Great CRM and marketing tool at an affordable price
November 02, 2019
Great CRM and marketing tool at an affordable price
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with SharpSpring
SharpSpring is used across our whole organization as a CRM and marketing tool to centralize information and communication with both prospects and active customers, nurture prospects, track sales activities and gain insights into prospects' behavior on our site. SharpSpring has a wealth of built-in features that allow for a multitude of tasks to be incorporated into one platform - everything from Social listening to email nurturing to booking sales meetings.
- Robust CRM with custom fields, lead scoring and activity tracking. The life of the lead visually shows all the interactions a prospect/contact has had with anyone in the organization.
- Workflows allow for automation of many repetitive tasks, including sending drip campaigns. A great asset in the email creation is being able to set an email to only go once to any lead/contact which eliminates the risk of multiple receipts of the same email.
- Using the mail sync feature, all users have synced their inboxes. This adds all communication to the lead and opportunity (if applicable) to centralize it in one place. When another person has to jump in and help, they know what has happened with the contact and where the communication was left off.
- The drag and drop editor for landing pages has limitations in structure and layout. Basic designs are easy to accomplish but creative and unique layouts require custom coding.
- There is only limited sorting ability in the contact manager which doesn't always align with the use case.
- The columns in the list views are not changeable which means that there isn't a way to get a custom snapshot of data for a group.
- Improvement of tracking the sales pipeline increased the win rate.
- Automation of emails and sales processes reduced errors and the time salespeople had to spend doing these tasks.
- Dynamic content allows for a reduced number of marketing assets that have to be created.
I selected SharpSpring due to the value. While most of the products I evaluated and/or have used have much of the same functionality, you often have to purchase a bigger package or more user licenses to allow the entire team to have the functionality. As well, the limits on the number of emails you can send (in a hour or day or month) and the number of contacts you can store causes the cost of the platform to increase in large amounts. The previously low cost solution on many of the competitors very quickly becomes a large monthly cost.