Overview
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. …
Powerful, yet cost-effective and easy-to-use marketing automation platform
Great streamlined option for companies that don't want the complexity of Salesforce or similar tools
SharpSpring Has Moved Our Marketing Business To The Next Level
SharpSpring, the definitive marketing automation solution for agencies!
The BEST value for money of anything you might be comparing.
SharpSpring became unprofitable after the Constant Contact purchase
Decent Platform
SharpSpring works for us
Align Marketing and Sales teams with SharpSpring + Salesforce integration
SharpSpring - All-in-One for Business ROI
SharpSpring is a must have software for every Business looking to utilize efficient email marketing automation and CRM
Best solution for Marketing Automation
Great for B2B focused companies! Amazing support team/resource center
SharpSpring - Great Marketing Automation & Lightweight CRM
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- List management (498)9.292%
- Email deliverability reporting (496)8.989%
- Lead scoring and grading (490)8.585%
- Dashboards (486)8.383%
Reviewer Pros & Cons
Video Reviews
2 videos
Pricing
Lead Gen & CRM
Starting at $449
Entry-level set up fee?
- Setup fee required
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $449 per month
Features
Email & Online Marketing
Using software to manage lists, send emails, automate email campaigns, and track results.
- 7.8WYSIWYG email editor(468) Ratings
Users can create html emails through a drag-and-drop interface, without html coding knowledge.
- 7.3Dynamic content(452) Ratings
Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).
- 6.7Ability to test dynamic content(433) Ratings
Users can test dynamic content prior to launching a campaign.
- 6.3Landing pages(440) Ratings
Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.
- 7.5A/B testing(395) Ratings
Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.
- 4.5Mobile optimization(426) Ratings
Users can easily optimize emails and landing pages for mobile devices.
- 8.9Email deliverability reporting(496) Ratings
The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.
- 9.2List management(498) Ratings
This involves creating, filtering, editing, merging and de-duping lists of contacts.
- 9.3Triggered drip sequences(473) Ratings
The software allows users to set up automatic / drip email campaigns triggered by certain events.
Lead Management
The process of tracking and managing prospective customers from lead generation to conversion.
- 9.5Lead nurturing automation(484) Ratings
Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.
- 8.5Lead scoring and grading(490) Ratings
Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.
- 8.3Data quality management(466) Ratings
The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.
- 8.9Automated sales alerts and tasks(462) Ratings
The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.
Campaign Management
Users can schedule campaigns and/or events with reminders, announcements, etc.
- 8Calendaring(338) Ratings
The software helps users maintain a calendar of all marketing activities.
- 7.9Event/webinar marketing(318) Ratings
Users can streamline event marketing with features such as personalized invitations, registration, reminders and post-event follow-ups.
Social Media Marketing
Using social media networks to help amplify marketing endeavors.
- 7.1Social sharing and campaigns(316) Ratings
Users can incorporate social share buttons into campaigns to allow recipients to easily share content. Users can track shares as well.
- 7.5Social profile integration(362) Ratings
The software incorporates social profile data and social share histories to enhance segmentation and scoring of contacts.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 8.3Dashboards(486) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 8.3Standard reports(486) Ratings
The software offers pre-built reports with metrics standard to the category.
- 8.7Custom reports(447) Ratings
Users can create custom reports.
Platform & Infrastructure
Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.
- 7.8API(364) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 7.9Role-based workflow & approvals(403) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
- 8.5Customizability(439) Ratings
Users can customize their instance with features like custom fields and custom objects.
- 8.1Integration with Salesforce.com(217) Ratings
The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
- 7.1Integration with Microsoft Dynamics CRM(98) Ratings
The software can integrate with Microsoft Dynamics CRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
- 7.1Integration with SugarCRM(91) Ratings
The software can integrate with SugarCRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Constant Contact Lead Gen & CRM?
