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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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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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Reviews and Ratings
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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!
- 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
Reviews
(276-300 of 522)Companies can't remove reviews or game the system. Here's why
November 11, 2019
Looking for Bang for your Buck? Then SharpSpring is your target.
SharpSpring is currently being used by the Marketing and Sales team only. SharpSpring is being used to track opportunities, people., etc. It has also been helping us create useful reports to show the management team during our sales review meetings.
- Reporting
- Tracking opportunities and people.
- Same features at comparatively lesser cost compared to that similar competitive products.
- Email tracking is great.
- The atheistic look could be improved. Use brighter colors.
- Could add more features for reporting (like graphical reporting).
- Cannot integrate with other platforms like Zoom, Go-to meeting, Vonage Business, etc.
- Cannot add or save documents for contact or opportunity. So we lose out on knowing what was sent and what was not for future use.
November 08, 2019
Great platform that helped us land 50 new distributors!
Score 10 out of 10
Vetted Review
Verified User
We use Sharpspring for two purposes: 1. to communicate with our current customers about new products, updates and sales. 2. To market to prospects, inform them about us and to have them become customers. It is used across the whole office for any types of communication. It is our main marketing platform and has helped us increase our sales and add over 50 new retailers so far.
- Very easy to create emails. It is easy to upload photos.
- The reports we get are extremely helpful. It has helped me craft better emails and headers as well as better predict the responses to the types of products.
- Data uploads are easy.
- Setting up automation flows are very intuitive.
- The templates are good, but some more flexibility in customization would be great for those of us who are not programmers.
November 08, 2019
SharpSpring is the boss
We use it to follow life of a lead in order to identify what channel/source they come from. This helps us identify the best performing channel, hence helping us spend more money where there is the biggest return.
- It follows the life of a lead in a way that we are able to see the source of that lead, allowing us determine the most effective channel for campaigns of a specific kind
- You cannot download a customer lead document with precise lead source. You must manually check a life of each lead to identify their correct source.
November 08, 2019
best value for money automation
Score 9 out of 10
Vetted Review
Verified User
SharpSpring is used by my entire (small) company. We are focused on selling Telco-Services.
- Best value for the money
- All features in one single tool
- Good service
- Usability in landing page building
November 08, 2019
SharpSpring - Solution for New-Age Businesses
We use SharpSpring for our sales and marketing activities [primarily]. Sales team utilises it for the lead database, tracking, followup and account management. The marketing team prefers the tool for growing the business externally through using the features for execution of outbound as well as inbound marketing activities. We have observed effective growth in performance and productivity after using the tool.
- Easy to customize
- Central authority over all accounts and activities
- Amazing customer support
- NA
- NA
- NA
November 08, 2019
Outstanding
Currently the sales team uses SharpSpring for everything which includes account management, sales pipeline, leads, contacts, etc. It plays a very important role within the organization and I would def recommend this to my contacts.
- Account management
- Lead gen
- User-friendly
- Design
- Can be a little better in terms of user friendliness
November 08, 2019
Great Tool for Small and Medium Businesses
SharpSpring is a super easy CRM tool used by multiple teams in our organization. It has great features to handle marketing automation, website submissions, sales, account management, etc.
- Marketing automation
- Sales pipelines
- Report generation
- Missing features
- Less integrations
November 07, 2019
Great choice if you are new to marketing automation
SharpSpring was very easy to learn for first time marketing automation users like us, mainly because of the interface but also because of the onboarding program they provided. It is much more than just an automated email program, the power of the program really lies in all the intel it is collecting and the processes that you can build around that.
- User Interface is straight forward
- Visual workflow builder - simple to understand and create workflows. For example "user downloads product brochure" -> "wait 1 day" -> "send follow up email asking if a sales rep may reach out to him"
- Contact manager showing lead sources (e.g. Adwords, Google Search, Bing etc.)
- The wording when building lists and setting conditions / filters seems unnecessarily complicated
November 07, 2019
SharpSpring 10/10 would recommend!
