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Constant Contact Lead Gen & CRM is a versatile CRM tool that offers a wide range of features, making it a valuable asset for managing …
Starting at $449 per month
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What is Constant Contact Lead Gen & CRM?
Constant Contact delivers for small businesses with tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. …
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Popular Features
- List management (498)9.292%
- Email deliverability reporting (496)8.989%
- Lead scoring and grading (490)8.686%
- Dashboards (486)8.383%
Reviewer Pros & Cons
- Automation Sequences - SharpSpring makes it really easy to set up automation sequences (Action Groups) that allow you to automate your communications ...
- I'd like to see some survey tools integrated into the platform so that our campaigns can track user feedback (and whether they started/completed a sur...
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SharpSpring Review: Is Not Only Used Effectively By Marketing Co, But Recommended In Client Use
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Pricing
Lead Gen & CRM
Starting at $449
Cloud
per month
Entry-level set up fee?
- Setup fee required
For the latest information on pricing, visithttps://www.constantcontact.com/pricing…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $449 per month
Features
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Product Details
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- Competitors
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What is Constant Contact Lead Gen & CRM?
Constant Contact delivers for small businesses with tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. The tools are designed to help businesses attract the right leads, nurture them with personalized content, and grow with better conversion.
Attract
- Acquires hot leads faster with email & social marketing, plus retargeting ads. Leads are automatically scored based on their activity and passed to sales.
Nurture
- Helps deliver the right message to the right people, at the right time. With a flexible centralized CRM and customizable automations, tasks like nurturing leads and sales follow-ups are easier.
Grow
- Insights and real-time analytics that connect marketing spend to sales results, pipeline, and revenue.
Attract
- Acquires hot leads faster with email & social marketing, plus retargeting ads. Leads are automatically scored based on their activity and passed to sales.
Nurture
- Helps deliver the right message to the right people, at the right time. With a flexible centralized CRM and customizable automations, tasks like nurturing leads and sales follow-ups are easier.
Grow
- Insights and real-time analytics that connect marketing spend to sales results, pipeline, and revenue.
Constant Contact Lead Gen & CRM Features
Email & Online Marketing Features
- Supported: WYSIWYG email editor
- Supported: Dynamic content
- Supported: Ability to test dynamic content
- Supported: Landing pages
- Supported: A/B testing
- Supported: Mobile optimization
- Supported: Email deliverability reporting
- Supported: List management
- Supported: Triggered drip sequences
Lead Management Features
- Supported: Lead nurturing automation
- Supported: Lead scoring and grading
- Supported: Data quality management
- Supported: Automated sales alerts and tasks
Campaign Management Features
- Supported: Calendaring
- Supported: Event/webinar marketing
Social Media Marketing Features
- Supported: Social sharing and campaigns
- Supported: Social profile integration
Reporting & Analytics Features
- Supported: Dashboards
- Supported: Standard reports
- Supported: Custom reports
Platform & Infrastructure Features
- Supported: API
- Supported: Role-based workflow & approvals
- Supported: Customizability
- Supported: Integration with Salesforce.com
- Supported: Integration with Microsoft Dynamics CRM
- Supported: Integration with SugarCRM
Constant Contact Lead Gen & CRM Integrations
Constant Contact Lead Gen & CRM Competitors
Constant Contact Lead Gen & CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Windows Phone |
| Supported Countries | Available Internationally |
| Supported Languages | English, French, Spanish, Dutch, German, Italian, Turkish, Portuguese, Romanian |
Frequently Asked Questions
Constant Contact Lead Gen & CRM starts at $449.
HubSpot Marketing Hub, Adobe Marketo Engage, and Salesforce Marketing Cloud are common alternatives for Constant Contact Lead Gen & CRM.
Reviewers rate Lead nurturing automation highest, with a score of 9.5.
The most common users of Constant Contact Lead Gen & CRM are from Small Businesses (1-50 employees).
