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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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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% |
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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.
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Reviews
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We have implemented SharpSpring to help our sales and marketing teams – we don't have a lot of manpower, so the time savings is very beneficial! SharpSpring ensures timely followup and messaging that's always on-brand. Additionally, it's helping us understand much earlier which prospects have the most potential and are worth the extra effort.
- Relevant messaging – workflows and automations ensure message recipients receive versions of the communication that are tailored for their interest.
- Great emails – lots of flexibility in sending emails and keeping a record of each recipient's response to the email.
- Easy to build automations.
- SharpSpring forms are a little limited, although they do integrate with other forms.
- Elements of the system aren't intuitive, but the documentation is pretty robust so you're usually able to find an answer.
- The client billing is weird. There are workarounds, but typically I don't have my software subscriptions bill clients directly.
SharpSpring offers a powerful and feature-rich CRM and marketing automation solution that is available for a very affordable price compared to competing platforms. It's relatively easy to use and has a great support team that is quick to help with any issues. Email deliverability with SharpSpring has been better than any other platform due to its strict compliance department. They are constantly adding new features that add additional value. It's also nice that they only have one tier, unlike other platforms that have tiered pricing models.
- Email deliverability has been absolutely wonderful. We've seen better open rates than any other platform.
- Support is very responsive and helpful. I've never had an issue getting help with a problem with a quick turnaround.
- It offers a very rich set of features for an affordable price. They're always adding new features and improving value.
- Landing page builder is a bit clunky.
- With the software always changing, there are the occasional bugs.
I use SharpSpring for the purpose of marketing automation for consulting clients. I use it across the whole organization. The main business problems I solve are marketing and sales problems. Marketing problems include creating lead pages, using behavior based emails, and figuring out triggers for lead opportunity. The sales issues I encounter are keeping track of sale opportunity and tracking wins vs loses over the course of a month.
- The behavior based emails are easy to use.
- The visual workflows are easy to use.
- The communication is with staff is superb.
- The certification videos could have been a bit better. Sometimes the audio was really low.
- The billing took forever to come out. They only do ACH withdrawal. They need to offer same day opportunity for payment.
SharpSpring has different applications in our organization, it allows keeping in contact with Sales, administration, and Marketing teams.
The Marketing team designs and configures different campaigns using landing pages and emails that can have dynamic content. Registering a campaign and building workflows help to assign automatically where the lead comes from. This let us built a complete report of how many leads each campaign generates, the cost per lead, and detail on how many opportunities we had lost and won.
The Sales team can know exactly which lead they need to contact in the right moment, using automated notifications with the lead scoring, they also can send custom e-mails to each prospect to share content and media that gives us more value for the lead and each Sales team can organize its work plan using the task manager and meetings tool.
Finally, the team's administration review can be used to generate reports of all the pipelines using the CRM of the platform to determine the audit status of each opportunity and communicating with sales using custom fields with automatic notifications.
- Gives you a detailed report since the lead was born, the cost per lead, and the ROI of each campaign.
- Automatically segments contacts depending on characteristics registered in custom fields.
- Compare campaigns with the same characteristics using tags to make continuous improvement.
- Design a landing page or email with dynamic content for each profile assigned as a Persona to send a specific message to each profile.
- Connect forms from your web page, landing pages, and Facebook forms to assign automatically leads to each seller and contact them in real-time.
- There are not workflows that can use custom fields from accounts.
- You can't access the complete database of your instance.
- It is limited to the use of information in custom fields to make arithmetic operations.
- Is limited in the configuration of roles and permissions.
June 24, 2020
Why SharpSpring Works for Us!
As a digital marketing solutions provider to the automotive sector, we evaluated many email marketing automation platforms before we decided on SharpSpring. Looking back, it was one of the smartest decisions we made.
We previously had two different platforms for email marketing and a separate CRM. Now with SharpSpring, we have a truly integrated system with email marketing and CRM on a single platform.
