Everything you need
January 21, 2019
Everything you need
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with SharpSpring
We engaged with SharpSpring (SS) last year to consolidate a plethora of other platforms and also give us a great automation and CRM platform. SS is being used by both operations and sales in a collaborative effort to provide the most efficient experience to our customers and prospects.
It helps us track and communicate with leads, open and closed, in order to either retain or convert.
It helps us track and communicate with leads, open and closed, in order to either retain or convert.
- Education. This is the hardest part about SS. The platform is so big and so diverse that the training can take as long as two months. Which sounds excessive but it's so needed.
- New feature requests. I recently went to a SS conference where this was a touchy subject for a few of us in the audience. However, the CEO paused the presentation and quickly responded to each new feature request. It seems like they are consistently trying to improve the platform.
- Custom Fields. Since the platform is broken down into three main components (Leads, Accounts, and Opportunities), you can separate or combine custom fields for effective viewing and data management.
- Building email and landing page templates. I just found it very awkward at times to perform the action I wanted. I also wish there was a "plain email text" that didn't look like an automatic email. The font is just skewed enough to look automatic.
- New feature update and education. Since they are always trying to update the platform, they could do a better job of making sure you understand the new features and know how to implement. The same goes for older support docs that need updating.
- No hard numbers I wish to disclose.