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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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User Review: New Businesses Will Find SharpSpring To Work As A Great Place To Start With Marketing
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SharpSpring Review: Is Not Only Used Effectively By Marketing Co, But Recommended In Client Use
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Pricing
Lead Gen & CRM
Starting at $449
Cloud
per month
Entry-level set up fee?
- Setup fee required
For the latest information on pricing, visithttps://www.constantcontact.com/pricing…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $449 per month
Features
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Product Details
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- Integrations
- Competitors
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- FAQs
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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SharpSpring is used for our own marketing automation and CRM purposes, and we also help enable it at clients' companies.
- Marketing automation
- Social media management
- Email marketing
- Contact manager could be a little faster in load times
- CRM could be more robust, depending on the scale
July 14, 2021
Multiply your marketing efforts and get your sales and marketing teams working together for better ROI
SharpSpring has enabled the sales department and marketing department to seamlessly work together and automate many tasks, ultimately allowing us to get way more done with fewer resources and make informed decisions on direction. Knowing what’s working and where we need to pivot is key to optimizing our efforts and gaining a positive ROI. SharpSpring definitely provides the tools to succeed. We have seen that many businesses fail to track the valuable insights and analytics that SharpSpring provides and therefore waste a lot of time and money.
- Automated tasks with visual workflows are simple to set up and ultimately save a lot of time.
- Chatbot workflows are also simple to set up and can be set up to qualify a lead for you.
- Web insights are amazing, giving you insight on how people are getting to your pages and their behavior on your site, which empowers you to make smart decisions and have meaningful targeted interactions with prospects.
- I really would like to see the email template creator be more user friendly and intuitive
July 12, 2021
SharpSpring: A tool for the masses
Our agency's marketing team uses SharpSpring to build and send emails, manage forms/landing pages, contact inquiries on our website, employee communications. We also use it for the blog subscriber lists and contacts database. It is easy to use with tons of helpful articles if you need questions answered right away! The support team has been awesome when we had any issues at all too- they're super quick about getting back in touch with us no matter what time of day!
- Ease-of-use
- Good price point
- More customizable workflow triggers
- Drag and drop functionality is lacking on the email folder side
July 12, 2021
SharpSpring is great for its cost
We use the platform for ourselves as well as our clients. We use both the sales and marketing sides and we love both equally. We use a lot of automation to connect sales efforts with marketing to great effect. Our clients really love the VisitorID tool, which gives them a behind-the-curtain view of who is visiting their website. This has been a nice way to a cold prospect.
- Sales pipeline is simple yet effective
- VisitorID gives you a detailed look of companies visiting your website
- Lead scoring is very comprehensive and easy to use
- Billing notifications are lacking and not always helpful
- The financial structure of the platform can be confusing and has changed several times over the past two years.
- The automation is good but not great. Can be lacking.
SharpSpring is being used across the organization. It addresses customer management, customer retention, social posting, increased customer touch points and sales/ project management. It has increased productivity and sales within our organization.
- Crm, with custom fields that can be customized per organization
- Sales pipelines, which lets you track an opportunity along the sales process. Can implement automation with tasks creation, emails to prospect and notifications
- Email marketing with easy to use email builder. Campaigns can be sent out manually or automatically. Can also be used for templated emails to send to contacts.
- The landing page builder is a bit hard to use. Doesn’t have much flexibility.
- Sometimes confusing between types of workflows to use. Opportunity versus visual.
- If you imported contacts that weren’t formatted correctly. It is hard to delete a bull amount. Need to type DELETE for each one manually. No bull options to make changes.
We use SharpSpring to market our own services as well as for our clients. Any platform that we use has to work with B2B as well as B2C. We need to be able to scale up with a longer sales cycle using content marketing to nurture leads, whereas our clients have a shorter cycle based on promotion and advertising. The email part of the platform helps us to direct content that converts prospects to clients as we see what they are interested in by seeing what they respond to through the life of the lead feature of SharpSpring.
For our clients Sharpspring answers these questions which are problem areas for agencies:
We know the media mix of organic and paid that converts contacts to leads, and leads to customers.
We use different attribution models to account for the lead.
