TrustRadius
SharpSpring is a 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, and universal CMS compatibility.https://media.trustradius.com/product-logos/IO/Hz/EUTIG343OTFM.PNGSharpSpring: Low Cost Platform with Robust OfferingsBlack 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.,9,It keeps potential customers engaged with our brand. If someone fills out a form on our website, we don't just get an email and hope that someone reaches out to them. A salesperson receives a notification that they need to reach out to a potential customer. A new lead receives emails with case studies and ways that we can help. We showcase reviews to the lead to show what others think of us. Everything works together to make sure that we remain top of mind and our leads and/or customers stay engaged with us.,,Less than 10,000,Both,ConnectWise Manage, monday.com, MailchimpIf you are an Inbound agency, you need to look at this automation software.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.,8,We haven't been using SharpSpring long enough to recognize a true ROI.,HubSpot,Less than 10,000,Both,ManyChat, Google Ads (formerly AdWords)Marketing Automation The Way It Should Be - Easy and AffordableSharpSpring 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,9,We were able to realize a positive ROI with Sharpspring in under 60 days with much-improved lead generation processes. We have become smarter with lead generation and conversions by being able to see how users are interacting with our marketing efforts and website before we speak to them and we now have the ability to send timely and personal one on one communications to each prospect. Like with any software, user adoption takes time. There was a period of a few months where you have to commit to getting everyone on board with the new software, so factor that into your plans. Lack of user adoption is one of the main reasons marketing automation platforms fail for a business.,ActiveCampaign,10,000 to 25,000,Both,Unbounce, Google Analytics, BrightLocalYou want to partner with SharpSpring. Here's why.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.,10,SharpSpring and other platforms would have you believe that you'll be making revenue instantly with this platform. Our experience has been slower, albeit by design. We want to be masters of any SAAS we sell, and it took us a good six months before we felt comfortable pitching it to clients. It has taken that long for many clients to bite. Two years later, and we are growing a robust group of clients in SharpSpring. The ability to resell is amazing. While there are set prices for your subscription, and per client costs, you can price your services as you please, ensuring your ability to make the margins you need to to be successful.,HubSpot, Infusionsoft by Keap and Marketo,Less than 10,000,Both,Workamajig, Rival IQ, SEMRushSharpSpring is a Smart Choice for your Business Development and CRM NeedsFairMarketing 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!,9,It has had quite an impact on our business as it keeps us organized and helps us close new business! We don't miss a beat with SharpSpring. We are able to tie the business opportunities to sales dollars and see a clear return on investment when you associate that with a campaign in SharpSpring too (which is easy to do.),25,000 to 100,000,B2B,Teamwork Projects, BuzzStream, QuickBooks OnlineSharpSpring user for 4+ yearsWe 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.,10,It allows our sales team to have a lot more insight when cold calling. They can see if those people have been on our website, interacted with emails, etc. to help guide those conversations. We really aren't able to show a clear ROI as we don't track opportunities and conversions. If you do track that, I think it would be fairly easy to show the ROI if you can integrate with your CRM (or use their CRM). It's allowed us to offer a very beneficial service to our clients as we often are an extension of their marketing team.,Marketo, Act-On Software, HubSpot and Pardot,250,000 to 1 million,BothLeaner and More Nimble than its CompetitorsWe 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.,10,It has allowed us to go after and close businesses that we would not have found because previously we were only doing lead gen the "cold-calling" way.,HubSpot,Less than 10,000,B2B,Zapier, Microsoft 365 BusinessA comprehensive collection of marketing automation capabilitiesWe 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.,10,We have only been partnered for approximately 6 months, too soon to tell. However, It is making an impact across the organization,Cloze Inbox,Less than 10,000,B2B,Slack, monday.com, OtterIntuitive and useful marketing toolWe 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.,10,The analytics are comprehensive and provide real-time data for our marketing initiatives.,Less than 10,000,Both,Zoho CRM, Constant Contact, ContactMonkeySharpSpring, the great disruptor!We use it to manage membership, event and wedding enquiries at leading golf clubs. We use POS data to drive personalised product offers to existing members who spend at the club’s bar or golf shop. SharpSpring manage’s leads and opportunities not previously realised. SharpSpring’s reporting provides insight to ROI and website visitors.,Lead management. Personalised dynamic content. Reporting ROI.,Email creator. Landing page creator. Introduction of SMS.,10,Increased sales. Increased member engagement. Improved productivity.,HubSpot, Oracle Eloqua, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) and Oracle CRM On Demand,Less than 10,000,Both,Google Ads (formerly AdWords), Bing AdsEasy To UseWe use Sharpspring as a CRM system to score inbound leads and get insights into their user journeys that led them to becoming a prospect. We also heavily use the email automation functions to keep engaged with prospects, creating different sequences for different types of leads. Sharpspring is used by the