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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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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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Constant Contact Lead Gen & CRM is a versatile CRM tool that offers a wide range of features, making it a valuable asset for managing customer relationships and capturing every interaction. Users appreciate the breadth of features available within Constant Contact Lead Gen & CRM, which allows them to efficiently guide clients in marketing automation and lead generation. With its user-friendly interface and excellent tutorials, Constant Contact Lead Gen & CRM proves to be a cost-effective solution that offers exceptional customer service. Marketing agencies and businesses alike rely on this software to effectively manage growth, engage with customers, and address their marketing and sales strategies in one centralized platform.
The primary use case for Constant Contact Lead Gen & CRM is email marketing, including the sharing of newsletters and nurture content with targeted lists. Sales teams also benefit from the software's ability to automate basic emails and marketing campaigns, freeing up time for higher-value tasks. Additionally, Constant Contact Lead Gen & CRM serves as a powerful tool for marketing automation, website submissions, sales management, and account management. It helps gather leads, send targeted emails to leads and opportunities, and address lead management needs.
Users find that Constant Contact Lead Gen & CRM provides the right information at the right time, enabling them to easily understand their sales process and identify areas for improvement. The software facilitates lead database management, tracking, follow-up, and account management. While reporting accuracy can sometimes be a challenge, Constant Contact Lead Gen & CRM offers white-labeling options and integration capabilities by combining CRM, email marketing, and landing page building into one comprehensive solution.
By utilizing Constant Contact Lead Gen & CRM, businesses have been able to solve various problems related to lead capture, user identification and tracking, CRM functionalities, as well as lead management. The software's lead scoring system allows users to prioritize leads effectively and take focused actions. Sales and marketing teams rely on Constant Contact Lead Gen & CRM to track new business prospects, manage contacts efficiently, and gain an overview of their marketing and sales activities and results.
Constant Contact Lead Gen & CRM has proven valuable for agencies managing websites for multiple clients through its partner portal. It effectively tracks ROI and progress with sales leads, aids in social media planning and automation, and provides lead scoring capabilities. Furthermore, Constant Contact Lead Gen & CRM assists in identifying opportunities, understanding prospects' stage in the pipeline, facilitating projections, budget planning, and determining priorities.
The software has also played a crucial role in tracking marketing efforts such as social media post engagement, email analytics, and landing page development. Users appreciate Constant Contact Lead Gen & CRM's ability to reach out to prospective clients, maintain communication with current clients, and prevent anything from falling through the cracks. Marketing automation, CRM functionalities, persona segmentation, recent interaction history analysis are among the various uses of Constant Contact Lead Gen & CRM. Users have found success in using Constant Contact Lead Gen & CRM for marketing automation, CRM, sales functions, and making calls to numerous countries. The software is used daily for handling incoming leads and contacts, managing and monitoring the sales pipeline, automating workflows, creating custom forms and landing pages, managing email subscriber lists, and deploying email marketing campaigns. It offers flexibility and allows users to maintain a consistent brand experience throughout the client/customer journey.
Constant Contact Lead Gen & CRM has proven effective in optimizing sales through onboarding sales teams and creating sales pipelines, resulting in fewer lost leads and better client and prospect engagement. Users have consolidated their CRM, email marketing, landing pages, and social media tools into Constant Contact Lead Gen & CRM, enabling them to utilize behavioral data for targeting their marketing efforts. As a centralized software solution for managing marketing, sales, and lead management within agencies and businesses, Constant Contact Lead Gen & CRM provides automation capabilities across various teams, including marketing, sales, and finance. It also facilitates contact management and internal communication.
For ad agencies and clients alike, Constant Contact Lead Gen & CRM has become the primary software for lead generation, nurturing, and selling. The live chat feature has been successful in engaging visitors on users' websites. Additionally, the affordability and ease of use make Constant Contact Lead Gen & CRM a good fit for marketing agencies and B2B companies. Organizations rely on it to conduct email marketing campaigns, drive users to landing pages, and manage account notes and vital information.
