Overview
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. …
Powerful, yet cost-effective and easy-to-use marketing automation platform
Great streamlined option for companies that don't want the complexity of Salesforce or similar tools
SharpSpring Has Moved Our Marketing Business To The Next Level
SharpSpring, the definitive marketing automation solution for agencies!
The BEST value for money of anything you might be comparing.
SharpSpring became unprofitable after the Constant Contact purchase
Decent Platform
SharpSpring works for us
Align Marketing and Sales teams with SharpSpring + Salesforce integration
SharpSpring - All-in-One for Business ROI
SharpSpring is a must have software for every Business looking to utilize efficient email marketing automation and CRM
Best solution for Marketing Automation
Great for B2B focused companies! Amazing support team/resource center
SharpSpring - Great Marketing Automation & Lightweight CRM
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- List management (498)9.393%
- Email deliverability reporting (496)9.090%
- Lead scoring and grading (490)8.686%
- Dashboards (486)8.484%
Reviewer Pros & Cons
Video Reviews
2 videos
Pricing
Lead Gen & CRM
Starting at $449
Entry-level set up fee?
- Setup fee required
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $449 per month
Features
Email & Online Marketing
Using software to manage lists, send emails, automate email campaigns, and track results.
- 7.8WYSIWYG email editor(468) Ratings
Users can create html emails through a drag-and-drop interface, without html coding knowledge.
- 7.4Dynamic content(452) Ratings
Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).
- 6.6Ability to test dynamic content(433) Ratings
Users can test dynamic content prior to launching a campaign.
- 6.3Landing pages(440) Ratings
Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.
- 7.5A/B testing(395) Ratings
Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.
- 4.1Mobile optimization(426) Ratings
Users can easily optimize emails and landing pages for mobile devices.
- 9Email deliverability reporting(496) Ratings
The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.
- 9.3List management(498) Ratings
This involves creating, filtering, editing, merging and de-duping lists of contacts.
- 9.3Triggered drip sequences(473) Ratings
The software allows users to set up automatic / drip email campaigns triggered by certain events.
Lead Management
The process of tracking and managing prospective customers from lead generation to conversion.
- 9.5Lead nurturing automation(484) Ratings
Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.
- 8.6Lead scoring and grading(490) Ratings
Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.
- 8.4Data quality management(466) Ratings
The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.
- 8.9Automated sales alerts and tasks(462) Ratings
The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.
Campaign Management
Users can schedule campaigns and/or events with reminders, announcements, etc.
- 8Calendaring(338) Ratings
The software helps users maintain a calendar of all marketing activities.
- 8.2Event/webinar marketing(318) Ratings
Users can streamline event marketing with features such as personalized invitations, registration, reminders and post-event follow-ups.
Social Media Marketing
Using social media networks to help amplify marketing endeavors.
- 7.2Social sharing and campaigns(316) Ratings
Users can incorporate social share buttons into campaigns to allow recipients to easily share content. Users can track shares as well.
- 7.5Social profile integration(362) Ratings
The software incorporates social profile data and social share histories to enhance segmentation and scoring of contacts.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 8.4Dashboards(486) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 8.5Standard reports(486) Ratings
The software offers pre-built reports with metrics standard to the category.
- 8.8Custom reports(447) Ratings
Users can create custom reports.
Platform & Infrastructure
Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.
- 7.9API(364) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 7.9Role-based workflow & approvals(403) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
- 8.5Customizability(439) Ratings
Users can customize their instance with features like custom fields and custom objects.
- 8.1Integration with Salesforce.com(217) Ratings
The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
- 7.2Integration with Microsoft Dynamics CRM(98) Ratings
The software can integrate with Microsoft Dynamics CRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
- 7.3Integration with SugarCRM(91) Ratings
The software can integrate with SugarCRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Constant Contact Lead Gen & CRM?
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 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
Compare with
Reviews and Ratings
(670)Community Insights
- Business Problems Solved
- Pros
- Cons
- 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
- 8.1Likelihood to Renew32 ratings
- 7.8Availability2 ratings
- 3.2Performance2 ratings
- 6.7Usability70 ratings
- 8.1Support Rating71 ratings
- 4.5Online Training2 ratings
- 6.5Implementation Rating10 ratings
- 4.5Configurability1 rating
- 2.9Product Scalability2 ratings
- 4.5Ease of integration2 ratings
- 1Vendor pre-sale1 rating
- 8.2Vendor post-sale1 rating
Reviews
(76-100 of 450)SharpSpring: A Robust, Feature-Filled CRM
- SharpSpring is a great platform for email marketing. We use it to organize our content, market to each of our segment lists, and then analyze campaigns.
