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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
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February 12, 2020
Strongly Recommended!
We are segmenting users based on form fills and smaller campaigns. The Smart Mails allow us to turn out SDK license keys in a matter of 30 seconds or less rather than the 24 hour turnaround time, plus we can engage with customers at the same time! We are deploying organization-wide with an approximate daily user count of 10-15.
- Open API.
- Easy set-up.
February 11, 2020
Affordable product with an outstanding service
We are using SharpSpring in our Marketing & Sales department. The main goal of SharpSpring at influence.vision is to create a marketing automation process. We are a platform and once a user registers we are now able to assign a sales rep, send automated e-mail workflows and create tasks to follow-up on the costumer. This has made us much more productive in terms of conversion and life-time value of our users.
- Automation workflows for emails and tasks
- CRM
- Visitor ID outside of US
- Meetings iframe for website integration
February 11, 2020
Great cost-effective marketing and sales automation platform; competes with the best of them!
As an agency, we utilize SharpSpring for ourselves and on behalf of our clients. It provides a foundational marketing CRM along with marketing automation, email marketing, lead capture forms, and more. But most importantly, but integrating all these functions in a single platform, it provides a 'life of the lead', which in turn arms business development executives with more information about lead engagement and history so they are better prepared to move the lead through the sales funnel.
- Connected marketing activities with sales engagement
- Platform ease of use
- Email builder and templates are clunky
- Not all workflow and automation rules are available; would like to see more options and less workarounds
February 11, 2020
SharpSpring, a complete marketing automation system for a good price, without the surprise.
We use SharpSpring for creating multiple touch-points, marketing automation, email automation, and event pages--with the built-in page builder. It's also the tool we sell to our customers without our method. The system is being used by our marketing and sales users for creating leads and for following-up on leads. As a whole, SharpSpring is a perfect system to bring the two teams together.
- Easy to build automation flows, with many options and clean visual builder
- Good segmentation between marketing and sales (both teams can work in one system)
- Most API connections with CRMs need to be built. It can be done with Zapier for example, but it's not complete. (So in the end it's better to build an API connection.)
- Email WYSIWYG builders can do weird things sometimes. If you want to have a perfect template you need to dive into the HTML editor (but there is an HTML editor!).
January 30, 2020
Marketing Automation Best Bang for the Buck
I use SharpSpring for my clients for inbound marketing campaigns. With it we can quickly and easily create campaigns, optimize them, and track them.
With that, our most basic "drip" or follow-up communications are completely automated and customizable. Sales data is relayed to the contact manager which can be integrated into CRMs, though it isn't necessary in many cases, and the pipeline tracking and sales automation resulting from this is also efficient and effective.
All told we are able to generate and track leads and optimize key communications channels for conversions.
With that, our most basic "drip" or follow-up communications are completely automated and customizable. Sales data is relayed to the contact manager which can be integrated into CRMs, though it isn't necessary in many cases, and the pipeline tracking and sales automation resulting from this is also efficient and effective.
All told we are able to generate and track leads and optimize key communications channels for conversions.
- SharpSpring provides all the functionality my clients and I need most at a fraction of the cost of leading competitors.
- SharpSpring is a user-friendly application with excellent self-help tools and support.
- SharpSpring is constantly improving its application without passing on costs to subscribers.
- SharpSpring is constantly improving support.
- There are times the application is slow but it is hard to tell where that "fault" lies. Regardless it hasn't caused major problems.
- Email design can be a little clunky. When using our designs using built-in templates, the HTML doesn't always behave.
- Social analytics to connect with campaigns that SharpSpring supports would be nice to have.
January 24, 2020
Amazingly effective and easy to use marketing automation tool
We use SharpSpring as an agency and use it for our own marketing needs as well as sell it to our clients for their marketing automation needs. It's being used across the whole organization and it helps to centralize all our data into one easy to use marketing tool.
