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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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- 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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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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- Recommendations
Constant Contact Lead Gen & CRM is a versatile CRM tool that offers a wide range of features, making it a valuable asset for managing customer relationships and capturing every interaction. Users appreciate the breadth of features available within Constant Contact Lead Gen & CRM, which allows them to efficiently guide clients in marketing automation and lead generation. With its user-friendly interface and excellent tutorials, Constant Contact Lead Gen & CRM proves to be a cost-effective solution that offers exceptional customer service. Marketing agencies and businesses alike rely on this software to effectively manage growth, engage with customers, and address their marketing and sales strategies in one centralized platform.
The primary use case for Constant Contact Lead Gen & CRM is email marketing, including the sharing of newsletters and nurture content with targeted lists. Sales teams also benefit from the software's ability to automate basic emails and marketing campaigns, freeing up time for higher-value tasks. Additionally, Constant Contact Lead Gen & CRM serves as a powerful tool for marketing automation, website submissions, sales management, and account management. It helps gather leads, send targeted emails to leads and opportunities, and address lead management needs.
Users find that Constant Contact Lead Gen & CRM provides the right information at the right time, enabling them to easily understand their sales process and identify areas for improvement. The software facilitates lead database management, tracking, follow-up, and account management. While reporting accuracy can sometimes be a challenge, Constant Contact Lead Gen & CRM offers white-labeling options and integration capabilities by combining CRM, email marketing, and landing page building into one comprehensive solution.
By utilizing Constant Contact Lead Gen & CRM, businesses have been able to solve various problems related to lead capture, user identification and tracking, CRM functionalities, as well as lead management. The software's lead scoring system allows users to prioritize leads effectively and take focused actions. Sales and marketing teams rely on Constant Contact Lead Gen & CRM to track new business prospects, manage contacts efficiently, and gain an overview of their marketing and sales activities and results.
Constant Contact Lead Gen & CRM has proven valuable for agencies managing websites for multiple clients through its partner portal. It effectively tracks ROI and progress with sales leads, aids in social media planning and automation, and provides lead scoring capabilities. Furthermore, Constant Contact Lead Gen & CRM assists in identifying opportunities, understanding prospects' stage in the pipeline, facilitating projections, budget planning, and determining priorities.
The software has also played a crucial role in tracking marketing efforts such as social media post engagement, email analytics, and landing page development. Users appreciate Constant Contact Lead Gen & CRM's ability to reach out to prospective clients, maintain communication with current clients, and prevent anything from falling through the cracks. Marketing automation, CRM functionalities, persona segmentation, recent interaction history analysis are among the various uses of Constant Contact Lead Gen & CRM. Users have found success in using Constant Contact Lead Gen & CRM for marketing automation, CRM, sales functions, and making calls to numerous countries. The software is used daily for handling incoming leads and contacts, managing and monitoring the sales pipeline, automating workflows, creating custom forms and landing pages, managing email subscriber lists, and deploying email marketing campaigns. It offers flexibility and allows users to maintain a consistent brand experience throughout the client/customer journey.
Constant Contact Lead Gen & CRM has proven effective in optimizing sales through onboarding sales teams and creating sales pipelines, resulting in fewer lost leads and better client and prospect engagement. Users have consolidated their CRM, email marketing, landing pages, and social media tools into Constant Contact Lead Gen & CRM, enabling them to utilize behavioral data for targeting their marketing efforts. As a centralized software solution for managing marketing, sales, and lead management within agencies and businesses, Constant Contact Lead Gen & CRM provides automation capabilities across various teams, including marketing, sales, and finance. It also facilitates contact management and internal communication.
For ad agencies and clients alike, Constant Contact Lead Gen & CRM has become the primary software for lead generation, nurturing, and selling. The live chat feature has been successful in engaging visitors on users' websites. Additionally, the affordability and ease of use make Constant Contact Lead Gen & CRM a good fit for marketing agencies and B2B companies. Organizations rely on it to conduct email marketing campaigns, drive users to landing pages, and manage account notes and vital information.
