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Constant Contact Lead Gen & CRM

Constant Contact Lead Gen & CRM
Formerly SharpSpring

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. …

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Recent Reviews

TrustRadius Insights

Constant Contact Lead Gen & CRM is a versatile CRM tool that offers a wide range of features, making it a valuable asset for managing …
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Decent Platform

8 out of 10
June 23, 2022
Incentivized
We use the SharpSpring from Constant Contact for the following: tracking ROI and progress with sales leads; social media planning; …
Continue reading
Read all reviews

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

View all 26 features
  • List management (498)
    9.3
    93%
  • Email deliverability reporting (496)
    9.0
    90%
  • Lead scoring and grading (490)
    8.6
    86%
  • Dashboards (486)
    8.4
    84%

Reviewer Pros & Cons

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Video Reviews

2 videos

User Review: New Businesses Will Find SharpSpring To Work As A Great Place To Start With Marketing
03:11
SharpSpring Review: Is Not Only Used Effectively By Marketing Co, But Recommended In Client Use
02:56
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Pricing

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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
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Features

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

7.5
Avg 7.7

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

8.8
Avg 7.7

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

8.1
Avg 7.6

Social Media Marketing

Using social media networks to help amplify marketing endeavors.

7.3
Avg 7.5

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

8.5
Avg 7.5

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

7.8
Avg 7.6
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Product Details

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.

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 Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesAvailable Internationally
Supported LanguagesEnglish, 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

Consumers0%
Small Businesses (1-50 employees)56%
Mid-Size Companies (51-500 employees)43%
Enterprises (more than 500 employees)1%
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Comparisons

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Reviews and Ratings

(670)

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!

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

(1-25 of 268)
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Nancy Hamlet | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
SharpSpring is being used at Kokua Creative Group across our entire client base to provide CRM/marketing automation, digital advertising, website tracking/analytics, and social media monitoring/management. The platform is successfully generating and nurturing leads throughout the sales cycle. On the client-side, the platform is being used by the company's sales team. On the agency side, our entire team uses the platform.
  • 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.
This is the best CRM/Marketing Automation platform for agencies - hands down. The best value for the money. SharpSpring is comparable to its competitors but offered at a much lower price point.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use SharpSpring from Constant Contact to manage all our marketing contacts and communications, including email newsletters, drip campaigns, lead gen forms, marketing automations, retargeting ads, and website chatbot. We use it as a CRM and digital campaign tool for our marketing efforts across all our leads.
  • 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.
Tool is excellent for smaller businesses (while also scaling well) who are in need of a cost-effective CRM that does everything "all-in-one" - including all kinds of automation, lead gen forms, email marketing, and content segmentation. It really does it all (even if not every feature is as strongly executed as other big-name - and expensive - competitors might be).
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use SharpSpring to, amongst other things, gather valuable data about our clients as they engage with different content. Their lead scoring system is so intuitive that it allows to prioritize and market to specific levels of the buyer's journey. This has been invaluable to our business. We're also able to schedule social media content, create unique landing pages for our different offerings and create automated workflows that save our sales team hours of work each month.
  • 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
Scenarios would include (for both our business and our clients):

* Getting detailed information on all the points where our clients have interacted with our business.
* Created an entirely new way to upscale our offerings and bring these benefits to our client base - while improving our bottom line.
* Doing large-scale email campaigns.
* Scheduling all content for our social media posts across multiple channels
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Sales Pipeline
  • Sales Report
  • Marketing Automation
  • Life of Lead
  • Email Automation and Email Marketing
  • Landing Page Builder
  • Email Layout
  • Mobile Apps
I have used several CRMs and SharpSpring is really the best and most efficient CRM. You can Track all of your Marketing effort at the same place! The implementation of the system is very simple and fast. You can track your visitors, Prospect, Automation Campaign, Follow up email, Sales Pipeline, Sales, Sales Report, etc! It's all inclusive! The support listens to our recommendations and the platform evolves every month. I will definitely continue to suggest this CRM to my clients
Marcos Yudici | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
A very complete tool to control all your Digital Marketing and the relationship with your customers. Sales modules, marketing, reports, landing pages, forms and a lot of resources at your disposal. The best feature is that it has a native connection with most of the common tools... It should be a must in your company!
  • 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...
It is a very comprehensive tool and easy to connect to other data sources. In my sector (hotel industry) it is common to have a booking engine, a PMS, a Channel Manager and different data sources and SharpSpring makes all these connections easy... Once you have everything connected you discover the full potential of the tool and all that you can do in terms of automation... It's amazing!
Ryan Turner | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We used SharpSpring for several years, both for ourselves and with a few clients. When we signed up, the margins were solid, but they reduced over time making the platform unprofitable for our agency.
  • 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.
I know some agencies that are geared for content marketing do well with it but as an email sending platform, it fails to impress.
June 23, 2022