Constant Contact Lead Gen & CRM Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 56% |
| Mid-Size Companies (51-500 employees) | 43% |
| Enterprises (more than 500 employees) | 1% |
Comparisons
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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- Recommendations
Constant Contact Lead Gen & CRM is a versatile CRM tool that offers a wide range of features, making it a valuable asset for managing customer relationships and capturing every interaction. Users appreciate the breadth of features available within Constant Contact Lead Gen & CRM, which allows them to efficiently guide clients in marketing automation and lead generation. With its user-friendly interface and excellent tutorials, Constant Contact Lead Gen & CRM proves to be a cost-effective solution that offers exceptional customer service. Marketing agencies and businesses alike rely on this software to effectively manage growth, engage with customers, and address their marketing and sales strategies in one centralized platform.
The primary use case for Constant Contact Lead Gen & CRM is email marketing, including the sharing of newsletters and nurture content with targeted lists. Sales teams also benefit from the software's ability to automate basic emails and marketing campaigns, freeing up time for higher-value tasks. Additionally, Constant Contact Lead Gen & CRM serves as a powerful tool for marketing automation, website submissions, sales management, and account management. It helps gather leads, send targeted emails to leads and opportunities, and address lead management needs.
Users find that Constant Contact Lead Gen & CRM provides the right information at the right time, enabling them to easily understand their sales process and identify areas for improvement. The software facilitates lead database management, tracking, follow-up, and account management. While reporting accuracy can sometimes be a challenge, Constant Contact Lead Gen & CRM offers white-labeling options and integration capabilities by combining CRM, email marketing, and landing page building into one comprehensive solution.
By utilizing Constant Contact Lead Gen & CRM, businesses have been able to solve various problems related to lead capture, user identification and tracking, CRM functionalities, as well as lead management. The software's lead scoring system allows users to prioritize leads effectively and take focused actions. Sales and marketing teams rely on Constant Contact Lead Gen & CRM to track new business prospects, manage contacts efficiently, and gain an overview of their marketing and sales activities and results.
Constant Contact Lead Gen & CRM has proven valuable for agencies managing websites for multiple clients through its partner portal. It effectively tracks ROI and progress with sales leads, aids in social media planning and automation, and provides lead scoring capabilities. Furthermore, Constant Contact Lead Gen & CRM assists in identifying opportunities, understanding prospects' stage in the pipeline, facilitating projections, budget planning, and determining priorities.
The software has also played a crucial role in tracking marketing efforts such as social media post engagement, email analytics, and landing page development. Users appreciate Constant Contact Lead Gen & CRM's ability to reach out to prospective clients, maintain communication with current clients, and prevent anything from falling through the cracks. Marketing automation, CRM functionalities, persona segmentation, recent interaction history analysis are among the various uses of Constant Contact Lead Gen & CRM. Users have found success in using Constant Contact Lead Gen & CRM for marketing automation, CRM, sales functions, and making calls to numerous countries. The software is used daily for handling incoming leads and contacts, managing and monitoring the sales pipeline, automating workflows, creating custom forms and landing pages, managing email subscriber lists, and deploying email marketing campaigns. It offers flexibility and allows users to maintain a consistent brand experience throughout the client/customer journey.
Constant Contact Lead Gen & CRM has proven effective in optimizing sales through onboarding sales teams and creating sales pipelines, resulting in fewer lost leads and better client and prospect engagement. Users have consolidated their CRM, email marketing, landing pages, and social media tools into Constant Contact Lead Gen & CRM, enabling them to utilize behavioral data for targeting their marketing efforts. As a centralized software solution for managing marketing, sales, and lead management within agencies and businesses, Constant Contact Lead Gen & CRM provides automation capabilities across various teams, including marketing, sales, and finance. It also facilitates contact management and internal communication.
For ad agencies and clients alike, Constant Contact Lead Gen & CRM has become the primary software for lead generation, nurturing, and selling. The live chat feature has been successful in engaging visitors on users' websites. Additionally, the affordability and ease of use make Constant Contact Lead Gen & CRM a good fit for marketing agencies and B2B companies. Organizations rely on it to conduct email marketing campaigns, drive users to landing pages, and manage account notes and vital information.