entire sales and marketing team and addresses the issue of prospects dropping out of your funnel and not staying engaged with your business.,Email automation is very easy. You can create different sequences and then apply them to any contact within the CRM. Being able to track actual leads to Google Ads is incredibly useful. It allows us to work out our true Return on Investment from the marketing channel as a whole but also gives us insight into keywords that generate the best quality leads. Lead scoring is a simple and effective way of prioritizing leads.,It would be good to have more options on reporting, to be able to create reports you can easily customize with the data you want. Perhaps I just don't know how but it would also be good to be able to add fields into the CRM to capture additional data on users.,10,The email automation definitely re-opened conversations with prospects who would have otherwise been lost.,10,000 to 25,000,B2BSharpSpring more than software - The best business partner!We have improved the quality of leads. We have also automated the digital sales process effectively to be able to sell products and services with the satisfaction of our customers. The implementation of SharpSpring was very fast and very easy; in record time we were getting leads of excellent quality.,Cost versus benefit: Better support, same features to others. It has support throughout the implementation and helps sales to other customers. Actually for our company it's better software for these key points: Excellent price and Benefit, Advanced automation features, Excellent support at the right time, Easy to use and easy customization and Scalable for any company size.,It does not have updated mobile app Some problems with the support of the features in Spanish language,9,We went from reviewing other market positions, with high costs, but SharpSpring gave us support in the deployment and sale of it to our customers. It was very quick to understand all the features and it was easy to implement for our customers. In record time we started to get results and we started selling more instances of SharpSpring in large Colombian companies.,Marketo, HubSpot, ActiveCampaign and Oracle Eloqua,Less than 10,000,BothSharpSpring is an excellent marketing automation solution for agenciesWe use SharpSpring for our own agency as well as re-selling it to our clients. It addresses the problem of having a single portal that we can use to manage all of our marketing automation clients. The pricing is also very agency friendly so it leaves plenty of room to be able to sell it to clients at a very fair price.,Managing Clients Lead Nurturing Workflow builders,No integrated A/B testing Salesforce Sync does not sync all data points Zapier integration doesn't have many actions and triggers,10,Lead nurturing improves ROI Generates new leads for us Helps identify the people on our website so we can reach out to them to make more sales,Pardot,25,000 to 100,000,B2B,Basecamp, Everhour, QuickBooks OnlineGreat combination of marketing automation and CRMWe use SharpSpring both internally and with our clients. It has been a great solution not only with its CRM capabilities but also with the marketing automation. It is extremely user-friendly and has enough features to streamline our workflow, but not get lost in all the bells and whistles. The customer service team has also been very responsive and helpful! We are a small team and have to be very strategic about where our energy is focused and SharpSpring has allowed us to complete and track tasks improving transparency and communication across ur team.,Customer service. User-friendly. Great educational sessions.,The organization of information in the CRM.,9,Improve workflow. Improved landing page creation. Organized sales outreach.,Less than 10,000,BothSharpSpring: the good, the bad, the uglyWe use SharpSpring to send all of our corporate emails, including newsletters, promotions, pre, and post-event emails, and other marketing related materials. SharpSpring is the only such software we are using. We formerly used Constant Contact but switched to take advantage of the better reporting and contact management features. All of our corporate PR is handled through SharpSpring. We also use it to notify our website users of updates, downtime, etc.,Collecting website visitor information and actions taken Easy to upload and manage contact information Healthy and robust analytics make reporting easy,Creating emails is very clunky. We were used to Constant Contact and SharpSpring is miles away from that. It struggles mightily with Outlook, and most of our customers use Outlook so this is a real problem. I have a very light knowledge of coding and in Constant Contact, I could work through the code and sometimes figure out what the problem was. SharpSpring coding is a nightmare. We can't ever fix anything in the code. Support: the model is that you buy SharpSpring through an agency, so anytime you have any questions, you have to go through your agency. This adds time and cost to solving what could actually be a simple problem. They will lock your account and you cannot send emails, not even a test email to yourself. They ended up unsubscribing thousands of our users and that was the only way we were able to send emails again. They can be unreasonable with their expectations on list performance. Our customers frequently use "info@" type email addresses and SharpSpring tries to block us from sending to them. It's very frustrating especially when you are committed to a schedule.,6,SharpSpring has helped us better understand who visits our website and what actions they are taking. It has been a useful sales tool. SharpSpring is not a user-friendly platform for creating emails, especially for Outlook clients (which most businesses are). Because of the necessity of going through our agency to get help, it adds time and cost to producing our emails.,Constant Contact and HubSpot,10,000 to 25,000,B2B,Bitly, Hootsuite