Constant Contact Lead Gen & CRM helps keep sales information together in one place while strengthening communication between sales and marketing teams. Customers appreciate its native connection with common tools as well as the variety of resources available for digital marketing. With a wide range of marketing and tracking capabilities integrated with third-party platforms, Constant Contact Lead Gen & CRM provides users with a complete view of the customer's experience.
Users have praised the responsive live support team for providing necessary steps and solutions to any issues faced. In summary, Constant Contact Lead Gen & CRM has proven to be an indispensable tool for businesses seeking effective lead management strategies, streamlined communication between teams, and a centralized platform for managing marketing and sales efforts. Its feature-rich capabilities and user-friendly interface make it a valuable asset for both marketing agencies and businesses looking to enhance their customer engagement and drive growth.
Intuitive User Interface: Users have consistently praised the intuitive user interface of Constant Contact Lead Gen & CRM, with many stating that it makes tasks easy to accomplish. Several reviewers have expressed their satisfaction with how easily they can navigate through the platform and perform various marketing activities.
Wide Range of Marketing Capabilities: Many users appreciate the extensive range of marketing capabilities offered by Constant Contact Lead Gen & CRM. They have highlighted features such as automation workflows and personalized messaging, which allow them to create targeted campaigns for their audience. The platform's versatility in managing multiple campaigns has also been commended by several reviewers.
Reliable and Insightful Reporting Tools: Reviewers value the reliability of Constant Contact Lead Gen & CRM's software and its ability to provide insightful reporting tools. The CRM system effectively tracks leads and interactions, allowing users to gain valuable insights into their marketing efforts. This feature has received positive feedback from a significant number of users who appreciate the comprehensive reporting feature provided by Constant Contact Lead Gen & CRM.
Confusing and unintuitive user interface: Users have found the email builder's user interface to be confusing and unintuitive, making it difficult for them to efficiently complete tasks. They have expressed frustration with navigating through the software and understanding how to use its features effectively.
Cumbersome design in menus: The design of the email builder has been criticized for being cumbersome, particularly in the menus for the database and HTML editors. Some users have mentioned difficulties in finding specific options or functions within these menus, which has hindered their workflow and efficiency.
Lack of flexibility and variety in templates: Several users have expressed disappointment with the lack of flexibility and variety in email templates provided by the builder. They feel that there are limited options available, which restricts their ability to create visually appealing and engaging emails.
Users recommend utilizing SharpSpring for its customized reports and other features that cater to individual marketing needs. It is advised to thoroughly learn the system before implementation, taking advantage of the automation features during the 30-day free trial. Users also suggest seeking guidance from the support team, account manager, and onboarding specialist for seamless onboarding. Another important point to consider is to align your CRM requirements with SharpSpring's specialization in marketing automation rather than a comprehensive sales CRM tool. Users propose consolidating campaigns into multiple lists for optimal organization. Overall, users appreciate SharpSpring's customer-centric approach and advanced technology, considering it a cost-effective solution with extensive functionality. It is worth noting that Sharpspring is particularly recommended for businesses heavily reliant on email marketing. Furthermore, users encourage feedback submission to customer service when specific desired features are absent. SharpSpring is deemed suitable for managing sales and marketing activities efficiently while providing robust reporting capabilities. To fully harness its potential, users highlight the importance of investing time in understanding and mastering all of its offerings.
Attribute Ratings
Reviews
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September 12, 2019
SharpSpring Review
We are using it to automate our email campaigns and for tracking our leads. The problem we have is not being able to report open and click rates because the data is not accurate. Now we have had to switch out strategy and find other ways around it.
- It allows good ways for us to manage leads.
- They should work on better ways to make automation easier with better triggers and filters.
September 09, 2019
A big upgrade from Hubspot for us and our clients
Score 10 out of 10
Vetted Review
Verified User
We are a Marketing Agency and we first used it for ourselves (having moved from HubSpot) to test that it worked well and we'd be confident to add it to the Marketing Automation Platform solutions we'd recommend to our clients. Our clients often had highly manual, disjointed and often even random marketing processes that didn't join with their sales processes. Sharpspring allows us to help them not only have formalised processes (with transparency and visibility for users and management alike) but also the data to show what works and what needs changing. These have significant benefits across sales and profitability (also through reducing costs in managing the sales processes).
