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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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- 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
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June 03, 2021
Powerful Sales Automation
We use SharpSpring across the entire business for lead generation, sales commission tracking, existing and incoming client communication, and various tracking/reporting purposes. SharpSpring allows us to properly store and track information on leads after we have obtained them. We can organize our sales team and the sales teams of our clients so that proper reporting and ROI can be obtained from the sales side of things.
- Landing Page Creation
- Email Automation
- Lead Tracking
- Sales Team Organization
- Inbound Marketing
- Mobile Compatibility
- Mobile Application
We help our customers to grow with a proactive inbound marketing and sales strategy. SharpSpring is one of the marketing automation tools we use to support such a strategy. It helps us to optimize ads on social media, SEA and SEO, because the software shows the origin of a generated lead, and history of web visits, even prior to the opt-in moment.
- 'Life of the lead' is great
- Lead pages
- Email marketing
- Automation
- Opt-in forms
- Building and tracking CTAs would be a great improvement
- Lead page design could be more intuitive, needs some HTML coding
- Blogging functionality could be improved
June 02, 2021
A Great Tool for Marketing and Sales Teams Alike
Score 8 out of 10
Vetted Review
Verified User
We leverage SharpSpring within our marketing and sales departments. In marketing, it is used for sending all marketing emails, tracking personas/leads, automating campaigns, and other valuable efforts. Within sales, I use the CRM functionality to manage leads, track opportunities, and build pipelines. I also use the automated workflows to build out cadences that save time and allow for more uniform contact with prospects.
- Automated email campaigns
- CRM
- Clunky UI
- Integrating with other services can be difficult
- Limited reporting functionality
June 02, 2021
Overall good value for the money
We use SharpSpring to manage our marketing and sales departments
- Keeps us organized
- Provides good reporting
- Streamlines the handoff from marketing to sales
- Would be nice to be able to call out of the system. (Currently unavailable in Canada)
- Wish I could work out of the "opportunity" to email/call clients. All interactions need to be done under the specific lead, which means more clicking around.
May 31, 2021
We helped our business grow with SharpSpring
Score 10 out of 10
Vetted Review
Verified User
SharpSpring is being used first to help us consolidate the myriad set of tools used to maintain what one would call a CRM. SharpSpring has also introduced us to the customer journey and given us a method to track our marketing activities. SharpSpring has provided us with an added bonus in making us an "agency." As an agency, we are able to offer SharpSpring services to our clientele or others as a reseller.
- Tracking of customer activities.
- automation of marketing tasks.
- Design of landing pages and marketing content.
- Some interfaces to 3rd party products are lacking.
I've supported and implemented the successful deployment of SharpSpring marketing automation and CRM across several of my high tech B-to-B clients. SharpSpring is the backbone for the integrated digital marketing and advertising campaigns for these clients that include email marketing, SEO, search engine and social media marketing/advertising, and demand generation campaigns we strategize on and execute.
- Excellent ROI
- Seamless and sensible marketing automation/CRM integration
- Great analytics and integration capabilities with other parts of the marketing stack
- Having a bit of trouble getting my team and clients excluded from client reports-skews data
May 27, 2021
SharpSpring Review
Score 9 out of 10
Vetted Review
Verified User
We primarily use it to manage our customer and prospect relationships. Used by sales and client management executives. It is a critical tool for managing new business opportunities. I have experience using Sales Force, but find SharpSpring a better client relationship tool. It is also a critical tool for our marketing initiatives.
- Sales Management Tool
- Captures critical client/prospect info
- Report generation
- Analysis
- I find it very effective for my needs
May 26, 2021
Marketing Specialist Review
We are using SharpSpring for CRM and the sales process, as well as for email and landing page building. The lead scoring tool is very helpful at our marketing agency and has proven very beneficial in giving us a measurable way to track our prospects and communicate with them correctly.
- Lead scoring
- Email marketing
- Easy to use CRM
- Social media management
- Reporting tools
- Simpler email templates
SharpSpring is being used by our marketing and sales departments to manage leads and opportunities. It is not used across the whole organization, just within these two departments. It helps to organize our leads as well as organize our sales pipeline. The sales team specifically uses SharpSpring to house personal, professional, and service related information about potential clients as well as housing our sales pipeline where we keep track of current and past opportunities. Marketing uses SharpSpring for lead generation and tracking as well as email automations.
- Easy access to contact information
- Automations work well
- Sales reports work well
- List functions are limited
- Lots of bugs within the year I have been using
- Support is hit or miss
We use SharpSpring as our main contact database for our professional community/network. We have various events that we hold, and I use it for sending emails and for maintaining lists of attendees. We also use it for building our e-newsletter signup list (from our website) and sending out our newsletters. I have also used it for landing pages, to create signup forms for events, join our network, download our research paper, etc. SharpSpring allows us to gather all of this information in an organized fashion, and communicate with these contacts easily and efficiently.
