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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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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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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.
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October 04, 2017
Multiple pay-per-user tools at one flat price!
eliminate multiple subscription fees and the need to use multiple tools with separate logins to accomplish certain goals all into one.
- Price point
- no per-user fees
- Onboarding attention
- support attention
- Mobile App could use a bit of improvement
Our clients are taking a giant leap forward with in-bound marketing tools – including landing pages, email campaigns, sales management, CRM, and more. We are helping clients fully integrate sales and marketing into one seamless, highly effective management tool.
- Month-to-month billing and open structure make it easy to kick the tires at a fraction of the cost of other services.
- Agencies are able to open a new client service / revenue channel with ongoing subscriptions that increase a client’s understanding of customer data through the customer lifecycle.
- This fully integrated use of marketing data gives us an invaluable compass as we help clients plan long-term and real-time sales/marketing strategy based on that data.
- The only con is if you neglect SharpSpring’s training / onboarding process. It’s quite a time commitment to get ramped up but I’d imagine the most satisfied SharpSpring clients are also the most trained and experienced.
September 05, 2017
Earn scale!!
SharpSpring has made it possible to have full visibility into our marketing efforts and easily see the ROI for each action. The combination of marketing automation, a full native CRM, and customizable landing pages has given us endless possibilities and great insights for our business. From what I have been using before, there is no doubt that SharpSpring is the most complete tool on the market.
- I really like landing pages. There are many good resources and I love each one. The service is also very good.
- I am very satisfied nowadays
We use SharpSpring as a comprehensive solution for our agency. It's our CRM, email marketing tool and all of our ROI for campaigns is measured in SharpSpring. We also offer clients the same benefits - to bring sales and marketing into one system so they can work together and increase ROI.
- Customise many different options—it's great to have the flexibility to customise at such a good price point.
- Extremely powerful—you can do lots of different things across the CRM, lead scoring, emails, campaigns etc.
- Great price point—comparable to Hubspot but at a fraction of the price.
- Excellent service—as an agency, we've been blown away at how helpful SharpSpring has been.
- Steep learning curve.
- Need help setting it up.
- Not as intuitive as other software because of how powerful and flexible it is.
SharpSpring allows me to use it's powerful tools to promote my business and also market my clients' businesses. I can use it on their behalf or give them a user account and train them to use the tools themselves.
SharpSpring also, offers me agency pricing and allows me to white label their interface and decide for myself what to charge them to use it.
Right now, I mainly use SharpSpring's CRM feature to collect customer data from the various ads I run. I also use it to collect customer data from things like chat applications, Facebook Messenger, and text message applications.
I collect the information and segment it into campaigns and lists using SharpSprings automation features. Then I follow up with these prospects through email drip campaigns.
- SharpSpring supports marketing agencies like no other automation provider. They offer agency pricing that is a fraction of what companies like Infusionsoft and HubSpot charge. They don't compete for my customers. And they have my back at every turn with amazing customer service.
- SharpSpring makes automation available to companies of all sizes. Small to mid-sized businesses are used to seeing Google Analytics and Facebook Insights. But, with SharpSpring, suddenly those numbers and graphs become people, faces, and profiles. It gives a business owner a clearer view his or her customer which, in turn, focuses his or her marketing efforts like never before.
- SharpSpring listens to its partner agencies and responds with serious hustle. Digital Marketing is always evolving. That means the needs of agencies are always evolving. SharpSpring values input from its customers and uses that input to drive the development of new features. I truly feel that when I make a suggestion, it is received and valued by the SharpSpring team.
- SharpSpring provides fast and reliable support for any technical issue. Any time I have called for tech support, my call has been treated with earnest concern. My issues have been addressed immediately and are often fixed before my call has ended. The support staff is kind, courteous, and a pleasure to talk to.
- SharpSpring is easy to learn and enjoyable to use. The onboarding process (which costs significantly less than the competition) is thorough and fun. I looked forward to my calls with Justin. He was knowledgable and patient. He allowed me to explore at my own pace while guiding me through all of the necessary skills I would need to learn.