Free, JIRA Software, OpenText Hightail, Camtasia, SnagitSmall marketing team enjoys SharpSpringOur small marketing team of six uses SharpSpring to manage leads, and create and automate content. It helps our sales team stay organized and remember where leads are in the sales process. Our content development team uses the email tools to send monthly newsletters and uses the automation tools to send out lead magnets on our company website.,Customer support is fantastic. Whenever I have a question or run into an issue, they are always so quick to respond with a helpful answer. Lead management and tracking tools are helpful. Knowing who is on your site, on what pages, and for how long has been really nice. Also, the ability to customize the sales pipeline makes organization a breeze for our sales team. The automation/workflow feature is really easy to use and makes life so easy.,The landing page development tools are a bit difficult to navigate during the first few page builds. The landing page development is also pretty basic, unless you're savvy with coding. The form builder doesn't have the ability to do conditional logic.,8,We're charging several clients to use the platform on a monthly basis. We've garnered several clients from SharpSpring built forms and emails.,Less than 10,000,Both,OntraportSharpSpring Can Spring Up Your RevenueAs a marketing advisor, I work with business owners to increase leads and sales by guiding people seamlessly and subtly through their customer journey. This tool helps me both achieve that objective and prove the results. Double win! We use this as a tool for our business and also for our clients. As part of our business growth system, we advise clients need to set up the tools and systems to achieve maximum results. SharpSpring is like a swiss army knife of marketing tools and systems. We have leveraged the tool for clients to assist with Lead Generation, Automated Responses & Drip Campaigns. We have also utilized the CRM component and Lead Scoring and SMART emails to nurture relationships. More recently we utilized the event and calendar functionality to promote local events and online webinars. The ability to set up the system once and have it customized dynamically based on user behavior is very helpful and time-saving. While there are a lot of other companies out there that offer similar services, we recommend SharpSpring as a solution for businesses who are serious about taking their marketing to the next level. We appreciate the company and its team. They do a great job for their clients.,Lead Tracking. Ease of use. Connection of marketing and sales.,Takes time to set up. Must be used to be fully leveraged.,9,Great ROI if you use it.,Mailchimp and ActiveCampaign,Less than 10,000,B2BPowerful automation tool that is affordableWe 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,8,SharpSpring has led to more effective sales processes and better client communications. We are able to provide additional services to clients.,HubSpot, Marketo and Pardot,10,000 to 25,000,Both,ClickUp, FreshdeskSharpest Tool In The ShedAs a marketing and communications professional with over 25 years experience, I have a good intuition for creative campaigns that work, however refining the message to the target audience and fine-tuning my communications skills to suit that particular audience adds value for my career prospects as well as my customers' campaign effectiveness.,Targeted communications - Segmented audiences for finely honed communication tone and language. Automation - Automated trigger responses and passive actions on my behalf. CRM managing sales through the pipeline - Reminders about actions and provocation material for the sometimes dreaded sales follow-up.,Pricepoint - There has been some feedback on more cost-effective competition in the market. Not a fan of the name. Diversity of the scope of functions is sometimes overwhelming for clients - A more graduated learning curve would be more readily adopted as people are averse to change.,8,Up-skilling in digital marketing. Ability to report and track ROI for clients. More accountability to offer as client service. There are proven results to show in the reports at the back end.,Microsoft Dynamics 365 Business Central (formerly Dynamics NAV),Less than 10,000,Both,BambooHR, PandaDoc, TrelloA big upgrade from Hubspot for us and our clientsWe are a Marketing Agency and we first used it for ourselves (having moved from Hubspot) to test that it worked well and we'd be confident to add it to the Marketing Automation Platform solutions we'd recommend to our clients. Our clients often had highly manual, disjointed and often even random marketing processes that didn't join with their sales processes. Sharpspring allows us to help them not only have formalised processes (with transparency and visibility for users and management alike) but also the data to show what works and what needs changing. These have significant benefits across sales and profitability (also through reducing costs in managing the sales processes).,Pricing - when compared to other providers, like Hubspot, Marketo, Microsoft Dynamics and Salesforce (all of which have their own pros & cons) most of our SMB clients will pick SharSpring because of the value for money (features build-in -vs- cost). Usability - Both the CRM and now Sales Process Automation is easy for our clients to use and can often mean ditching clunky systems they'd been using before. Features - The marketing teams love the automation processes (customer profiling/lead score etc.) and new features like the integration with appointment booking 'out of the box' as well as the social listening and posting features, means that it is an extremely comprehensive platform at an economic cost.,I would like SMS functionality to be built in as well as email (I appreciate it's not as big in the USA where SharpSpring's biggest customer base is) but it's big here in the UK. Although SharSpring has implemented