The marketing and project managers use SharpSpring. It is used in our organization for email campaigns, campaign tracking, landing pages, funnels, project management, social media posting, marketing automation, leads capturing, and much more along those lines. This software is amazing for us and our clients helping them distinguish their consumers and how to capture more of them. The customer support is also unreal. They help with any concerns at amazingly considerable times. Always giving us what we need and more when we stumble across an issue. The effectiveness of SharpSpring is also amazing with the abilities it has to interact with clients/prospects.
- SharpSpring gives the ability to nurture prospects all the way to them being a client and tracking everything your agency has started and completed with them.
- The marketing aspects of SharpSpring are truly amazing to be able to build landing pages, effective funnels, email campaigns, with all of those being able to be tracked from start to finish in order to see what is helping your agency and what is not.
- Customer support always helps very quickly with any troubles we stumble upon clearing up any confusion we had and always following up with emails that go even deeper than what we asked for with tons and tons of information towards that subject.
- Nothing to complain about. There is nothing else out there with this quality and price.
November 07, 2019
Better than the other Marketing Automation tools I used before.
Score 9 out of 10
Vetted Review
Verified User
SharpSpring is used by our full organisation as a CRM, but most actively used by our Sales and Marketing departments. For marketing we use it to store customer data and to use the data in personalized communications. Within sales it helps us to identify opportunities and to support the rest of the sales process, from acquisition to closing deals. We have forms, workflows, action groups and lead scoring put in place, all focused on lead generation.
- Identifying new opportunities
- Nurturing leads
- Storing customer data
- Adjusting data in bulk
- More options to generate lists, for instance to be able to generate a list without having to select a trigger
- Sending emails to individual contacts
November 07, 2019
Easy to use
SharpSpring is being used by our Sales Team and Marketing Team.
- The scoring system and the analytics that they provide is great.
- The ID info that is given per visitor as how they came to the site is impeccable.
- Our sales team uses this on a regular bases and have literally everything in one spot.
- When you have a hard bounce updating the contact info.
- The use of media and how and where you can use it.
- Being able to remove tags from being used by others.
November 05, 2019
Powerful automation tool that is affordable
Score 10 out of 10
Vetted Review
Verified User
We use SharpSpring to automate our sales process as well as send strategic communications to our clients and prospects. We also use the CRM to generate lead scores for each of our prospects and use their campaign management to understand the effectiveness of our marketing efforts. The tool is used by each member of our team.
- Easy to use, nice interface
- Powerful automation engine
- Nice to have a CRM integrated into the tool
- The email builder could use some improvement
- Additional flexibility with sending addresses
- Bulk editing features in the CRM
We use SharpSpring to keep track of our company as well as our clients. We create forms in which we use on our client's websites that connect to SharpSpring so we can easily keep track of leads. This saves much time because we are able to set visual workflows that can send custom emails for our company as well as our clients so we do not have to spend a large amount of time individually creating emails for each client. SharpSpring allows us to track the life of our leads and create custom fields. We're still new to using SharpSpring, however, it has been very helpful so far. SharpSpring provides a very helpful "virtual classroom" which is very helpful in learning how to use SharpSpring and provides very detailed steps at how to do just about anything within it.
- SharpSpring is very user-friendly once going through the modules in the virtual classroom. Any information that you may need to build upon in the workflow can be found on their help pages, that provide both step by step lists with how to do things as well as a video that shows an example of what you are reading. SharpSpring also allows for live classroom sessions throughout the week that allow you to ask questions about anything else you may be wondering.
- SharpSpring provides amazing customer service that always responds within 30 minutes of sending an email. Typically I would expect to hear back from customer service on a site in 24 hours, however, I have never waited longer than about 25 minutes, with the shortest time hearing back being about 3 minutes.
- SharpSpring provides a company utilization score which is very helpful to see what areas of the site you are exceeding in as well as where you may need to put in a little more work. It rates these in areas such as landing pages, lead scoring, emails, personas, automation, analytics, sales, media center, forms, visitor ID, and agency. This ensures that you can easily see and focus on everything SharpSpring has to offer to get the most out of the money you are paying.
- When creating emails in SharpSpring, it is difficult to size your images how you want. You must type in a numerical size then enter in order to change the size which can be both tedious and a bit difficult. A much easier way to do this would be to provide arrows in the corner of the picture that allows you to resize it exactly how you would like instead of doing a trial and error of entering numbers to size your photo which ends up taking much more time.