- Contact Lists - I like the way I can organize, import, etc. lists and create campaigns to associate those lists to.
- Automation - I like that I can automate emails, notifications, etc. whenever an event occurs (i.e., someone fills out a form)
- Email reporting - I like the detailed email reports with statistics
- Landing page templates - not a lot of flexibility here on being able to customize. I have experience in html/web design, so it would help me if I was able to have more freedom in working with the page code.
- Custom Fields (organization) - I use a lot of custom fields, and I would like a way to categorize or organize them on the Custom Fields tab. They can be placed in folders and organized in the Custom Fields Manager; however, when I'm in a Contact record, I have to scroll all the way down to the ones I need a lot of times, and if they could be tabbed or color-coded so I can find the ones I need faster that would be helpful.
- Bulk Upload for Media - I upload a lot of assets to the Media, and it would be helpful to have a bulk upload option.
May 23, 2021
Do you continue to use Gmail and a bunch of spreadsheets, that is a thing of the past...
Score 10 out of 10
Vetted Review
Verified User
SharpSpring is being used by the marketing department at the moment and it's been incredibly helpful in capturing potential clients.
- SharpSpring helps you automate many of the boring repetitive tasks that people normally get tired or even forget to do.
- It helps you with marketing by allowing you to use ready made email templates to send quick important updates to your clients.
- As part of the marketing potential built into SharpSpring, you can also plan marketing campaigns, send them to your contact lists on SharpSpring and later keep track of all the relevant email metadata, such as, clicks, open, responded, and so on and so forth. You can also quickly generate very graphic reports to visualize your data.
- SharpSpring also helps you automate responses to well-known requests to action by allowing to set up an action flow chart. This can help save your sales people loads of time that they can better spend tending to issues that are more important or pressing to capture new clients.
- I believe sending emails should not take you to email templates by default. Perhaps I am not fully familiar with how that works, but when I click on send email, by default, it takes me to an email template for me to edit. I like that functionality but sometimes I want to create a new email quickly and send it to multiple clients.
- The platform stability is something that must be forefront to prevent down time which can result in delays, loss of productivity and frustration for the user and the clients.
- SharpSpring should come with a training interface where users can mock or fake transactions and different operations without necessarily affecting their real operations. It would be something like, play around all you want here for you to understand how the platform can make your job easier.
May 21, 2021
The best bang for your buck!
Score 10 out of 10
Vetted Review
Verified User
SharpSpring is used on a daily basis across all team members in the company. We use it as a CRM, for marketing emails, analytics and marketing automations. Alongside this our sales team utilizes the opportunity pipeline and VisitorID function to nurture leads and move prospects along our sales funnel. It helps us manage prospects and existing clients.
- CRM
- Marketing automation
- Web analytics
- Social media scheduling
- Landing page builder
- Email buidler
SharpSpring is the marketing automation engine that we use in our organization. It allows us to add layers to our marketing using automation. For a growing company like ours, we see value in automation as we scale up our efforts.
- Easy drag and drop feature for building emails and assets
- Visual workflows are very simple to build for your nurture streams
- Contact and lead data updates are very intuitive and the use of action groups helps in getting bulk changes done
- A/B testing
- Would like to have more local support for Australia
I am the primary user of SharpSpring in a marketing admin capacity. SharpSpring is linked to our Salesforce and I have a team of sales professional that use the software regularly. I use SharpSpring to build marketing funnels, track engagement, send outbound email communications, build lead nurturing funnels/landing pages, track media resources, and use the page builder to build out other subdomain marketing assets like demos site, product launch site, and more. All in an effort to convert leads/prospects to pass on to my reps and then continue to engage them past first conversion.
SharpSpring gives me the marketing automation infrastructure I need to build my companies modern sophisticated marketing apparatus to engage and capture new leads and then continue the nurturing process till the final sale...and beyond.
SharpSpring gives me the marketing automation infrastructure I need to build my companies modern sophisticated marketing apparatus to engage and capture new leads and then continue the nurturing process till the final sale...and beyond.
- Building Landing Page Funnels - Runs on Bootstrap and is easy to modify
- Straight Forward Action Based Automations - Simple workflow are easy
- Email Builder is great - They've made big improvement in this area
- Custom Form Field - Weakest point of the software for me. Hard to make custom field and options are limited
- Nuanced Automations are Hard - Lacking some more advanced automation capacities and options
- Hard Bounces / Suppressions - Very aggressive suppression engine means that active subscribers are "bounced" then removed from email lists suddenly without much recourse
May 20, 2021
SharpSpring - a powerful automation tool that will connect your marketing department with sales.