- Easy to use and find data
- Tells the life of a lead in an easy to view format
- Lack of image / icon library to use when building emails/LP
January 20, 2020
Marketing Automation all in one place without constant upsells
Score 10 out of 10
Vetted Review
Verified User
We use SharpSpring to have all of our sales and marketing information in one place. Our entire organization is using it. Sales uses the CRM portion of the tool and gets insights from our marketing efforts to see the journey of the prospect and help identify buy signs and when the lead could potentially be ready to make a purchase. This helps brings our sales and marketing teams into one unit (which is usually challenging). They have insight into the actions each does and they can see the impacts on the lead.
- Tracking leads and their interactions with your company (sites, media, landing pages, email opens, etc).
- Our sales manager uses the reporting to check opportunities and ensure they are being followed up.
- Their social media posting is lacking a bit. It doesn't give in-depth look to replies, mentions, etc.
- Their landing page builder, while good, could be better.
January 09, 2020
SharpSpring is ideal for small and medium-sized businesses
I have dealt very intensively with various marketing automation systems. One of my favorites is clearly SharpSpring as it is one of the most flexible full-service marketing automation systems on the market. SharpSpring offers all the features an SME needs for lead generation and lead nurturing.
- Easy to operate.
- Easy handling is one reason why SharpSping is a favorite of mine. All functions are clearly arranged and can be called up intuitively. SharpSpring offers functions for marketing and sales. If these are different teams in your company, access to the relevant functions can be restricted.
- Monthly subscriptions.
- Another point that is a clear advantage, in my opinion, are the monthly subscriptions. Most competitor tools bind you for at least one year. This means you can try out SharpSpring without having to think about long-term commitments.
- Some labels are not yet translated into German. But this will change in the next few weeks.
January 09, 2020
Awesome Value-Packed Software
SharpSpring is used throughout our whole organization and we've had extremely positive experiences from clients using it. It has cleared up problems of social media.
It's much easier to track a lead and see what exactly they are interested in. Before even contacting them forever to close a deal, you already have all the info on what their touchpoints are that brought them to you in the first place.
It's much easier to track a lead and see what exactly they are interested in. Before even contacting them forever to close a deal, you already have all the info on what their touchpoints are that brought them to you in the first place.
- Dynamic Email Marketing Automation - It really gives you that personalization you need for your audience, and you only have to make one email! This feature also lets you use Buyer Personas which is really handy when creating marketing for different audiences
- Life of the Lead - you can see all the actions a lead took from start to finish
- Email editor
- Landing Page Builder - this editor is a little difficult to use without the knowledge of HTML coding
January 07, 2020
Cost-Effective Email and Marketing Automation Platform
SharpSpring is used by the entire organizations for business development as well as for hiring and candidate management. It helps us manage all of our contacts in a way that makes sense for our business. The management team uses the platform for hiring because it makes it easy to have resumes and candidates in one place.
- Marketing Automation
- Email and Landing Page Builder
- Social Media Tool
- Content Calendar
Score 7 out of 10
Vetted Review
Verified User
Our company utilizes this for clients across a variety of industries. Our clients utilize the platform to manage and vet leads and send out emails primarily.
- Wide range of marketing capabilities in one platform.
- Lead generation tracking is great.
- Slightly difficult to pick up, there's a bit of a learning curve.
- It's not cheap.
December 31, 2019
When it comes to email marketing - SharpSpring is the best
Our marketing department uses SharpSpring for email marketing, automation, lead tracking, campaign tracking, and ROI analysis. Our company has been able to improve our email marketing strategy 10 fold by using SharpSpring. We weren't even doing automation before SharpSpring came along, now I don't know how we can move forward without it. We can help create hyper-targeted emails to relevant lists because of the ability to be ultra-personalized with SharpSpring.
- ROI tracking.
- Email marketing.
- Social media tracking.
- Reporting.
December 16, 2019
SharpSpring Review
Score 10 out of 10
Vetted Review
Verified User
We use SharpSpring across the whole organization as a sales support system, marketing automation system and a CRM system. SharpSpring makes it easy to deal with today's customer and also attract new customers to inbound marketing. Our employees love the system and could not do without. Our day is completely changed for the better after we started using SharpSpring.
- Email automation.
- Nurturing campaigns.
- SharpSpring does not support Norwegian languages.
