
  • Would like to see the ability to group forms per campaign.
As an agency dealing with many clients within the property sector, it made sense to use a product that can scale with our needs to best support our clients. Allows for easy lead tracking and sending of information relevant to the requirements of the lead based on the property or properties that they have enquired about. We use this data to send future invitations to new product launches keeping the interaction going.
Read Gary Readhead's full review
Leon Hamstra profile photo
Score 9 out of 10
Vetted Review
Reseller
Review Source
We use SharpSpring across the whole organization for our own sales and marketing processes with new and existing business. Moreover we also work with SharpSpring for our customers. In both situations it helps:
  • Marketing and sales to work together and improve sales results
  • The prospect and customer experience is improving a lot
  • Providing good insight in the whole buyer cycle thus helping us service our prospects and customers better
Last but not least it is very good value for money!
  • Insight in the prospect / customer timeline
  • The ability to let marketing and sales work together and improve continuously
  • Keep things simple where they need to be kept simple
  • Frequent new features
  • Auto-save functionality would be nice instead of the save button.
SharpSpring is easy to use and when used by marketing and sales as a tool to improve together it saves a lot of time as well! I experienced that I now use less than 20% of the time I used to spend on lead nurturing and sales but my results went up a lot.
Read Leon Hamstra's full review
Robert Rayappa profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
SharpSpring is currently being used by the Marketing and Sales team only. SharpSpring is being used to track opportunities, people., etc. It has also been helping us create useful reports to show the management team during our sales review meetings.
  • Reporting
  • Tracking opportunities and people.
  • Same features at comparatively lesser cost compared to that similar competitive products.
  • Email tracking is great.
  • The atheistic look could be improved. Use brighter colors.
  • Could add more features for reporting (like graphical reporting).
  • Cannot integrate with other platforms like Zoom, Go-to meeting, Vonage Business, etc.
  • Cannot add or save documents for contact or opportunity. So we lose out on knowing what was sent and what was not for future use.
For tracking contacts, opportunities, and writing notes for such opportunities, SharpSpring is spot-on. An overview of opportunities based on certain class types looks good while presenting such data to the senior management team. However, it could be more agile and be integrated with other platforms to push down other manual tasks for the user.
Read Robert Rayappa's full review
Kaylie Verhagen profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
SharpSpring is used by our full organisation as a CRM, but most actively used by our Sales and Marketing departments. For marketing we use it to store customer data and to use the data in personalized communications. Within sales it helps us to identify opportunities and to support the rest of the sales process, from acquisition to closing deals. We have forms, workflows, action groups and lead scoring put in place, all focused on lead generation.
  • Identifying new opportunities
  • Nurturing leads
  • Storing customer data
  • Adjusting data in bulk
  • More options to generate lists, for instance to be able to generate a list without having to select a trigger
  • Sending emails to individual contacts
SharpSpring is the perfect partner for B2B organisations who want to support their lead generation efforts. However, please note that the effort you put in determines the success. We have positive experiences with SharpSpring, but this is dedicated to the amount of effort that went into the infrastructure that we built with lead scoring, forms, content in the form of lead magnets etc. Companies that are looking to invest in SharpSpring should pay special attention to the implementation process, since this determines the overall success hugely.
Read Kaylie Verhagen's full review
Mike Muller profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use SharpSpring to automate our sales process as well as send strategic communications to our clients and prospects. We also use the CRM to generate lead scores for each of our prospects and use their campaign management to understand the effectiveness of our marketing efforts. The tool is used by each member of our team.
  • Easy to use, nice interface
  • Powerful automation engine
  • Nice to have a CRM integrated into the tool
  • The email builder could use some improvement
  • Additional flexibility with sending addresses
  • Bulk editing features in the CRM
SharpSpring is great for smaller businesses that want to utilize marketing automation but can't afford the costs of other platforms. It's easy to use and provides great tools to be smarter with client and prospect communications.