Decent Platform

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use the SharpSpring from Constant Contact for the following: tracking ROI and progress with sales leads; social media planning; tracking automation; lead scoring and more. It helps us identify opportunities and the stage of prospects in the pipeline. It also helps us with projections and budget planning, as well as priorities. I personally use it for tracking marketing efforts, i.e. social media post engagement, email analytics, and landing page development.
  • 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 from Constant Contact is well suited for most marketing needs and functions. It's relatively easy to create landing pages on our website and use them to push newsletters out to targeted segments. The online help desk is always prompt and takes care of questions. I find the social media tool a little awkward to use in comparison to other tools I've used in the past. That needs some work.
Wayne Ivey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
We use SharpSpring throughout our entire company. We are using the landing page function, tracking social media, utilizing the automated marketing features, and the automated lead tracking features. We particularly like how everything is fully integrated.
  • 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.
It seems to me that SharpSpring is best suited to companies that are looking to take advantage of shifts in buyers purchasing habits towards automated, digital, inbound marketing and have annual sales of 1million and up.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use SharpSpring for marketing automation including handling our marketing contacts, campaigns, landing pages, website analytics, and more. With SharpSpring, we have a lot more visibility into our leads' behaviours and how they are engaging with our content. This helps us determine their readiness to engage with the Sales team. SharpSpring is integrated with Salesforce so our marketing team can support our sales team, without the need for them to learn a new tool.
  • 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 is great for creating and tracking campaigns that span multiple channels. With the Salesforce integration, we are able to keep our Sales team focused inside Salesforce without them needing to learn a new tool. Our Marketing team uses SharpSpring to nurture leads before handing them off to the Sales team. Though the features are available, SharpSpring would not be suitable for social media management or blogs; our third-party tools do a better job at that.
Score 10 out of 10
Vetted Review
Verified User
We use SharpSpring to market our webinars with emailers and landing pages. We also use the sales pipeline and life of a lead to convert more leads and increase our overall sales. These features help us capture more leads and nurture them to conversion which we previously could not do.
  • 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.
Very well suited for large corporate and any firms looking to utilize tracking and email marketing to the maximum. It is good at nurturing leads and converting them. I would say since SharpSpring is a little bit pricey that I would not recommend it for tiny firms that are in FMCG sectors and that barely utilize email, never mind email marketing.
Score 9 out of 10
Vetted Review
Verified User
SharpSpring is mainly used as our contact information management software. We utilize the lead scoring and opportunity tracking functions to determine how our Account Reps should focus their time. Drip campaign creation, implementation, and tracking can all be done from within the software. Automated workflows are created often to communicate with a large number of customers, including some while excluding others based on criteria provided by us.
  • 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
SharpSpring is well suited for a small to medium-sized business like the one I work for. We have 500 employees, but less than 50 of these employees come in contact with our CRM. We have a team of 10 or so account reps across all locations that utilize SharpSpring daily. For large companies with 100+ daily users, it may be better to use HubSpot or Salesforce.
Charlie Van Derven | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
ResellerIncentivized
SharpSpring is our CRM and our marketing automation platform. We use if for client processes, marketing, prospecting, sales and all related metrics. The granular lead scoring capability and the marketing automation make it an incredible prospecting and data tool that provides intelligence around industry interests and needs.
  • Leadscoring
  • Prospect and Customer Journey
  • Comprehensive Analytics
  • Email Builder
  • Service
The ability to load all marketing media, including ads through the platform...and associating a unique IP to each contact helps us to lead score and gain particular insight into what is resonating with prospects and where prospects are on the journey. While it is a serviceable CRM, it is a great marketing automation platform. For the price, better than the major competitors.
Tom Mulhern | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
SharpSpring is a complete email marketing tool that we use to reach out to clients and market to new leads. We use the automation tools to create drip campaigns and re-marketing campaigns for potential leads. We also use the page builder to build simple landing pages and sales funnels. The contact manager has the ability to mange our list of 30,000+ without any extra costs.