Constant Contact Lead Gen & CRM helps keep sales information together in one place while strengthening communication between sales and marketing teams. Customers appreciate its native connection with common tools as well as the variety of resources available for digital marketing. With a wide range of marketing and tracking capabilities integrated with third-party platforms, Constant Contact Lead Gen & CRM provides users with a complete view of the customer's experience.
Users have praised the responsive live support team for providing necessary steps and solutions to any issues faced. In summary, Constant Contact Lead Gen & CRM has proven to be an indispensable tool for businesses seeking effective lead management strategies, streamlined communication between teams, and a centralized platform for managing marketing and sales efforts. Its feature-rich capabilities and user-friendly interface make it a valuable asset for both marketing agencies and businesses looking to enhance their customer engagement and drive growth.
Intuitive User Interface: Users have consistently praised the intuitive user interface of Constant Contact Lead Gen & CRM, with many stating that it makes tasks easy to accomplish. Several reviewers have expressed their satisfaction with how easily they can navigate through the platform and perform various marketing activities.
Wide Range of Marketing Capabilities: Many users appreciate the extensive range of marketing capabilities offered by Constant Contact Lead Gen & CRM. They have highlighted features such as automation workflows and personalized messaging, which allow them to create targeted campaigns for their audience. The platform's versatility in managing multiple campaigns has also been commended by several reviewers.
Reliable and Insightful Reporting Tools: Reviewers value the reliability of Constant Contact Lead Gen & CRM's software and its ability to provide insightful reporting tools. The CRM system effectively tracks leads and interactions, allowing users to gain valuable insights into their marketing efforts. This feature has received positive feedback from a significant number of users who appreciate the comprehensive reporting feature provided by Constant Contact Lead Gen & CRM.
Confusing and unintuitive user interface: Users have found the email builder's user interface to be confusing and unintuitive, making it difficult for them to efficiently complete tasks. They have expressed frustration with navigating through the software and understanding how to use its features effectively.
Cumbersome design in menus: The design of the email builder has been criticized for being cumbersome, particularly in the menus for the database and HTML editors. Some users have mentioned difficulties in finding specific options or functions within these menus, which has hindered their workflow and efficiency.
Lack of flexibility and variety in templates: Several users have expressed disappointment with the lack of flexibility and variety in email templates provided by the builder. They feel that there are limited options available, which restricts their ability to create visually appealing and engaging emails.
Users recommend utilizing SharpSpring for its customized reports and other features that cater to individual marketing needs. It is advised to thoroughly learn the system before implementation, taking advantage of the automation features during the 30-day free trial. Users also suggest seeking guidance from the support team, account manager, and onboarding specialist for seamless onboarding. Another important point to consider is to align your CRM requirements with SharpSpring's specialization in marketing automation rather than a comprehensive sales CRM tool. Users propose consolidating campaigns into multiple lists for optimal organization. Overall, users appreciate SharpSpring's customer-centric approach and advanced technology, considering it a cost-effective solution with extensive functionality. It is worth noting that Sharpspring is particularly recommended for businesses heavily reliant on email marketing. Furthermore, users encourage feedback submission to customer service when specific desired features are absent. SharpSpring is deemed suitable for managing sales and marketing activities efficiently while providing robust reporting capabilities. To fully harness its potential, users highlight the importance of investing time in understanding and mastering all of its offerings.
Attribute Ratings
Reviews
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SharpSpring is being used at Kokua Creative Group across our entire client base to provide CRM/marketing automation, digital advertising, website tracking/analytics, and social media monitoring/management. The platform is successfully generating and nurturing leads throughout the sales cycle. On the client-side, the platform is being used by the company's sales team. On the agency side, our entire team uses the platform.
- Automation Sequences - SharpSpring makes it really easy to set up automation sequences (Action Groups) that allow you to automate your communications based on actions taken by the prospect. The automatic lead scoring based on digital body language makes it easy for the sales team to prioritize follow-ups.