- I would love to see SharpSpring develop integration with popular chat platforms. Right now I have to connect it through Zapier links and custom form fields. I can get the job done, but a native integration would be better.
- I would like the ability to duplicate things more easily within the interface. It's simpler to edit a duplicate action group than it is to start from scratch. There are ways to duplicate many things, but the duplicate commands are sometimes hard to find, because there isn't a standard way to perform this action across the whole platform.
- The things I would like to see are all minor additions or improvements. All in all, there aren't many things that I find SharpSpring lacking. It's an amazing tool at an amazing price run by amazing people.
Score 9 out of 10
Vetted Review
Verified User
We are relatively new to SharpSpring and we are a small agency. That said, it offers us a whole raft of capabilities that were previously lacking in what we were able to offer clients. As a B2B PR & marketing agency, it's crucial to help clients establish strong thought leadership which we were doing through content creation. The problem was always that clients lacked the ability to promote the content effectively and we were reluctant to start introducing ESPs like MailChimp and trying to design landing pages. We were also unable to offer clear value in helping disseminate the content properly. SharpSpring now gives us an incredibly affordable way to give clients an end-to-end B2B service offering including much greater insight, tracking, and accountability as well as non-invasive capabilities such as building landing pages, forms, and email campaigns.
- Comprehensive set of tools - landing page builder, email campaigns, site visitor ID, sales insight, funnel builder, form builder, CRM and more.
- Amazing value - it's such good value that when you first look at it, it seems too good to be true! Compared to Pardot and Hubspot it is a fraction of what they charge and you get free licenses included to use with clients. It's incredibly generous and also removes all the barriers to entry which are financially very high for companies like Hubspot that I was evaluating for over a year before I discovered SharpSpring.
- Superb onboarding - I was assigned Matthew for a period of around 6 weeks and he could not have been more helpful. The onboarding is unlimited and very comprehensive and a credit to the company.
- Great support - the technical and general support is brilliant. Although I am based in the UK and the company is in Florida, I always get a reply the same day from a technical person and am kept informed until it is resolved. SharpSpring have really invested in their support infrastructure after you sign on and it really shows. I have also suggested a few product features and receive a comprehensive reply back from the product team as to whether they see value in my suggestion and if it is going to be added to the work stack or not.
- Onboarding prep - onboarding is great but you need to be aware that after about 3-4 weeks you will have explored all the features and then are expected to begin running campaigns. if you have not built a database or created good content for yourself then you could be naval gazing. This is not a criticism of SharpSpring but generally a warning they new users need to have the materials in place to start their own campaigns about 3 weeks in.
- The landing page builder can be maddeningly frustrating to use and the email builder has a few glitches. These tools are not as WYSIWYG as they aspire to be but once you get the hang of them then you can create nice-looking emails and landing pages. Just be prepared to want to throw your laptop against the wall at times.
- The actual materials that are there to help us as an agency to sell the SharpSpring/marketing automation proposition to clients could definitely be improved. This is in terms of volume and quality of design. That said, I have fed this back to them and they have been very receptive and acknowledged it is a core area that they are working on.
August 04, 2017
SharpSpring Is Our First Choice!
We use SharpSpring within our organization to track our leads' activity on our website and through the sales funnel, identify areas where we can possibly accelerate the buyers journey for our leads, assign lead scoring in order to better identify prospects who are interested in working with us or learning from us, and build dynamic landing pages and microsites for a more fulfilling and customized user experience. We've also deployed SharpSpring for three of our clients.
- Segmenting our lists by lead score / buyer interest
- Using dynamic text on landing pages for a more fulfilling/customized visitor experience
- Strong marketing automation features such as dynamic lists and tracking
- Strong reporting features
- There's really nothing that I would recommend improvement on. They have great live support that so far has always been available, they continuously update their documentation -- it's all very current, which I love and rarely see in other companies.