visualization of MA processes, they are not always as intuitive as they might be (although the online help/videos do help). If someone is moving from an existing platform (like Hubspot) it's not always easy to bring in all the data (often that's the 3rd party making it difficult!). So the help of 3rd parties who've been through this will help.,10,As an agency, it has helped us bring marketing and sales automation to SMBs who previously could not afford it. It has helped many of our clients have better visibility of what works and what doesn't from a marketing perspective. It has had a significant, positive impact for us and our clients.,HubSpot, Marketo and Salesforce.com,10,000 to 25,000,Both,Google Ads (formerly AdWords), Reviews.io, WordPressScheduling meetings has never been easierSharpSpring is being used across the sales, marketing, and client success teams. In client success, we are leveraging the outbound engagement functions to engage with clients in notifying them of releases as well as the meeting scheduling tool. Our sales team uses the product to track new leads and nurture those that need more time to mature.,Lead scoring allows our sales team to identify how strong a lead is. Meeting scheduler gives our client success team along with sales to get meetings scheduled more efficiently, especially using the team meeting function. Lead tracking allows us to know when the person opens and reads an email, that way we can follow up when the time is right.,An end-user issue that could be resolved with effort on my part is taking advantage of any end-user training opportunities available. When a new user is added automatically send end-user training documents to the new user.,8,Identifying ROI is something that is above my usage level. I assume we are getting our ROI. In the way that I leverage the product I receive great value in my processes.,10,000 to 25,000,B2B,Meeting scheduler. Dynamic email creation.,Searching leads, but this was most likely user error.,8SharpSpring Rocks!We like having everything in one place. SharpSpring helped us to do this. I love how easy it is to use, and even better how easy it is for me to help others navigate it as well. My use is primarily creating e-news campaigns and it is easy to design, create work-flows, and get reports.,Technical support. Tracking. Customer service. Listening to client feedback.,So far I do not have any cons. They have solved all the problems we hoped to solve by using their platform.,10,The ROI is great. It paid for itself in the first month.,25,000 to 100,000,Adobe Illustrator CC, Adobe InDesign, Adobe PhotoshopSharpSpring is Sharp, but Tricky...SharpSpring is being used in the Marketing Department. We use it to send emails to customers and prospects. SharpSpring has the capability to track open emails and clicks. We can send nicely designed emails for a multitude of reasons, then track who opens and give that info to sales. SharpSpring is a great tool to use!,Easy to design templates. We use the existing templates, then adjust them to our brand. You have the ability to schedule an email to send days before you want it to. Set and forget! It's easy to set up newsletters, event emails, etc... the look of the template is so easy to change.,When designing the email, for the pre-existing templates, it's very difficult to change something that they have already created. For example, if you want to change the color of a line, you cannot, as it's embedded in the code. SharpSpring monitors content and sends lists extremely closely. For example, if after three times you send an email to someone and they don't open it, they will automatically unsubscribe that user for you. This can be frustrating because that contact is unsubscribed from all the emails you want to send them going forward... whether it be a newsletter or other. The contact manager is a little confusing to use... you have to click around until you can find what you want or who you want.,7,We are able to send any marketing, sales or business communication to any contact at any time of the day. This is extremely useful. We are able to track who opens what, and what they click on. This helps us learn behaviors, as well as forward this information to our sales teams. The ability to track what contacts are interested in reading, and we are able to deliver content people want to read.,Constant Contact,25,000 to 100,000,B2B,SurveyMonkey, WordPress, WrikeMarketing automation that’s affordableWe use SharpSpring to manage both of our business’ marketing, email marketing, as well as the CRM for our sales teams. As an agency, we also use SharpSpring to manage our clients' campaigns.,Email marketing platform utilizing best sending practices. Robust CRM that has the ability to tie end-to-end ROI, bridging the sales/marketing gap. Good customer support. Endless opportunities for marketing automation.,Could be more intuitive in general. Email templates need updates. Copy and paste email marketing automation for basic, commonly used automations would be very helpful.,9,Good end-to-end ROI reporting. CRM has been very helpful in tying our marketing and sales teams efforts together. Have had some frustration with the integration of CallRail for call tracking. Had to jump through hoops to get it “integrated” and it still isn’t doing what we said we wanted it to do when we paid for this integration.,HubSpot and Google Ads (formerly AdWords),10,000 to 25,000,Both,Google Ad Manager, Google Analytics, InstapageFeature-Rich and Excellent Customer ServiceI 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.,10,It has helped me get more clients. It has helped me add more value for my clients that use SharpSpring. It keeps my marketing/sales efforts organized.,,Less than 10,000,B2B,Google Ads (formerly AdWords)Unspecified
SharpSpring
309 Ratings
Score 7.7 out of 101
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SharpSpring
309 Ratings
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Score 7.7 out of 101