Constant Contact Lead Gen & CRM helps keep sales information together in one place while strengthening communication between sales and marketing teams. Customers appreciate its native connection with common tools as well as the variety of resources available for digital marketing. With a wide range of marketing and tracking capabilities integrated with third-party platforms, Constant Contact Lead Gen & CRM provides users with a complete view of the customer's experience.
Users have praised the responsive live support team for providing necessary steps and solutions to any issues faced. In summary, Constant Contact Lead Gen & CRM has proven to be an indispensable tool for businesses seeking effective lead management strategies, streamlined communication between teams, and a centralized platform for managing marketing and sales efforts. Its feature-rich capabilities and user-friendly interface make it a valuable asset for both marketing agencies and businesses looking to enhance their customer engagement and drive growth.
Intuitive User Interface: Users have consistently praised the intuitive user interface of Constant Contact Lead Gen & CRM, with many stating that it makes tasks easy to accomplish. Several reviewers have expressed their satisfaction with how easily they can navigate through the platform and perform various marketing activities.
Wide Range of Marketing Capabilities: Many users appreciate the extensive range of marketing capabilities offered by Constant Contact Lead Gen & CRM. They have highlighted features such as automation workflows and personalized messaging, which allow them to create targeted campaigns for their audience. The platform's versatility in managing multiple campaigns has also been commended by several reviewers.
Reliable and Insightful Reporting Tools: Reviewers value the reliability of Constant Contact Lead Gen & CRM's software and its ability to provide insightful reporting tools. The CRM system effectively tracks leads and interactions, allowing users to gain valuable insights into their marketing efforts. This feature has received positive feedback from a significant number of users who appreciate the comprehensive reporting feature provided by Constant Contact Lead Gen & CRM.
Confusing and unintuitive user interface: Users have found the email builder's user interface to be confusing and unintuitive, making it difficult for them to efficiently complete tasks. They have expressed frustration with navigating through the software and understanding how to use its features effectively.
Cumbersome design in menus: The design of the email builder has been criticized for being cumbersome, particularly in the menus for the database and HTML editors. Some users have mentioned difficulties in finding specific options or functions within these menus, which has hindered their workflow and efficiency.
Lack of flexibility and variety in templates: Several users have expressed disappointment with the lack of flexibility and variety in email templates provided by the builder. They feel that there are limited options available, which restricts their ability to create visually appealing and engaging emails.
Users recommend utilizing SharpSpring for its customized reports and other features that cater to individual marketing needs. It is advised to thoroughly learn the system before implementation, taking advantage of the automation features during the 30-day free trial. Users also suggest seeking guidance from the support team, account manager, and onboarding specialist for seamless onboarding. Another important point to consider is to align your CRM requirements with SharpSpring's specialization in marketing automation rather than a comprehensive sales CRM tool. Users propose consolidating campaigns into multiple lists for optimal organization. Overall, users appreciate SharpSpring's customer-centric approach and advanced technology, considering it a cost-effective solution with extensive functionality. It is worth noting that Sharpspring is particularly recommended for businesses heavily reliant on email marketing. Furthermore, users encourage feedback submission to customer service when specific desired features are absent. SharpSpring is deemed suitable for managing sales and marketing activities efficiently while providing robust reporting capabilities. To fully harness its potential, users highlight the importance of investing time in understanding and mastering all of its offerings.
Attribute Ratings
Reviews
(301-325 of 522)Companies can't remove reviews or game the system. Here's why
October 15, 2019
SharpSpring: Low Cost Platform with Robust Offerings
Black Bear Design utilizes SharpSpring as our Customer Relationship Management platform. Every department uses it in some form, whether it be the sales team reaching out to new leads, our internal marketing team creating a newsletter, or web developers building a new website and embedding SharpSpring forms on the pages.
SharpSpring allows us to combine multiple different points of our sales funnel into one easy-to-use platform. We're able to easily capture data on leads before they submit any info to us, and then after they fill out a form, we're able to keep them engaged with regular touchpoints that are set up in automated workflows.
