SharpSpring is the only CRM I need
August 21, 2019

SharpSpring is the only CRM I need

Omar Gutierrez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with SharpSpring

I use Sharpspring daily as our internal CRM. It helps me as an account executive to follow up on my client's payment status. Also, I used it with some of my clients in creating marketing automation strategies and campaigns, to nurture the different kind of leads they receive with the forms that we embed in their websites.
It is really easy to create different kinds of forms and landing pages that help us and our clients to create and follow up on databases. For some of my clients, it is helpful, as it is an easy way to follow on "opportunities", to know what kind of interactions they have with possible clients and to follow on additional purchases.
  • Customizable automation.
  • Easy to create landing pages and forms that build up contact databases.
  • Easy to follow up on opportunities.
  • The dashboard gives an overview of the sales projection for the month.
  • I think it would be good to give some kind of priority to automation.
  • Improve smartphone notifications to make it easier to know when tasks are due.
  • It has reduced our amount of overdue accounts, which has, in turn, increased our monthly revenue.
  • For our clients who are in eCommerce, it has helped them to increase their amount of returning customers. They now know when they should be contacting their actual customers to remind them that is time to purchase again, increasing their sales.
I really like the way automation is built into this platform, they are easy and visual. The dashboard is very insightful in comparison to other tools and platforms. It is very easy to use and analyze our sales pipeline, just by drag and drop to the next stage and by reading reminders of the next steps to each one of our different clients, depending on the stage they are on in the pipeline.
SharpSpring is great for medium and big businesses due to its price. I think that it would be very well suited for eCommerce businesses, in which knowing sales information and how to promote repurchases through marketing automation is the best way to increase sales and the relationship with a customer base.

Constant Contact Lead Gen & CRM Feature Ratings

WYSIWYG email editor
8
Dynamic content
9
Ability to test dynamic content
9
Landing pages
8
A/B testing
9
Mobile optimization
10
Email deliverability reporting
10
List management
10
Triggered drip sequences
9
Lead nurturing automation
10
Lead scoring and grading
10
Data quality management
10
Automated sales alerts and tasks
9
Calendaring
9
Social sharing and campaigns
9
Social profile integration
9
Dashboards
10
Standard reports
10
Custom reports
10
API
10
Role-based workflow & approvals
10
Customizability
9