SharpSpring has decent integrations with Salesforce but does struggle with pulling complex data from Salesforce. Tying into a CRM really needs a technology partner to assist with the integration.
Read Mike Muller's full review
Colton Givey profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use SharpSpring to keep track of our company as well as our clients. We create forms in which we use on our client's websites that connect to SharpSpring so we can easily keep track of leads. This saves much time because we are able to set visual workflows that can send custom emails for our company as well as our clients so we do not have to spend a large amount of time individually creating emails for each client. SharpSpring allows us to track the life of our leads and create custom fields. We're still new to using SharpSpring, however, it has been very helpful so far. SharpSpring provides a very helpful "virtual classroom" which is very helpful in learning how to use SharpSpring and provides very detailed steps at how to do just about anything within it.
  • SharpSpring is very user-friendly once going through the modules in the virtual classroom. Any information that you may need to build upon in the workflow can be found on their help pages, that provide both step by step lists with how to do things as well as a video that shows an example of what you are reading. SharpSpring also allows for live classroom sessions throughout the week that allow you to ask questions about anything else you may be wondering.
  • SharpSpring provides amazing customer service that always responds within 30 minutes of sending an email. Typically I would expect to hear back from customer service on a site in 24 hours, however, I have never waited longer than about 25 minutes, with the shortest time hearing back being about 3 minutes.
  • SharpSpring provides a company utilization score which is very helpful to see what areas of the site you are exceeding in as well as where you may need to put in a little more work. It rates these in areas such as landing pages, lead scoring, emails, personas, automation, analytics, sales, media center, forms, visitor ID, and agency. This ensures that you can easily see and focus on everything SharpSpring has to offer to get the most out of the money you are paying.
  • When creating emails in SharpSpring, it is difficult to size your images how you want. You must type in a numerical size then enter in order to change the size which can be both tedious and a bit difficult. A much easier way to do this would be to provide arrows in the corner of the picture that allows you to resize it exactly how you would like instead of doing a trial and error of entering numbers to size your photo which ends up taking much more time.
  • Another area SharpSpring may have room for improvement is also dealing with email images. SharpSpring doesn't allow you to manually move your images around exactly where in the email templet that you want them. If it does, I just have not found exactly how to yet after spending a great amount of time doing so, so if this is a function SharpSpring allows, it does not provide good instructions on how to do so.
  • When giving someone a marketing or sales manager user account, it would be nice if they were allowed to unsubscribe contacts from emails on their own. This was a problem I ran into for one of our clients who we made a marketing manager user role for. We did not want to give full access to all features on SharpSpring but wanted to give her some more flexibility. SharpSpring should consider allowing administrators to create custom roles for users that allows the admins to select exactly what they want and don't want their other users to be able to do.
For us, SharpSpring is very useful because the company I work for needs to keep up with our pages, as well as automation and pages for our clients. SharpSpring makes it easy to keep track and do all of these things without it taking an immense amount of time. With SharpSpring, doing things that would often take an entire day or days to do, is now no issue at all because it is automatically done. Because of SharpSpring, we are able to take on many more clients than we would without it. Using SharpSpring has many benefits that allow us to look in and see where clients, as well as ourselves, are excelling but also areas we may need to work on a little bit more. I can't think of too many scenarios where SharpSpring is less appropriate other than if you do not have many clients or many emails and leads to follow. If this is the case, you may not need SharpSpring, but if you have many clients or customers, SharpSpring will be very helpful in taking off some of your workload.
Read Colton Givey's full review
Mary Monday profile photo
October 31, 2019

Worth The Investment

Score 8 out of 10
Vetted Review
Reseller
Review Source
We are a reseller of SharpSpring and use it for marketing our own company as well. For our clients, it is a valuable tool to gain insight into who is visiting their websites, allows them to trigger emails tailored to the needs of their leads, and to communicate on a regular basis with existing customers.
  • Automating responses and workflows to nurture leads in the sales funnel.
  • Track engagement and automatically assign lead scores.
  • Email creation tool needs work -- needs to enable embedding of videos (like Mailchimp, Campaign Monitor, etc.). Rendering across email clients is still an issue. Reporting analytics could be more in-depth.
If you want nothing more than an email tool, SharpSpring is not for you. It shines in its totality as a marketing automation platform, lead scoring, and workflow definition. Workflows are easy to set up, lead scoring rules are easy to set. Metrics on website visitors and engagement are easy to view and track.
Read Mary Monday's full review
Chris Aldrich profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use SharpSpring for our company's lead generation efforts and CRM. Our CRM is now organized in a way that matches how we work and we are getting new leads in a systematic way and then categorizing them and evaluating them for level of interest. The landing pages are SSL secure so we feel confident using them for lead magnets to gather new prospects.
  • Excellent training and support plus a ton of specific tutorials and videos we can access at any time.
  • Simple process to create (and save for reuse) landing pages.
  • The CRM is simple but very flexible - we can tag clients and prospects in just about any way we need.
  • Would like to see more live webinars showing case studies of companies and how they use the platform effectively.
  • More email templates.
  • More pre-made landing page templates.
Well suited: SMBs that have a good base of authentic contacts and are looking to add, organize and prospect for more.