SharpSpring allows us to combine multiple different points of our sales funnel into one easy-to-use platform. We're able to easily capture data on leads before they submit any info to us, and then after they fill out a form, we're able to keep them engaged with regular touchpoints that are set up in automated workflows.
- Lead Scoring - SharpSpring offers a service known as Lead Scoring, which utilizes rules that you create to better determine if someone visiting your website is an ideal customer for your company. Each lead is given a number based on the actions they take while visiting your site. The more items that they check-off, the warmer the lead is likely to be. The best part is that the lead is unaware that this is going on behind the scenes.
- Email Builder - SharpSpring has an easy-to-use email builder. You can work with templates or build your own emails in a drag-and-drop manner. These emails allow you to add in Dynamic Content as well, which makes the emails custom to the person that you're sending them to. It makes the email seem more personalized than most email blasts.
- Visual Workflows - Automation is king, and SharpSpring allows you to create a workflow for just about anything. Visual Workflows allow you to create journeys that your customers will go on, and then you can set it and forget it. Customers will be taken down branching paths and journeys that you've already created for them, but you won't need to lift a finger to keep them engaged.
- Instagram: SharpSpring is currently lacking the feature to post on Instagram. The other major social platforms are available though.
October 14, 2019
The ideal choice for agencies providing marketing automation and insights for their clients
Score 10 out of 10
Vetted Review
Verified User
We use it for our own business in lead generation, existing customer engagement (for support and communication), and reporting. We are a SharpSpring Partner, and our clients sign up through our agency to make similar use of the tools provided. The number and quality of tools have grown steadily, so there is higher engagement across the board, with our clients becoming more and more interested in automation, landing pages, sales pipeline management, and other features.
- VisitorID is one of the most valuable features. Every morning, the account owner receives a personalized email message listing the key visits to their website(s), identifying the company visiting, and all pages viewed, in what order, for how long, and capturing any email or opt-ins sent from the site. When a person sends a form, his or her name and email become part of the data saved in SS, and every visit is identified in real-time, from then on, making it easy to engage that visitor in ways that are valuable for both the company and the visitor.
- The email marketing system is integrated with VisitorID and analytics, so it's not necessary to collect mailing data from a 3rd party mail service and match it up with site traffic from another analytics program.
- Every lead received can be automatically categorized, assigned to a list, sent auto-replies, and assigned to specific sales or support staff. Every non-lead visitor can be scored based on traffic, identified business or carrier (provider), and easily reviewed for future attention or action.
- The email marketing template system is improving all the time but still requires additional testing to make sure mailings work well with MS Outlook, for example.
- Some menu systems and site navigation have a higher learning curve than others, but again, the service is continuously improving and is focused on agency success, so we're pleased with the overall improvement in usability.
October 14, 2019
Agile tool at a great value
SharpSpring is our in-house Marketing Automation tool. Although it's an all-in-one tool, we mostly use the Marketing function of the product. We use this tool with regional marketing teams, globally. It addresses our need for an agile, easy-to-use automation and email marketing tool.
- Ease-of-use: SharpSpring is very user-friendly and intuitive. It's easy to edit or create an email, set up workflows, and navigate around the platform.
- Versatile: SharpSpring is an all-in-one tool that you can use for your email program, sales pipeline, CRM, marketing automation, and social media.
- Customer service: I often frequent the online help center that has a lot of easy-to-understand solutions to many questions that come up. If this doesn't solve the issue, tech support is very responsive and the account management team is also very accommodating.
- Reporting: There are some basic reports that you can pull from the data in SharpSpring, but I would love to see some more robust reporting overall, especially with the sales feature. Aggregated reports across multiple pipelines, for example, would be great to have access to.
- Customer segmentation: The platform could use a bit more in-depth customer segmentation features. I sometimes feel the list-building is not as intuitive as it could be.
- Visitor ID: We have a multi-site with several language sites. It would be nice if we could track them separately vs a single root domain.