- Pricing - when compared to other providers, like HubSpot, Marketo, Microsoft Dynamics and Salesforce (all of which have their own pros & cons) most of our SMB clients will pick SharSpring because of the value for money (features build-in -vs- cost).
- Usability - Both the CRM and now Sales Process Automation is easy for our clients to use and can often mean ditching clunky systems they'd been using before.
- Features - The marketing teams love the automation processes (customer profiling/lead score etc.) and new features like the integration with appointment booking 'out of the box' as well as the social listening and posting features, means that it is an extremely comprehensive platform at an economic cost.
- I would like SMS functionality to be built in as well as email (I appreciate it's not as big in the USA where SharpSpring's biggest customer base is) but it's big here in the UK.
- Although SharSpring has implemented visualization of MA processes, they are not always as intuitive as they might be (although the online help/videos do help).
- If someone is moving from an existing platform (like HubSpot) it's not always easy to bring in all the data (often that's the 3rd party making it difficult!). So the help of 3rd parties who've been through this will help.
September 09, 2019
Scheduling meetings has never been easier
SharpSpring is being used across the sales, marketing, and client success teams. In client success, we are leveraging the outbound engagement functions to engage with clients in notifying them of releases as well as the meeting scheduling tool. Our sales team uses the product to track new leads and nurture those that need more time to mature.
- Lead scoring allows our sales team to identify how strong a lead is.
- Meeting scheduler gives our client success team along with sales to get meetings scheduled more efficiently, especially using the team meeting function.
- Lead tracking allows us to know when the person opens and reads an email, that way we can follow up when the time is right.
- An end-user issue that could be resolved with effort on my part is taking advantage of any end-user training opportunities available.
- When a new user is added automatically send end-user training documents to the new user.
September 07, 2019
SharpSpring Rocks!
Score 10 out of 10
Vetted Review
Verified User
We like having everything in one place. SharpSpring helped us to do this. I love how easy it is to use, and even better how easy it is for me to help others navigate it as well. My use is primarily creating e-news campaigns and it is easy to design, create work-flows, and get reports.
- Technical support.
- Tracking.
- Customer service.
- Listening to client feedback.
- So far I do not have any cons. They have solved all the problems we hoped to solve by using their platform.
September 03, 2019
SharpSpring is Sharp, but Tricky...
SharpSpring is being used in the Marketing Department. We use it to send emails to customers and prospects. SharpSpring has the capability to track open emails and clicks. We can send nicely designed emails for a multitude of reasons, then track who opens and give that info to sales. SharpSpring is a great tool to use!
- Easy to design templates. We use the existing templates, then adjust them to our brand.
- You have the ability to schedule an email to send days before you want it to. Set and forget!
- It's easy to set up newsletters, event emails, etc... the look of the template is so easy to change.
- When designing the email, for the pre-existing templates, it's very difficult to change something that they have already created. For example, if you want to change the color of a line, you cannot, as it's embedded in the code.
- SharpSpring monitors content and sends lists extremely closely. For example, if after three times you send an email to someone and they don't open it, they will automatically unsubscribe that user for you. This can be frustrating because that contact is unsubscribed from all the emails you want to send them going forward... whether it be a newsletter or other.
- The contact manager is a little confusing to use... you have to click around until you can find what you want or who you want.
September 03, 2019
Marketing automation that’s affordable
We use SharpSpring to manage both of our business’ marketing, email marketing, as well as the CRM for our sales teams. As an agency, we also use SharpSpring to manage our clients' campaigns.
- Email marketing platform utilizing best sending practices.
- Robust CRM that has the ability to tie end-to-end ROI, bridging the sales/marketing gap.
- Good customer support.
- Endless opportunities for marketing automation.
- Could be more intuitive in general.
- Email templates need updates.
- Copy and paste email marketing automation for basic, commonly used automations would be very helpful.