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 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
Compare with
Reviews and Ratings
(670)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Constant Contact Lead Gen & CRM is a versatile CRM tool that offers a wide range of features, making it a valuable asset for managing customer relationships and capturing every interaction. Users appreciate the breadth of features available within Constant Contact Lead Gen & CRM, which allows them to efficiently guide clients in marketing automation and lead generation. With its user-friendly interface and excellent tutorials, Constant Contact Lead Gen & CRM proves to be a cost-effective solution that offers exceptional customer service. Marketing agencies and businesses alike rely on this software to effectively manage growth, engage with customers, and address their marketing and sales strategies in one centralized platform.
The primary use case for Constant Contact Lead Gen & CRM is email marketing, including the sharing of newsletters and nurture content with targeted lists. Sales teams also benefit from the software's ability to automate basic emails and marketing campaigns, freeing up time for higher-value tasks. Additionally, Constant Contact Lead Gen & CRM serves as a powerful tool for marketing automation, website submissions, sales management, and account management. It helps gather leads, send targeted emails to leads and opportunities, and address lead management needs.
Users find that Constant Contact Lead Gen & CRM provides the right information at the right time, enabling them to easily understand their sales process and identify areas for improvement. The software facilitates lead database management, tracking, follow-up, and account management. While reporting accuracy can sometimes be a challenge, Constant Contact Lead Gen & CRM offers white-labeling options and integration capabilities by combining CRM, email marketing, and landing page building into one comprehensive solution.
By utilizing Constant Contact Lead Gen & CRM, businesses have been able to solve various problems related to lead capture, user identification and tracking, CRM functionalities, as well as lead management. The software's lead scoring system allows users to prioritize leads effectively and take focused actions. Sales and marketing teams rely on Constant Contact Lead Gen & CRM to track new business prospects, manage contacts efficiently, and gain an overview of their marketing and sales activities and results.
Constant Contact Lead Gen & CRM has proven valuable for agencies managing websites for multiple clients through its partner portal. It effectively tracks ROI and progress with sales leads, aids in social media planning and automation, and provides lead scoring capabilities. Furthermore, Constant Contact Lead Gen & CRM assists in identifying opportunities, understanding prospects' stage in the pipeline, facilitating projections, budget planning, and determining priorities.
The software has also played a crucial role in tracking marketing efforts such as social media post engagement, email analytics, and landing page development. Users appreciate Constant Contact Lead Gen & CRM's ability to reach out to prospective clients, maintain communication with current clients, and prevent anything from falling through the cracks. Marketing automation, CRM functionalities, persona segmentation, recent interaction history analysis are among the various uses of Constant Contact Lead Gen & CRM. Users have found success in using Constant Contact Lead Gen & CRM for marketing automation, CRM, sales functions, and making calls to numerous countries. The software is used daily for handling incoming leads and contacts, managing and monitoring the sales pipeline, automating workflows, creating custom forms and landing pages, managing email subscriber lists, and deploying email marketing campaigns. It offers flexibility and allows users to maintain a consistent brand experience throughout the client/customer journey.
Constant Contact Lead Gen & CRM has proven effective in optimizing sales through onboarding sales teams and creating sales pipelines, resulting in fewer lost leads and better client and prospect engagement. Users have consolidated their CRM, email marketing, landing pages, and social media tools into Constant Contact Lead Gen & CRM, enabling them to utilize behavioral data for targeting their marketing efforts. As a centralized software solution for managing marketing, sales, and lead management within agencies and businesses, Constant Contact Lead Gen & CRM provides automation capabilities across various teams, including marketing, sales, and finance. It also facilitates contact management and internal communication.
For ad agencies and clients alike, Constant Contact Lead Gen & CRM has become the primary software for lead generation, nurturing, and selling. The live chat feature has been successful in engaging visitors on users' websites. Additionally, the affordability and ease of use make Constant Contact Lead Gen & CRM a good fit for marketing agencies and B2B companies. Organizations rely on it to conduct email marketing campaigns, drive users to landing pages, and manage account notes and vital information.
Constant Contact Lead Gen & CRM helps keep sales information together in one place while strengthening communication between sales and marketing teams. Customers appreciate its native connection with common tools as well as the variety of resources available for digital marketing. With a wide range of marketing and tracking capabilities integrated with third-party platforms, Constant Contact Lead Gen & CRM provides users with a complete view of the customer's experience.
