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Constant Contact Lead Gen & CRM is a versatile CRM tool that offers a wide range of features, making it a valuable asset for managing …
Starting at $449 per month
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What is Constant Contact Lead Gen & CRM?
Constant Contact delivers for small businesses with tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. …
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Popular Features
- List management (498)9.292%
- Email deliverability reporting (496)8.989%
- Lead scoring and grading (490)8.686%
- Dashboards (486)8.383%
Reviewer Pros & Cons
- Automation Sequences - SharpSpring makes it really easy to set up automation sequences (Action Groups) that allow you to automate your communications ...
- I'd like to see some survey tools integrated into the platform so that our campaigns can track user feedback (and whether they started/completed a sur...
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Pricing
Lead Gen & CRM
Starting at $449
Cloud
per month
Entry-level set up fee?
- Setup fee required
For the latest information on pricing, visithttps://www.constantcontact.com/pricing…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $449 per month
Features
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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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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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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
(176-200 of 450)Companies can't remove reviews or game the system. Here's why
SharpSpring is being used by our organization to automate our marketing and sales follow-up processes. In addition, we work with our clients to implement SharpSpring effectively, so they also can harness the power of this amazing platform. SharpSpring helps us and our clients solve the problem of manually interacting with potential business leads, tracking our online performance, and helping us determine our direct ROI with our different marketing efforts. It also acts as our CRM to help us keep tabs on our most valuable prospects and existing clients.
- Helps us organize our contact database.
- Helps us automate processes to help us market ourselves, even when we're asleep.
- Provides true ROI tracking, so we can prove the marketing efforts that are driving results.
- The user interface can be seen as clunky.
- Some features, like the email builder, are not as refined as other competing products.
- Would love to see less features done better than more features done not as well.
We use SharpSpring in two ways: to help generate and manage our leads to aid in our company business development efforts and to sell/offer the service to our clients to help them do the same. Currently, our digital marketers, account executives and business development teammates use the platform. SharpSpring helps us keep a close eye on where prospects are in their purchase journey.
- The platform is intuitive and simple to use..
- The pricing model is favorable and more competitive than other options out there.
- The ability to integrate into other systems we use is available.
- We haven't found a use for the content calendar function, compared to other methods we use.
- Lead scoring could be improved.
April 16, 2020
SharpSpring Review
Score 10 out of 10
Vetted Review
Verified User
SharpSpring is a great tool for making marketing campaigns. SharpSpring has a brilliant training academy where you can become more familiar with the platform. Every employee in our organisation has access to the SharpSpring platform, this software helps us keep track of all our contacts and the conversion we have with them.
- I think the virtual classroom that SharpSpring offers is a great tool because it allows you to become more familiar with the system.
- I like the Life of the lead because this feature allows you to see all the emails you have sent to a particular contact in a systematic calendar.
- SharpSpring allows you to track and monitor campaigns this is a great feature because it allows me to see what my audience is getting up to.
- It would be helpful if there was a search function in the life of the lead so you could look through emails for a certain word without having to go through every email individually.
- In the contacts, there is only the ability to add one lead owner. Sometimes we have more than one person working on a contact so it would make it helpful if we could add another person.
April 09, 2020
Easy to use
SharpSpring is being used across the whole organisation and most features are used daily to help set up emails, marketing automation and post to social media.
- Contact manager.
- Social media.
- Virtual classroom.
- N/A
April 09, 2020
Orientation Marketing review of SharpSpring
Score 10 out of 10
Vetted Review
Verified User
SharpSpring is used to manage our (and our clients') inbound projects. The marketing automation is simply easy to use and effective and has really helped with our pipeline of sales prospects.
- The 'life of lead' is particularly useful, the linear timeline works really well.
- The CRM functionality is very useful.
- The newly added chatbots are great.
- None
We use SharpSpring as a CRM system and pipeline management tool, as well as a marketing automation tool. With SharpSpring we can easily track customer contact at different stages as well as view lead scores for prospects, structure our marketing campaigns and manage workflow amongst the team members effectively. There are a number of uses.
- Marketing automation
- Lead nurturing
- CRM
- Mobile phone app
- Dynamic forms
We use SharpSpring to manage our internal sales and marketing campaigns, but also use it on our client's behalf to manage their lead generation campaigns. We are a team of seven and all our staff use SharpSpring in some form or other. We have found it an easy tool to use and navigate, which encourages staff to use the tool as they understand it. We managed to rationalise various tools and replace with just SharpSpring, so it replaced our outgoing CRM, outgoing marketing automation software saving us thousands of pounds.
