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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; …
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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)
    9.2
    92%
  • Email deliverability reporting (496)
    8.9
    89%
  • Lead scoring and grading (490)
    8.6
    86%
  • Dashboards (486)
    8.3
    83%

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 7.8

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

(176-200 of 522)
Companies can't remove reviews or game the system. Here's why
Alissa Menke | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Relevant messaging – workflows and automations ensure message recipients receive versions of the communication that are tailored for their interest.
  • Great emails – lots of flexibility in sending emails and keeping a record of each recipient's response to the email.
  • Easy to build automations.
  • SharpSpring forms are a little limited, although they do integrate with other forms.
  • Elements of the system aren't intuitive, but the documentation is pretty robust so you're usually able to find an answer.
  • The client billing is weird. There are workarounds, but typically I don't have my software subscriptions bill clients directly.
Shawn McFadden | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Email deliverability has been absolutely wonderful. We've seen better open rates than any other platform.
  • Support is very responsive and helpful. I've never had an issue getting help with a problem with a quick turnaround.
  • It offers a very rich set of features for an affordable price. They're always adding new features and improving value.
  • Landing page builder is a bit clunky.
  • With the software always changing, there are the occasional bugs.
LaMeshia Conley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • The behavior based emails are easy to use.
  • The visual workflows are easy to use.
  • The communication is with staff is superb.
  • The certification videos could have been a bit better. Sometimes the audio was really low.
  • The billing took forever to come out. They only do ACH withdrawal. They need to offer same day opportunity for payment.
Score 10 out of 10
Vetted Review
ResellerIncentivized
  • Gives you a detailed report since the lead was born, the cost per lead, and the ROI of each campaign.
  • Automatically segments contacts depending on characteristics registered in custom fields.
  • Compare campaigns with the same characteristics using tags to make continuous improvement.
  • Design a landing page or email with dynamic content for each profile assigned as a Persona to send a specific message to each profile.
  • Connect forms from your web page, landing pages, and Facebook forms to assign automatically leads to each seller and contact them in real-time.
  • There are not workflows that can use custom fields from accounts.
  • You can't access the complete database of your instance.
  • It is limited to the use of information in custom fields to make arithmetic operations.
  • Is limited in the configuration of roles and permissions.
Score 10 out of 10
Vetted Review
Reseller
  • How all the pieces that support email marketing automation campaigns are integrated together.
  • Their CRM (Contact Manager) doesn't get enough good press; it's robust.
  • We've spoken to some of their senior support folks; they offer both technical advice and recommendations to enhance our email marketing strategy.
  • The initial on-boarding process was not as clear or consistent as it could have been.
  • Most of the account managers we worked with were great; we wish we could not have them change so often.
  • I understand it has to do with the tax law, but having SharpSpring billing each client a minimum amount each month is always a chore to explain.
Mark Percival Jr | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • SharpSpring has a great on-boarding process and virtual classroom that covers every option and function you have available when using the SharpSpring software.
  • Post on-boarding support is very responsive and answers all of your questions 110%. What I mean by 110% is they solve your issue and also suggest other things that might relate or help you in terms of the category your issue originated from.
  • Updates! SharpSpring keeps improving their software constantly and always finding better ways to market and engage with your audience. These updates always come free and with an explanation so you know exactly what you are getting into.
  • I feel that SharpSpring may initially be overwhelming at first to first time users of Marketing Automation Software. There is so much that comes with the platform that the first time using it may be intimidating to beginners. That quickly fades away because of their support system.
  • The email template creator could use some improvement in terms of positioning elements and content exactly how you want it. It looks and works great but at the same time can be quite rigid.
Vicki Robson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
  • Product innovation.
  • Clear and reasonable pricing.
  • Support.
  • This is almost like being punished for good behaviour, but because so much energy is invested in the product roadmap and bringing fantastic new features on board, some of the original features could do with a face lift! This is not a problem but simple things like the file manager area being a bit clunky now and ability to add folders within folders would be useful.
  • The new billing platform has been problematic.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Integration of marketing and sales tools.
  • Intuitive interface and logical thinking behind the product.
  • Good templates to use as a starting point for design.
  • Great online chat support and training videos are excellent.
  • More bite-sized training pieces for beginners who are afraid of computer automization.
  • A little more overview of how pieces work together to make a whole picture happen.
  • Maybe more fun games to test aptitude of the user.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Life of the lead is the best overview compared to other Marketing Automation platforms.
  • It is easy to connect Zapier and Databox.
  • The support is awesome and they are very quick at replying.
  • Our Account Manager Chloe is the best! She has been a great help solving some important tasks for our clients.
  • It would be nice if the return bottom only went one step backwards especially in the mail function.
  • One of my clients really wants the old sales dashboard back.
  • Improve the merge function and make it possible to keep two mail addresses on the same profile. Often the leads we get from LinkedIn are a private mail like a gmail and when we start a dialog we use the corporate mail.
