SharpSpring – Forward Thinking Marketing Automation Platform
Updated March 29, 2022

SharpSpring – Forward Thinking Marketing Automation Platform

Paul Bies | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Reseller

Overall Satisfaction with SharpSpring

I use SharpSpring daily to help me manage leads, opportunities, and clients. For my own use… I start each day with SharpSpring, looking at visitors to our site, checking my opportunities, and scheduled events. SharpSpring has introduced a bunch of new tools in 2019/20… chatbots, video conferencing (with share screen capability), a remarketing engine, calendar appointment integration. Beyond the typical automation tools, our company uses it to post social media. We also use SharpSpring to manage our clients in the same fashion.

Pros

  • A/B testing for emails and landing pages.
  • Identify anonymous website visitors - this shows company that hits the site - not the individual, but still powerful.
  • Automated workflows.
  • Team video conferencing - with screen sharing.
  • Customer Relationship Management - notes, contacts, engagement, lead scoring, communication dashboard.
  • Email marketing.

Cons

  • Not a big fan of the new billing process which requires us to invoice new clients through them rather than invoicing them ourselves. This has caused a number of issues with our clients who prefer single-source billing.
  • Better calendar integration with Mac iCal - currently works with Google calendar which our team doesn't use much. This means we need to copy and paste.
  • SEO tool integration would round this tool out nicely however we do have other capable tools for this.
  • We haven't had a high return on investment, at least not direct. We originally thought our clients would all jump on board but only a handful have to date. This left us paying for much of the license. However, we are now shifting our focus somewhat to target the larger sized small businesses (20-90 employees) and the interest is much better.
Before going with SharpSpring we explored both HubSpot and Infusionsoft. The agency focus from SharpSpring helped us make the decision to go with them.
The original model was very well suited for marketing agencies. I suppose it still is, however they seem to have changed the game plan somewhat with the client direct billing.
I don't think the system is suitable for micro-businesses. Even those with 10-15 sometimes don't understand the value of the platform.

Constant Contact Lead Gen & CRM Feature Ratings

8.3
WYSIWYG email editor
8
Dynamic content
7
Ability to test dynamic content
6
Landing pages
9
A/B testing
9
Mobile optimization
9
Email deliverability reporting
9
List management
9
Triggered drip sequences
9
8.8
Lead nurturing automation
9
Lead scoring and grading
9
Data quality management
8
Automated sales alerts and tasks
9
9.0
Calendaring
9
Event/webinar marketing
Not Rated
6.0
Social sharing and campaigns
6
Social profile integration
6
8.0
Dashboards
8
Standard reports
8
Custom reports
8
8.0
API
Not Rated
Role-based workflow & approvals
8
Customizability
8
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated

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