- Marketing automation.
- Lead nurturing.
- Recording sales activity.
- Some reduced functionality (minor) vs more expensive alternatives.
- Web analytics don't match our other tool.
SharpSpring is currently being used as my core CRM. It's utilized to implement my email automation, leads and lead scoring, sales and opportunities, manage and schedule social media, and much more. My booking is all done through SharpSpring's scheduling feature and I've recently implemented the Chatbot feature on my website.
- Friendly and helpful customer service
- Implementation & on-going support
- Lead scoring
- Marketing automation
- Mobile App Accessibility
- Instagram Scheduling
March 26, 2020
Well-Thought Out Tool That Can Drive Your Business
Our entire organization is utilizing SharpSpring. We think this is a well-thought-out tool that is growing and expanding to meet customers' needs. The replacements it makes are good and single-platform integration replaces many other tools that we struggled to integrate, or had to jump from spot to spot to determine info and ROI.
- Centralized data of your customers, leads and proposals in the queue.
- Good customer support service that is timely.
- Replaces email campaign tools.
- Lead values can be assigned depending on contact engagement.
- Media library with easy to use WYSIWYG landing pages.
- Better, detailed life cycle of onboarding "What to expect."
- Faster servers for conductivity.
- Better integrations with third-party tools.
Score 9 out of 10
Vetted Review
Verified User
SharpSpring is an essential tool used by all divisions within our organization. A centralized customer contact repository and connected communication automations have become an irreplaceable asset to our daily workflow. Connecting it to our website from a tracking and social platforms is developing insights that are defining who and how we are operating as a team.
- Life of the Lead - tracking the customer journey.
- Forms - allowing data capture to be customized per experience.
- Email/Marketing Automation - reducing the down time or lag time when communicating with customers.
- Email building.
- Landing page development.
- Sales optimizer.
March 18, 2020
Powerful automation at a low cost
Currently, SharpSpring is being used as a Marketing Automation tool, but we are considering to also use it as our CRM as well. It is mostly being used by the Marketing department, but may be used by Sales in the future.
SharpSpring solves for our need of personalized automated emails and segmented workflows.
SharpSpring solves for our need of personalized automated emails and segmented workflows.
- Excellent automation workflows
- New features being added all the time
- Excellent support
- inability to integrate with reporting tool like TapClicks
We have used SharpSpring for our company in three capacities: as a CRM (customer relations management), a social media scheduling/management platform, and briefly for its sales pipeline features. My experience is primarily in the social and CRM capacity. As a CRM, we were simply looking for a decent address book where we could keep track of our clients' and potential clients' contact information in a place our whole team could organize and access. As a social media management platform, we were looking to schedule posts for roughly 25 individual clients' businesses on Facebook, LinkedIn, and Twitter. We were using it to replace Sendible, which we were disappointed with because of glitches and poor customer support.
- Quick response time when you submit a support ticket.
- Attractive interface.
- Good customer communication—always polite and friendly.
- Their CRM is very clunky. It does not allow a contact to exist without an email address, but oftentimes we have two contacts within a business who use the same business email address. In order to have both of their names and phone numbers available, we're stuck putting fake@fakeemail.com (or a similar false address) as their email. Their custom field options are unwieldy and you have to have a TON of them because they don't have very many slots for information we'd like to keep.
- Their social media management platform is aggravating if you have more than about three profiles connected. The content calendar cannot be sorted other than by channel (LinkedIn, Facebook, Twitter) so everything is dumped together. I've frequently had posts and profiles disappear without explanation. The usual response seems to be, "Well, it's working NOW." That doesn't really help us when we've lost a lot of content our clients pay us for.
- Their support is fast, but frequently not helpful. Like, they say "20 minutes response time!" or something, but the email you get within twenty minutes is often an irrelevant or nit-picky question. It's filler. They don't read your issue thoroughly, send back an email with a random question, and check off their 'fast response time,' box. The real answers are frequently long in coming, full of "our development team is working on this," and ending with yet another complicated and sometimes impossible workaround.
March 07, 2020
The constant failure of the system, the automations fail. They are not fixing the bugs.