The SharpSpring email marketing automation offers us the ability to execute campaigns from basic email blasts to sophisticated email drip campaigns for our automotive clients. We love the fact you can add more features and capabilities to a client's campaign over time with relative ease. The level of activity tracking related to our client email campaigns are helpful. Reporting capabilities are solid and highlights what's important. Our team loves the SharpSpring platform.
We previously had two different platforms for email marketing and a separate CRM. Now with SharpSpring, we have a truly integrated system with email marketing and CRM on a single platform.
The SharpSpring email marketing automation offers us the ability to execute campaigns from basic email blasts to sophisticated email drip campaigns for our automotive clients. We love the fact you can add more features and capabilities to a client's campaign over time with relative ease. The level of activity tracking related to our client email campaigns are helpful. Reporting capabilities are solid and highlights what's important. Our team loves the SharpSpring platform.
- How all the pieces that support email marketing automation campaigns are integrated together.
- Their CRM (Contact Manager) doesn't get enough good press; it's robust.
- We've spoken to some of their senior support folks; they offer both technical advice and recommendations to enhance our email marketing strategy.
- The initial on-boarding process was not as clear or consistent as it could have been.
- Most of the account managers we worked with were great; we wish we could not have them change so often.
- I understand it has to do with the tax law, but having SharpSpring billing each client a minimum amount each month is always a chore to explain.
June 24, 2020
SharpSpring Sharp Product!
We are currently using SharpSpring in our web, sales and marketing departments. We use the CRM that SharpSpring offers to track leads and share those with our sales team to pursue. We use the email templates, page templates and form custom builder to create content that generate leads again for the sales team to track and pursue, which all fit and flow seamlessly with our current e-commerce store. There is also the nice option to listen and monitor all of your social media channels from a single dashboard. The two main problems that SharpSpring has fixed was lack of leads and disorganization, both have improved greatly for our organization since signing up with SharpSpring.
- SharpSpring has a great on-boarding process and virtual classroom that covers every option and function you have available when using the SharpSpring software.
- Post on-boarding support is very responsive and answers all of your questions 110%. What I mean by 110% is they solve your issue and also suggest other things that might relate or help you in terms of the category your issue originated from.
- Updates! SharpSpring keeps improving their software constantly and always finding better ways to market and engage with your audience. These updates always come free and with an explanation so you know exactly what you are getting into.
- I feel that SharpSpring may initially be overwhelming at first to first time users of Marketing Automation Software. There is so much that comes with the platform that the first time using it may be intimidating to beginners. That quickly fades away because of their support system.
- The email template creator could use some improvement in terms of positioning elements and content exactly how you want it. It looks and works great but at the same time can be quite rigid.
June 22, 2020
SharpSpring delivers value and ease of use
We use the SharpSpring platform and its full utility across our entire organisation. It is our CRM and we fully utilise its marketing capability. Additionally we consult with clients on adoption of the SharpSpring platform, implement the setup and provide training for all users within the organisation.
- Product innovation.
- Clear and reasonable pricing.
- Support.
- This is almost like being punished for good behaviour, but because so much energy is invested in the product roadmap and bringing fantastic new features on board, some of the original features could do with a face lift! This is not a problem but simple things like the file manager area being a bit clunky now and ability to add folders within folders would be useful.
- The new billing platform has been problematic.
June 22, 2020
SharpSprings helps a lot!
At our company, we use SS for approx. 5 people. It is utilized by our Online department and our Account Managers.
- Easy to use.
- Complete cloud marketing automation.
- Lots of options.
- Email editor.
- Sales part - funnels.
- Reports.
June 16, 2020
Perspective from a Newbie
SharpSpring has integrated and enormously powerful analytics. Intuitive interface where it matters to get up and running quickly. I was able to create emails and landing pages quickly and easily, which then provided analytics and leads to potential clients. Because SharpSpring integrates the marketing, sales, analytics and design aspect into one, the software also has also provided the staff members an opportunity to better understand and actually SEE what we all do to make our company run. It's been a great tool for getting us more collaborative amongst ourselves and therefore more effective with our mutual mission: bring business in the door.