- Designing emails and landing pages - There are a lot of really great templates for emails and landing pages so that even a non-designer, or non-techie, can create the emails and pages needed to support a campaign. The ability to track campaign ROI is built into the process so it's easy to see what marketing efforts are working and what needs to be fine-tuned.
- Customer Service & Onboarding - From the moment you sign a contract with SharpSpring, you are assigned a customer success manager whose job is to make sure you receive training on the platform and that it is set up to ensure success. During the 3-month implementation period, the SharpSpring team gives you all the tools you need to learn the software. After implementation, the support does not go away. You can call with questions anytime it's needed and the team will walk you through how to do something until your question is resolved.
- I'd like to see some survey tools integrated into the platform so that our campaigns can track user feedback (and whether they started/completed a survey) was captured in the system.
- While the landing pages and email templates are easy to use, it would be nice if the setup was the same on both. On one, you have to double-click to add new elements; on the other you have to drag-and-drop. It's not a big deal, as you get used to it very quickly, but it would be good if it was consistent.
February 21, 2023
SharpSpring Has Moved Our Marketing Business To The Next Level
We use SharpSpring to, amongst other things, gather valuable data about our clients as they engage with different content. Their lead scoring system is so intuitive that it allows to prioritize and market to specific levels of the buyer's journey. This has been invaluable to our business. We're also able to schedule social media content, create unique landing pages for our different offerings and create automated workflows that save our sales team hours of work each month.
- Lead Scoring
- Sales Optimization
- Landing Page Builder
- Email Blast Builder
- Workflow Automations
- Native Sales Dialer included for one user
- SMS integration
- Custom API integration for some of the more popular tools
One of the best marketing automation tools at the market. I firmly believe it is a great tool for agencies to bring the automation power to big, medium and small businesses. It is great to start an inbound marketing project at your client, because you can assign different prices for the license depending of the type of client. CRM included, automation, media center and a lot of powerful functionalities for a lower price than the competitors. It's remarkable that the support team and time response are fast and problem solvers. Keep doing great job SharpSpring!
- Pricing
- Functionalities
- Support
- Social media: we need to post videos and galleries!
- More native integrations, a lot with Zapier but is more difficult than bringing into the tool.
- Analytics back please!!
September 28, 2022
The Best All-in-One CRM Software to Track Visitors, Leads and Sales.
- Sales Pipeline
- Sales Report
- Marketing Automation
- Life of Lead
- Email Automation and Email Marketing
- Landing Page Builder
- Email Layout
- Mobile Apps
We used SharpSpring for several years, both for ourselves and with a few clients. When we signed up, the margins were solid, but they reduced over time making the platform unprofitable for our agency.
- Contact Management
- Chatbot
- Spam responses are overly policed causing constant shutdowns for aggressive marketing teams.
- Issues with the page and email builder resulted for support requests with no solution.
- Since the purchase by constant contact, support dwindled and account suspensions due to a handful of spam complaints took days to resolve.
June 23, 2022
Decent Platform
We use the SharpSpring from Constant Contact for the following: tracking ROI and progress with sales leads; social media planning; tracking automation; lead scoring and more. It helps us identify opportunities and the stage of prospects in the pipeline. It also helps us with projections and budget planning, as well as priorities. I personally use it for tracking marketing efforts, i.e. social media post engagement, email analytics, and landing page development.
- View of sales leads
- Social media planning
- Automation
- Integration with Zoom Info
- Better social media - hashtags, tagging companies @xyz, ability to plan same posts on different channels and different time of day
- Integration with CDP software
June 11, 2022
SharpSpring works for us
We use SharpSpring throughout our entire company. We are using the landing page function, tracking social media, utilizing the automated marketing features, and the automated lead tracking features. We particularly like how everything is fully integrated.
- Lead tracking
- Email marketing automation
- Social media listening
- I'd like to see SharpSpring become more mobile-friendly for Android users.
- Navigation can be cumbersome.
- Would like to see more Constant Contact functionality integrated.
- More LinkedIn integration.
