Item: Constant Contact Lead Gen & CRM
Rating: 9
Author: Kèlene Poyurs

Use Cases and Deployment Scope

We use Sharpspring as our own CRM and email marketing platform, as well as the platform that we recommend to all clients in need of a robust CRM, automation and email marketing platform. We use the system for ourselves to send out our monthly newsletters, and for our clients to manage sales pipelines, monitor sales person activity, and send out emailers.

Pros and Cons

Marketing automation and visual workflows
Email marketing
Sales pipelines
Contact management and life of the lead

Difficult to pull reports on custom fields
Limited functionality on iPad
Limited integrations with other platforms, e.g reporting platforms

Return on Investment

Has helped us to build our audience through regular monthly mailers
Made it easy to track sales activity for client ROI
Helped grown client databases significantly

Alternatives Considered

ActiveCampaign and HubSpot CRM

We use different CRMs for different clients, mostly due to budget and other requirements. SharpSpring from Constant Contact is in the middle, price-wise, but is slightly more user-friendly than ActiveCampaign when it comes to certain things, such as drip campaigns and workflows. Though the price can be prohibitive to some clients, it is extremely robust. I definitely prefer the list-building, the ability to send smart emails and the WYSIWYG editor.

Key Insights

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

Yes

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

Yes

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

Yes

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

Yes

Would you buy Constant Contact Lead Gen & CRM again?

Yes

Other Software Used

ActiveCampaign, Mailchimp

Likelihood to Recommend

SharpSpring from Constant Contact is a robust platform for users who will be sending frequent emailers and really want to take advantage of marketing automation. The visual workflow builder for automations and action groups makes it very easy to target users who visit specific pages, open emails or click on links. The sales pipeline is also fairly simple to use, and the sales reports are highly functional for active sales teams. The list-building functionality also makes it very easy to segment audiences based on a number of criteria, such as form fills of specific forms, pages visited, etc.

A Robust CRM, Email Marketing and Automation Platform

Overall Satisfaction with SharpSpring from Constant Contact