Score 9 out of 10
Vetted Review
Verified User
We're a marketing automation company and use SharpSpring for all our clients, to set up funnels, email automations and build an inbound marketing strategy. Many of our clients don't have a strategy in place and don't capture all the leads available to them through forms and chatbots, and we help them with them
- Email automations
- CRM
- External Campaigns measuring
- A less cluttered UI, it can be difficult to get used to
- Faster loading
- Easier to navigate. Being able to go backwards in the browser and keep all the settings.
May 19, 2021
SharpSpring Review
At my company, SharpSpring is used by the marketing and sales department. Through Sharpspring, we are trying to manage all the marketing and sales strategies in the same place. From landing pages and leads management to PDF contents and reports, it is all in SharpSpring.
- A very complete and cheap tool to organize all of my companies marketing and sales efforts.
- The versatility and quantity of information it can gather.
- The layout of the software could be more friendly.
SharpSpring is being used by our whole organization. Our sales team mainly focuses on the CRM portion, helping us focus on current prospects, and keeping our sales team very organized. It also lets us compare month-to-month how we are performing.
Our marketing team uses it for email campaigns and tracking software that comes with it. It helps us differentiate where customers come in, why they were interested, and what marketing materials they would prefer.
Our marketing team uses it for email campaigns and tracking software that comes with it. It helps us differentiate where customers come in, why they were interested, and what marketing materials they would prefer.
- Email Campaigns. Lets me attack my potential clients with the correct marketing focal points.
- Marketing Analytics. Lets me track what is and isn't working. Helps for improving sales goals.
- Media. It makes it very easy to apply video testimonials and visual presentations in smart mail.
- CRM doesn't seem like the biggest focus at times. But they are helpful when taking feedback.
- Every now and then they will have a beta mode that isn't fully ready for a new feature, and it makes my sales team a bit slower at times.
SharpSpring is being used by me and several other reps who have been working with a company for a few years. It was the CRM that was selected to manage the sales data and move opportunities throughout the sales process. It's a way for multiple users to create and store data about a variety of sales opportunities without overlapping, while also giving management visibility into potential deals to help with budgeting.
- Moves deals through the sales process. It's very easy to update the sales pipeline.
- Ease of use. It was very easy for me to learn SharpSpring and continue to use it.
- Adding contacts and opportunities is simple, and it will warn the user before creating a duplicate contact.
- A rep on my team had an issue early on where she was locked out for a couple [of] days. SharpSpring's tech team responded right away and worked intensely on it, but she was limited in her access during that time.
- The reporting and analytics functioning, while just fine for [my] needs as they show a clear view of my opportunities, [maybe] limited over some larger CRM names. In fairness[,] I haven't fully needed all the capabilities and there may be more than I'm aware of.
- My company has set up some additional security [...] so that users are prompted to enter a code on occasion when logging in. While this feature is a benefit, as a user it's a minor inconvenience as I need to remember where I've stored the codes.
April 27, 2021
SharpSpring: A Robust, Feature-Filled CRM
SharpSpring is our enterprise CRM. It's used for database marketing, email generation, [email] sending, campaign tracking, and sales organization. We have a lot of segments in our industry. SharpSpring is used to keep them organized and help us [to] effectively market to them. Our sales team needs to know about lead activity and to keep their opportunity flow up to date and visible.
- SharpSpring is a great platform for email marketing. We use it to organize our content, market to each of our segment lists, and then analyze campaigns.
- SharpSpring is effective for campaign tracking. We use it to find where leads come from and [...] how to effectively manage each of our segment-focused campaigns.
- The "Life of a Lead" is an excellent feature within SharpSpring. This highly visual tool allows us to view detailed activity by each of our leads - from emails they open to what web pages they visit.
- The email builder within SharpSpring is usable, but definitely not user friendly. I recommend building the emails elsewhere and importing the code.
- The sales management tool could use a few more default reports beyond those that are currently available.
- Their customer service is great, but I think the training could use some improvement. In fact, we've had to go outside for some of our user training.
April 19, 2021
SharpSpring, the best ROI in Medium Enterprises, the best value for marketeers and salesteam.
As agency we use it to keep contact with our group of clients and users in order to create ambassadors. They are the magnets for new clients.
We use it in all phases of the customer journey and on a long term flow with connections to our ERP and all marketing channels.
On the other side we support our clients by implementing SharpSpring on a high level use. To use it as salesteam, marketing team, social media marketing and as a business tool to report, finetune and predict daily and future marketing efforts and sales results.
We believe that marketing and sales are changing rapidly and winners will be those who are able to build day by day a system that is superior in content, flow and processes then those of the competition, and in sync with the business financial leverage possibilities.
We use it in all phases of the customer journey and on a long term flow with connections to our ERP and all marketing channels.
On the other side we support our clients by implementing SharpSpring on a high level use. To use it as salesteam, marketing team, social media marketing and as a business tool to report, finetune and predict daily and future marketing efforts and sales results.