June 09, 2017
SharpSpring from a Partner Perspective
My partner and I run a digital marketing agency and we utilize SharpSpring for various aspects of our business. I use it to onboard new clients, we track our prospects, and we also resell SharpSpring to our clients. Internally, I love that I can automate our onboarding process. I send an automation to new clients with links and directions to complete their intake. It helps me stay more organized. For our clients, they get a one size fits all solution. Most of our clients that have adopted SharpSpring give up every other email, CRM, or lead tracking software they were previously using.
- Simple automation implementation. I am the writing side of our agency, but of course, I jump in to help with the technical stuff as needed. I learned fairly quickly how to load emails and set automations. SharpSprings system is pretty self-explanatory and easy to use if you are familiar with computers in general. Being user-friendly is a huge strength in this field, because for someone like me who is not particularly technically inclined, if a program is too hard to use I will just look for a simpler competitor.
- Custom fields for segmenting email lists. I do not have a lot of experience with competitors, but I know that SharpSpring's customer field capabilities allow me to exactly what I want with no limitations. I have created custom fields for my clients that I am onboarding, as well as created custom email lists for our clients to help them better market to their customers.
- From a Partner perspective, SharpSping has amazing resources and is always changing and growing. They listen to our feedback and change with the needs of the industry. They also have an extensive Partner Portal with loads of articles and webinars, as well as amazing customer service. Any issues have always been responded to and resolved in a very timely manner.
- One feature in reporting I noticed missing was being able to separate campaign by email send dates. We have a client that launches 120 new emails to his client list each day, which sparks a 30 email automation. While we can see the overall reporting, it would be nice to see them segmented by date so we can track data based on day of the week, etc. I know I can do this by copying the automation and creating a separate campaign, but I like to avoid extra steps.
- A navigation function (that I'm sure has been reported and is being worked on) is the ability to navigate via a back and forward button. Currently, if you are inside an email, to go back to a list you have to navigate from the start at the navigation bar.
- I know this issue is probably universal, and exists for good reason, but I wish there were an easier way to have two emails listed for the same contact. Obviously, there can only be one email per contact for list eailing to work properly, but instead of created a John Smith-Work and John Smith-Personal, maybe there could be a way to combine the two somehow. When email lists get large, as they often do, I might end up with two John Smiths and get confused! A way to link separate contacts would be ideal.
June 07, 2017
A platform that drives results
SharpSpring is currently our primary platform for all of our sales and marketing efforts across our entire organization. It allows us from a management perspective be able to see, at a glance, where our most profitable marketing channels are, and what our hottest prospects are. All at a glance. Moreover it allows us to track every prospect throughout the sales cycle, from first interaction to close!
- Customer Service: SharpSpring's staff is always an email or phone call away, with a typical response time of minutes, rather than days!
- Robust Feature Set: SharpSpring allowed our organization, and our clients, to be able to combine multiple platforms into one concise, cost effective platform.
- Ongoing Feature Development: As an Agency partner, I love how feature requests are listened to and honored. As a business owner, I appreciate it when a feature request is turned down because it's not in line with the core plan of the company. What blows me away is when a feature request is turned down, in most cases a 3-party solution or API integration is suggested by SharpSpring.
- Robust Feature Set: With so many features and options available in SharpSpring there is a bit of a learning curve to the platform.
- Visual Workflow Builder: Unlike some other platforms there is no Visual Workflow builder for automations....BUT...I do hear that functionality is currently in development
June 06, 2017
Our default tool for digital marketing activities
Score 8 out of 10
Vetted Review
Verified User
Since we started using SharpSpring as our default tool for digital marketing activities, we can do our complete marketing and sales process without getting out of the tool. We create content and offers, upload it to the media center, create campaigns, emails, workflows, landing pages with forms and calls to action buttons, automatize all these functions and receive sharp reports with impressive accurate data enabling us to move forward or re-do them when things aren't going right.
- The Lead Score features are so helpful. We can set custom behavior rules, use them in automation and define how much value attribute to each step of the lead in the storyline in our website.