- Integration of marketing and sales tools.
- Intuitive interface and logical thinking behind the product.
- Good templates to use as a starting point for design.
- Great online chat support and training videos are excellent.
- More bite-sized training pieces for beginners who are afraid of computer automization.
- A little more overview of how pieces work together to make a whole picture happen.
- Maybe more fun games to test aptitude of the user.
We are a marketing agency and sell services to other B2B companies where SharpSpring is included. SharpSpring is a very good match for our customers because it is easy to use and the price is affordable. We are still in the running of being better at using SharpSpring within our own organization so we can use our own experience when helping our clients.
- Life of the lead is the best overview compared to other Marketing Automation platforms.
- It is easy to connect Zapier and Databox.
- The support is awesome and they are very quick at replying.
- Our Account Manager Chloe is the best! She has been a great help solving some important tasks for our clients.
- It would be nice if the return bottom only went one step backwards especially in the mail function.
- One of my clients really wants the old sales dashboard back.
- Improve the merge function and make it possible to keep two mail addresses on the same profile. Often the leads we get from LinkedIn are a private mail like a gmail and when we start a dialog we use the corporate mail.
We use SharpSpring as our CRM, email management tool, nurture and automation, and reporting tool. We also implement this for some clients to provide improved sales and marketing results. Thus we use it across our entire organization. This allows us to improve our marketing experience for prospects and maintain a higher level of consistency and insight.
- The user interface is very simple to use.
- The visibility into the life of the lead across both marketing and sales help us to bring more value to our prospects.
- We've reduce the number of technology softwares we use.
- The value is outstanding; you get an extremely robust tool for a great price.
- They constantly add valuable functionality.
- SharpSpring has outstanding customer service and support.
- The set up requires some technical knowledge and a significant time investment.
- The training is self-serve, so I haven't developed my skills with the tool as much as I'd like because I don't get prompts on what's the next best thing to learn.
June 10, 2020
SharpSpring - I like it!
We use SharpSpring for our own CRM and marketing campaign implementation and tracking. We also use it for many our clients in the same capacity. It is used across the whole company. It organizes our sales and campaign workflows. It also tracks and reports all data driven by our campaigns.
- Email list organization and building.
- Website tracking on landing pages.
- CRM - Sales.
- CRM functions.
- Reporting.
- A-la-carte feature options.
June 02, 2020
Our email automation go-to platform
Our whole organization uses SharpSpring. From a Sales perspective, SharpSpring addresses the organization, keeping us on task by giving us reminders & follow-ups. From the Marketing side, SharpSpring helps us to do a sales and nurture campaign for any product.
- Creating lists & list management
- Sales management
- Support is top notch!
- Social Media section (content calendar) is a bit lacking for scheduling. It is not as robust as other tools and I don't use it.
- Not being able to use Grammarly in my Safari browser and SharpSpring at the same time without it messing up the styles in the emails. I have to use Chrome for SharpSpring & then keep Grammarly on a separate browser.
June 02, 2020
Great Sales and Automation Tool
We use it as a sales tool and a marketing automation platform. It has really become our content hub for understanding who are qualified leads are and how to best target them/when to target them. Terms of creating emails - this is one of the better platforms I have had the experience of working with.
- Sales funnels.
- Email templates and organization.
- Lead generation.
- User interface.
- Pricing module (just could be clearer).
Score 10 out of 10
Vetted Review
Verified User
Our company has been using SharpSpring for a few years now and we are learning every month about all it can do. We are reaching clients in new ways and are able to track proposals, created custom emails, and build personalized workflows. We have been pleased with SharpSpring's customer service and our account representative especially. The SharpSpring team's positivity and grace are much appreciated! We fully recommend the platform and are looking forward to future developments.
- SharpSpring allows us to create workflows to send automated emails on a dynamic schedule, catering content to each unique persona.
- SharpSpring tracks the behavior of visitors on our site and gives us insight about how best to interact with them.
- SharpSpring creates analytics reports for us to share with our team, allowing us to gather real-time data.
