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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

(201-225 of 522)
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Score 9 out of 10
Vetted Review
Verified User
  • Life-of-the-lead, see how leads engage with you/your brand.
  • CRM task management.
  • Reporting (custom dashboards).
  • Video calling/meetings.
  • Email editor, takes time to understand.
  • Email templates examples, not easy to copy and use.
  • Scoring needs more granularity.
Score 10 out of 10
Vetted Review
ResellerIncentivized
  • Manages the entire workflow from sales to marketing to retention.
  • Easily integrates with our current business practices.
  • Gives the ability to analyze every part of a full campaign.
  • Great onboarding team to help make things easy.
  • Mobile app is lacking in functionality and UX.
  • UX of the platform isn't as polished as other platforms.
April 27, 2020

Everything We Need!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • The support is very friendly and usually responds within an hour or two of submitting a support ticket. Their quick responses have been the difference between success and failure when we've faced time-sensitive tasks.
  • SharpSpring is very easy to use and offers dozens of help docs and step-by-step videos.
  • They listen to their customers! SharpSpring even offers feature requests where the community can make recommendations and vote on desired features.
  • SharpSpring offers the ability to customize styling in many ways. However, I wish they had more options.
Devin Littlefield | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Helps us organize our contact database.
  • Helps us automate processes to help us market ourselves, even when we're asleep.
  • Provides true ROI tracking, so we can prove the marketing efforts that are driving results.
  • The user interface can be seen as clunky.
  • Some features, like the email builder, are not as refined as other competing products.
  • Would love to see less features done better than more features done not as well.
Charles Fashana, MBA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • The platform is intuitive and simple to use..
  • The pricing model is favorable and more competitive than other options out there.
  • The ability to integrate into other systems we use is available.
  • We haven't found a use for the content calendar function, compared to other methods we use.
  • Lead scoring could be improved.
April 16, 2020