With lead-scoring, only the leads that have been nurtured and primed for a salesperson are moved into the opportunity part of the sales pipeline.
For our clients Sharpspring answers these questions which are problem areas for agencies:
- What is the sequence of content that was consumed to win a sale?
- What is the cost of getting a new customer?
- What is the correct attribution for the lead?
- Where is the accountability for the win or loss of a sale?
We know the media mix of organic and paid that converts contacts to leads, and leads to customers.
We use different attribution models to account for the lead.
With lead-scoring, only the leads that have been nurtured and primed for a salesperson are moved into the opportunity part of the sales pipeline.
- Onboarding is easy for us as well as clients. Not a hassle for them.
- Integrates smoothly with client CRM. This helps to close more sales and increases retention.
- Visual flowchart for planning makes it easier to plan, communicate and implement things such automation processes.
- Email having after the click tracking, keeps us informed of how out nurturing campaigns are working and what to change.
- Advanced lead scoring to keep focused on the right things at the right time in the funnel process.
- Lead funnel builder with Webex integration saves us time and money in getting a perfect funnel that integrates with the site perfectly.
- Social activity history of the lead is something that gives us a real-time assessment of what is working in social media.
- Onboarding can be overwhelming if you try to onboard without using materials and coaching provided. (Yes, that's me.) This is a robust platform and there is a lot of information to take in and get acquainted with to get the full effectiveness of the platform. You're going to be eager to start but take your time.
- Patience required. There is a tendency to rush in to get started right away having seen the promise. SharpSpring provides high quality onboarding coaches for 60 days so nothing is missed.
Score 10 out of 10
Vetted Review
Verified User
It is the first marketing automation software the company has ever used. We use it to drive new sales, get new prospects, continue business with existing customers, and cross-promote with our sister companies.
- Very easy to use. It was quick to set up. Training was very thorough and well done
- Easy to create campaigns. Love that it allows you to set up flow chart/diagrams for how a campaign is set up. Keeps you in line and not getting the process mixed up.
- Fantastic customer service. Always very helpful.
- Great value for the money.
- More options for editing photos.
- An easier way to segment email reports
We use SharpSpring for both CRM and Marketing purposes. We also conduct digital marketing campaigns and support mainly marketing and sales. I like that the software can serve two purposes such as digital marketing, lead scoring and sales funnel management. I have used other software however like how intuitive the software platform is when using SharpSpring.
- It is very good at tracking lead activities so one can see the history of where contacts go on our website
- It is a very organized CRM that flows and is easy to understand
- The software benefits are great as it services multiple needs such as marketing and CRM solutions
- I would like a way in which one could book mark a contact as favorites
- It would also be nice to have sent email added not just left a voice mail or contacted or no answer
- Maybe have a little more color graphs when it comes to the anayltics
June 22, 2021
SharpSpring is a robust solution for agencys own marketing and for doing B2B marketing for their clients
We are using Sharpspring in house for our own marketing and as an Agency and reseller to other companies. We have few clients, part of them are operating SharpSpring in-house, for others we are outsourced agency. We love ShaprSpring as there is no need for using other marketing software. Even remarketing campaigns are managed from SharpSpring.
- Robust automation system, that I didn't see in any marketing automation solution
- Handy and flexible lead scoring modul, that can be use to score marketing leads
- Many kind of list segmentation, filtering, tagging and using them dynamic setup
- Life of the lead is useful view where you can see one leads behavior history
- SharpSpring can offer more good looking landing page templates
- SharpSpring can offer more good looking email templates
- SharpSpring can offer more functionality in social posting module
June 21, 2021
SharpSpring. A great alternative to Hubspot.
We utilize SharpSpring for our agency and most all of our accounts as a complete marketing and sales suite.
It helps create, deploy and optimize all our efforts to ensure we're healing reach our revenue goals.
It helps create, deploy and optimize all our efforts to ensure we're healing reach our revenue goals.
- First-class support
- Affordability compared to comparable solutions
- Powerful, but simple to use
- Billing
- Landing page builder
June 18, 2021
SharpSpring Review
I use it for my clients, and I advise it to other clients as well.