August 21, 2019
Great platform with limitless customization
Score 9 out of 10
Vetted Review
Verified User
We utilize ShaprSpring for our own agency and for our clients. We manage web leads, user tracking, and email automation, along with more complex uses with each client. It is a great resource to house client data and takes much of the tracking and follow-up work off of our own plates.
- SharpSpring customer service is exceptional.
- The user-interface is very comprehensive and friendly.
- There is a lot of uses for SharpSpring and it can be overwhelming if you don't utilize them all.
August 21, 2019
SharpSpring is the only CRM I need
I use Sharpspring daily as our internal CRM. It helps me as an account executive to follow up on my client's payment status. Also, I used it with some of my clients in creating marketing automation strategies and campaigns, to nurture the different kind of leads they receive with the forms that we embed in their websites.
It is really easy to create different kinds of forms and landing pages that help us and our clients to create and follow up on databases. For some of my clients, it is helpful, as it is an easy way to follow on "opportunities", to know what kind of interactions they have with possible clients and to follow on additional purchases.
It is really easy to create different kinds of forms and landing pages that help us and our clients to create and follow up on databases. For some of my clients, it is helpful, as it is an easy way to follow on "opportunities", to know what kind of interactions they have with possible clients and to follow on additional purchases.
- Customizable automation.
- Easy to create landing pages and forms that build up contact databases.
- Easy to follow up on opportunities.
- The dashboard gives an overview of the sales projection for the month.
- I think it would be good to give some kind of priority to automation.
- Improve smartphone notifications to make it easier to know when tasks are due.
SharpSpring is currently being used across our entire organization. Marketing, sales and customer support all use SharpSpring to keep track of customer communications as well as tracking marketing efforts as well as sales. SharpSpring allows us to bring many different technologies into a single platform so we can now see the full life cycle of a customer, from click to the sale and beyond. By being able to track the results of our marketing efforts, we have been able to focus more on marketing efforts that are actually bringing in results and to stop wasting money on efforts that do not.
- The UI is really nice and intuitive, everything is exactly where you would expect it to be. Even non-tech people are easily able to figure out how to use and implement the software.
- Customer support is really good. In my experience, support tickets are always responded to within an hour and always helpful.
- The feature set in relation to pricing is as good as you will find anywhere in the marketing automation industry. Sharpspring gives you some serious bang for your buck.
- The email editor is drag and drop and easy to use, but still has bugs that need to be worked out.
- Specific event-based automation are missing. An example is sending an email on a contacts birthday or anniversary, there is currently no way to do this in Shaprpsring
- Email deliverability was a real issue for a while but I believe has been sorted out. Sharpspring had a hard-line approach to email sending which resulted in many emails being suppressed without cause., but have fixed the issues users where having
August 14, 2019
You want to partner with SharpSpring. Here's why.
As a creative marketing services firm, we know that marketing automation is quickly becoming the center of any good marketing strategy. We've been able to trial and work with a few different systems, most notably HubSpot (the Gold Standard), and we selected SharpSpring primarily because they 1. didn't bully us into their system and 2. they work WITH agencies and don't compete with them and 3. they let agencies sell the system to their clients creating a new revenue stream and ensuring that the agency's clients continue to work with people they trust. Those three reasons alone were enough to make the decision.
- SharpSpring is RAZOR FOCUSED on partnering with agencies, not competing against them for the same client. In this context, we experience top-notch support, quarterly town-halls, and lots of communication.
- SharpSpring is terrific to work with in implementing the platform. They will work with you to help you pitch, and they will work with you to help you install.
- While all marketing automation platforms are confusing (I'm looking at you, HubSpot!), SharpSpring is constantly refining its interface to become CLEARER and more intuitive. Sometimes these efforts backfire, but the relationship is so good, if enough feedback is received, changes are made. They listen carefully.
- SharpSpring's email editor is NOT as good as HubSpot's. That said, it is constantly improving and is easier to use all the time.
- Small things can be frustrating, such as labeling contacts, or some workflows. But this is offset by the company's willingness to listen and implement change from it's users.