SharpSpring Review

Score 10 out of 10
Vetted Review
Verified User
  • I think the virtual classroom that SharpSpring offers is a great tool because it allows you to become more familiar with the system.
  • I like the Life of the lead because this feature allows you to see all the emails you have sent to a particular contact in a systematic calendar.
  • SharpSpring allows you to track and monitor campaigns this is a great feature because it allows me to see what my audience is getting up to.
  • It would be helpful if there was a search function in the life of the lead so you could look through emails for a certain word without having to go through every email individually.
  • In the contacts, there is only the ability to add one lead owner. Sometimes we have more than one person working on a contact so it would make it helpful if we could add another person.
Dwight Zähringer | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
ResellerIncentivized
  • Centralized data of your customers, leads and proposals in the queue.
  • Good customer support service that is timely.
  • Replaces email campaign tools.
  • Lead values can be assigned depending on contact engagement.
  • Media library with easy to use WYSIWYG landing pages.
  • Better, detailed life cycle of onboarding "What to expect."
  • Faster servers for conductivity.
  • Better integrations with third-party tools.
Score 9 out of 10
Vetted Review
Verified User
  • Life of the Lead - tracking the customer journey.
  • Forms - allowing data capture to be customized per experience.
  • Email/Marketing Automation - reducing the down time or lag time when communicating with customers.
  • Email building.
  • Landing page development.
  • Sales optimizer.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • The automation workflow builder is the best we have ever worked with. Efficient, easy to understand, teach, and to edit.
  • Dynamic email creation is one of the best in the business.
  • The price is much more affordable than other big names such as Salesforce/HubSpot.
  • Billing is handled in house and is billed inconvenient ways.
  • Dynamic email creation does not work at scale for changing content.
  • Customer support needs more internal assistance. Can take hours to receive answers. Though the support when they do answer is helpful.
Score 3 out of 10
Vetted Review
Verified User
Incentivized
  • Quick response time when you submit a support ticket.
  • Attractive interface.
  • Good customer communication—always polite and friendly.
  • Their CRM is very clunky. It does not allow a contact to exist without an email address, but oftentimes we have two contacts within a business who use the same business email address. In order to have both of their names and phone numbers available, we're stuck putting fake@fakeemail.com (or a similar false address) as their email. Their custom field options are unwieldy and you have to have a TON of them because they don't have very many slots for information we'd like to keep.
  • Their social media management platform is aggravating if you have more than about three profiles connected. The content calendar cannot be sorted other than by channel (LinkedIn, Facebook, Twitter) so everything is dumped together. I've frequently had posts and profiles disappear without explanation. The usual response seems to be, "Well, it's working NOW." That doesn't really help us when we've lost a lot of content our clients pay us for.
  • Their support is fast, but frequently not helpful. Like, they say "20 minutes response time!" or something, but the email you get within twenty minutes is often an irrelevant or nit-picky question. It's filler. They don't read your issue thoroughly, send back an email with a random question, and check off their 'fast response time,' box. The real answers are frequently long in coming, full of "our development team is working on this," and ending with yet another complicated and sometimes impossible workaround.
Bailey Witt, MBA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
ResellerIncentivized
  • SharpSpring's form builder is excellent. Easily select fields to use, including progressive fields, and styling a form to the look and feel of a website can be done just by pasting in a URL of the website. The form code is made using JavaScript, so it's a simple copy and paste function to put the form on the website, and any changes made in SharpSpring are instantly reflected on the website.
  • Automation is great in SharpSpring. The workflow builder is intuitive and a great way to visualize your automations. It shows all the available triggers, and then you can select from a vast array of automated tasks. These are great for anything from form notifications to complex automated email nurture campaigns with lots of "if this, then that" statements.
  • The Life of the Lead function on the contact record is great for CRM purposes. Right on the contact record, you can see all the activity of a contact record, even website visits before they ever filled out a form. It can match the IP address of a website visitor to an email address as soon as they fill out a form. You can then see how long someone was evaluating a product or service and which pages they viewed. Then as the lead grows, you can see which emails they've opened and clicked, and the form data they've submitted.
  • The email builder is kinda disappointing. While it's not necessarily difficult to use, the blocks and layouts available are not as expansive as some other platforms, and the ease of dragging and reordering and making it responsive on mobile is pretty lacking. The look of an email in the builder is very deceiving. The live email almost never looks like it does in the builder, especially on mobile. It hurts the trust I have in the platform when I am building emails.
Score 10 out of 10
Vetted Review
Verified User
  • Track and score leads and their engagement
  • Dynamic emails alleviate repetitive creation and populating emails to individuals
  • I would like a integrated SMS function in the Virtual Workflow, although it integrates with tons on SMS providers
  • I would love to see more email templates that are rich in images, although I can upload anything I want....
Rockefeller Miller | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • SharpSpring has a very quick implementation process and is very easy to learn.
  • Their representatives check in with us frequently so we never feel like we're on our own.
  • Having all of our platforms in one place and fully integrated is a huge bonus.
  • I wish you could edit Life of Lead to be able to put custom events in there.
  • Tagging on social media platform could be a little better, sometimes it doesn't work.
  • Tightening up thr copy on their own website (there was confusion if "contacts" and "leads" were the same thing; they are).
March 03, 2020

We Love SharpSpring!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Organize who is responsible for what.
  • Next steps and tasks are clear and shareable.
  • Personalized emails can be manually initiated or automated.
  • GSuite emails are brought into SharpSpring accounts to complete the interaction record.
  • We had to adjust fixed terms/functionality to match up to our process for needed for school admissions.
Score 10 out of 10
Vetted Review
Verified User
  • Lead scoring.
  • Marketing automation.
  • Social media listening tool.
  • A longer induction period may have helped our team.
  • The initial training phase could be improved so it's easier to adapt to the many functions at a quicker rate.
  • Integrating Instagram to SharpSpring would be a great move and is much needed.
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