SharpSpring is a key feature of our company's tech stack and is being used across multiple account-based marketing campaigns to generate customizable and bespoke campaign collateral - including emails, landing pages, and bio personas - for all key members of our client base. We often run large scale integrated campaigns so SharpSpring acts as the tool to create the content and manage automated email campaigns on behalf of the client.
- SharpSpring is an efficient marketing automation platform. The software is reliable allowing you to easily manage a large number of campaigns at once.
- SharpSpring is an insightful reporting tool. It allows you to generate instant and exportable marketing reports around your activity.
- The biggest drawback to SharpSpring is the time-consuming elements it imposes upon the build phase of any campaign. This is particularly problematic when constructing multiple large campaigns as we often use similar templates and/or workflow structures that are stored within their separate client instances. The lack of simply copy and paste elements between instances means that our design team loses a lot of time in recreating their work across different client instances.
- The volume of contacts that can be added to a single action group for email sends is relatively low at 1,500, meaning that often data lists must be broken down into segments which can be harder to track.
December 16, 2019
Ohhhhh Sharpspring How I Love Thee!
So currently, SharpSpring is being used across our entire organization which is comprised of two different departments: the lending side and the investment side. Capital raising is more our focus at the moment so we are using SharpSpring from both a sales and marketing perspective, to not only target/generate/maintain qualified investors for our new fund but also to begin a solid relationship with them even if they don't invest, by way of education via email drip campaign and live or pre-recorded webinars!
- Workflow creation is super simple and easy to use.
- Pipeline management/maintenance as well as Reports features make it simple for my CEO to know exactly where we are at any given moment.
- Being able to sort/segment leads/lists. Would be great if we could choose to target a list of leads, directly from the marketing campaign we received them from, without having to create a separate list.
- Help from Customer Service takes time. Hoping that with the new live chat feature this gets fixed.
December 16, 2019
One stop option!
Our entire organization uses SharpSpring to help streamline our sales and marketing procedures. We have also identified a number of clients that would benefit from the software and are reselling it on behalf of SharpSpring. We no longer have to subscribe to multiple platforms with multiple logins, saving time and money.
- Before this software, we had no CRM or easy way to organize our sales/marketing funnels.
- Before, we had logins for many different platforms to keep track of. Now, everything is in one place, and all the data is streamlined.
- It's so comprehensive; it does take time to learn.
- It currently does not have an official Instagram or Facebook API.
December 13, 2019
A great tool for non-technical marketeers.
SharpSpring is our lead funnel tool. We extract data from multiple tools, combine it in our custom made web-application, and use SharpSpring for lead funnel insights.
- All in one tool
- Easy to set up
- It is too focused on traditional website technology.
- It is much less focused on apps, which are also an important part in the omnichannel strategy.
December 09, 2019
A Cost Effective Solution
Our marketing and sales team are using it to manage contacts in one place. Marketing is using it mainly for contact management, newsletter, and some automations. Sales is using it for contact management, pipeline management and task assignment.
We are also using SharpSpring's partner portal to manage some of our clients' websites and some other aspects of their marketing and sales.
We are also using SharpSpring's partner portal to manage some of our clients' websites and some other aspects of their marketing and sales.
- Simple and easy-to-understand pricing
- Responsive support team
- Agency partner portal
- Design not intuitive, so not easy to use
- Weird bugs happen often and take time to deal with support team to solve problems
- Keep adding new features without improving much existing ones
December 09, 2019
SharpSpring is sharp indeed!
Score 10 out of 10
Vetted Review
Verified User
We use SharpSpring across our organization to attract new clients, as well as deploy SharpSpring campaigns for our clients. SharpSpring is hands down our favorite marketing automation platform. It is easy to use, the support is incredible and our clients are seeing tremendous results.
- Tracks your entire history of communication with potential clients
- Manages your social campaigns
- Provides clear ROI on your marketing campaigns
- Automates communication with potential clients and personalizes messages
- Social posting is OK, but Facebook posts could look better. May be a FB API issue to be fair.
- Like all automation platforms, may be a bit overwhelming at the start
- Would like better phone integration options.
