The Sharpest Spring in the Drawer
Updated February 17, 2022

The Sharpest Spring in the Drawer

Ryan Sarti | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Overall Satisfaction with SharpSpring

Our sales and marketing teams use SharpSpring. After having Leadfeeder for a year, we changed to SharpSpring because we were looking for more functionality. SharpSpring didn't give us everything we wanted, but it was the best overall solution. Sales and finance love the opportunity and pipeline reporting. Prior to SharpSpring, we used Excel to track the pipeline. Cumbersome is probably the best description of that process. With SharpSpring, it is much faster and more streamlined--easier to get a quick glance or a deeper dive.

Marketing uses it to track web guests and trends, emailing, forms, and the marketing automation. Because of SharpSpring, we have a much greater sense of how our customers engage with us. In today's world, that matters.
  • Automated web lead response
  • Automated opportunity creation
  • Email lists
  • Tracking anonymous web guests
  • Pipeline
  • Campaign tracking
  • Tracking cost of campaigns
  • Intuitive layout
  • Deep dives into campaigns
  • Email blast functionality
  • Site speed
  • Bot functionality
  • Saved sales team time is hard to track in ROI but it is very good with SharpSpring
  • The marketing automation is very much a positive
  • Architecture creates more keystrokes, which adds to the time it takes to complete tasks
Immediately prior to SharpSpring, we had Leadfeeder for a year. It was very easy to use and priced well. But the accuracy of the web guests was not up to the standard I needed. We liked having contact information available for people within the companies that visited our site, but there were some shortcomings with that.

Prior to SharpSpring we used HubSpot for three years and Pardot for three years. Pardot had a better email program. The logic flow was very easy to use and I could set up conditions where if someone didn't open an email after x amount of time, I could take another action. My email reporting in Pardot was far superior. That said, I fired Pardot and am using SharpSpring.

We also spent three years with HubSpot. That was our first foray into marketing automation. We outgrew it and went to Pardot because I was looking for a CRM as well. I explored going back to either HubSpot or Pardot but selected SharpSpring because it was the best overall solution. I also looked at Lead Forensics. At first glance, Lead Forensics opportunity and pipeline tracker seemed similar to SharpSpring, but it wasn't.

Do you think Constant Contact Lead Gen & CRM delivers good value for the price?


Are you happy with Constant Contact Lead Gen & CRM's feature set?


Did Constant Contact Lead Gen & CRM live up to sales and marketing promises?


Did implementation of Constant Contact Lead Gen & CRM go as expected?


Would you buy Constant Contact Lead Gen & CRM again?


Big picture, if you want to understand which companies are coming to your site and what content they consume, SharpSpring does that. You can get some reporting on web traffic, like entrance pages. But you can't get exit pages. You need the complete picture, not just a partial.

The functionality for sending to lists is OK. But I'd like to set things up such that if someone doesn't open an email after three days, I can automatically send another email. Right now, I can't do that.

The campaign tracking is OK. But several improvements would greatly enhance the value that SharpSpring brings to the organization. One is the cost of campaigns. I can't enter the cost of a campaign to see what my cost per lead and cost per sale is. That is fundamental. When looking at a campaign, I can't click to drill down to see a more granular level. I need that.

SharpSpring is a huge program. It does a lot. The good news is that it has a ton of functionality. The bad news is that learning all of that takes time and unless you use features frequently, you have to dig to find how to do some tasks.

Constant Contact Lead Gen & CRM Feature Ratings

WYSIWYG email editor
Dynamic content
Ability to test dynamic content
Landing pages
A/B testing
Mobile optimization
Not Rated
Email deliverability reporting
List management
Triggered drip sequences
Lead nurturing automation
Lead scoring and grading
Data quality management
Automated sales alerts and tasks
Event/webinar marketing
Social sharing and campaigns
Social profile integration
Standard reports
Custom reports
Not Rated
Role-based workflow & approvals
Integration with
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated

Using SharpSpring

Like to use
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
Unnecessarily complex
  • Automated opportunity creation
  • List creation
  • Emails to lists
  • Email creation
  • Bot functionality drops off at a certain size
  • Bot functionality and automated workflows should be integrated
Yes - The reps love it. The key for the sales team implementation is contingent on management reinforcement and the discipline of developing habit. It isn't any more complicated than that.

The marketing team isn't too mobile, so we rely on the desktop. With large displays and multiple sessions running, you can get a lot done in the desktop world.
SharpSpring is on the verge of becoming a powerhouse app. That assumes they can fix the functional issues that currently slow users. Once they fix the performance issues, the user base will be more vocal about driving new business to SharpSpring. The tech support is fast and they can usually solve the issues quickly.

It is a huge app. It takes time to really learn it so it is in your fingers. Once you get it, you're good.