Less well suited: small businesses with very low marketing budget or no desire to put the resources against building this tool properly. It takes either effort or a budget or both to get the most out of marketing automation. New companies may not be ready for this yet.
Read Chris Aldrich's full review
Kirk Westwood profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use it inhouse to track our customers as well as handle all data, social listening, and marketing automation. We also integrate and incorporate our clients into the umbrella underneath us to increase our service offering and ability to help.
  • Their team is second to none. You aren't just getting use of the software, you are getting an entire "marketing automation" department on your staff.
  • It does a remarkable job of covering everything. It was clearly built and designed for certain things, but there is nothing in the marketing/automation/strategy field it doesn't natively do, or seamlessly integrate.
  • The interface is simple and intuitive after an introductory break-in phase. Unlike some of its competitors whose interface feels like you need an MIT engineer. This is a simple portal, but remarkably powerful.
  • There are a few (not many) places where something that absolutely should be customizable, isn't. The main page dashboard is setup with a sales focus. That makes sense, but I don't use revenue as my KPI 80% of the time. However, my main dashboard doesn't allow me to change what it features or where. Additionally, things like client photos are handled by an external data scraper, they aren't customizable. I have a photo of every client, they didn't integrate as they are my photos and they aren't from the web. SharpSpring won't allow me to customize/add/modify certain fields, such as a photo.
  • There are dozens of social media in the world, they follow 3. I understand that they are working on the 4th. But even with it, they will still be at 1/3 of the socials I track daily.
I don't see a downside for anyone. If you own, operate, maintain or administer to any organization with an outside messaging strategy, SharpSpring is for you.
Read Kirk Westwood's full review
Jamie Montross profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We recommend SharpSpring to all of our clients. Our clients needed a CMS that could help them organize their distribution lists, watch leads from the websites, and send communications via email. We provide a short training for many of them to use it themselves and provide them custom, designed branded templates for their emails. Its easy interface is just what our clients need. The analytics are comprehensive and provide real-time data for our marketing initiatives.
  • The analytics are comprehensive and provide real-time data for our marketing initiatives.
  • Its intuitive interface is easy to understand and use.
  • Management of distribution lists is very easy.
  • The design interface is clunky.
  • Creating layouts that don't look awkward and unappealing due to odd spacing issues, lack of columns, lack of customizable areas is more challenging than it should be.
  • Font choices are limited and challenging to use.
  • Templates are boring.
Our clients needed a CMS that could help them organize their distribution lists, watch leads from the websites, and send communications via email. We provide a short training for many of them to use it themselves and provide them custom, designed branded templates for their emails. Its easy interface is just what our clients need.

I would not recommend SharpSpring for small mom-and-pop type companies. There are cheaper options, like Constant Contact, that will suit their needs. While it isn't as comprehensive, it's more economical. Perhaps SharpSpring could offer a limited service for those types of companies.
Read Jamie Montross's full review

Feature Scorecard Summary

WYSIWYG email editor (249)
6.6
Dynamic content (231)
7.6
Ability to test dynamic content (222)
7.6
Landing pages (224)
7.1
A/B testing (206)
7.2
Mobile optimization (232)
7.1
Email deliverability (262)
7.2
List management (264)
8.4
Triggered drip sequences (255)
8.5
Lead nurturing (253)
8.0
Lead scoring and grading (259)
8.2
Data quality management (243)
8.0
Automated sales alerts and tasks (243)
8.5
Calendaring (137)
6.7
Event/webinar marketing (157)
7.1
Social sharing and campaigns (127)
6.5
Social profile integration (173)
6.8
Dashboards (259)
7.9
Standard reports (259)
7.8
Custom reports (234)
7.6
API (183)
8.3
Role-based workflow & approvals (211)
7.9
Customizability (229)
7.3
Integration with Salesforce.com (127)
7.7
Integration with Microsoft Dynamics CRM (47)
8.2
Integration with SugarCRM (46)
7.7

About SharpSpring

SharpSpring is a flexible and comprehensive marketing automation platform. This solution offers behavior-based email marketing, native or third party CRM integration, dynamic forms, social media management, landing page and blog builders, universal CMS compatibility, and integration with hundreds of third-party applications. SharpSpring offers an intuitive interface with all of the features one would expect from a marketing automation platform – at less than 1/3 of the cost of the competition.

A special partner program is available for marketing agencies.

SharpSpring Features

Email & Online Marketing Features
Has featureWYSIWYG email editor
Has featureDynamic content
Has featureAbility to test dynamic content
Has featureLanding pages
Has featureA/B testing
Has featureMobile optimization
Has featureEmail deliverability
Has featureList management
Has featureTriggered drip sequences
Lead Management Features
Has featureLead nurturing
Has featureLead scoring and grading
Has featureData quality management
Has featureAutomated sales alerts and tasks
Campaign Management Features
Has featureCalendaring
Has featureEvent/webinar marketing
Social Media Marketing Features
Has featureSocial sharing and campaigns
Has featureSocial profile integration
Reporting & Analytics Features
Has featureDashboards
Has featureStandard reports
Has featureCustom reports
Platform & Infrastructure Features
Has featureAPI
Has featureRole-based workflow & approvals
Has featureCustomizability
Has featureIntegration with Salesforce.com
Has featureIntegration with Microsoft Dynamics CRM
Has featureIntegration with SugarCRM
Additional Features
Has featureBuilt-in CRM
Has featureAnonymous Web Visitor Identification
Has featureBlog Builder
Has featureDynamic Landing Pages
Has featureSocial Media Management
Has featureBuyer Personas
Has featureWYSIWYG Email Designer
Has featureVisual Workflow Builder
Has featureDynamic Forms
Has featurePipeline Management

SharpSpring Screenshots

SharpSpring Videos (3)

SharpSpring Downloadables

SharpSpring Integrations

Zapier, PieSync, GoToWebinar, Salesforce, Google Adwords, WebEx, Shutterstock

SharpSpring Competitors

Pricing

Does not have featureFree Trial Available?No
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Required

SharpSpring Customer Size Distribution

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

SharpSpring Support Options

 Paid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

SharpSpring Technical Details

Deployment Types:SaaS
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