Score 1 out of 10
Vetted Review
Verified User
We are using it to offer marketing automation to our customers. But it has a lot of problems, many bugs that are not fixed.
- Was low price, but not anymore
- Lack of support
- Features full of bugs
- Price increases more that 45%
March 04, 2020
SharpSpring Offers Great Value at an Unbeatable Price
SharpSpring enables us to qualify and nurture leads through the sales funnel for a variety of B2B and B2C clients across financial services, real estate, SaaS, and start-ups. We leverage SharpSpring to build automated marketing and sales workflows to personalize and scale communications, score leads and behaviors, and notify sales team members of warm and hot prospects in real-time. We also build robust client referrals and new client onboarding campaigns.
- Marketing automation
- Sales automation
- Calendar integration
- Lead scoring
- Behavioral scoring
- Email marketing
- No native SMS features.
- Buggy integration with Salesforce.
- Landing page builder is difficult to use.
March 04, 2020
SharpSpring's customer service makes me happy
Score 10 out of 10
Vetted Review
Verified User
We use SharpSpring with all but one of our clients. Our clients love the marketing automation and useful ROI reporting.
- Directed marketing drip email campaigns.
- ROI reports and Sales/Marketing team activity tracking.
- Easy to make and use landing pages.
- Survey tool integration.
March 04, 2020
Solid Marketing Automation for Agencies
As a marketing agency, we recommend SharpSpring as the marketing automation tool for our clients. For each of our clients, it solves the problem of being able to send marketing emails to large lists, creating web forms for generating leads, tracking marketing campaigns, creating automation tasks to follow up with leads or notify users.
- SharpSpring's form builder is excellent. Easily select fields to use, including progressive fields, and styling a form to the look and feel of a website can be done just by pasting in a URL of the website. The form code is made using JavaScript, so it's a simple copy and paste function to put the form on the website, and any changes made in SharpSpring are instantly reflected on the website.
- Automation is great in SharpSpring. The workflow builder is intuitive and a great way to visualize your automations. It shows all the available triggers, and then you can select from a vast array of automated tasks. These are great for anything from form notifications to complex automated email nurture campaigns with lots of "if this, then that" statements.
- The Life of the Lead function on the contact record is great for CRM purposes. Right on the contact record, you can see all the activity of a contact record, even website visits before they ever filled out a form. It can match the IP address of a website visitor to an email address as soon as they fill out a form. You can then see how long someone was evaluating a product or service and which pages they viewed. Then as the lead grows, you can see which emails they've opened and clicked, and the form data they've submitted.
- The email builder is kinda disappointing. While it's not necessarily difficult to use, the blocks and layouts available are not as expansive as some other platforms, and the ease of dragging and reordering and making it responsive on mobile is pretty lacking. The look of an email in the builder is very deceiving. The live email almost never looks like it does in the builder, especially on mobile. It hurts the trust I have in the platform when I am building emails.
March 03, 2020
Frustrated Old Man Finds Great Software!
Score 10 out of 10
Vetted Review
Verified User
We use SharpSpring for our lead generation and lead management. It is used by everyone in our company. Since we have a small nucleus of salaried employees and other 1099 independent contractors, the per-seat model of other platforms didn't make sense for us, so we went with SharpSpring.
The contact management is used extensively by our salespeople that keep track of their prospects. The lead scoring helps focus on the prospects who are highly motivated and most likely to purchase. With the Visual Workflow feature, it makes it easy to build landing pages and create our funnels. The Perfect Audience feature is the retargeting process which is great to have in the app.
The contact management is used extensively by our salespeople that keep track of their prospects. The lead scoring helps focus on the prospects who are highly motivated and most likely to purchase. With the Visual Workflow feature, it makes it easy to build landing pages and create our funnels. The Perfect Audience feature is the retargeting process which is great to have in the app.
- Track and score leads and their engagement
- Dynamic emails alleviate repetitive creation and populating emails to individuals
- I would like a integrated SMS function in the Virtual Workflow, although it integrates with tons on SMS providers
- I would love to see more email templates that are rich in images, although I can upload anything I want....
March 03, 2020
SharpSpring Marketing Automation
SharpSpring is currently being used by our entire team. We never had a marketing automation system or CRM in the past, so it has already been a huge improvement to our business practices. With SharpSpring we are able to cut off using
other services, so we are actually paying less than we did before, but getting
so much more in return! Within the first 30 days of us having it, we had run 2 separate email campaigns for 2 separate clients.