Dacia Coffey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
  • The user interface is very simple to use.
  • The visibility into the life of the lead across both marketing and sales help us to bring more value to our prospects.
  • We've reduce the number of technology softwares we use.
  • The value is outstanding; you get an extremely robust tool for a great price.
  • They constantly add valuable functionality.
  • SharpSpring has outstanding customer service and support.
  • The set up requires some technical knowledge and a significant time investment.
  • The training is self-serve, so I haven't developed my skills with the tool as much as I'd like because I don't get prompts on what's the next best thing to learn.
Shelly Burr | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
  • Creating lists & list management
  • Sales management
  • Support is top notch!
  • Social Media section (content calendar) is a bit lacking for scheduling. It is not as robust as other tools and I don't use it.
  • Not being able to use Grammarly in my Safari browser and SharpSpring at the same time without it messing up the styles in the emails. I have to use Chrome for SharpSpring & then keep Grammarly on a separate browser.
Joy Reschke | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • SharpSpring allows us to create workflows to send automated emails on a dynamic schedule, catering content to each unique persona.
  • SharpSpring tracks the behavior of visitors on our site and gives us insight about how best to interact with them.
  • SharpSpring creates analytics reports for us to share with our team, allowing us to gather real-time data.
  • SharpSpring enables us to manage our client databases as well. We love being able to recommend the service to others.
  • We would appreciate it if SharpSpring could add action steps to workflows retroactively.
  • We would like to sort by tags in SharpSpring.
  • Sometimes, reading analytics reports is confusing because the rationale is not clear.
  • The user interface for Emails (content area) can be tedious. Each action has to be saved individually, the folders are not alphabetized, and you cannot organize emails by preference within the folders.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • It's very easy to keep track of everything a lead has done, in one place (opened emails, clicks, forms filled out, etc). Makes analyzing your customers simple!
  • Workflows and action groups make everything from simple tasks to complex projects much easier for you, saving you tons of time.
  • SharpSpring's customer support is unmatched. Whether I've submitted support tickets or used the instant chat feature, I am always met with friendly, helpful, and timely assistance from SharpSpring employees.
  • I'm still fairly new to SharpSpring, so I haven't run into any big problems yet.
Alan Armijo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
ResellerIncentivized
  • Lead tracking.
  • Lead attribution.
  • Action and trigger that leads to notifications.
  • Life of the lead that shows the customer journey or status as a lead.
  • I would like to see more hands-on office hours to help with specific problems as we learn the system.
  • Technical Support is great, but can be hard to reach on the phone to talk to someone live.
  • Email and Landing page features are very structured and takes a lot of effort to design and set up. Maybe more hands-on training hours would help here.
Martin Thoma | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Dynamic email marketing platform that seamlessly inserts any database elements into your email messages; easy to use and powerful design features.
  • Dynamic landing page builder that easily inserts any merge field into the LP so that your LP is fully personalized to the visitor.
  • Powerful sales enablement and automation functions that seamlessly integrate sales and marketing; this platform makes it possible.
  • SharpSpring's product team is actually way ahead of me on this. They are releasing new features faster than I can conceive of them.
  • Chatbots, live video calling, sales automation are all examples. Best of all, SharpSpring generally rolls all of these features into the base price and does not nickle-and-dime you with add-on charges.
  • As an agency partner I would love to see SharpSpring feeding me leads!
Alfredo Gonzalez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
  • Full marketing automation in one platform.
  • Very good CRM specs to starting with this technology.
  • Unlimited users with no extra cost.
  • Easy to use, intuitive and clean design.
  • Fast and stable based in WebCloud Service.
  • Technical support works fast and very professional.
  • Very fast update and news options every quarter.
  • Landing Page building need to be improved to better design experience.
  • Forms need to be more flexible.
  • CRM needs to create more tables.
Score 10 out of 10
Vetted Review
Verified User
  • Technical and strategic support throughout, but especially in setup.
  • Powerful data platform to track and nurture leads.
  • Intuitive email and list building tools.
  • Integrates seamlessly into our email and website platforms.
  • Drag and drop email/landing page tool has same issues as other platforms (clunky, finicky, limiting).
May 05, 2020

My Secret Weapon

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Marketing automation
  • Data analytics
  • Customer support
  • List maintenance
  • User experience
  • Organization of projects/lists
  • Evening support for west coast clients
Everett Miner | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Automating the system to notify sales that a particular lead has taken a certain action on your emails or landing pages.
  • Behavior-based marketing allows different triggers to be set so customers experience a customized set of emails, landing pages, and/or content.
  • Great customer support and ticket process. Our account manager is great and the live chat has always been helpful.
  • Email builder can be a bit clunky at times.
  • Needs improvement in creating custom data field history so it remembers old data that was overwritten (without having to use integration with Zapier).
  • Trackable mailto: links would be nice.
Score 10 out of 10
Vetted Review
Verified User
  • Feature development.
  • Customer service.
  • Great price.
  • Incredible automation tools.
  • Chatbot.
  • Marketing automation.
  • Visual design.
  • I have had some issues with attempting to manage our agency account and also manage our agency as a client. There are user permissions that can get messed up.
  • Visitor Email Notification responses can be confusing at times if you have multiple clients that you are managing in the platform. This is more of a user error on my part.
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