- We really put inbound marketing fundamentals in practice using the Personas feature. We can use forms with persona fields, create dynamic landing page content for personas and email content dynamic for personas. It's a game changer.
- It's possible to track any campaign using the tool to better understand what marketing efforts are generating the highest ROI.
- Despite the SharpSpring Landing page builder being an excellent feature, it only allows us to use it in one subdomain. Most of the times we need more than one.
- The "logical" in automation flows is different than other marketing automation platforms, and there's a learning curve to understand the relation between tasks, triggers, and workflows. As you learn it, it goes well.
- We're having troubles with integrating Typeform forms and SharpSpring via Zapier. We simply can't do it.
May 17, 2017
Excellent tool for inbound marketing
Score 10 out of 10
Vetted Review
Verified User
When we started inbound marketing, we were very confused in which tool to choose. There are several, and we wanted to know which was truly efficient, but we had a lot of difficulty. After much research we found Sharpspring, and it has been the best decision we’ve ever made. Its functions have been fundamental for the performance of our service to our customers, and it has been the key to our client renewals. In addition to the full range of marketing automation tools SharpSpring has, it also allows us to provide our customers with a very powerful CRM and a sales pipeline tool -- all included in the affordable price. This is why we give SharpSpring a 10 out of 10.
- Very easy to use
- Professional Software
- Excellent Support
- There could be a keyword tracking area
May 09, 2017
Perform like a pro, pays like a intern !!!
Score 7 out of 10
Vetted Review
Verified User
Here at Inbound Marketing Brasil, we use SharpSpring for several activities. We manage our contacts' base, we do our email campaigns, like nutrition campaigns, monetization campaigns, and also newsletter campaigns. Otherwise, we use the native CRM to track all the opportunities and all the features always work so well for us.
- Onboarding - The sharpspring team is so well educated in all aspects of the tool, that made it easy for anyone to learn, use, abuse and teach for clients and interns. There are so many tutorial videos that cover all features and doubts.
- Customer Service - anytime, anywhere. If I have to talk about just one single thing about the sharpspring customer service attendants is commitment. Every time we need it, we get it. And most of the times, they surprise us for good.
- Landing Page Builder - it's so easy to use that a child can use it. I love the templates and the WYSIWG, because I don't know a single line of code. It's fantastic.
- Social Media - We are very disappointed with the tool in terms of social media features. We can't track, schedule, or post. We are use to use several different tools and despite SharpSpring being a good choice, we need to use third parties tools to do it.
- Customer Service - Despite the excellent customer service as I related above, there are a lot of people talking to us. Each contact drops in a different person and our inboxes used to be full of emails. Sometimes we don't know who we talk to first, and it kind of makes us waste time.
- Forms - It does not have the pre-filled function. As we want to minimize the bounce, using pre-filled forms is a fantastic way to avoid it, but the tool doesn't have this feature.
April 28, 2017
SharpSpring - Created for marketing firms.
Score 10 out of 10
Vetted Review
Verified User
JRCB uses SharpSpring for our clients' marketing automation needs. We have also provided access to the sales function of the tool to a client who uses it for all of their sales' needs. We are able to easily manage all marketing campaigns and communications for clients through SharpSpring as well as provide detailed reporting for each campaign and marketing execution.
- On-boarding takes place twice a week for 60 days. Our trainer provided excellent service working with us how we needed.
- Customer Support is top notch. Any feature request or troubleshooting tickets we submit are responded to within an hour & the answers/resolution provided quickly - almost always same day.
- Reporting. JRCB finds tremendous value in the reporting features of SharpSpring. We are able to provide our clients robust reports on all campaigns without having to invest the time to create these manually.
- There is one report that outlines "email sends". It would be helpful if the report would provide the exact date of the send instead of how it currently provides a timeframe (i.e. two weeks ago).
- It would be helpful if the landing page feature would allow us to create and save our own template. Right now we cut and paste the code to keep our templates in sync.
April 28, 2017
Powerful and valuable...a joy to use!