- Certain automations (such as pushed content via RSS feeds) are missing.
Score 9 out of 10
Vetted Review
Verified User
FairMarketing uses SharpSpring primarily as a CRM for managing new business development. We have SharpSpring forms on our website for each of our products/services. When a prospect fills out a form, they are imported as a new contact and added to an initial list with a trigger that sends an auto-response email and a link to schedule an appointment. Internally, we create an opportunity from that contact, assign the lead to a sales rep and place him/her in the "Discovery Call" stage of our customized pipeline. If the prospect doesn't set up an appointment to speak with us via the auto-response, our sales coordinator reaches out by phone to set up the discovery call appointment with the sales rep and updates notes, etc. in the CRM. They move it to stage 2 of the pipeline with the easy drag-n-drop interface. We use SharpSpring to move the lead through the entire pipeline until the business closes. Along the way, like after we've met in person to do a demo, we'll add the prospect to lists which have drip campaign emails that go out by email to keep us top-of-mind. The system is very easy to use. We love it.
- Customer Relationship Management - very robust, customizable fields, integrates with Google products (calendar, Gmail,) phone call log, etc.
- Email Marketing and Lead Nurturing
- Ease-of-use. Very intuitive and doesn't take long to learn.
- I would love to see more reports, metrics, etc. They have some good reporting but could be expanded upon.
- I would like to see more training materials. People inherently fear or hate change and when a business decides to implement a new CRM it can be hard to get people to adopt. Anything that can make this easier is welcome! SharpSpring does have a pretty extensive database for help and support, and some videos that can be accessed directly from the platform. But more would be nice!
August 08, 2019
Perfect All-in-One Platform for B2B Businesses
Score 8 out of 10
Vetted Review
Verified User
SharpSpring is the perfect combination of CRM, Email Marketing, and Landing Page builder in one. It can be white-labeled for our clients to use as well as integrated with other marketing tools. We have been definitely enjoying SharpSpring since using it. For its price, it completely unbeatable!
- Cost-effective, all-in-one platform for growing businesses.
- Client management is great in terms of tracking engagements via email.
- User identifier is helpful in acquiring personal information from a user without the requirement of a form.
- Landing page builder can be buggy.
- Does not fully integrate with all social platforms.
- Email templates are not the best, but work satisfactory.
August 07, 2019
SMBs: Best in class value for marketing automation & CRM
We use Sharpspring across our organization from Marketing to Sales to Customer Service. The marketing automation and CRM is a fantastic tool for all these departments and helps to generate, nurture and close leads. All of the information collected during the marketing & sales process is being utilized by our customer service department, allowing us to deliver on what we promised. Our sales team has access to all our client's communications, making it a breeze to offer additional or alternative solutions that our clients may benefit from. A win-win-win.
- Marketing Automation
- CRM
- Lead Scoring and Nurturing
- More Integrations & APIs
August 07, 2019
SharpSpring in Maketing
We use SharpSpring in our Marketing & Sales Department. It helps us organize our client flow, social media strategy and investigation for several purposes. SharpSpring is a very complete and useful tool, its versatiliy allows us to have an internal order and makes it easier to work as a team.
- Mailing platform is good and easy to use, you can save and keep working later without problems.
- If you need to schedule social posts ,SharpSpring is perfect—a very reliable tool.
- The templates are good and easy to organize and reuse.
- When you schedule social post sometimes the clock changes and you can't set the time.
- The upload tool for mailings sometimes works and sometimes doesn't.
- It is difficult to organize different mail.
August 07, 2019
A Perfect Marketing Automation/CRM Tool for Agencies
We are using SharpSpring as our in-house marketing automation and CRM tool. SharpSpring has allowed us to have one cohesive tool for all our marketing needs. Also, the tool gives agencies the chance to sell to clients at an affordable cost that provides robust marketing automation and CRM capabilities.
- Visitor ID Tracking - This allows you to track unanimous leads to your site then once they fill out a form or join your email list you can identify them.
- Client Pricing - The cost SharpSpring charges agencies allows agencies to sell it at an affordable cost that provides robust marketing capabilities to these clients.