October 14, 2019
Serious Success for Sales
My organization uses SharpSpring for sales and marketing. It does so much for each department! From tracking lead activity, to use as an RSVP tool for marketing events, to helping the sales team prioritize their calls and activities. SharpSpring is an integral part of our marketing team's success and the sales team's success.
- SharpSpring paints a picture of what my leads are interested in and at what stage of the buying cycle they might be in.
- SharpSpring has powerful, specific, real-time reporting on web activity and email open and click-through rates.
- SharpSpring saves us time.
- SharpSpring empowers us to continue to optimize our marketing.
- SharpSpring does not sync with many CRMs that are applicable to my industry.
- The automated emails with lead activity could visually be more streamlined or user-friendly.
- It could be easier to automate ongoing multiple list uploads.
October 14, 2019
Awesome marketing automation tool for B2B business
Score 10 out of 10
Vetted Review
Verified User
SharSpring is really an easy-to-use tool for marketing
automation, meaning that it's easy to understand how the product works and
navigate within the system. SharpSpring comes with various functionalities in
not only automating processes but getting insights on what's happening on our
websites and how to set up actions based on this. We use it in a B2B
environment when its lead nurturing processes are critical and very useful.
- Easy to use.
- It comes with great documentation to learn how each feature works.
- Support is just awesome.
- The product continously updated and developed. New features are launched regularly.
- Small bugs on occasion.
October 14, 2019
A comprehensive collection of marketing automation capabilities
Score 10 out of 10
Vetted Review
Verified User
We use it inhouse to track our customers as well as handle all data, social listening, and marketing automation. We also integrate and incorporate our clients into the umbrella underneath us to increase our service offering and ability to help.
- Their team is second to none. You aren't just getting use of the software, you are getting an entire "marketing automation" department on your staff.
- It does a remarkable job of covering everything. It was clearly built and designed for certain things, but there is nothing in the marketing/automation/strategy field it doesn't natively do, or seamlessly integrate.
- The interface is simple and intuitive after an introductory break-in phase. Unlike some of its competitors whose interface feels like you need an MIT engineer. This is a simple portal, but remarkably powerful.
- There are a few (not many) places where something that absolutely should be customizable, isn't. The main page dashboard is setup with a sales focus. That makes sense, but I don't use revenue as my KPI 80% of the time. However, my main dashboard doesn't allow me to change what it features or where. Additionally, things like client photos are handled by an external data scraper, they aren't customizable. I have a photo of every client, they didn't integrate as they are my photos and they aren't from the web. SharpSpring won't allow me to customize/add/modify certain fields, such as a photo.
- There are dozens of social media in the world, they follow 3. I understand that they are working on the 4th. But even with it, they will still be at 1/3 of the socials I track daily.
October 14, 2019
Great option with a bit of room to grow
We switched from Pardot to SharpSpring and are very happy. It offers just as much functionality, possibly more, for a fraction of the price. Not only that, but with the option to resell, we are able to cover our own SharpSpring and then some. The Salesforce integration is nice, but it's unfortunate that the CRM isn't robust enough to be able to switch entirely to SharpSpring.
- Onboarding.
- Resources.
- Ease of use.
- The CRM is week. We still have to use Salesforce and pay an additional $100/month for the integration, which does not work perfectly.
October 09, 2019
Happy partner!
Score 9 out of 10
Vetted Review
Verified User
I'm a very satisfied SharpSpring partner! We have been using it ourselves as CRM and automation and with our clients for about 2 years. SharpSpring does two things really well. It's a solid platform that's priced well for small and medium-sized clients, and they are constantly adding features based on partner feedback. I can only see using it more in the future.
- Solid CRM and pipeline management.
- Solid automation and integrations.
- Priced well, and most alternatives are very weak.
- Good partner model - They really value partners and want to help us improve our business.
- We have gotten into 'spam jail' a couple of times from SharpSpring. I know they have to do it but sometimes it's our client's lists and out of our control. A bit irritating.