- SharpSpring is effective for campaign tracking. We use it to find where leads come from and [...] how to effectively manage each of our segment-focused campaigns.
- The "Life of a Lead" is an excellent feature within SharpSpring. This highly visual tool allows us to view detailed activity by each of our leads - from emails they open to what web pages they visit.
- The email builder within SharpSpring is usable, but definitely not user friendly. I recommend building the emails elsewhere and importing the code.
- The sales management tool could use a few more default reports beyond those that are currently available.
- Their customer service is great, but I think the training could use some improvement. In fact, we've had to go outside for some of our user training.
The reports are very detailed and it's easy to download them.
Our sales team wants to know which leads are hot prospects, so we use the lead scoring function to provide that visibility. In several cases, we have customized the lead score values, and that has helped our Team improve their outreach.
The Life of a Lead function has the [team] most excited, as it's easy to see exactly what web pages a prospect has clicked on, what emails they have opened, and how they found us in the first place. In this way, we know what each prospect is most interested in.
The Launch Pad also helps our Team know what's new at a glance when they first log in.
SharpSpring, the best ROI in Medium Enterprises, the best value for marketeers and salesteam.
We use it in all phases of the customer journey and on a long term flow with connections to our ERP and all marketing channels.
On the other side we support our clients by implementing SharpSpring on a high level use. To use it as salesteam, marketing team, social media marketing and as a business tool to report, finetune and predict daily and future marketing efforts and sales results.
We believe that marketing and sales are changing rapidly and winners will be those who are able to build day by day a system that is superior in content, flow and processes then those of the competition, and in sync with the business financial leverage possibilities.
- Marketing Automation and tracking of customer touchpoints
- Marketing & Sales Flows in all types of e-mail and social communication
- Booking of sales appointments directly in digital calendars.
- Integration of instagram, but they are working on it.
- Integration of Whatsapp would be a nice added value
- Better integration between the contacts and the company database
SharpSpring on the ground - South Africa
- Connect digital platforms to be able to track accross them all.
- Automate internal & external workflows.
- Integrate with other 3rd party software with ease.
- The support team is great at resolving queries & helpful suggestions.
- Referral & Partner Programs are well setup & run.
- Adding a data integration partner will assist in making the management and flow of data better.
- More local/country support as regards advocacy and awareness.
- Single sign-on for multiple accounts over different agencies & clients.
Product delivers on enterprise features at entry level prices but the company fails to support its users.
- Good entry level price point for small companies who want enterprise features
- Easy to implement into the website
- Customizable to individual organizations needs.
- Account management is inattentive and slow to respond to inquiries
- Leadership does not empower account managers to fix customer problems
- Billing and accounting mistakes are frequent and challenging to resolve
- Account and relationship terms are often changed without notice, or buried inside marketing messages.
- Pipeline management: keeping what sales leads and sales opportunities move through the funnel to ensure each salesperson is constantly working leads and closing deals.
- Contact Management is a great CRM element that integrates with sales opportunities, marketing automation while monitoring the life of the lead elements.
- Notes are a huge element to keeping pertinent information readily available in a centralized location within each Lead Contact.
- The social platform integration is not something we rely on, primarily because there are other platforms that specialize in these areas.
- Mobile integration via a more robust app or better formatting for mobile browsers could be improved.
A platform I had not heard of 12 months ago I'm eager to recommend!
- Lead tracking and monitoring is exceptional. Monitor your potential customers activity.
- Retargeting through the "Ads" platform is user friendly and enables tracking up to 90 days of direct website visitors.
- Ability for the senior leaders in the organization to have visibility over the pipeline and collaborate on individual contact's information.
- Some of the trigger functionality for emails is a little hard to follow without undertaking the formal training modules.
- The "Ads" section being on a separate platform was an inconvenience, but this has been resolved with the section incorporated.
Every agency should use SharpSpring
- Dynamic Content--it allows us to get the content that best fits each lead based on different parameters, either demographic or not.
- Email marketing--we can design emails and send them through SharpSpring to different lists with dynamic content and through workflows.
- Forms--integrating webpage forms to SharpSpring helps getting leads through the funnel.
- The landing page builder is a bit stiff; if you want to move elements is not as friendly but works fine.
- I would like an easier integration for onboarding; everything is explained but you have to go to different processes in order to implement.