Users have praised the responsive live support team for providing necessary steps and solutions to any issues faced. In summary, Constant Contact Lead Gen & CRM has proven to be an indispensable tool for businesses seeking effective lead management strategies, streamlined communication between teams, and a centralized platform for managing marketing and sales efforts. Its feature-rich capabilities and user-friendly interface make it a valuable asset for both marketing agencies and businesses looking to enhance their customer engagement and drive growth.
Intuitive User Interface: Users have consistently praised the intuitive user interface of Constant Contact Lead Gen & CRM, with many stating that it makes tasks easy to accomplish. Several reviewers have expressed their satisfaction with how easily they can navigate through the platform and perform various marketing activities.
Wide Range of Marketing Capabilities: Many users appreciate the extensive range of marketing capabilities offered by Constant Contact Lead Gen & CRM. They have highlighted features such as automation workflows and personalized messaging, which allow them to create targeted campaigns for their audience. The platform's versatility in managing multiple campaigns has also been commended by several reviewers.
Reliable and Insightful Reporting Tools: Reviewers value the reliability of Constant Contact Lead Gen & CRM's software and its ability to provide insightful reporting tools. The CRM system effectively tracks leads and interactions, allowing users to gain valuable insights into their marketing efforts. This feature has received positive feedback from a significant number of users who appreciate the comprehensive reporting feature provided by Constant Contact Lead Gen & CRM.
Confusing and unintuitive user interface: Users have found the email builder's user interface to be confusing and unintuitive, making it difficult for them to efficiently complete tasks. They have expressed frustration with navigating through the software and understanding how to use its features effectively.
Cumbersome design in menus: The design of the email builder has been criticized for being cumbersome, particularly in the menus for the database and HTML editors. Some users have mentioned difficulties in finding specific options or functions within these menus, which has hindered their workflow and efficiency.
Lack of flexibility and variety in templates: Several users have expressed disappointment with the lack of flexibility and variety in email templates provided by the builder. They feel that there are limited options available, which restricts their ability to create visually appealing and engaging emails.
Users recommend utilizing SharpSpring for its customized reports and other features that cater to individual marketing needs. It is advised to thoroughly learn the system before implementation, taking advantage of the automation features during the 30-day free trial. Users also suggest seeking guidance from the support team, account manager, and onboarding specialist for seamless onboarding. Another important point to consider is to align your CRM requirements with SharpSpring's specialization in marketing automation rather than a comprehensive sales CRM tool. Users propose consolidating campaigns into multiple lists for optimal organization. Overall, users appreciate SharpSpring's customer-centric approach and advanced technology, considering it a cost-effective solution with extensive functionality. It is worth noting that Sharpspring is particularly recommended for businesses heavily reliant on email marketing. Furthermore, users encourage feedback submission to customer service when specific desired features are absent. SharpSpring is deemed suitable for managing sales and marketing activities efficiently while providing robust reporting capabilities. To fully harness its potential, users highlight the importance of investing time in understanding and mastering all of its offerings.
Attribute Ratings
- 8.1Likelihood to Renew32 ratings
- 7.8Availability2 ratings
- 3.2Performance2 ratings
- 6.7Usability70 ratings
- 8.5Support Rating71 ratings
- 4.5Online Training2 ratings
- 6.5Implementation Rating10 ratings
- 4.5Configurability1 rating
- 2.9Product Scalability2 ratings
- 4.5Ease of integration2 ratings
- 1Vendor pre-sale1 rating
- 8.2Vendor post-sale1 rating
Reviews
(1-25 of 522)- Automation Sequences - SharpSpring makes it really easy to set up automation sequences (Action Groups) that allow you to automate your communications based on actions taken by the prospect. The automatic lead scoring based on digital body language makes it easy for the sales team to prioritize follow-ups.
- Designing emails and landing pages - There are a lot of really great templates for emails and landing pages so that even a non-designer, or non-techie, can create the emails and pages needed to support a campaign. The ability to track campaign ROI is built into the process so it's easy to see what marketing efforts are working and what needs to be fine-tuned.