We use SharpSpring both for ourselves and for a handful of our marketing clients. We now use it for our standard email newsletter campaigns, but the big attraction to the platform was the automation features that allow us to easily segment recipients and trigger custom messages at precisely the right moment. Rather than sending one static message to all leads, we believe in sending targeted and personalized messages to make the most of our time and resources.
- The triggers and workflows are intuitive and easy to configure. In a relatively short period, I was able to set up several targeted campaigns for my company and several of our clients.
- SharpSpring makes on-boarding new clients very simple, with minimal work needed on the website back-end and in the DNS.
- The company makes it easy to find answers to my questions. Different sections of the platform have Help sections tailored specifically to those tasks, and its support reps are responsive and well-versed.
- While the company is constantly improving the platform, it can be buggy or slow sometimes when I am working on email drafts or templates. But a simple browser refresh usually takes care of the issue.
- Though it isn't hard to set up an email "drip" campaign in SharpSpring, I see an opportunity to simplify the process. This could be as a step-by-step "Wizard" or in a new section of the platform.
- I'm not aware of a way to get a better "global" look at performance in SharpSpring, but if there was a single place to see a daily or weekly summary for all clients, that would be useful.
April 21, 2017
Multiple platforms in one cost effective solution
SharpSpring is being used to improve marketing communications across both our business and our clients by delivering content that the user is interested in at time they want to help improve ROI.
It also combines the functionality of several useful marketing platforms including MailChimp, Lead Forensics and SalesForce into one cost effective platform.
It also combines the functionality of several useful marketing platforms including MailChimp, Lead Forensics and SalesForce into one cost effective platform.
- Combines several platforms into one making it a very cost-effective and competitive solution.
- The technical support is quick, responsive and thorough.
- They support their partners very well with constant webinars.
- They are always adding new innovative features such as the recent integration with iStock.
- If you are importing your own HTML templates this requires technical assistance to make them editable and can often break.
- Some user functionality can be a bit annoying, for example if you press the back button once you are in a folder it takes you back to the main root folder rather than the sub folder you were in.
April 21, 2017
Solid Software
I first emailed SharpSpring and within 12 hours had an email confirming a demo, a call before my initial walk-through and was updated regularly throughout the entire sales process. Our rep was able to handle our questions and pushback graciously. Now that we're in the system, it's answering questions about our leads, the life of our clients and how our internal team is communicating with clients all in one easy-to-use dashboard. We're very happy with SharpSpring and their team.
- Marketing Automation
- Fast and friendly support
- Lead
- Clearer On-Boarding Communication
- More "how to sell" sharpspring resources for agencies
April 05, 2017
Awesome marketing automation tool
It is being used by the digital marketing and sales departments. It is helping our company to track the origin of the leads that have been gerated through our marketing campaigns, create landing pages of conversion with call to actions and forms, automate the communication by email based on lead behavior, and provide precious information about the lead to the sales team.
- The integration with others open API tools
- Track the sources of leads
- Automate emails based on lead behavior
- Dashboard is easy to use
- The landing page editor doesn't have full access to change the layout.
- It is not possible to integrate with social media.
- The help documentation is not fully in our local language (Portuguese).
April 04, 2017
Sharpspring is phenomenal!
Score 9 out of 10
Vetted Review
Verified User
Our agency uses sharpspring to automate email streams, identify qualified leads and better optimize our clients' Google AdWords campaigns.
- Campaign Optimization in Google Adwords.
- Identifying qualified leads through campaigns and through the lead scoring feature.
- Automation of sending of emails based on the behavior of the user.
- The design of landing pages can be improved.
- The included CRM can still be improved.
- And I believe that the ready-made models of landing pages and emails need to be constantly updated so that the user has more and more possibilities.