October 09, 2019
Versatile and easy to use
We use SharpSpring as a tool for addressing lots of needs, including contact management, email campaigns, building landing pages, and plenty more.
- Easy to use.
- The support and help documentation is excellent.
- The WYSIWYG editor takes some getting used to at first.
October 08, 2019
Intuitive and useful marketing tool
We recommend SharpSpring to all of our clients. Our clients needed a CMS that could help them organize their distribution lists, watch leads from the websites, and send communications via email. We provide a short training for many of them to use it themselves and provide them custom, designed branded templates for their emails. Its easy interface is just what our clients need. The analytics are comprehensive and provide real-time data for our marketing initiatives.
- The analytics are comprehensive and provide real-time data for our marketing initiatives.
- Its intuitive interface is easy to understand and use.
- Management of distribution lists is very easy.
- The design interface is clunky.
- Creating layouts that don't look awkward and unappealing due to odd spacing issues, lack of columns, lack of customizable areas is more challenging than it should be.
- Font choices are limited and challenging to use.
- Templates are boring.
October 05, 2019
SharpSpring, the great disruptor!
We use it to manage membership, event and wedding enquiries at leading golf clubs.
We use POS data to drive personalised product offers to existing members who spend at the club’s bar or golf shop.
SharpSpring manage’s leads and opportunities not previously realised.
SharpSpring’s reporting provides insight to ROI and website visitors.
We use POS data to drive personalised product offers to existing members who spend at the club’s bar or golf shop.
SharpSpring manage’s leads and opportunities not previously realised.
SharpSpring’s reporting provides insight to ROI and website visitors.
- Lead management.
- Personalised dynamic content.
- Reporting ROI.
- Email creator.
- Landing page creator.
- Introduction of SMS.
October 05, 2019
Function over Form with Great Affordability
We use Sharpspring as our primary marketing automation platform that we use to develop automated email workflows for our clients. The low cost, diverse features, and friendly support are perfect for our agency and our clients. We've certainly pushed the limits of the platform with some of clients and the Sharpspring team has always been very responsive with helping find the right solutions.
- Email list segmentation.
- Automated email workflows.
- Great customer support.
- The media library needs updated.
- Documentation is sometimes behind functionality updates.
October 05, 2019
Helpful For Sales Automation
We have been using it to automate our sales process. We primarily market to Nonprofit organizations so we use it to send emails, forms, and nurture leads. It makes our team more efficient.
- The Support Team is very responsive.
- Email templates are easy to use and look great.
- The life of the lead is a great resource that helps our Sales Team.
- Setting up workflows can be confusing at first.
- The campaign section can be confusing.
October 03, 2019
Easy To Use
We use Sharpspring as a CRM system to score inbound leads and get insights into their user journeys that led them to becoming a prospect. We also heavily use the email automation functions to keep engaged with prospects, creating different sequences for different types of leads. Sharpspring is used by the entire sales and marketing team and addresses the issue of prospects dropping out of your funnel and not staying engaged with your business.
- Email automation is very easy. You can create different sequences and then apply them to any contact within the CRM.
- Being able to track actual leads to Google Ads is incredibly useful. It allows us to work out our true Return on Investment from the marketing channel as a whole but also gives us insight into keywords that generate the best quality leads.
- Lead scoring is a simple and effective way of prioritizing leads.
- It would be good to have more options on reporting, to be able to create reports you can easily customize with the data you want.
- Perhaps I just don't know how but it would also be good to be able to add fields into the CRM to capture additional data on users.
September 30, 2019
SharpSpring more than software - The best business partner!
We have improved the quality of leads. We have also automated the digital sales process effectively to be able to sell products and services with the satisfaction of our customers. The implementation of SharpSpring was very fast and very easy; in record time we were getting leads of excellent quality.
- Cost versus benefit: Better support, same features to others. It has support throughout the implementation and helps sales to other customers.