- Manage clients and their accounts
- Marketing Automation
- Relates other tools to the process (email integration, social media etc.)
- Pricing
- billing break down to clients
- Whatsapp integration
- More reports ready to use
June 08, 2021
Good quality/price relationship!
SharpSpring is used in the company mostly to gather leads and send newsletter and specific emails to leads and opportunities. We are looking forward to creating workflows with plenty of content once we have all the content we need. We are looking to have a more visibility into our leads and clients.
- Lists
- Lead management
- Emails
- Reports
- Visual workflows
- Rules-based lists
June 04, 2021
SharpSpring Review
I am one of a 25+ sales team that uses SharpSpring at the direction of our company owners. They control and decide how we use the features of SharpSpring. We are using it to do "digital marketing and sales" and, for me personally, a CRM.
- I use the "launchpad" daily to monitor my customer's activity.
- Keep track of all my contacts and their relevant profile information.
- Select "custom fields" to target specific contacts for specific "campaigns" we have going on.
- I'm not sure this is an issue for SharpSpring but I would like "permission" from my system admin to be able to run more "reports" to make it easier to sort and analyze my contacts and their activity.
June 03, 2021
Powerful Sales Automation
We use SharpSpring across the entire business for lead generation, sales commission tracking, existing and incoming client communication, and various tracking/reporting purposes. SharpSpring allows us to properly store and track information on leads after we have obtained them. We can organize our sales team and the sales teams of our clients so that proper reporting and ROI can be obtained from the sales side of things.
- Landing Page Creation
- Email Automation
- Lead Tracking
- Sales Team Organization
- Inbound Marketing
- Mobile Compatibility
- Mobile Application
We help our customers to grow with a proactive inbound marketing and sales strategy. SharpSpring is one of the marketing automation tools we use to support such a strategy. It helps us to optimize ads on social media, SEA and SEO, because the software shows the origin of a generated lead, and history of web visits, even prior to the opt-in moment.
- 'Life of the lead' is great
- Lead pages
- Email marketing
- Automation
- Opt-in forms
- Building and tracking CTAs would be a great improvement
- Lead page design could be more intuitive, needs some HTML coding
- Blogging functionality could be improved
June 02, 2021
A Great Tool for Marketing and Sales Teams Alike
Score 8 out of 10
Vetted Review
Verified User
We leverage SharpSpring within our marketing and sales departments. In marketing, it is used for sending all marketing emails, tracking personas/leads, automating campaigns, and other valuable efforts. Within sales, I use the CRM functionality to manage leads, track opportunities, and build pipelines. I also use the automated workflows to build out cadences that save time and allow for more uniform contact with prospects.
- Automated email campaigns
- CRM
- Clunky UI
- Integrating with other services can be difficult
- Limited reporting functionality
June 02, 2021
Overall good value for the money
We use SharpSpring to manage our marketing and sales departments
- Keeps us organized
- Provides good reporting
- Streamlines the handoff from marketing to sales
- Would be nice to be able to call out of the system. (Currently unavailable in Canada)
- Wish I could work out of the "opportunity" to email/call clients. All interactions need to be done under the specific lead, which means more clicking around.
May 31, 2021
We helped our business grow with SharpSpring
Score 10 out of 10
Vetted Review
Verified User
SharpSpring is being used first to help us consolidate the myriad set of tools used to maintain what one would call a CRM. SharpSpring has also introduced us to the customer journey and given us a method to track our marketing activities. SharpSpring has provided us with an added bonus in making us an "agency." As an agency, we are able to offer SharpSpring services to our clientele or others as a reseller.
- Tracking of customer activities.
- automation of marketing tasks.
- Design of landing pages and marketing content.
- Some interfaces to 3rd party products are lacking.
I've supported and implemented the successful deployment of SharpSpring marketing automation and CRM across several of my high tech B-to-B clients. SharpSpring is the backbone for the integrated digital marketing and advertising campaigns for these clients that include email marketing, SEO, search engine and social media marketing/advertising, and demand generation campaigns we strategize on and execute.