March 31, 2017
The Marketing Automation tool for SMEs and Agencies
I help clients understand what marketing tools they need for their business and I work with a number of different suppliers including Sharpspring. It is currently being used both for my business Bright Dials as well as my clients. Sharpspring addresses a number of areas for my clients; seeing ROI from the first click through to sale, understanding customer behaviour and being able to automate relevant and timely communications based on that behaviour. It also enables clients to know when their leads are ready to buy rather than the traditional cold calling, scattergun approach.
- Tracking ROI from first click through to sale - this is a key issue for clients and Sharpspring resolves this in a simple interface.
- Dynamic Lists - removing manual segmentation and enabling on the fly dynamic segmentation is very powerful and saves a lot of time.
- Life of the Lead - this is a brilliant visual feature which gives clients the ability to see every way their lead has engaged with their business over time is a fantastic sales tool.
- The Landing Page generator has always been a bit glitchy and although designed to not need code, I've ended up learning more code since I started using it (no bad thing!) but a recent update has fixed a lot of the issues, just changing the publishing button onto the main page is a big time saver. I would like to see this feature improve though to be able to control the placement of headers, images etc through the editing function rather than the code.
- At the moment the workflow structure is enabled with drop down functionality, once a criteria is added, it can't be edited. Having a more visual 'tree' structure would be more helpful and I believe is in the features pipeline.
- The Visitor ID tool is fairly periphery to my clients needs, but it could be improved if it were possible to remove the site visiters which aren't leads that visit your site; spiders and such like.
March 29, 2017
Developer's SharpSpring Review
Score 8 out of 10
Vetted Review
Verified User
I worked with sharpspring for over a year and I saw a lot of good things like the API (easy to use), email and the landing page template that allows developers to input their own code with the possibility to keep the drag and drop feature. Each time we need support, they provide help quickly and during the day. My company manages several client accounts and sharpspring is really [great] for doing this. We can configure our agency account with all of our clients' accounts and give them different roles on their own account based on their skills.
- Email template
- Easy and well documented API
- Marketing automation is easy to use
- French translation
Many of our clients are small organisations and they want to use a marketing automation platform themselves. SharpSpring is feature rich yet easy to use and designed in a common sense way. New users can quickly start to get results and don't feel overwhelmed by the system. That said the feature set is extensive and powerful and being added to on a regular basis. Support is good and SharpSpring is responsive. Pricing is competitive.
- The feature set is strong for the money and they are adding to the features on a regular basis.
- SharpSpring support is responsive and very helpful. They provide good training and technical support and resolve issues quickly.
- The contact tracking and engagement view (life of the lead) is visually attractive and really gets clients excited about what they can do to trigger drip campaigns and segmentation paths.
- Tasks and workflows can be a bit daunting at first as there is no easy way to visualize how to construct complex chains of triggers and workflows (however, I understand that this is now being resolved with a visual workflow builder!).
- There have been a few performance issues and occasional bugs but these are resolved pretty quickly.
- Could do with some more SEO functionality and better social media options
March 23, 2017
SharpSpring's benefits outweigh others
Currently, only the marketing automation department utilizes SharpSpring at our financial marketing firm. SharpSpring allows us to more effectively manage leads, campaign results, and email automation. It also allows us to implement lead scoring (which is beneficial to our sales representatives), form and landing page creation/result tracking, as well as more complex workflows that allow for programs and campaigns we didn't even know were possible.
- The organization of SharpSpring is phenomenal. I can almost always find what I am looking for quickly and easily. The layout and look of it are more than satisfactory.
- It is amazing to me how much you can actually do with SharpSpring. Not only can you track analytics from campaigns, site traffic, and emails, but you can also track website visitors in real time, effectively manage thousands of leads and campaigns, segment them by lists, and create complex tasks and workflows that allow for creative campaigns to be developed and implemented.
- SharpSpring support is extraordinary. It is super easy to jump on the phone at any time and speak directly to a support technician who can usually answer your questions right away with no trouble.
- SharpSpring could definitely improve some of their search functions, as well as sort and filter. It is sometimes difficult to understand what filters you are applying and to get back to where you were before them. Also, the Scheduled Events tab doesn't even have a search function, which is problematic at times.