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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
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
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
Warwick Kells profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use it to manage membership, event and wedding enquiries at leading golf clubs.

We use POS data to drive personalised product offers to existing members who spend at the club’s bar or golf shop.

SharpSpring manage’s leads and opportunities not previously realised.

SharpSpring’s reporting provides insight to ROI and website visitors.
  • Lead management.
  • Personalised dynamic content.
  • Reporting ROI.
  • Email creator.
  • Landing page creator.
  • Introduction of SMS.
SharpSpring is great for businesses requiring round the clock trigger based communication. SharpSpring is great to track leads, which convert into opportunities, which convert into sales. This is the modern approach to sales and marketing. SharpSpring seamlessly combines Sales & Marketing on 1 platform; traditionally these functions are managed in silos.
Read Warwick Kells's full review
James Khan profile photo
October 03, 2019

Easy To Use

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Sharpspring as a CRM system to score inbound leads and get insights into their user journeys that led them to becoming a prospect. We also heavily use the email automation functions to keep engaged with prospects, creating different sequences for different types of leads. Sharpspring is used by the entire sales and marketing team and addresses the issue of prospects dropping out of your funnel and not staying engaged with your business.
  • Email automation is very easy. You can create different sequences and then apply them to any contact within the CRM.
  • Being able to track actual leads to Google Ads is incredibly useful. It allows us to work out our true Return on Investment from the marketing channel as a whole but also gives us insight into keywords that generate the best quality leads.
  • Lead scoring is a simple and effective way of prioritizing leads.
  • It would be good to have more options on reporting, to be able to create reports you can easily customize with the data you want.
  • Perhaps I just don't know how but it would also be good to be able to add fields into the CRM to capture additional data on users.
Perfect for Sales Teams who want to view pipelines, score leads and keep engaged with them. For digital marketing teams its crucial to be able to understand where leads come from and in particular on Google ads many people don't track the quality of leads back to keywords that generate them.
Read James Khan's full review
Jason Castro profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
We have improved the quality of leads. We have also automated the digital sales process effectively to be able to sell products and services with the satisfaction of our customers. The implementation of SharpSpring was very fast and very easy; in record time we were getting leads of excellent quality.
  • Cost versus benefit: Better support, same features to others. It has support throughout the implementation and helps sales to other customers.
  • Actually for our company it's better software for these key points: Excellent price and Benefit, Advanced automation features, Excellent support at the right time, Easy to use and easy customization and Scalable for any company size.
  • It does not have updated mobile app
  • Some problems with the support of the features in Spanish language
Cost versus benefit: Better support, same features as others. It has support throughout the implementation and helps with sales to other customers.
Read Jason Castro's full review
Tim Hebel profile photo
Score 10 out of 10
Vetted Review
Reseller
Review Source
We use SharpSpring for our own agency as well as re-selling it to our clients. It addresses the problem of having a single portal that we can use to manage all of our marketing automation clients. The pricing is also very agency friendly so it leaves plenty of room to be able to sell it to clients at a very fair price.
  • Managing Clients
  • Lead Nurturing
  • Workflow builders
  • No integrated A/B testing
  • Salesforce Sync does not sync all data points
  • Zapier integration doesn't have many actions and triggers
SharpSpring is particularly well suited for agencies that re-sell marketing automation solutions. It is still fairly well suited for a direct purchase by the end client, but they are probably better off going through an agency. SharpSpring's main target market is the agencies, so this makes sense.
Read Tim Hebel's full review
Madeline Winkel profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use SharpSpring both internally and with our clients. It has been a great solution not only with its CRM capabilities but also with the marketing automation. It is extremely user-friendly and has enough features to streamline our workflow, but not get lost in all the bells and whistles. The customer service team has also been very responsive and helpful! We are a small team and have to be very strategic about where our energy is focused and SharpSpring has allowed us to complete and track tasks improving transparency and communication across ur team.
  • Customer service.
  • User-friendly.