- Creating marketing automation workflows can be completed with a few clicks of a button.
- The landing page functionality can become more user-friendly and robust.
August 06, 2019
SharpSpring 2019 | Beginner's View Point
We use SharpSpring across the whole organization to automate internal and outgoing tasks. Mainly we utilize lead tracking, lead scoring, and the forms. The daily lead tracking notification allows us to know how well we are capturing foot traffic. While the lead scoring helps us capitalize on those incoming potential leads. Additionally, we do utilize forms in conjunction with the tools above and visual workflows. SharpSpring essentially is a Swiss army knife that has allowed us to save time, save money, and compile our incoming data within a centralized location instead of all over the place.
- Lead tracking and scoring
- Visual workflow automations
- Media tracking abilities
- Dynamic forms and landing pages
- Dynamic emails and email templates
- A more straightforward UI/Dashboard
August 02, 2019
Get sharp with SharpSpring
SharpSpring allows me to do unlimited testing and very quickly assess the results of my marketing efforts in multiple ways. I cannot stress "multiple ways" enough. For instance, if you're using MailChimp you get to assess your results from an email campaign you're only getting 10% of the data you need to make decisions on how to increase the effectiveness of that campaign. SharpSpring gives you an entire ecosphere of data to help you drive your campaign in a more effective way. It's like the science station on the bridge of the Starship Enterprise. This is only one facet of how we use this system.
Perhaps the most effective use of SS is in client nurturing. Most of the companies are focused on bringing in more customers. However, that's not the most effective use of their marketing efforts. Your current customers are always a much easier sell. SharpSpring allows us to be in a constant state of nurturing clients and easing them back through the sales funnel. By providing a system of client scoring, we always know who is most interested and most ready to buy.
ALL of your efforts register on your dashboard and you can evaluate them comprehensively. We weren't a super-analytics driven agency before SS but the platform has allowed us to drive our efforts in a much more focused direction.
There are a whole host of other benefits but I don't have the time to cover them all in this short review. However, I don't want to close this out without commenting on their outstanding customer service. They are always highly motivated to help me solve my problems and answer questions I have about their system. I can always schedule more live training for myself at no additional cost. They really are a terrific company with an outstanding product.
I'd urge you to visit SharpSpring, get a demo and see the process for yourself.
- SharpSpring offers outstanding tools for marketing automation. We researched a lot of platforms ranging from free to $1000s before going with SharpSpring. They have just the right amount of features that makes it the most useful for all of our clients, leaving off the bells and whistles that would inflate the price.
- The dashboard gives you a comprehensive look at everything you’re running. Moving around the system is super simple and they make it easy to jump to different areas when you’re building a sales program. I’d urge you to check out all the features on their website because there are too many to list, but I can say that what they have offered us is unbelievably comprehensive.
- As mentioned previously, their customer service is outstanding!
- I was not prepared for the steep learning curve that is required to take full advantage of this platform. I was a bit discouraged at first by everything there was to learn but I realized it’s part of working with such a comprehensive platform. It’s like moving to a new town and trying to figure out all the roads and highways. I don’t know if that’s really a “con” but it is something you must be aware of. You’re going to need to spend some serious time learning it but once you do, navigating the system easily becomes second nature.
August 01, 2019
SharpSpring is like having a marketing toy box full of tools
We automate our sales workflows via email with drip campaigns rather than setting manual reminders to send out manual emails. If SharpSpring only did that, we'd more than make our money back for what we pay... but on top of that we get visitor tracking, customer lead scores, lead tracking, dynamic content depending on who's viewing, custom forms with custom fields, landing pages, social posting... the list just goes on and on. We even have our support guys using it to capture leads, and our human resources team uses it to capture performance reviews.
- SharpSpring has allowed us to automate so many processes that we've recouped almost 20 hours of manual labor each week, plus we've eliminated human errors, leads don't slip through the cracks, and there's an uptick in email engagement.
- We've had some issues with the email editor acting a little buggy, but the customer support team has always been able to straighten out any trouble with a simple phone call.