The Perfect Marketing Automation Platform for Agencies!
When choosing a marketing automation platform for my agency, I knew I wanted something robust and customizable. I'm very hands on, and I don't like being constrained by the limitations of drag-and-drop editors or limited interfaces. I want to be able to tailor my tools exactly to each client I work with, without compromising on functionality or efficiency. That's why SharpSpring has been a perfect fit for me! Not only is it affordable for a small agency like mine, who works with small businesses, but it's extremely powerful, and capable of executing any strategy my team or my clients require. The most complete and functional marketing automation platform out there!
Sharpspring has been incredibly helpful in allowing our agency's small team to connect with leads, follow up on project prospects, organize our communications, and so much more. It allows us to accomplish a lot more for our clients, and to land more profitable projects, because we are able to take the day-to-day of marketing communication off the table, and let SharpSpring handle it! It's also been a game-changer for our B2C clients, who are able to personalize and target their marketing efforts to specific clients, and have seen great growth in engagement and revenue!
- Marketing Automation is powerful, robust, and effective.
- Customer Service & Onboarding. The SharpSpring team is a pleasure to work with!
- Customization - Especially for agencies, this is a big plus. I can create whatever workflows, reports, or setup that my clients or my agency require.
- Lead Tracking & Analytics are extremely insightful and actionable.
- Social Media Content Calendar could be more streamlined.
- Lots of features, so it can be intimidating at first!
- Consistent updates, which is good because there are new features, but means there is always a learning curve.
I think it might not be the platform for you, if you are looking for something simple for non-tech-savvy users. There's a lot of features and functionality in this product, and unless you have administrators who know how to use it properly, you definitely won't be getting the most out of the marketing automation, email, and lead tracking features. However, the support and onboarding teams were great at getting me set up within the platform, and while they may make it complicated, I appreciate the wide range of features.
We offer SharpSpring to our clients too and we manage for them when we do marketing projects.
- CRM
- Lead Scoring
- Marketing automation
- Sells pipe
- email designer system
- landing page design system
- Emails trails
I think is less appropriate when the company has a low budget and doesn't need a CRM tool, only marketing automation. For that we have some softwares less expensive.
SharpSpring will definitely stay the service of choice as we grow our digital shop services.
- Marketing automation
- Pipeline analisys
- Lead management
- Conversion analisys
- Interface Updates
- email mkt builder improvements
- Landing page builder improvements
SharpSpring is a life-saver
- Organize, automate and send emails
- Classification and organization of leads
- Sales analysis
- Improve usability
Inexpensive for all of the features you get.
- Visitor tracking is a great feature. You'll receive daily emails on who is going onto your website.
- Event triggers or automated emails are another great feature. It allows our clients to be more self-sufficient in communicating with their prospects.
- The CRM feature is a good feature for both us and our clients. Lead scoring is a huge plus.
- E-mail templates are very easy to use and you can do custom coding.
- The certification courses are time-consuming. You'll really have to invest in the time to go through each course.
- The social media integration doesn't really do much for us. It might be good for others but it doesn't add any value.
- The database/list uploads are a bit difficult, but that might be because they want to ensure you are uploading a clean list.
SharpSpring is the best solution for marketing automation according to the price-performance ratio
Tracking functions and lead scoring help us to understand in which stage can our prospective customers be.
- SharpSpring gives you wide opportunities for connecting sales with marketing.
- SharpSpring has very good support and team with short reaction time.
- I do not see any important issue to be solved.
Snazzy and Spectacular SharpSpring
- Customer service
- List management
- New business automation
- Reporting
- Email builder
- New business workflows
- Chatbot interactions with potential prospects and people who view the job advertisements on our website
- Automated workflows for existing customer communication
- Sales support through the continuous (automatic) addressing of potential interested parties
- SharpSpring is not yet present on the German market. This is where SharpSpring should market its benefits much more heavily
SharpSpring Above All Others!
- Customer Support is stellar!
- Training Program will have you well equipped!
- Contact and Lists Management is fantastic!
- The restrictions on importing lists.
Sharpspring Value
- Tracking incoming business
- Automated outreach to clients and partners
- Tracking viability of marketing campaigns
- Keeping notes and profiles on clients
- Onboarding, [could] work a little closer with onboarding partner
For me working in Finance is is less appropriate if you want a CRM that links directly with clients investments with different carriers
An affordable tool with everything you need in one place
- So many features in one package
- Help keep track of your lead's behavior and make changes to improve the consumer's decision journey
- 360 vision of your lead owners and their tasks and sales tracking
- No bulk imports for contacts with no emails
- Chatbot could use more features
- Email builder could use more flexibility and a broader variety of templates
Most comprehensive CRM
- Easy lead management.