December 06, 2019
Great for email marketing and sales
We primarily use SharpSpring for email marketing. We share newsletter/nurture content 2-3 times per month with our list. We also used it for sales and leads at first, but our boss (who made the purchase decision) found it ‘slowed her down’ and wasn’t intuitive for tracking leads.
- The resend to non openers feature is less nuanced and more straightforward than other tools I’ve used.
- I dislike that so many triggers and features live in separate areas. For example, you have to turn on a ‘resendable’ option in the actual email editor in order to later resend to non openers in Email Jobs, an entirely different tab.
- Almost none of this tool was intuitive, in my experience. Everything I do had to be taught or hammered out through Support.
December 05, 2019
Great CRM
Score 10 out of 10
Vetted Review
Verified User
SharpSpring is an essential tool in the agency. It allows us to create email marketing campaigns, design landing pages, track leads, create sales funnels according to our needs, create contact lists, among other functions. As a PPC specialist, SharpSpring helps me analyze the effectiveness of my campaigns.
- You can create landing pages in a matter of minutes without leaving the platform.
- Leads are added to your contact list and you can continue to feed them with relevant information through email marketing campaigns.
- Alerts me when a contact downloads content such as ebooks or pdfs from emails I send.
- Because of its design, using SharpSpring can be a little overwhelming at first.
December 05, 2019
Why SharpSpring Stands Out
It offers, through a partnership with SharpSpring, the capability for our organization to offer a platform for digital marketing and data management to our clients.
- The user interface is easy to work with.
- The design of the product helps in doing initial set-up
- Training is great, very methodical, hands-on, as well as a great library of reference
- Maybe adding more standard fields
- Ability to edit and enhance standard fields without creating new custom fields
December 04, 2019
A Simple, yet Effective Software
As a recent hire of my company, this software has been extremely easy to learn and fully capture each feature. In this sense, I have found more benefits than drawbacks, and I found that I most fully appreciate the wide breadth of features available within this software. The whole organization utilizes this software, but in different capacities. I use it less than my colleagues.
- I was able to find and format my different graphics and metrics to create and update monthly status reports for clients of ours.
- I especially appreciate the different sizes and formatting options for different metrics.
- While the structure was helpful, there were a few aspects that I felt were limiting especially in terms of designing
- Restructuring landing pages and changing certain features may more aptly fit different themes and attitudes of a specific site.
December 03, 2019
I'm Glad My Company Chose SharpSpring
We use Sharpspring as a way of following up and keeping track of leads. We also use it occasionally for current customer followup—a great system of keeping track of new and current clients, who have followed up with them, when they were contacting, and potential services they may need to be followed upon.
- Fast load time
- Easy to see client info
- Helps keep client retention
- Minor usability Issues
- Reporting could be improved
- Landing page automatic can be difficult
December 03, 2019
SharpSpring - Automation that works!
- We first bought SharpSpring to sell to our clients and ended up using it to streamline our entire marketing and sales process as an agency. I love that this is truly an all-in-one solution. Before SharpSpring, my team and I were juggling several different programs. This was expensive and time consuming and honestly, a hassle. At first, SharpSpring seemed too good to be true, but the software and the people behind it have really come through.
- Like any in-depth software, it takes some time to learn. You have to be willing to sit down and learn the ins and outs. Thankfully, they have a fantastic archive of support questions and a support team that is immensely helpful. They are also constantly adding new features. This means that SharpSpring is committed to being relevant.
- We continue to be impressed with all that SharpSpring has to offer. They are truly here to help agencies like us. If you're looking for an all-in-one solution, look no further. We were spending way too much time and money juggling lots of different services. SharpSpring really does it all, and does it well.
- Drip Campaigns make it so that you can automate emails. This makes keeping up with clients and targeting new leads so much easier.
- The smart forms are a game changer. We can track and capture information so much faster. This means we're able to convert leads at a much higher rate.
- Sharpspring is great at managing your workflow. We can access a sales and a marketing side and keep track of our employee output.
- Sharpspring is still new, so they don't have every feature we would like. That being said, they are constantly adding new features and listening to users!
- Sharpspring, like any complex product, takes some time to learn. However their support is second to none!