It used by both our sales teams and client care teams to help the business grow. As a marketer I use SharpSpring to create campaigns that convert to sales and retention.
  • Email Marketing
  • Analytics and Reporting
  • Automation and Drip Campaigns
  • Visual email builder
  • Contact management
  • Blogs
SharpSpring is well suited for small to mid size businesses that are looking for a cost effective way to build email marketing campaigns. It is significantly cheaper than most of it's competitors with all of the functionality of the larger platforms.

It is also a valuable sales tools for companies looking to grow leads and bring in new business.
Paul Bies | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
ResellerIncentivized
I use SharpSpring daily to help me manage leads, opportunities, and clients. For my own use… I start each day with SharpSpring, looking at visitors to our site, checking my opportunities, and scheduled events. SharpSpring has introduced a bunch of new tools in 2019/20… chatbots, video conferencing (with share screen capability), a remarketing engine, calendar appointment integration. Beyond the typical automation tools, our company uses it to post social media. We also use SharpSpring to manage our clients in the same fashion.
  • 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.
The original model was very well suited for marketing agencies. I suppose it still is, however they seem to have changed the game plan somewhat with the client direct billing.
I don't think the system is suitable for micro-businesses. Even those with 10-15 sometimes don't understand the value of the platform.
Kèlene Poyurs | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Sharpspring as our own CRM and email marketing platform, as well as the platform that we recommend to all clients in need of a robust CRM, automation and email marketing platform. We use the system for ourselves to send out our monthly newsletters, and for our clients to manage sales pipelines, monitor sales person activity, and send out emailers.
  • 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
SharpSpring from Constant Contact is a robust platform for users who will be sending frequent emailers and really want to take advantage of marketing automation. The visual workflow builder for automations and action groups makes it very easy to target users who visit specific pages, open emails or click on links. The sales pipeline is also fairly simple to use, and the sales reports are highly functional for active sales teams. The list-building functionality also makes it very easy to segment audiences based on a number of criteria, such as form fills of specific forms, pages visited, etc.
January 21, 2022