- SharpSpring enables us to manage our client databases as well. We love being able to recommend the service to others.
- We would appreciate it if SharpSpring could add action steps to workflows retroactively.
- We would like to sort by tags in SharpSpring.
- Sometimes, reading analytics reports is confusing because the rationale is not clear.
- The user interface for Emails (content area) can be tedious. Each action has to be saved individually, the folders are not alphabetized, and you cannot organize emails by preference within the folders.
All of our employees use SharpSpring right now. We use it for CRM management, marketing automation, content creation, social media, and are branching into using even more of its capabilities soon.
- It's very easy to keep track of everything a lead has done, in one place (opened emails, clicks, forms filled out, etc). Makes analyzing your customers simple!
- Workflows and action groups make everything from simple tasks to complex projects much easier for you, saving you tons of time.
- SharpSpring's customer support is unmatched. Whether I've submitted support tickets or used the instant chat feature, I am always met with friendly, helpful, and timely assistance from SharpSpring employees.
- I'm still fairly new to SharpSpring, so I haven't run into any big problems yet.
We having been using SharpSpring for about six months. We use the software for our own marketing agency business and are starting to introduce and implement it for specific existing clients and prospects.
Our main reason for using SharpSpring is its ability to track and attribute leads. So, it solves the business problem of attributing a person to a lead instead of leads being associated as part of a group of statistics like hits, or visits or engagement.
Our main reason for using SharpSpring is its ability to track and attribute leads. So, it solves the business problem of attributing a person to a lead instead of leads being associated as part of a group of statistics like hits, or visits or engagement.
- Lead tracking.
- Lead attribution.
- Action and trigger that leads to notifications.
- Life of the lead that shows the customer journey or status as a lead.
- I would like to see more hands-on office hours to help with specific problems as we learn the system.
- Technical Support is great, but can be hard to reach on the phone to talk to someone live.
- Email and Landing page features are very structured and takes a lot of effort to design and set up. Maybe more hands-on training hours would help here.
Score 10 out of 10
Vetted Review
Verified User
We use SharpSpring as the marketing automation, email marketing and sales CRM for our company, and we implement digital marketing programs for clients on the SharpSpring platform. Our agency is a Platinum Partner to SharpSpring.
- Dynamic email marketing platform that seamlessly inserts any database elements into your email messages; easy to use and powerful design features.
- Dynamic landing page builder that easily inserts any merge field into the LP so that your LP is fully personalized to the visitor.
- Powerful sales enablement and automation functions that seamlessly integrate sales and marketing; this platform makes it possible.
- SharpSpring's product team is actually way ahead of me on this. They are releasing new features faster than I can conceive of them.
- Chatbots, live video calling, sales automation are all examples. Best of all, SharpSpring generally rolls all of these features into the base price and does not nickle-and-dime you with add-on charges.
- As an agency partner I would love to see SharpSpring feeding me leads!
May 08, 2020
SharpSpring - the best full marketing automation for all types of business, spend less money to make it!
SharpSpring within IHR Mexico came to revolutionize the way in which it works in all areas, IHR Mexico has several business models, ranging from technological training with clients such as IBM to the Mexican stock exchange, also with consulting high level on market leading platforms such as SAP, Salesforce, etc. Managing clients had always been a problem and even more, doing good Strategic Marketing was far from being a relationship. SharpSpring changed all that problem, the start-to-finish strategy complements our vision and makes serving prospects more natural and fast, adding the powerful tools it has such as Task Automation. With tools that help us create emails and send them en masse with strategy and segmentation, it allows you to track prospects and follow up with your unpredictable CRM, which is very complete to start with this type of tools. Basically SharpSpring meets our need for us and our customers, since we represent the brand as partner in our country.
- Full marketing automation in one platform.
- Very good CRM specs to starting with this technology.
- Unlimited users with no extra cost.
- Easy to use, intuitive and clean design.
- Fast and stable based in WebCloud Service.
- Technical support works fast and very professional.
- Very fast update and news options every quarter.
- Landing Page building need to be improved to better design experience.