- Actually for our company it's better software for these key points: Excellent price and Benefit, Advanced automation features, Excellent support at the right time, Easy to use and easy customization and Scalable for any company size.
- It does not have updated mobile app
- Some problems with the support of the features in Spanish language
September 30, 2019
SharpSpring is an excellent marketing automation solution for agencies
We use SharpSpring for our own agency as well as re-selling it to our clients. It addresses the problem of having a single portal that we can use to manage all of our marketing automation clients. The pricing is also very agency friendly so it leaves plenty of room to be able to sell it to clients at a very fair price.
- Managing Clients
- Lead Nurturing
- Workflow builders
- No integrated A/B testing
- Salesforce Sync does not sync all data points
- Zapier integration doesn't have many actions and triggers
September 30, 2019
Great Bang For The Buck
We have been using SharpSpring for our website and Customer Relationship Management for 2-3 years. Not only do we find it very user-friendly, but it is very cost effective compared to competitors. In addition their tutorials and customer service is excellent.
- Great for newbies.
- Very intuitive.
- User-friendly
- Blog builder and social connections could be better.
- Little slow to release sales-based features
- Not a ton of native options to integrate with other platforms.
September 30, 2019
Great combination of marketing automation and CRM
We use SharpSpring both internally and with our clients. It has been a great solution not only with its CRM capabilities but also with the marketing automation. It is extremely user-friendly and has enough features to streamline our workflow, but not get lost in all the bells and whistles. The customer service team has also been very responsive and helpful! We are a small team and have to be very strategic about where our energy is focused and SharpSpring has allowed us to complete and track tasks improving transparency and communication across ur team.
- Customer service.
- User-friendly.
- Great educational sessions.
- The organization of information in the CRM.
We utilize SharpSpring to help in our lead generation and nurturing processes. We also use it to see how effective our marketing campaigns are. We use it on our website, we send emails through it and we use it to post our social media content. It is use in both our marketing and sales departments.
- I really like their content calendar for social media, email campaigns and blog posts. It makes looking at what you have posting the entire month at a glance. When using it for clients, it makes it easy for them to see what you are doing for their company as well.
- I like their meetings function that was just recently released.
- I like that the features above are built into the same price. You don't have to purchase separate versions, or "hubs" if you will in order to get the functionality you want.
- I'm not a big fan of their media upload section - specifically you can't upload videos to it. You can only link videos to it that were uploaded to other places like YouTube. While I understand the basic purpose of being able to track clicks better the way they do it, I want to be able to schedule video uploads to Facebook through Sharpspring and have the video native on Facebook as opposed to sharing it from YouTube.
- While they have a lot of third party plugins through Zapier, I would like to see more native plugins.
- The biggest native plugin I wish they had is a good message bot. I really miss that with my last software.
September 28, 2019
Small marketing team enjoys SharpSpring
Our small marketing team of six uses SharpSpring to manage leads, and create and automate content. It helps our sales team stay organized and remember where leads are in the sales process. Our content development team uses the email tools to send monthly newsletters and uses the automation tools to send out lead magnets on our company website.
- Customer support is fantastic. Whenever I have a question or run into an issue, they are always so quick to respond with a helpful answer.
- Lead management and tracking tools are helpful. Knowing who is on your site, on what pages, and for how long has been really nice. Also, the ability to customize the sales pipeline makes organization a breeze for our sales team.
- The automation/workflow feature is really easy to use and makes life so easy.
- The landing page development tools are a bit difficult to navigate during the first few page builds. The landing page development is also pretty basic, unless you're savvy with coding.
- The form builder doesn't have the ability to do conditional logic.
September 27, 2019
Fantastic and easy-to-use solution
Score 10 out of 10
Vetted Review
Verified User
SharpSpring is being used as a sales tool to engage prospects, keep on top on activity, and nurture these through to closed sales. It helps us as a business to ensure that no opportunity is missed and that we are speaking to new business prospects at the right time and with the right messaging. It is very easy to use and so it has allowed us to run mini-campaigns targeting different sectors and the reporting and analysis tools are exceptional. Since we stared using it it has made our sales and marketing operations a lot more efficient and allowed us to keep on top of activity.