- Excellent ROI
- Seamless and sensible marketing automation/CRM integration
- Great analytics and integration capabilities with other parts of the marketing stack
- Having a bit of trouble getting my team and clients excluded from client reports-skews data
May 26, 2021
Marketing Specialist Review
We are using SharpSpring for CRM and the sales process, as well as for email and landing page building. The lead scoring tool is very helpful at our marketing agency and has proven very beneficial in giving us a measurable way to track our prospects and communicate with them correctly.
- Lead scoring
- Email marketing
- Easy to use CRM
- Social media management
- Reporting tools
- Simpler email templates
We use SharpSpring as our main contact database for our professional community/network. We have various events that we hold, and I use it for sending emails and for maintaining lists of attendees. We also use it for building our e-newsletter signup list (from our website) and sending out our newsletters. I have also used it for landing pages, to create signup forms for events, join our network, download our research paper, etc. SharpSpring allows us to gather all of this information in an organized fashion, and communicate with these contacts easily and efficiently.
- Contact Lists - I like the way I can organize, import, etc. lists and create campaigns to associate those lists to.
- Automation - I like that I can automate emails, notifications, etc. whenever an event occurs (i.e., someone fills out a form)
- Email reporting - I like the detailed email reports with statistics
- Landing page templates - not a lot of flexibility here on being able to customize. I have experience in html/web design, so it would help me if I was able to have more freedom in working with the page code.
- Custom Fields (organization) - I use a lot of custom fields, and I would like a way to categorize or organize them on the Custom Fields tab. They can be placed in folders and organized in the Custom Fields Manager; however, when I'm in a Contact record, I have to scroll all the way down to the ones I need a lot of times, and if they could be tabbed or color-coded so I can find the ones I need faster that would be helpful.
- Bulk Upload for Media - I upload a lot of assets to the Media, and it would be helpful to have a bulk upload option.
May 21, 2021
The best bang for your buck!
Score 10 out of 10
Vetted Review
Verified User
SharpSpring is used on a daily basis across all team members in the company. We use it as a CRM, for marketing emails, analytics and marketing automations. Alongside this our sales team utilizes the opportunity pipeline and VisitorID function to nurture leads and move prospects along our sales funnel. It helps us manage prospects and existing clients.
- CRM
- Marketing automation
- Web analytics
- Social media scheduling
- Landing page builder
- Email buidler
May 20, 2021
SharpSpring - a powerful automation tool that will connect your marketing department with sales.
Score 9 out of 10
Vetted Review
Verified User
We're a marketing automation company and use SharpSpring for all our clients, to set up funnels, email automations and build an inbound marketing strategy. Many of our clients don't have a strategy in place and don't capture all the leads available to them through forms and chatbots, and we help them with them
- Email automations
- CRM
- External Campaigns measuring
- A less cluttered UI, it can be difficult to get used to
- Faster loading
- Easier to navigate. Being able to go backwards in the browser and keep all the settings.
May 19, 2021
SharpSpring Review
At my company, SharpSpring is used by the marketing and sales department. Through Sharpspring, we are trying to manage all the marketing and sales strategies in the same place. From landing pages and leads management to PDF contents and reports, it is all in SharpSpring.
- A very complete and cheap tool to organize all of my companies marketing and sales efforts.
- The versatility and quantity of information it can gather.
- The layout of the software could be more friendly.
SharpSpring is being used by our whole organization. Our sales team mainly focuses on the CRM portion, helping us focus on current prospects, and keeping our sales team very organized. It also lets us compare month-to-month how we are performing.
Our marketing team uses it for email campaigns and tracking software that comes with it. It helps us differentiate where customers come in, why they were interested, and what marketing materials they would prefer.
Our marketing team uses it for email campaigns and tracking software that comes with it. It helps us differentiate where customers come in, why they were interested, and what marketing materials they would prefer.
- Email Campaigns. Lets me attack my potential clients with the correct marketing focal points.
- Marketing Analytics. Lets me track what is and isn't working. Helps for improving sales goals.
- Media. It makes it very easy to apply video testimonials and visual presentations in smart mail.
- CRM doesn't seem like the biggest focus at times. But they are helpful when taking feedback.
- Every now and then they will have a beta mode that isn't fully ready for a new feature, and it makes my sales team a bit slower at times.