We use SharpSpring for marketing automation including handling our marketing contacts, campaigns, landing pages, website analytics, and more. With SharpSpring, we have a lot
more visibility into our leads' behaviours and how they are engaging with our content. This helps us determine their readiness to engage with the Sales team. SharpSpring is integrated with Salesforce so our marketing team can support our sales team, without the need for them to learn a new tool.
- Customer journey: life of the lead
- Automations and workflows
- List management and segmentation
- Campaign tracking
- Reporting and analytics
- Social media scheduling is limited in functionality.
- Content calendar could be more robust and less manual.
- Landing page builder is difficult to use.
May 24, 2022
SharpSpring - All-in-One for Business ROI
SharpSpring allows us to easily integrate email marketing, with client relationship management and tie it all together with a robust marketing automation platform. Everything ties together and lives in one easy-to-use platform that makes it easy for everyone from Jr. Salespeople to Sysadmins to manage and operate the system. Very intuitive to use, and not too bad to maintain, at all!
- Excellent, customizable CRM system
- Fully integrated marketing automation
- Transparent analytics from initial contact through completed sale.
- Help files could use some work (though the live support is excellent)
- Price is higher, but offers a robust feature set
Score 10 out of 10
Vetted Review
Verified User
We use SharpSpring to market our webinars with emailers and landing pages. We also use the sales pipeline and life of a lead to convert more leads and increase our overall sales. These features help us capture more leads and nurture them to conversion which we previously could not do.
- Their Emailers are very easy to construct and user-friendly. It takes your Newsletter and sales emails to the next level, especially with the action groups and trigger functionalities.
- The life of the lead functionality allows you to see when leads get warmer, so you know when to send them what. Helps improve conversions.
- Their email builder could really do with an overall back function.
May 02, 2022
Best solution for Marketing Automation
Score 10 out of 10
Vetted Review
Verified User
We have implemented SharpSpring for our clients and are using it ourselves for Marketing Automation, email marketing, and social media marketing. Our clients are very pleased with the way we create leads for them. SharpSpring gives a lot of insight into the way leads are generated and we use the automation tool also for cross-selling and staying in touch with existing customers.
- Marketing automation
- Insight in lead value and status
- Social media monitoring
We currently use SharpSpring in the sales and marketing departments as a marketing automation software and also as a lightweight CRM. It fulfills our needs above and beyond for marketing automation. For CRM, the lead scoring capabilities are fantastic and the tied-in automation free up the sales team for higher-value tasks.
- The customizable contact manager is a great tool as it allows all of the sales team to sort and filter the way each of them prefers.
- The email automations are easy to set up (with a little practice, and a bit of logic) and make life so much easier. You can tie them into triggers your leads have stepped into (filling out a form, watching a video on your site, etc.), or simply have them sent out from a tag or a persona assignment (automated or not).
- The life of the lead is very helpful. Seeing the full story of your lead, in that they may have only filled out a form today, but they've actually been visiting your site for 4 years, is really helpful prior to picking up the phone.
- While I love the email automations, I do wish they were a little easier to setup. Or it came with templates.
- The dialer feature definitely has some glitches. One in a while it butchers the number you're calling from and instead of +1(Areacode) it randomly deletes the +1 and then you're calling from +45 or +7.. and your leads ask if you're in Russia (or don't pick up at all...).
SharpSpring is our CRM and our marketing automation platform. We use if for client processes, marketing, prospecting, sales and all related metrics. The granular lead scoring capability and the marketing automation make it an incredible prospecting and data tool that provides intelligence around industry interests and needs.
- Leadscoring
- Prospect and Customer Journey
- Comprehensive Analytics
- Email Builder
- Service
I use SharpSpring daily to help me manage leads, opportunities, and clients. For my own use… I start each day with SharpSpring, looking at visitors to our site, checking my opportunities, and scheduled events. SharpSpring has introduced a bunch of new tools in 2019/20… chatbots, video conferencing (with share screen capability), a remarketing engine, calendar appointment integration. Beyond the typical automation tools, our company uses it to post social media. We also use SharpSpring to manage our clients in the same fashion.