  • Great educational sessions.
  • The organization of information in the CRM.
This is great for teams who would benefit from a CRM system with marketing automation but can't commit to a high investment point.
Read Madeline Winkel's full review
Lisa Moughan profile photo
Score 6 out of 10
Vetted Review
Verified User
Review Source
We use SharpSpring to send all of our corporate emails, including newsletters, promotions, pre, and post-event emails, and other marketing related materials. SharpSpring is the only such software we are using. We formerly used Constant Contact but switched to take advantage of the better reporting and contact management features. All of our corporate PR is handled through SharpSpring. We also use it to notify our website users of updates, downtime, etc.
  • Collecting website visitor information and actions taken
  • Easy to upload and manage contact information
  • Healthy and robust analytics make reporting easy
  • Creating emails is very clunky. We were used to Constant Contact and SharpSpring is miles away from that. It struggles mightily with Outlook, and most of our customers use Outlook so this is a real problem. I have a very light knowledge of coding and in Constant Contact, I could work through the code and sometimes figure out what the problem was. SharpSpring coding is a nightmare. We can't ever fix anything in the code.
  • Support: the model is that you buy SharpSpring through an agency, so anytime you have any questions, you have to go through your agency. This adds time and cost to solving what could actually be a simple problem.
  • They will lock your account and you cannot send emails, not even a test email to yourself. They ended up unsubscribing thousands of our users and that was the only way we were able to send emails again. They can be unreasonable with their expectations on list performance. Our customers frequently use "info@" type email addresses and SharpSpring tries to block us from sending to them. It's very frustrating especially when you are committed to a schedule.
As mentioned in pros, SharpSpring is very good at gathering information and behavior for website visitors. We have used that information to share with our sales reps and that has panned out well. I also believe that SharpSpring is reasonably priced, especially compared to similar programs of the world. If you are a BtoC business where your clients aren't widely using Outlook, you might be okay. For us, the inability to create nice looking emails for Outlook clients is a constant struggle. Finally, the dynamic content feature is a great idea (where you can customize content within the same email to appear differently to different recipients). However, the way it's done is SUPER confusing, and there's no easy way to check and test it except to set up a ton of test accounts with all of your different criteria.
Read Lisa Moughan's full review
Hannah Richardson profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
Our small marketing team of six uses SharpSpring to manage leads, and create and automate content. It helps our sales team stay organized and remember where leads are in the sales process. Our content development team uses the email tools to send monthly newsletters and uses the automation tools to send out lead magnets on our company website.
  • Customer support is fantastic. Whenever I have a question or run into an issue, they are always so quick to respond with a helpful answer.
  • Lead management and tracking tools are helpful. Knowing who is on your site, on what pages, and for how long has been really nice. Also, the ability to customize the sales pipeline makes organization a breeze for our sales team.
  • The automation/workflow feature is really easy to use and makes life so easy.
  • The landing page development tools are a bit difficult to navigate during the first few page builds. The landing page development is also pretty basic, unless you're savvy with coding.
  • The form builder doesn't have the ability to do conditional logic.
SharpSpring works well for our sales team, who manages leads and business coming in. I, as a part of the content development team, personally avoid using the landing page builder. For one, we have to create a subdomain for the landing page, so the URL looks a bit weird, especially when using for PPC campaigns. And secondly, the landing page development tool is very basic. Unless you know how to code, your landing page is going to be fairly plain. I enjoy the tool for sending out emails and building automatons.
Read Hannah Richardson's full review
Kenny Harper profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
As a marketing advisor, I work with business owners to increase leads and sales by guiding people seamlessly and subtly through their customer journey. This tool helps me both achieve that objective and prove the results. Double win!

We use this as a tool for our business and also for our clients. As part of our business growth system, we advise clients need to set up the tools and systems to achieve maximum results. SharpSpring is like a swiss army knife of marketing tools and systems.

We have leveraged the tool for clients to assist with Lead Generation, Automated Responses & Drip Campaigns. We have also utilized the CRM component and Lead Scoring and SMART emails to nurture relationships.