We believe that marketing and sales are changing rapidly and winners will be those who are able to build day by day a system that is superior in content, flow and processes then those of the competition, and in sync with the business financial leverage possibilities.
- Marketing Automation and tracking of customer touchpoints
- Marketing & Sales Flows in all types of e-mail and social communication
- Booking of sales appointments directly in digital calendars.
- Integration of instagram, but they are working on it.
- Integration of Whatsapp would be a nice added value
- Better integration between the contacts and the company database
April 19, 2021
SharpSpring makes my life easier.
Our agency's marketing team uses SharpSpring to build and send emails, build forms and landing pages, manage our website's contact inquiries and employee communications. We also manage our blog subscriber lists and contact database there. It's easy to use, has loads of helpful articles for whatever task we have questions about, and the support team has always been helpful if we've had issues.
- The email builder has several great templates, as well as many layout and element options to customize.
- Landing pages can be made quickly and easily, and it doesn't take an expert to learn.
- The contact limit and email limit are amazing for the cost, compared to other platforms we researched.
- Sometimes in the email or landing page builder, the text formatting option disappears, so I've learned how to edit inside the HTML code. Inconvenience has led to a new skill, but it's still frustrating.
- I would like to see more customizable options for RSS emails.
- I'd like to have the ability to copy sections of an email or landing page for use in another layout, within the builder. I know this can be done via HTML, but I'm not that knowledgeable.
April 09, 2021
SharpSpring on the ground - South Africa
I use it to manage my connections both internal to my business as well as external—client-facing. It is used across all areas of the business. I also resell and onboard agencies/clients onto the platform. The problems it addresses are around marketing & communication automation and integration, having 1 holistic view of the customer.
- Connect digital platforms to be able to track accross them all.
- Automate internal & external workflows.
- Integrate with other 3rd party software with ease.
- The support team is great at resolving queries & helpful suggestions.
- Referral & Partner Programs are well setup & run.
- Adding a data integration partner will assist in making the management and flow of data better.
- More local/country support as regards advocacy and awareness.
- Single sign-on for multiple accounts over different agencies & clients.
April 07, 2021
Product delivers on enterprise features at entry level prices but the company fails to support its users.
As a marketing agency, we were a reseller of SharpSpring's marketing automation product. It is used by our customers to run email, social and website engagement campaigns on their ecommerce webstores. We regularly ran email newsletters, lead gen, abandoned cart follow up, and other types of campaigns for our customers. We also used the API to build custom integrations.
- Good entry level price point for small companies who want enterprise features
- Easy to implement into the website
- Customizable to individual organizations needs.
- Account management is inattentive and slow to respond to inquiries
- Leadership does not empower account managers to fix customer problems
- Billing and accounting mistakes are frequent and challenging to resolve
- Account and relationship terms are often changed without notice, or buried inside marketing messages.
Our entire organization uses some feature or the entire software. Our sales guys use Opportunities & CRM, our Marketing uses the email and automation features for drip campaigns and our finance team used Accounts to cross-reference any accounting contact issues. The rest of the team uses Contact Management to leave special account notes or communicate internally regarding a particular order or lead. SharpSpring creates a centralized software solution for our growing business.
- Pipeline management: keeping what sales leads and sales opportunities move through the funnel to ensure each salesperson is constantly working leads and closing deals.
- Contact Management is a great CRM element that integrates with sales opportunities, marketing automation while monitoring the life of the lead elements.
- Notes are a huge element to keeping pertinent information readily available in a centralized location within each Lead Contact.
- The social platform integration is not something we rely on, primarily because there are other platforms that specialize in these areas.
- Mobile integration via a more robust app or better formatting for mobile browsers could be improved.
March 23, 2021
An affordable, feature-rich sales and marketing tool that gives you everything you need
We were looking for a robust solution for our sales pipeline and lead management integrated with our email marketing. We are currently using for both sales and for marketing automation, and we are so happy with the capabilities of the tool. It allows us to have sophisticated marketing automation workflows, visitor ID tracking, lead scoring, email segmentation and personalization, reporting and analytics all integrated with our sales pipeline, sales opportunity automations, sales team assignments, and our won/lost reporting. The added features of chatbox, book time, paid advertising, and social listening make this an incredibly broad tool that can be the anchor of a complete sales and marketing team.
- Affordability.
- Email customization.
- Marketing automation and workflow triggers.
- Website visitor tracking.
- Lead scoring.
- Sales pipeline and lead management.
- Chatbox tool integrated with workflows.
- Email templates and customizability.
- Routing sales opportunities based on lead fields.
- Sales team/round robin management.
- Sales tasks and alerts.
- Email editor can be clunky.
- Pop-out email preview can be unhelpful at times, especially with dynamic content.
- No "Operational" emails which can bypass unsubscribe preferences.