- Email tracking.
- Understanding the engagement level with a certain lead.
- Revenue management for the team.
- Email creations.
- Contact management.
- Customization.
Not perfect, but a solid Jack of all Trades
- Email template design is quick and simple, but flexible enough to do what we need and more.
- The Life of the Lead function shows us every touch point with a lead in actionable and measurable detail.
- A single simple platform means we don't have to train someone across a variety of programs.
- Integrations with Salesforce are less smooth than with other programs we've used in the past. With our sales department depending on Salesforce for everything we do, it is critical that this integration digs deeper in the future.
- The social media scheduler is a little clunky and under powered. While it does the basics just fine, more complicated tasks require leaving SharpSpring.
Why I picked SharpSpring for my marketing automation platform
- Setting up triggered events
- Lead scoring
- Handling email campaigns
- Aside from having a built-in API so you can post to Instagram--a problem every platform has--I really couldn't think of anything. They are always improving what they have and adding new features all the time.
I have used Hubspot, Zoho, and Marketo, and SharpSpring is easy to implement and get going right away. It is less expensive than the big boys and handles everything that I need to have it do. If you are thinking about upping your marketing mojo with marketing automation, seriously look at SharpSpring while reviewing the other platforms available. Tracking and workflows for lead generation for my clients are really easy to set up. It helps keep everything together for us. In implementing an account-based management process, SharpSpring is really vital. The support we get is top notch. Really happy with SharpSpring.
There are better options out there.
In this role, I have used SharpSpring for internal marketing/sales, launched several SharpSpring sandboxes, set up several accounts, trained people, and supported with email campaign and automation builds.
- Decent price.
- Decent feature set.
- Sub-par customer services.
- Horrible email builder.
- Strange missing features.
- Higher than average email send issues.
- Frequent outages.
If you don't plan to send many email campaigns, don't plan on launching many landing pages, and mostly just need a solid sales CRM, SharpSpring is a solid choice. Their pipeline builder is among the best.
If you plan to use this primarily for emails, go anywhere else. The editor is unnecessarily complex, unintuitive, and plagued by glitches. Simple email builds take 2-3x more time than HubSpot or ActiveCampaign would.
SharpSpring falls into the trap of trying to do too much and doesn't do much of it particularly well. Their customer service is not great, taking hours to reply to a simple question and rarely knowing the answer. Most problems take 3-4 steps up the ladder to be resolved. They do treat customers well, and are somewhat responsive (falling well behind ActiveCampaign and HubSpot in response time however), usually providing an answer to a question within 24 hours.
Ideal for campaign management and lead nurturing
- Easy to set up and execute very specific drip campaigns
- Direct visibility into how our contacts are using our website and what is of interest to them
- Immediate notification from a trigger event
- A complete picture of the life a lead, from initial contact through final proposal
- The video platform needs to be more user friendly; it's a little clunky to set up a call
- As the platform is updated, you have to stay on top of the learning to use it effectively
- Need to add Instagram to native social posting capabilities
SharpSpring, for every day marketing automation
SharpSpring is used by our marketing team to generate leads and follow those leads through the "warming up" process. We use all of SharpSpring's functionality (email, social, landing pages, blogs, email and landing page dynamic contents, etc) for the lead generation process.
Our sales team then picks up all those leads thats have the required lead score to carry the sales process forward.
With Sugar we found we could not measure a lead's potential (lead score) in any significant way. With SharpSpring, our lead generation has greatly improved and our teams are better focusing on leads they can actually convert. We have also shortened lead conversion times.
- Simple to use
- Learning curve is quick - once a user "gets it" the application is a life saver
- Onboarding process was simple
- Support team is amazing
- Reporting - there are custom built in reports but are cumbersome
- New features do not always work as expected!
- Automations (workflows) dont always work or fire at all!!
- Automated lists are not always automated
- Reporting provides conflicting information
- Automations, in general, are not trustworthy
More Appropriate: wherever leads need to be generated!
Amazing Automation
- Marketing automation through workflows
- CRM management and sales funneling
- Email marketing
- Sales process automation
- Mobile app is poor
- Specific elements of meeting workflows
- Easier to access on mobile would be good