- SharpSpring has a very quick implementation process and is very easy to learn.
- Their representatives check in with us frequently so we never feel like we're on our own.
- Having all of our platforms in one place and fully integrated is a huge bonus.
- I wish you could edit Life of Lead to be able to put custom events in there.
- Tagging on social media platform could be a little better, sometimes it doesn't work.
- Tightening up thr copy on their own website (there was confusion if "contacts" and "leads" were the same thing; they are).
March 03, 2020
A reliable set of tools!
Score 10 out of 10
Vetted Review
Verified User
We are an accredited Sharpspring partner and use Sharpspring at our agency to provide the tools we use to solve our client's marketing and lead nurturing needs. We use the entire platform's features as our tools for marketing automation. I highly recommend the application. The team support is also wonderful!
- Lead scoring.
- Marketing automation.
- Social media listening tool.
- A longer induction period may have helped our team.
- The initial training phase could be improved so it's easier to adapt to the many functions at a quicker rate.
- Integrating Instagram to SharpSpring would be a great move and is much needed.
February 27, 2020
Exceptional customer service
We use SharpSpring across the sales and marketing organizations. I use SharpSpring for our marketing communications efforts.
- It's a powerful tool for marketing.
- Great ease of use.
- Some elements can be tricky.
- We have to strip formatting manually before copying text into an email/newsletter.
February 20, 2020
SharpSpring Review - Agency Perspective
Combining multiple disparate systems into one platform where marketing and sales could work together to better track ROI. SharpSpring combines many system functions into one platform allowing for easy ROI tracking, better marketing decisions, and speed of lead conversion, all with a better bottom line.
- Tracks the life of a lead extremely well. Allows for our sales teams to be more efficient, transfer leads through the sales funnel and monitor communications so that no information is lost.
- Automation, based on user actions. This is the most used function and this allows for our marketing teams to deliver relevant content helping gain and convert leads to sales.
- Social posting and monitoring.
- Email creation. SharpSpring has an easy to use email builder so that we can develop and deploy emails quickly.
- The site analytics is helpful but very basic.
- It is not yet integrated with Instagram and we see huge potential there.
February 17, 2020
Marketing Automation at its Sharpest
Not only do we use SharpSpring for our own internal general and marketing automations, we use it to provide social media scheduling, email nurturing, and work flow automations for our clients.
- Email marketing.
- Contact forms.
- Less reliance on zapier and more integrations.
- Dynamic and logic branching forms.
February 14, 2020
A great tool for a great value.
It is being used for marketing, sales, and account management. For marketing it allows us to automate repetitive marketing activities making it easier for a team of 1 to look like a team of 10. For sales, it allows us to host all materials digitally, generate leads, and track activity of the leads that come into the CRM. It also allows us to use the sales pipeline for helping to plan internal resources and know when work will be hitting our teams. For account management, our executives have a full view of all activities, emails, forms submitted, and web pages visited in the Life of the Lead.
- I love having a view of all email engagement, all web pages visited, all forms submitted for a single contact in a single view on Life of the Lead.
- Anytime there is a repetitive marketing task that can be automated, I set up an automation in SharpSpring. It helps a marketing execution team of 1, act like a team of 10.
- The trigger criteria & filters can be a bit frustrating/limiting, and I wish adding a contact to a list was as easy as running a query against a database.
- I wish there were a user permission to allow a designer to disable the landing page CSS that users don't have access to so we didn't have to code "important" tags into the custom HTML to override the system's CSS.
February 14, 2020
Investigate SharpSpring and thank me later!
Score 10 out of 10
Vetted Review
Verified User
We use this tool for our agency marketing, as well as several clients. It's become an invaluable tool to manage leads and perform ongoing marketing tactics.
- Lead management and nurturing.
- Analytics.
- Restrictions on email lists, especially purchased lists.
February 13, 2020
Really happy with SharpSpring
We support and coach our clients in their marketing and sales processes. We use SharpSpring to design with them their clients' customer journey from brand recognition to sales objectives fulfilled. We consolidate digital channels interactions getting segmentation through prospect interests. We support this work with design and content management.
- Feedback and consolidation of interest in multiple channels.
- Lead score qualification to understand prospect interest.
- In customer service you can work around with workflows.
- Custom reports can be improved. Basic reports are covered.