Great Products and Customer Support
David Fox | TrustRadius Reviewer
Updated August 03, 2020

Great Products and Customer Support

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with SharpSpring

Our entire agency is currently using SharpSpring to not only manage and coordinate our own sales and marketing efforts but to help our clients market and sell as well. In addition to giving us automated email marketing capabilities, SharpSpring has helped us to consolidate the tracking of all our marketing activities in one platform where we can easily manage and coordinate everything from Google and Facebook Ads to Social Media. This has saved us time and resources and has allowed us to spend more time engaging with potential customers who are ready to move forward and less time chasing those who do not.
  • Customer support and training resources.
  • Great pricing and value.
  • Wide variety of features and integrations.
  • Frequent updates and improvements.
  • Many options for growth and expansion.
  • The onboarding process takes time.
  • Software is comprehensive so you must commit to learning how it works.
  • More efficiency for staff.
  • Additional revenue streams.
  • More time to focus on higher level activities.
  • Cost savings by eliminating the need for other products.
We chose SharpSpring over HubSpot and Mailchimp mainly due to the wide range of features SharpSpring offered at a very competitive price. HubSpot was similar but almost twice as expensive and Mailchimp's features were not as comprehensive. We also felt that SharpSpring was more focused on us growing our agency by using the software as a tool for our clients.
If your agency is looking to grow without having to hire more salespeople, SharpSpring is a great option. In addition to making your team more efficient and effective within your marketing and sales processes, the system helps you to focus more of your time on closing deals—not chasing people who are not ready to engage. In addition, if you are looking to offer your clients more options for increasing sales, this software allows you to help them grow as well. If your business is not able to grow due to capacity issues, then SharpSpring may not be worth your time.

SharpSpring Feature Ratings

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

Using SharpSpring

4 - Currently, the individuals who are using the system come from marketing, sales and social media. While in the future, we plan to bring other team members into the fold, we are currently focused on adding more clients to the mix before we involve more people. This will wllow us to tighten up our training and onboarding processes first.
4 - Currently, the individuals who are using the system come from marketing, sales and social media. While in the future, we plan to bring other team members into the fold, we are currently focused on adding more clients to the mix before we involve more people. This will allow us to tighten up our training and onboarding processes first.
  • Email Automation
  • Social and Ad Tracking
  • Lead Scoring
  • Social Media Management
  • Project / Task Management
  • CRM
  • Social Media Posting
  • Advanced Integrations
  • Client Lead Management
We have been very impressed with all aspects of this software and the potential for it to radically change how we operate is huge! Support has been exceptional and we have discovered many extra uses for the software than originally thought. Not only will it give us benefits for our company's growth, but for our client's growth as well.

Evaluating SharpSpring and Competitors

Yes - SharpSpring has allowed us to replace three other software platforms that we are paying for. Teamwork, which we used for project management, Unbounce, which we used for creating and tracking landing pages, and buffer, which we used for social media posting and scheduling for a number of clients. Not only did this save us hundreds of dollars each month, but we now have everything in one system so we are more efficient.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Analyst Reports
  • Third-party Reviews
Product features and price come in as tied for first in this regard. We loved all the features and scalability that SharpSpring offered and knew that it would solve a myriad of problems for us. In addition, many of the features would replace other software we were using and would save us money. In addition to the price being very affordable, SharpSpring is set up to help us generate additional revenue through our clients using the software that has added to our bottom line and has more than covered our own cost for the software.
At this time, we are happy with the process we used and would not change anything — other than probably pulling the trigger sooner! We looked at SharpSpring for many months and while it wasn't as good a fit for us previously, I wish we had taken the plunge sooner as it has proven to be a valuable asset.

SharpSpring Implementation

Simply that we recommend a thorough training process where you take the time to really learn the system and the features so that you can take full advantage and maximize your results. Don't skimp on the training as the more you understand, the easier it will be to implement. A sk a lot of questions and test everything until you know it well.
Yes - Since we implemented this software both for ourselves and for a client simultaneously, we took things slow to ensure that we got it right. Phase one was familiarizing ourselves with the platform, phase two involved learning how to use all of the features and phase three was figuring out how to maximize our results using the features.
Change management was minimal - We did not encounter any issues with this. Our organization was already set up in a way that we did not have to make any major changes to keep things moving forward in an efficient and effective manner. This was one of the benefits of using the system and we were very happy that minimal changes were needed to move forward.
  • Lots of training needed
  • Onboarding process was considerable

SharpSpring Support

Customer support has been very responsive and each person we have dealt with has specialized in the areas of support we needed them for at the time. When we have needed additional support, it has been there and they have gone above and beyond to keep things moving forward for us, regardless of the issue.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
No - We have not needed to use premium support yet but we most likely will reach out to them for it once we get more involved with complex integrations. The normal support has been really good so far and most of our issues have not been technical in nature so far, so we have not taken advantage of technical support at a higher level.
Throughout our onboarding process, customer support was exceptional in guiding us towards the completion of the process. While learning all the elements the software offered took time, the support they offered helped us get through it and they made sure we understood things each step of the way. The support staff took the time to make sure we were on the right track each step of the way before moving on.

Using SharpSpring

We haven't had any usability issues with SharpSpring and they have so far thought of everything we've needed. We initially thought the Task Manager could be upgraded but then they came out with an update just a few weeks later that solved all of the issues and added additional features that we never even thought of. The software has been easy to use and we are very happy with it.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Task Manager
  • Client Import
  • Email Designs
  • Onboarding Time
  • Task Manager (since fixed)