Great software!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use SharpSpring from Constant Contact to automate marketing processes, deploy email communications, and gain insight on our campaigns. I also look at things such as the life of the lead to get a better understanding of how prospects are interacting with us.
  • 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
I think SharpSpring from Constant Contact is a great solution for small to medium-sized businesses. It has a lot of useful functionalities, such as marketing automation, email marketing, campaign insights, and more. Their customer support is exceptional and always helps me to find solutions to my questions.
Score 10 out of 10
Vetted Review
ResellerIncentivized
SharpSpring is a go-to resource with all the tools needed for a start to finish marketing - sales solution. It's our CRM and marketing platform; we rely on it to monitor, track and analyze activity and respond in a timely manner. We use it to attract, nurture and maintain prospects/clients. With lead scoring, personas, notification, automated workflows, campaigns and customizable pipelines we're able to keep on top of opportunities. With dynamic emails and landing pages, chatbots and forms we can communicate effectively with targeted messaging.
  • Create dynamic-content emails to segmented lists
  • Create workflows that automatically nurture prospects or provide layers of information to clients
  • Notify sales staff of prospect online activity, send auto email and prompt call or appointment
  • Provides a life of lead history when reviewing prospects
  • Persona and lead scoring help segment prospects and customize automated approach for each
  • Anything that we saw as a weakness or lack has been addressed with improvements/expansions over the past couple years.
We feel SharpSpring is the best option for a comprehensive and effective marketing/sales platform. As a bonus, it's more cost-efficient.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use SharpSpring from Constant Contact for marketing automation (email campaigns, webinars, newsletters) to track [the] success of various communications in [generating] leads, see what website activity is generated, etc. [I am] just getting started and will be doing more in the future.
  • Lead scoring
  • Tracking life of lead
  • Landing pages
  • Onboarding process
  • Chatbot designer is awesome but functionality is limited.
I'm new to marketing automation so I don't have other vendor experiences to compare against, but SharpSpring from Constant Contact seems to be simple, powerful, has everything we needed, and the onboarding process is very good. Support is also very good.
Score 10 out of 10
Vetted Review
Verified User
I think SharpSpring is very complete and helps our organization to do marketing automation and sales in only one software with every information integrated and tracked. In our company we use email and landing pages with lead scoring to reach our real prospects and with the CRM integrated, our sales team can be in contact with those prospects and maybe close the deal using only one tool.
  • lead scoring
  • Email marketing automation
  • Landing pages
  • Contact management
  • CRM
  • email marketing designer tool
  • landing pages designer tool
SharpSpring is well suited for companies who need a lot of functionalities to automate their marketing, going from a simple email marketing tool and landing pages to a very advanced tool for lead scoring, ads and social media management, and CRM. It is less appropriate to companies in need of only a few functionalities because the cost becomes expensive.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
At first, we started using Sharpspring as an automation platform for our company; however, the more we became familiar with its various resources and features, we have officially adopted it to optimize our processes across the whole organization. Today, we use Contact Manager and Sales Pipeline for the sales and account management departments; and we implemented it in the marketing team for e-mails, landing pages, dynamic forms, lead tracking, and, most importantly, automated workflows, which had a very positive impact in our productivity overall. We appreciate the individual tools, but Sharpspring did wonders for team work in general. I would point to the CRM tool as the most important and efficient one for our team in the present moment, since it is very flexible and customizable, and can be applied to several different industries. The new automation flows allowed us to focus on our top priorities, eliminated unnecessary work, and spared us a lot of time.
  • Marketing automation is very effective and simple to use.
  • The sales pipeline is very customizable for our clients, that have many different background industries.
  • The e-mail marketing tool can be highly segmented, which provides us with more assertive communication.
  • The dynamic form creation is very intuitive.
  • The landing page builder is okay but could be improved with more features.
  • A native SMS and push notification integration would be very interesting.
  • I find the reporting tools very limited, and hard to send reports to a different reporting suite.
One of the best things about Sharpspring is how simple and effective the marketing tools are; plus, how customizable the sales pipeline is for any client within different sections of the industry. Also, the e-mail marketing tool is very powerful and dynamic within its content capabilities and the form creation tool is very intuitive and yet very effective. I should also point out how effective and amazing the customer support is; very attentive and helpful team. I believe that Sharpspring could be even better if other features were updated; the landing page builder still lacks some robustness, but it does the job. The platform is also missing out on push notification and native SMS integration, which would really be a plus in our work processes.
Score 10 out of 10
Vetted Review
Verified User