- A/B testing for emails and landing pages.
- Identify anonymous website visitors - this shows company that hits the site - not the individual, but still powerful.
- Automated workflows.
- Team video conferencing - with screen sharing.
- Customer Relationship Management - notes, contacts, engagement, lead scoring, communication dashboard.
- Email marketing.
- Not a big fan of the new billing process which requires us to invoice new clients through them rather than invoicing them ourselves. This has caused a number of issues with our clients who prefer single-source billing.
- Better calendar integration with Mac iCal - currently works with Google calendar which our team doesn't use much. This means we need to copy and paste.
- SEO tool integration would round this tool out nicely however we do have other capable tools for this.
February 26, 2022
Amazing Marketing Automation!
Sharpspring has been integral to our mid-size marketing agency. We use it for several clients across the country and have been able to increase ROI and engagement through marketing automation and sales. I would highly recommend SharpSpring to any agency (or company for that matter) to give your marketing efforts a boost.
- Ease of use.
- Customer service.
- Affordability.
- Load times for the database.
- Streamlining the menus.
February 21, 2022
A Robust CRM, Email Marketing and Automation Platform
We use Sharpspring as our own CRM and email marketing platform, as well as the platform that we recommend to all clients in need of a robust CRM, automation and email marketing platform. We use the system for ourselves to send out our monthly newsletters, and for our clients to manage sales pipelines, monitor sales person activity, and send out emailers.
- Marketing automation and visual workflows
- Email marketing
- Sales pipelines
- Contact management and life of the lead
- Difficult to pull reports on custom fields
- Limited functionality on iPad
- Limited integrations with other platforms, e.g reporting platforms
January 21, 2022
Great software!
I use SharpSpring from Constant Contact to automate marketing processes, deploy email communications, and gain insight on our campaigns. I also look at things such as the life of the lead to get a better understanding of how prospects are interacting with us.
- Email stats such as open and click-through rates
- Campaign insights to get an overview on campaign performance
- The email builder is robust and easy to use
- Improved dynamic content functionality
- Being able to create sub-accounts
December 20, 2021
Grow your Business with SharpSpring
Sales made easy. Our Sales teams uses SharpSpring from start to finish in our sales process. It is where we manage our contacts. We assign buyer personas for dynamic content. The "Life of the Lead" feature gives us a view of what has been done and how successful it was. We put in notes and can make calls directly from the app. We have our email strategy planned and implemented for the upcoming year. The campaign and List feature allow for quick targeting of our prospects. We track our sales opportunities for ROI and where to increase/decrease our marketing tactics. We also offer SharpSpring to our clients.
- Email marketing with Smart emails and Mail Sync!
- Workflows for automation. We use that feature for 80% of our email marketing.
- We use Sales Dialer as well. It is a game changer.
- The "Unengaged" list. Allows our team to come up with other strategies for contacting a prospect as well as allowing us to update or delete a contact.
- Social media. When a contact is shown to have a LinkedIn profile we automatically reach out to connect.
- When using a list or the advanced feature, after the user makes a change SharpSpring automatically goes back to the contact manager. If I have more changes to make, I have to go back to the list or the advanced search each time. I should be able to stay in the list and have a button to proceed back to the contact manager.
- Alerts to admin at least 24 hours before admin needs to reconnect Social accounts.
December 17, 2021
SharpSpring is a comprehensive, effective and cost-efficient marketing-sales platform.
SharpSpring is a go-to resource with all the tools needed for a start to finish marketing - sales solution. It's our CRM and marketing platform; we rely on it to monitor, track and analyze activity and respond in a timely manner. We use it to attract, nurture and maintain prospects/clients. With lead scoring, personas, notification, automated workflows, campaigns and customizable pipelines we're able to keep on top of opportunities. With dynamic emails and landing pages, chatbots and forms we can communicate effectively with targeted messaging.