- It would also be beneficial if you were able to work in multiple instances at once. A lot of the time, we base campaigns or workflows for one client off another. Would it be possible to copy workflows not only within a single instance but across instances?
- Being able to create folders within Campaigns or Forms on the left sidebar might be beneficial as well.
March 09, 2017
The ideal marketing automation platform for small to medium sized digital agencies and businesses.
My agency uses SharpSpring as part of our own strategy on a day to day basis within the marketing and sales function. We have also implemented the onboarding process for key clients in 2016 and 2017. For both our agency and clients alike, it has addressed the business issues around managing multiple marketing tasks. The visitor data tracking function has been of great help in identifying leads which are not quite ready to purchase in the sales funnel and using inbound methodology it allows us to focus more efficiently on nurturing leads through to the conversion stage.
- Online 24/7 unlimited support within the monthly fees structure. It allows our agency to manage costs more efficiently as we can be sure there are no additional outlays for support, which is not always the case with marketing software.
- Constantly adding new features and benefits within the platform. This was a crucial part of our decision to use SharpSpring, due to the constantly changing landscape that is marketing automation. It is vital our agency and clients can keep up with new integration offerings within the industry.
- Monthly fees are in dollars. Unlike most marketing software providers in the USA, with SharpSpring you do not benefit from the currency conversion into £ sterling. You pay in £ sterling the same monthly fee as in US $ dollars which is technically penalising UK customers.
- Email builder; while it is satisfactory, it could be even more user-friendly.
- Social Media and SEO features would be extremely useful.
March 06, 2017
Put a Spring in your step
We use it for specific clients in order to address their CRM/email marketing and marketing automation needs. The usage differs client to client based on their needs and industry. Most of our clients utilise the marketing automation functions to keep in contact with their database, get a profile of their usage and drive them to specific actions.
- Opening the instance is incredibly easy. With a lot of other systems, configuring the database, creating custom fields etc., are time-consuming - with SharpSpring it is already done
- The landing page builder is very easy to use, and with a basic knowledge of coding, extremely powerful.
- They manage their sender reputation very well - no point in having a super system if people don't get the emails.
- I enjoy the reporting - easy to use and insightful.
- Being able to send Birthday communications regardless of the year of birth
- ASCII codes in the subject line
- Being able to send comms based on when a person last opened a mail
February 16, 2017
SharpSpring is a Great CRM for nearly all of our Clients
We use SharpSpring in our marketing agency E-Impact Marketing LLC as well as for nearly all of our clients. In our organization, it is used to manage leads interested in our marketing plans. We use it to track sales per marketing campaign and be sure we are following through with the leads in our system. We also use it to gauge how interested potential clients are in our services. When a new lead comes in, we enter them into SharpSpring and send an email from SharpSpring so we can begin tracking their activities.
Secondly, we use it for our clients to bring in leads and manage those leads. One of our first clients on the platform was https://kingdombiofuel.com/. They have seen a huge number of leads coming in through our inbound marketing strategies and are very happy with the service. Another client we are just implement this system with has a huge number of leads that need to have automated marketing systems working for them. Sheds Unlimited has another CRM system that we are working on integrating with so we can help them close more deals.
Secondly, we use it for our clients to bring in leads and manage those leads. One of our first clients on the platform was https://kingdombiofuel.com/. They have seen a huge number of leads coming in through our inbound marketing strategies and are very happy with the service. Another client we are just implement this system with has a huge number of leads that need to have automated marketing systems working for them. Sheds Unlimited has another CRM system that we are working on integrating with so we can help them close more deals.
- Email Automation is a very strong point of SharpSpring. It allows us to setup automation email campaigns and then trigger them based on actions performed by the lead.
- Lead Scoring gives us a number to show us who are the most engaged leads for us and our clients.
- It gives good reporting features for emails going out through the system.
- A bit weak on the transition between lead and opportunity to sales. But it is getting better.
- A few glitches in the send patterns, but not enough to make a big deal about.