Sharpspring is used across the whole organization, starting for the marketing using tools for automation in the website (forms and landing pages), triggered emails to inform the public or to conquer new leads, social media management, and all the inbound marketing tools like lead scoring, contacts management and so on. After all, these leads are used by our sales team in the sharp spring CRM tool to manage all the sales actions, going thru first contact to the contract.
  • Landing pages
  • Email marketing automation
  • Sales CRM
  • Forms
  • Email marketing creation tool.
  • Lead scoring tool.
  • Landing page creation tool.
Sharpspring is well suited for companies that want an all-in-one solution for marketing automation (emails, forms, landing pages, inbound marketing, and so on) and sales CRM combined, helping the team to have only one solution and full integration. It is less appropriate if the company needs only one functionality like only landing pages or only forms because it's become more expensive than other solutions that have only one function.
Score 10 out of 10
Vetted Review
Verified User
At first, we signed up for SharpSpring for our advertising automation platform. As we have actually learned more concerning the platform we have actually adopted it across the firm and presently make use of the Contact Manager and Sales Pipeline for our sales as well as account administration groups. For advertising, we utilize email, touchdown pages, dynamic kinds, the life of the lead, automated process, and so on. While the individual devices are excellent, SharpSpring really revives when you use it across your entire firm. The CRM is incredibly customizable and also can be utilized throughout a selection of sectors. As soon as set up, virtually whatever can be made use of as a trigger for automation flows.
  • Simple to use
  • Assistence on lead life
  • Overview on the pipeline history and data
  • Our only note is that it can use more combinations recognizing so many services use numerous devices.
SharpSpring enabled us to have our client partnerships instead of letting HubSpot possess the partnership. This has permitted us a tremendous opportunity to scale our company since we can supply a variety of solutions AND the platform to the client when HubSpot doesn't enable that.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use SharpSpring’s marketing automation for personalized email campaigns and landing pages, which have allowed our brands to interact more with customers and engage with them at a granular level. Using the marketing automation tool has helped us understand our prospective customer's personas and sales cycle so our marketing campaigns have been more personalized leading to improved costs of customer acquisition. As a digital marketing agency sending leads which in turn be converted into sales to our clients is our priority, with the SharpSpring CRM we are now able to monitor the performance of each of our leads at a granular level and turn efforts into improving the quality of the leads.
  • Cart abandonment emails.
  • Lead qualifying through persona analysis.
  • Sales funnel analysis.
  • Customer lists provide more detailed customer database.
  • eCommerce integration with WooCommerce can be simplified.
As a marketing automation tool, the SharpSpring workflows are the best, it will allow you to engage with your potential customers, nurturing them towards a sale. When combined with the sales CRM tool which scores each lead's potential to turn into a sale, it will it easy to optimize your marketing campaigns.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use SharpSpring daily to handle our incoming leads and contacts coming from various sources, manage and monitor our sales pipeline, automate workflows triggered by various actions taken across our marketing stack, create custom forms and landing pages, manage and maintain our email subscriber list, and deploy email marketing campaigns on a monthly basis. Where the software really shines is its immense flexibility. We have many layers within our client/customer journey and the software allows us to keep our brand experience present throughout those touchpoints.
  • Email subscriber management is flexible and powerful.
  • Marketing Automation is easy to design and implement across multiple channels.
  • Sales Pipeline Forecasting/Management is visual and effective.
  • Flexible CRM tools help us keep our brand promise.
  • Real humans behind the great text, email, phone support channels.
  • Having more customizable UI options (icons, folders, lists, etc.).
SharpSpring has a ton of sophistication behind a simple user interface. You can use it in several different ways to achieve actionable and measurable results. From lead generation to social listening, the platform will accommodate the most demanding businesses. If you have customers interacting with your brand at different stages of their journey.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
SharpSpring has been used to optimize sales through the onboarding of sales teams and the creation of sales pipelines. Fewer leads are being lost in the mix and clients are better able to engage clients and prospects.
  • SharpSpring support is top notch and nearly always available.
  • SharpSpring does a great job of tracking leads and following the life of the lead.
  • SharpSpring is a great tool for anyone looking to send automated emails.
  • SharpSpring could improve by adding more robust functionality to forms.
  • SharpSpring could improve by allowing images to be fit within the template view with drag options.
  • SharpSpring could improve their help docs by ensuring they continually update processes and delete old irrelevant content.
SharpSpring has helped one of our clients by allowing them to gain a better understanding of where leads are coming from and allowing them to stay on top of them throughout the sales process as well as after the sales process. SharpSpring would be less appropriate for a company that doesn't collect email addresses, as that is primarily how SharpSpring keeps track of leads.
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