- Create dynamic-content emails to segmented lists
- Create workflows that automatically nurture prospects or provide layers of information to clients
- Notify sales staff of prospect online activity, send auto email and prompt call or appointment
- Provides a life of lead history when reviewing prospects
- Persona and lead scoring help segment prospects and customize automated approach for each
- Anything that we saw as a weakness or lack has been addressed with improvements/expansions over the past couple years.
November 28, 2021
Simple and Powerful; we do not have a full time dedicated marketing person/department.
We use SharpSpring from Constant Contact for marketing automation (email campaigns, webinars, newsletters) to track [the] success of various communications in [generating] leads, see what website activity is generated, etc. [I am] just getting started and will be doing more in the future.
- Lead scoring
- Tracking life of lead
- Landing pages
- Onboarding process
- Chatbot designer is awesome but functionality is limited.
November 25, 2021
Great system
Score 7 out of 10
Vetted Review
Verified User
We use SharpSpring for the management of our inbound marketing campaigns as well as for the management of contacts. It is used across the organisation to develop leads as well as nurture those leads to sales-ready opportunities. We use the CRM, forms/emails and workflow features, and additional features, for this purpose.
- CRM features are vast, yet easy to use.
- Flexibility in the initial set up, with good support.
- Campaign creation is made easy.
- Analytics and reporting are basic.
- Blogging capabilities are minimal.
November 22, 2021
Best all-in-one marketing automation and CRM software on the market.
Score 10 out of 10
Vetted Review
Verified User
I think SharpSpring is very complete and helps our organization to do marketing automation and sales in only one software with every information integrated and tracked. In our company we use email and landing pages with lead scoring to reach our real prospects and with the CRM integrated, our sales team can be in contact with those prospects and maybe close the deal using only one tool.
- lead scoring
- Email marketing automation
- Landing pages
- Contact management
- CRM
- email marketing designer tool
- landing pages designer tool
November 19, 2021
Great automation platform
SharpSpring has enabled our sales team to do higher-value tasks as it automates basic emails, marketing campaigns, and with a little work, it can even do more complex customized emails.
- Great customizable contact search.
- Email Automation.
- Analytics.
- Sales dialer could use some improvement.
- Contact exporting and importing is a little clunky.
- Building proper lists can be difficult.
November 19, 2021
Great Platform!
Score 10 out of 10
Vetted Review
Verified User
Using SharpSpring has allowed our agency to increase our lead generation through drip campaigns, improve automation, and create internal efficiency in managing leads for practice. The departments that typically use the SharpSpring platform include our Sales Department, Account Executive Department, and Digital Communications Department. This platform has become our go-to!
- SharpSpring has great CRM with a wide variety of features and integrations.
- Marketing automation; simple to use and effective.
- Sales pipelines are customizable for different industries.
- Improve management of billing for managed accounts.
- More detailed information when there are billing issues.
- Social media integration is not the best.
November 17, 2021
Honestly, it is the best option available in the market
At first, we started using Sharpspring as an automation platform for our company; however, the more we became familiar with its various resources and features, we have officially adopted it to optimize our processes across the whole organization. Today, we use Contact Manager and Sales Pipeline for the sales and account management departments; and we implemented it in the marketing team for e-mails, landing pages, dynamic forms, lead tracking, and, most importantly, automated workflows, which had a very positive impact in our productivity overall. We appreciate the individual tools, but Sharpspring did wonders for team work in general. I would point to the CRM tool as the most important and efficient one for our team in the present moment, since it is very flexible and customizable, and can be applied to several different industries. The new automation flows allowed us to focus on our top priorities, eliminated unnecessary work, and spared us a lot of time.
- Marketing automation is very effective and simple to use.
- The sales pipeline is very customizable for our clients, that have many different background industries.
- The e-mail marketing tool can be highly segmented, which provides us with more assertive communication.
- The dynamic form creation is very intuitive.
- The landing page builder is okay but could be improved with more features.
- A native SMS and push notification integration would be very interesting.
- I find the reporting tools very limited, and hard to send reports to a different reporting suite.