- Customer Service & Onboarding - From the moment you sign a contract with SharpSpring, you are assigned a customer success manager whose job is to make sure you receive training on the platform and that it is set up to ensure success. During the 3-month implementation period, the SharpSpring team gives you all the tools you need to learn the software. After implementation, the support does not go away. You can call with questions anytime it's needed and the team will walk you through how to do something until your question is resolved.
- 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 survey) was captured in the system.
- While the landing pages and email templates are easy to use, it would be nice if the setup was the same on both. On one, you have to double-click to add new elements; on the other you have to drag-and-drop. It's not a big deal, as you get used to it very quickly, but it would be good if it was consistent.
Great streamlined option for companies that don't want the complexity of Salesforce or similar tools
- Excellent campaign automation - for example, automatically sending emails and adding people to lists based on actions they take.
- Good lead gen forms, simple set-up.
- Good media center ability to create trackable links for resources so you can know whenever a lead views it.
- Landing page builder is abysmal, in my view. I believe it was virtually unusable, we build our own landing pages directly on our own website.
- Email designing / builder is a little difficult and not always intuitive.
- The ads management tool is a bit clunky.
SharpSpring Has Moved Our Marketing Business To The Next Level
- Lead Scoring
- Sales Optimization
- Landing Page Builder
- Email Blast Builder
- Workflow Automations
- Native Sales Dialer included for one user
- SMS integration
- Custom API integration for some of the more popular tools
- Pricing
- Functionalities
- Support
- Social media: we need to post videos and galleries!
- More native integrations, a lot with Zapier but is more difficult than bringing into the tool.
- Analytics back please!!
The Best All-in-One CRM Software to Track Visitors, Leads and Sales.
- Sales Pipeline
- Sales Report
- Marketing Automation
- Life of Lead
- Email Automation and Email Marketing
- Landing Page Builder
- Email Layout
- Mobile Apps
The BEST value for money of anything you might be comparing.
- Email Marketing with "friendly user" templates
- Easy way to analyze and to have results of everything with the reporting area
- Superb customer service
- Easy connectivity with all the tools that you already use it...
- It is very complete and the truth is that I don't miss any functionality...
- They are very strict about the quality of your database and sometimes require you to talk to their compliance department to confirm that you are doing things right...
- Contact Management
- Chatbot
- Spam responses are overly policed causing constant shutdowns for aggressive marketing teams.
- Issues with the page and email builder resulted for support requests with no solution.
- Since the purchase by constant contact, support dwindled and account suspensions due to a handful of spam complaints took days to resolve.
Decent Platform
- View of sales leads
- Social media planning
- Automation
- Integration with Zoom Info
- Better social media - hashtags, tagging companies @xyz, ability to plan same posts on different channels and different time of day
- Integration with CDP software
SharpSpring works for us
- Lead tracking
- Email marketing automation
- Social media listening
- I'd like to see SharpSpring become more mobile-friendly for Android users.
- Navigation can be cumbersome.
- Would like to see more Constant Contact functionality integrated.
- More LinkedIn integration.
- Customer journey: life of the lead
- Automations and workflows
- List management and segmentation
- Campaign tracking
- Reporting and analytics
- Social media scheduling is limited in functionality.
- Content calendar could be more robust and less manual.
- Landing page builder is difficult to use.
SharpSpring - All-in-One for Business ROI
- Excellent, customizable CRM system
- Fully integrated marketing automation
- Transparent analytics from initial contact through completed sale.
- Help files could use some work (though the live support is excellent)
- Price is higher, but offers a robust feature set
- Their Emailers are very easy to construct and user-friendly. It takes your Newsletter and sales emails to the next level, especially with the action groups and trigger functionalities.
- The life of the lead functionality allows you to see when leads get warmer, so you know when to send them what. Helps improve conversions.
- Their email builder could really do with an overall back function.
Best solution for Marketing Automation
- Marketing automation
- Insight in lead value and status
- Social media monitoring
- Customer support experience is phenomenal
- Online forums hosted on their website are helpful
- Automated workflows are easy to work with
- There's a lack of Account focused reporting/automation (mostly focused on Contacts/Opportunities)
- Inability to change individual user landing page
- Limited custom fields/ability to track custom fields across accounts
- The customizable contact manager is a great tool as it allows all of the sales team to sort and filter the way each of them prefers.