More recently we utilized the event and calendar functionality to promote local events and online webinars. The ability to set up the system once and have it customized dynamically based on user behavior is very helpful and time-saving. While there are a lot of other companies out there that offer similar services, we recommend SharpSpring as a solution for businesses who are serious about taking their marketing to the next level. We appreciate the company and its team. They do a great job for their clients.
  • Lead Tracking.
  • Ease of use.
  • Connection of marketing and sales.
  • Takes time to set up.
  • Must be used to be fully leveraged.
For businesses aiming to increase their results from marketing campaigns by seamlessly and subtly guiding prospects through the various steps of the value journey. To expedite and automate follow up, with the ability to customize and track the efforts through the company. This is a great product for serious businesses aiming to scale.
Read Kenny Harper's full review
Mike Muller profile photo
Score 8 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
Jayne Beament profile photo
September 19, 2019

Sharpest Tool In The Shed

Score 8 out of 10
Vetted Review
Verified User
Review Source
As a marketing and communications professional with over 25 years experience, I have a good intuition for creative campaigns that work, however refining the message to the target audience and fine-tuning my communications skills to suit that particular audience adds value for my career prospects as well as my customers' campaign effectiveness.
  • Targeted communications - Segmented audiences for finely honed communication tone and language.
  • Automation - Automated trigger responses and passive actions on my behalf.
  • CRM managing sales through the pipeline - Reminders about actions and provocation material for the sometimes dreaded sales follow-up.
  • Pricepoint - There has been some feedback on more cost-effective competition in the market.
  • Not a fan of the name.
  • Diversity of the scope of functions is sometimes overwhelming for clients - A more graduated learning curve would be more readily adopted as people are averse to change.
SharpSpring would be more ideally suited to SMEs or larger corporations. Startups are not really in the price bracket. I would also recommend that the user have a marketing division or even part-time person dedicated to marketing and social. If there is not a very talented or full time creative or writer on board, it is less effective.
Read Jayne Beament's full review
Rob Thomas, FInstSMM profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We are a Marketing Agency and we first used it for ourselves (having moved from HubSpot) to test that it worked well and we'd be confident to add it to the Marketing Automation Platform solutions we'd recommend to our clients. Our clients often had highly manual, disjointed and often even random marketing processes that didn't join with their sales processes. Sharpspring allows us to help them not only have formalised processes (with transparency and visibility for users and management alike) but also the data to show what works and what needs changing. These have significant benefits across sales and profitability (also through reducing costs in managing the sales processes).
  • Pricing - when compared to other providers, like HubSpot, Marketo, Microsoft Dynamics and Salesforce (all of which have their own pros & cons) most of our SMB clients will pick SharSpring because of the value for money (features build-in -vs- cost).
  • Usability - Both the CRM and now Sales Process Automation is easy for our clients to use and can often mean ditching clunky systems they'd been using before.
  • Features - The marketing teams love the automation processes (customer profiling/lead score etc.) and new features like the integration with appointment booking 'out of the box' as well as the social listening and posting features, means that it is an extremely comprehensive platform at an economic cost.
  • I would like SMS functionality to be built in as well as email (I appreciate it's not as big in the USA where SharpSpring's biggest customer base is) but it's big here in the UK.
  • Although SharSpring has implemented visualization of MA processes, they are not always as intuitive as they might be (although the online help/videos do help).
  • If someone is moving from an existing platform (like HubSpot) it's not always easy to bring in all the data (often that's the 3rd party making it difficult!). So the help of 3rd parties who've been through this will help.
It's well suited:
  • To help you map out your marketing process.
  • Your sales processes.
  • Create and track marketing leads.
  • Prioritize and track those into sales prospects and eventual ROI.
  • For sales management to keep an eye on the relative performance of their sales team members.
It's less well suited:
  • If you have little or no technical ability (as setting up the landing pages and emails does require some technical capability).
Read Rob Thomas, FInstSMM's full review
Jeremy Owsley profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
SharpSpring is being used across the sales, marketing, and client success teams. In client success, we are leveraging the outbound engagement functions to engage with clients in notifying them of releases as well as the meeting scheduling tool. Our sales team uses the product to track new leads and nurture those that need more time to mature.
  • Lead scoring allows our sales team to identify how strong a lead is.
  • Meeting scheduler gives our client success team along with sales to get meetings scheduled more efficiently, especially using the team meeting function.
  • Lead tracking allows us to know when the person opens and reads an email, that way we can follow up when the time is right.
  • An end-user issue that could be resolved with effort on my part is taking advantage of any end-user training opportunities available.
  • When a new user is added automatically send end-user training documents to the new user.
The new Meeting Scheduler has reduced the effort required to get time with my clients. Instead of having to open a calendar on one screen and my email on another I am able to just include in my email to use the button below to schedule a mutually beneficial time. When performing new client meetings I am able to use team meetings to merge multiple calendars so any other relevant party can be represented in the available time.
Read Jeremy Owsley's full review
Tobie Anderson profile photo
September 07, 2019

SharpSpring Rocks!