- Another area SharpSpring may have room for improvement is also dealing with email images. SharpSpring doesn't allow you to manually move your images around exactly where in the email templet that you want them. If it does, I just have not found exactly how to yet after spending a great amount of time doing so, so if this is a function SharpSpring allows, it does not provide good instructions on how to do so.
- When giving someone a marketing or sales manager user account, it would be nice if they were allowed to unsubscribe contacts from emails on their own. This was a problem I ran into for one of our clients who we made a marketing manager user role for. We did not want to give full access to all features on SharpSpring but wanted to give her some more flexibility. SharpSpring should consider allowing administrators to create custom roles for users that allows the admins to select exactly what they want and don't want their other users to be able to do.
November 04, 2019
Solid Software
We use it for marketing automation, visitor identification, and tracking. It is used across the whole organization and helps us manage leads and contacts.
- It is excellent for tracking visitors.
- It is great for managing leads.
- It is great for creating email templates and automated campaigns.
- The contact management system could be improved. There needs to be more information provided at a high-level view.
- A system to track leads from lead creation to sale needs to be developed and implemented as a standard process.
November 02, 2019
Great CRM and marketing tool at an affordable price
SharpSpring is used across our whole organization as a CRM and marketing tool to centralize information and communication with both prospects and active customers, nurture prospects, track sales activities and gain insights into prospects' behavior on our site. SharpSpring has a wealth of built-in features that allow for a multitude of tasks to be incorporated into one platform - everything from Social listening to email nurturing to booking sales meetings.
- Robust CRM with custom fields, lead scoring and activity tracking. The life of the lead visually shows all the interactions a prospect/contact has had with anyone in the organization.
- Workflows allow for automation of many repetitive tasks, including sending drip campaigns. A great asset in the email creation is being able to set an email to only go once to any lead/contact which eliminates the risk of multiple receipts of the same email.
- Using the mail sync feature, all users have synced their inboxes. This adds all communication to the lead and opportunity (if applicable) to centralize it in one place. When another person has to jump in and help, they know what has happened with the contact and where the communication was left off.
- The drag and drop editor for landing pages has limitations in structure and layout. Basic designs are easy to accomplish but creative and unique layouts require custom coding.
- There is only limited sorting ability in the contact manager which doesn't always align with the use case.
- The columns in the list views are not changeable which means that there isn't a way to get a custom snapshot of data for a group.
November 01, 2019
Insight from a small digital marketing company
Score 8 out of 10
Vetted Review
Verified User
We use it to generate and track leads for our sales department mostly. It is also used to keep track of current customers.
- Their customer service is impeccable.
- Email tracking is extremely helpful.
- Could be a little more intuitive in some aspects.
October 31, 2019
Worth The Investment
We are a reseller of SharpSpring and use it for marketing our own company as well. For our clients, it is a valuable tool to gain insight into who is visiting their websites, allows them to trigger emails tailored to the needs of their leads, and to communicate on a regular basis with existing customers.
- Automating responses and workflows to nurture leads in the sales funnel.
- Track engagement and automatically assign lead scores.
- Email creation tool needs work -- needs to enable embedding of videos (like Mailchimp, Campaign Monitor, etc.). Rendering across email clients is still an issue. Reporting analytics could be more in-depth.
October 31, 2019
Easy to use and impossible to not!
We utilize SharpSpring as a Marketing/CRM Platform for our Sales and Marketing teams. It incorporates a CRM (which one of our clients was lacking), a visible pipeline and all of our marketing efforts into one platform. This allows us to track what the sales teams are doing, the contact they are having with Prospect/Customers and it allows us to track the Marketing efforts, allowing us to identify where we should be spending money on advertising. By integrating this to our client's websites we are able to keep our fingers on the pulse and identify where the traffic is coming from and the types of leads that are being generated.
- Visitor ID - SharpSpring tells us WHO and WHEN someone was on our site.
- Ease of use and integration - SharpSpring is easy to use and impossible to not!
- Analytics - SharpSpring allows us to look into our web and email insights. Now we know what is working and what isn't.