- Forms need to be more flexible.
- CRM needs to create more tables.
Score 10 out of 10
Vetted Review
Verified User
SharpSpring allows us to fully track the entire life of our leads across all channels, and intelligently automates our follow-ups and lead nurturing. It has allowed us to consolidate several SaaS platforms into a single dashboard, and gives us increased analytics beyond anything we were using before. The technical and strategic support from the SS team is unmatched in my experience for enterprise level software.
- Technical and strategic support throughout, but especially in setup.
- Powerful data platform to track and nurture leads.
- Intuitive email and list building tools.
- Integrates seamlessly into our email and website platforms.
- Drag and drop email/landing page tool has same issues as other platforms (clunky, finicky, limiting).
May 06, 2020
Great Marketing Automation Tool
We use SharpSpring as a daily project management tool, from social listening to task management and managing incoming leads for new business as well as managing marketing automation for various clients within our account.
- Marketing Automation
- Social Listening
- Customer Support
- Integration with other social media channels within the social features
May 05, 2020
My Secret Weapon
SharpSpring functioned as both our CRM and our marketing intelligence suite, replacing Salesforce. As a start-up, we needed something scalable, that integrated well with other platforms and we found that our team never really utilized Salesforce when we had it in place. With SharpSpring, we were able to demonstrate value very quickly, garnering strong user buy-in and helping the system become a core part of our daily business practice without requiring an excessive lift from the management team or leadership staff. It was great for managing mailing lists, tracking engagement, lead strength, and queuing the growth team regarding optimal timing and outreach techniques.
- Marketing automation
- Data analytics
- Customer support
- List maintenance
- User experience
- Organization of projects/lists
- Evening support for west coast clients
April 30, 2020
My favorite SaaS at work
The main use of SharpSpring by our organization is for lead nurturing and generation through email marketing campaigns. We support these with landing pages. We utilize SharpSprings automation features for creating and executing various workflows. We then send internal notifications and store appropriate CRM info in the system related to the leads. It is being used exclusively by the marketing and sales department. This software allows us to stay connected to our customers/audience, nurture them with relevant info (ex. if they attended our webinar then we follow up with related information and helpful documents), and create collaboration opportunities for our sales team.
- Automating the system to notify sales that a particular lead has taken a certain action on your emails or landing pages.
- Behavior-based marketing allows different triggers to be set so customers experience a customized set of emails, landing pages, and/or content.
- Great customer support and ticket process. Our account manager is great and the live chat has always been helpful.
- Email builder can be a bit clunky at times.
- Needs improvement in creating custom data field history so it remembers old data that was overwritten (without having to use integration with Zapier).
- Trackable mailto: links would be nice.
April 29, 2020
SharpSpring Review
Score 9 out of 10
Vetted Review
Verified User
Mainly the sales department uses SharpSpring to organize the multiple leads that can be achieved, thus, at my organization every sales person imports the contacts they collect from meetings and events and creates a new lead, after that, the opportunities are evaluated so we can know which lead has more potential to develop into a real opportunity.
- Organization and punctuation of leads.
- Automated personalized emails.
- Tasks followup.
- Time management.
- Permits.
- Ease of use within the platform.
- Import of contacts.
April 29, 2020
Economical and POWERFUL marketing automation solution
Score 10 out of 10
Vetted Review
Verified User
Marketing automation is the primary problem being solved by our use of SharpSpring. It is used by 75% of our team members and each team member has a particular role/function on the platform. We utilize SharpSpring for marketing automation tools like the chatbot, email automation, and workflow automation. The automation allows our company to maintain a connection to our sales funnel and continue to have a presence in their day-to-day routines which helps us close on our sales.
- Feature development.
- Customer service.
- Great price.
- Incredible automation tools.
- Chatbot.
- Marketing automation.
- Visual design.
- I have had some issues with attempting to manage our agency account and also manage our agency as a client. There are user permissions that can get messed up.
- Visitor Email Notification responses can be confusing at times if you have multiple clients that you are managing in the platform. This is more of a user error on my part.