- The email automations are easy to set up (with a little practice, and a bit of logic) and make life so much easier. You can tie them into triggers your leads have stepped into (filling out a form, watching a video on your site, etc.), or simply have them sent out from a tag or a persona assignment (automated or not).
- The life of the lead is very helpful. Seeing the full story of your lead, in that they may have only filled out a form today, but they've actually been visiting your site for 4 years, is really helpful prior to picking up the phone.
- While I love the email automations, I do wish they were a little easier to setup. Or it came with templates.
- The dialer feature definitely has some glitches. One in a while it butchers the number you're calling from and instead of +1(Areacode) it randomly deletes the +1 and then you're calling from +45 or +7.. and your leads ask if you're in Russia (or don't pick up at all...).
SharpSpring helps with practicality and customization of fields and important information for the sales performance report.
- Track the flow of legal services sales
- Sales performance reports
- Control how detailed the negotiation is
- Generate files using the data filled in the fields.
- Add contacts to accounts according to the "@xxxx" domain of their emails.
- Leadscoring
- Prospect and Customer Journey
- Comprehensive Analytics
- Email Builder
- Service
- Email Marketing
- Analytics and Reporting
- Automation and Drip Campaigns
- Visual email builder
- Contact management
- Blogs
- A/B testing for emails and landing pages.
- Identify anonymous website visitors - this shows company that hits the site - not the individual, but still powerful.
- Automated workflows.
- Team video conferencing - with screen sharing.
- Customer Relationship Management - notes, contacts, engagement, lead scoring, communication dashboard.
- Email marketing.
- Not a big fan of the new billing process which requires us to invoice new clients through them rather than invoicing them ourselves. This has caused a number of issues with our clients who prefer single-source billing.
- Better calendar integration with Mac iCal - currently works with Google calendar which our team doesn't use much. This means we need to copy and paste.
- SEO tool integration would round this tool out nicely however we do have other capable tools for this.
Stay on top of your sales with SharpSpring
- Lead management, it organizes the leads clearly.
- The interface is easy and it's quick to learn; new team members can pick it up quickly.
- Clear indicators on past due items help to ensure things don't slip through the cracks.
- To my knowledge, there isn't phone support, at least not on our plan. Email support seemed sufficient for our needs though.
Amazing Marketing Automation!
- Ease of use.
- Customer service.
- Affordability.
- Load times for the database.
- Streamlining the menus.
A Robust CRM, Email Marketing and Automation Platform
- Marketing automation and visual workflows
- Email marketing
- Sales pipelines
- Contact management and life of the lead
- Difficult to pull reports on custom fields
- Limited functionality on iPad
- Limited integrations with other platforms, e.g reporting platforms
The Sharpest Spring in the Drawer
- Automated web lead response
- Automated opportunity creation
- Email lists
- Tracking anonymous web guests
- Pipeline
- Campaign tracking
- Tracking cost of campaigns
- Intuitive layout
- Deep dives into campaigns
- Email blast functionality
- Site speed
- Bot functionality
Great software!
- Email stats such as open and click-through rates
- Campaign insights to get an overview on campaign performance
- The email builder is robust and easy to use
- Improved dynamic content functionality
- Being able to create sub-accounts
Grow your Business with SharpSpring
- Email marketing with Smart emails and Mail Sync!
- Workflows for automation. We use that feature for 80% of our email marketing.
- We use Sales Dialer as well. It is a game changer.
- The "Unengaged" list. Allows our team to come up with other strategies for contacting a prospect as well as allowing us to update or delete a contact.
- Social media. When a contact is shown to have a LinkedIn profile we automatically reach out to connect.
- When using a list or the advanced feature, after the user makes a change SharpSpring automatically goes back to the contact manager. If I have more changes to make, I have to go back to the list or the advanced search each time. I should be able to stay in the list and have a button to proceed back to the contact manager.
- Alerts to admin at least 24 hours before admin needs to reconnect Social accounts.