- New feature awareness - Sometimes we don't always know what was done, or why it was done. Identifying the changes can sometimes be frustrating.
October 30, 2019
Palmetto School Review of SharpSpring
Score 10 out of 10
Vetted Review
Verified User
SharpSpring is used by everyone within our organization. We use it to create student accounts to document their contact with school members, enrollment and marketing, as well as recruiting. It allows us to send email blasts, document their enrollment and completion, and it allows us to be paperless by uploading all school documents electronically.
- CRM
- Email Templates
- Collects leads and data
- None
October 25, 2019
Good tool for the cost
SharpSpring is used within the Sales and Marketing departments. We track new business and use it as a CRM.
- SharpSpring is powerful and cost effective.
- Great for a small sales team.
- Forms are easy to implement.
- Lead scoring and life of the lead are not reliable.
- Drip campaigns should be behavior based. Currently, email opens aren't used as triggers.
- If any plugs are installed you cannot edit in your main browser.
SharpSpring is being used for its marketing automation tools, such as forms, lead capture, drip campaigns and email blasts.
- Awesome customer support.
- Workflows for marketing automations are pretty detailed and customizable.
- The user interface and navigation is intuitive and looks good.
- The email and landing page builders are a bit finicky.
- The Outlook sync doesn't tell you when someone reads, forwards, opens, clicks, etc like HubSpot does.
- Opportunity updates don't appear in the activity feed, so it's mostly just a list of emails being sent and received.
October 22, 2019
SharpSpring as I use it
SharpSpring is being used by our entire (but small) organization. It helps us nurture leads we otherwise might not even be aware of. It gives us valuable information as far as from email to tracking to lead generation to social. All the aspects of the program talk to each other, too, so "integration" is seamless.
- email tracking
- CRM management
- automated marketing
- customer support
- social media management is still new and not robust yet
October 22, 2019
SharpSpring - Great For Lead Nurturing
We are using SharpSpring for many things including lead nurturing, tracking, and as a CRM. The lead nurturing has been major because it has saved our sales team time and effort. It has also been great for tracking campaigns.
- Lead Scoring - this helps us tell which leads are more qualified or urgent than others
- Work flows and action groups - help us mostly with lead nurturing. By creating workflows and action groups, we are able to send and respond to people who want to hear from us in real time, automatically.
- Forms - we use SharSpring's forms because it is a great trigger for our work flows.
- Some of the features are challenging to use, even with the training
October 18, 2019
Get Moving with SharpSpring
We are an agency that works with technology providers/suppliers. We provide customized sales and marketing programs and we work as a Sharpspring agency, signing up clients to be SharpSpring users. We provide them with outsourced support, creating marketing programs scaled to their needs and guiding them through sales cycles.
- Clear reporting - It is easy to pull up marketing reports, save snapshot views of activities and built-in imaging of associated forms or documents associated with activity.
- Life of the Lead timeline provides one easy view of all ongoing activity for any contact. It is also useful that each action on the timeline allows you to see the documentation it has referenced.
- Opportunities tracking with drag and drop feature simplifies updating contact status
- Form reports - It would be helpful to have a form reporting interface available under the analytics feature. While form activity can be seen through the content section, having better visibility via an overview and analysis function, would be better.
- Additional in-app hints for assigned values would be beneficial.
- Ease of access to library search tool - I would like to have the tool visible on the dashboard rather than having to enter the portal. It would also be beneficial if it can open as a separate window rather than losing existing page.
October 18, 2019
Leaner and More Nimble than its Competitors
Score 10 out of 10
Vetted Review
Verified User
We use SharpSpring for our company's lead generation efforts and CRM. Our CRM is now organized in a way that matches how we work and we are getting new leads in a systematic way and then categorizing them and evaluating them for level of interest. The landing pages are SSL secure so we feel confident using them for lead magnets to gather new prospects.
- Excellent training and support plus a ton of specific tutorials and videos we can access at any time.
- Simple process to create (and save for reuse) landing pages.
- The CRM is simple but very flexible - we can tag clients and prospects in just about any way we need.
- Would like to see more live webinars showing case studies of companies and how they use the platform effectively.
- More email templates.
- More pre-made landing page templates.