Score 10 out of 10
Vetted Review
Verified User
Review Source
We like having everything in one place. SharpSpring helped us to do this. I love how easy it is to use, and even better how easy it is for me to help others navigate it as well. My use is primarily creating e-news campaigns and it is easy to design, create work-flows, and get reports.
  • Technical support.
  • Tracking.
  • Customer service.
  • Listening to client feedback.
  • So far I do not have any cons. They have solved all the problems we hoped to solve by using their platform.
SharpSpring is great for e-news campaigns. One thing that could be improved is the linking of social media accounts. That is still a little clunky.
Read Tobie Anderson's full review
Amy Paterson profile photo
Score 7 out of 10
Vetted Review
Verified User
Review Source
SharpSpring is being used in the Marketing Department. We use it to send emails to customers and prospects. SharpSpring has the capability to track open emails and clicks. We can send nicely designed emails for a multitude of reasons, then track who opens and give that info to sales. SharpSpring is a great tool to use!
  • Easy to design templates. We use the existing templates, then adjust them to our brand.
  • You have the ability to schedule an email to send days before you want it to. Set and forget!
  • It's easy to set up newsletters, event emails, etc... the look of the template is so easy to change.
  • When designing the email, for the pre-existing templates, it's very difficult to change something that they have already created. For example, if you want to change the color of a line, you cannot, as it's embedded in the code.
  • SharpSpring monitors content and sends lists extremely closely. For example, if after three times you send an email to someone and they don't open it, they will automatically unsubscribe that user for you. This can be frustrating because that contact is unsubscribed from all the emails you want to send them going forward... whether it be a newsletter or other.
  • The contact manager is a little confusing to use... you have to click around until you can find what you want or who you want.
SharpSpring is well suited for small or large corporations. I think it's better suited for B2C rather than B2B businesses. We are B2B, which makes it frustrating when they unsubscribe our confirmed contact who does not open a newsletter, but it's still important that they get our business communications about product updates, etc.
Read Amy Paterson's full review
Elisa Rose Lupton profile photo
Score 9 out of 10
Vetted Review
Reseller
Review Source
We use SharpSpring to manage both of our business’ marketing, email marketing, as well as the CRM for our sales teams. As an agency, we also use SharpSpring to manage our clients' campaigns.
  • Email marketing platform utilizing best sending practices.
  • Robust CRM that has the ability to tie end-to-end ROI, bridging the sales/marketing gap.
  • Good customer support.
  • Endless opportunities for marketing automation.
  • Could be more intuitive in general.
  • Email templates need updates.
  • Copy and paste email marketing automation for basic, commonly used automations would be very helpful.
Overall it has all of the advanced marketing automation needed at a very competitive price.
Read Elisa Rose Lupton's full review
Sarah Harris, MBA profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
SharpSpring is amazing for doing a deep-dive into how your leads are behaving and interacting with your marketing materials. When you set up lead scoring, you or a salesperson can set up auto-notifications when a lead reaches a certain score. You can then visit that leads profile, and view the "life of the lead". This timeline shows you EVERY interaction this person has ever had with your SharpSpring efforts. Email opens, clicks, reading/viewing media, etc. etc. You can even see what pages of your website they visited. This allows for very strategic communications from a salesperson to convert a lead to a client. The only scenario I can think of where SharpSpring wouldn't be appropriate is if you don't have someone in your office that can take the time to learn it and use it. Even then, there are agencies (like my own) that can help.
Read Sarah Harris, MBA's full review

Feature Scorecard Summary

WYSIWYG email editor (216)
6.6
Dynamic content (200)
7.5
Ability to test dynamic content (190)
7.6
Landing pages (194)
7.1
A/B testing (180)
7.2
Mobile optimization (201)
7.1
Email deliverability (230)
7.2
List management (232)
8.4
Triggered drip sequences (223)
8.5
Lead nurturing (220)
8.0
Lead scoring and grading (224)
8.2
Data quality management (212)
8.0
Automated sales alerts and tasks (213)
8.5
Calendaring (107)
6.6
Event/webinar marketing (132)
7.1
Social sharing and campaigns (98)
6.5
Social profile integration (146)
6.7
Dashboards (223)
7.9
Standard reports (223)
7.9
Custom reports (200)
7.6
API (158)
8.3
Role-based workflow & approvals (184)
7.9
Customizability (199)
7.3
Integration with Salesforce.com (114)
7.7
Integration with Microsoft Dynamics CRM (38)
8.2
Integration with SugarCRM (39)
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