- Helps you to engage prospects at the right time.
- Gives you update tracking on interactions and what content appeals to your customer base.
- Very easy to use.
- The navigation is seamless.
- Easy installation and set-up.
- The only thing we had was sorted within hours which was a slight fix to help filter in a certain way - fabulous customer service.
September 27, 2019
Liking SharpSpring
Score 9 out of 10
Vetted Review
Verified User
Marketing automation, across the whole company. It addresses lead management, CRM, and ESP for our company as well as our clients. It's helped us attract clients as well as retain existing clients.
- CRM
- Lead scoring.
- Training paths are confusing. Getting better, but still needs more clarity.
September 27, 2019
SharpSpring Can Spring Up Your Revenue
Score 9 out of 10
Vetted Review
Verified User
As a marketing advisor, I work with business owners to increase leads and sales by guiding people seamlessly and subtly through their customer journey. This tool helps me both achieve that objective and prove the results. Double win!
We use this as a tool for our business and also for our clients. As part of our business growth system, we advise clients need to set up the tools and systems to achieve maximum results. SharpSpring is like a swiss army knife of marketing tools and systems.
We have leveraged the tool for clients to assist with Lead Generation, Automated Responses & Drip Campaigns. We have also utilized the CRM component and Lead Scoring and SMART emails to nurture relationships.
More recently we utilized the event and calendar functionality to promote local events and online webinars. The ability to set up the system once and have it customized dynamically based on user behavior is very helpful and time-saving. While there are a lot of other companies out there that offer similar services, we recommend SharpSpring as a solution for businesses who are serious about taking their marketing to the next level. We appreciate the company and its team. They do a great job for their clients.
We use this as a tool for our business and also for our clients. As part of our business growth system, we advise clients need to set up the tools and systems to achieve maximum results. SharpSpring is like a swiss army knife of marketing tools and systems.
We have leveraged the tool for clients to assist with Lead Generation, Automated Responses & Drip Campaigns. We have also utilized the CRM component and Lead Scoring and SMART emails to nurture relationships.
More recently we utilized the event and calendar functionality to promote local events and online webinars. The ability to set up the system once and have it customized dynamically based on user behavior is very helpful and time-saving. While there are a lot of other companies out there that offer similar services, we recommend SharpSpring as a solution for businesses who are serious about taking their marketing to the next level. We appreciate the company and its team. They do a great job for their clients.
- Lead Tracking.
- Ease of use.
- Connection of marketing and sales.
- Takes time to set up.
- Must be used to be fully leveraged.
September 20, 2019
Sharpest Tool In The Shed
As a marketing and communications professional with over 25 years experience, I have a good intuition for creative campaigns that work, however refining the message to the target audience and fine-tuning my communications skills to suit that particular audience adds value for my career prospects as well as my customers' campaign effectiveness.
- Targeted communications - Segmented audiences for finely honed communication tone and language.
- Automation - Automated trigger responses and passive actions on my behalf.
- CRM managing sales through the pipeline - Reminders about actions and provocation material for the sometimes dreaded sales follow-up.
- Pricepoint - There has been some feedback on more cost-effective competition in the market.
- Not a fan of the name.
- Diversity of the scope of functions is sometimes overwhelming for clients - A more graduated learning curve would be more readily adopted as people are averse to change.
September 13, 2019
SharpSpring is an excellent Marketing & Sales platform where sales & marketing are really able to work together
SharpSpring is used as our marketing and sales platform as it is a full marketing and sales platform we work constantly in. It delivers an overview on marketing activities and sales activities and results. It helps us manage the business from generating leads to sales.
- Fully integrated marketing and sales platform
- ROI based marketing
- Ease of use. A highly user-friendly interface
- Total package instead of all separate applications (mailchimp, hootsuite, google analytics, CRM etc.
- Reporting and query possibilities in CRM need some improvement