August 01, 2019
My review
We use the system for sales efforts and aarketing automatization. We have been using it for this year. The problems we have solved are: keeping all leads in one place from all sales people and being able to track when sales are happening and what to expect from each sales person. We also use it to create reports. We also solved the problem of mass email and content creation. Also we are able to see all communications done by our sales people with their contacts and are able to provide marketing material for them within the system.
- Marketing automatization
- Content and email creation
- Campaign creation
- Pipeline overview (Sales)
- There are some reports that at the moment SharpSpring does not provide. Like communication reports in order to track follow up.
- You can't add alternate email addresses to the contacts
- Jr Sales people have no access to the marketing tool
August 01, 2019
SharpSpring user for 4+ years
We use SharpSpring internally for our own marketing efforts, including emails and landing pages. We also manage the software for our clients on the platform. We create the content and build the automation for our clients. It takes a lot of the manual work off our clients with our automated workflows and behavior based marketing capabilities.
- Always improving the software - because they primarily work with agencies, they are always continuing to improve and launch new features to help the agencies in managing their own clients.
- Adaptability - we started with them when they were still a start-up company. Throughout the years, we've seen them adapt to trends in the marketplace, new compliance and partner requests/needs. They have grown a lot over the years, but continue to do it strategically and in a way that the Partners are always first.
- User friendly interface - when I provide demos or training, I'm continually told how user-friendly the platform is. It's very intuitive and easy to follow.
- While they are continually launching new features, I sometimes feel that they need to improve their current features first.
- Improve Support - They have a dedicated Partner Support team which is great, but when submitting cases, I often get different feedback from different people on the team. They aren't very consistent and I have to often push for them to answer the actual question.
August 01, 2019
The Best in the CRM Game
Score 10 out of 10
Vetted Review
Verified User
We use their CRM, email marketing, and more. We also love to reach out to their tech experts as they guide us throughout any efforts we are taking on. Recently, their team has helped us understand reporting and even analyze data. I think they help us do more than track leads and reach out to leads.
- Lead scoring
- CRM
- Email Marketing
- Simplicity
- Aesthetic
- Hours of operation
July 29, 2019
SharpSpring vs You
SharpSpring allows organizations to consolidate all their different applications and services into one platform. Being a marketer, not having to log in to Mailchimp, Hootsuite, Sharp, Instapages and other platforms saves me a lot of time because I have that access and capability through SharpSpring. This has been a game changer for me and my team as the platforms all speak to each other and can help leverage sales opportunities for our company. Apart from that, SharpSpring has been very transparent with their new features and have announced several features coming up in the near future! I welcome anything that will make my job easier and in turn make money for my organization.
- Cross platform communication
- Webinar Marketing
- Marketing Automation
- Onboarding for New Users
- Onboarding for Sales Oriented Individuals who are reluctant to switch from other platforms
We use it for our marketing and automation and we only are currently using it inside Marketing. There are sales capabilities, but none of our clients are using any of those. For us, the most valuable use of the tool is a cost-effective way for us to manage CRMs and engage in marketing automation.
- Email automations: Whether it's sending periodical newsletters and updates, or running automations based on user behavior, Sharpspring is a tool with a lot of capabilities.
- High-functioning software at an affordable price.
- Lead Scoring: SharpSpring does a fantastic job in providing us insights into ways to score, rank, and follow-up with leads.
- More specific examples of Action Groups and Workflows and quick trigger ways to set them up.
- They are constantly looking at adding new tools and our team sometimes has a hard time keeping up (a good thing!)
July 29, 2019
Marketing Automation that Works
Score 10 out of 10
Vetted Review
Verified User
We use SharpSpring for marketing email automation. It is used for our current marketing campaigns to follow up with users that sign up. It's easy to set up and highly customizable.
- Automated Emails
- The learning curve is a bit high in the beginning.
The SharpSpring platform is used by our organization to manage our business to business relationships as well as online marketing campaigns for our clients.
- Easy to use dashboard.
- All inclusive business enterprise solution.
- Email builder is difficult to use.