Lead Gen & CRM (formerly SharpSpring) Reviews - Page 2

We manage a wide range of clients using SharpSpring, and you can not beat the cost and functionality delivered in a mid-high level automation platform - one that continues to evolve and grow.

We have really had no complaints with SharpSpring over the past 5 years we have been using it for ourselves and our clients.

We love the fact that we can white label the product and resell to our clients. It adds a new source of recurring revenue for our business that we would not have without this capability

We’ve had some challenges setting up billing for our managed client accounts - that said, the SharpSpring team has been helpful and very responsive in sorting out our challenges.

SharpSpring does everything you would expect at a competitive price. The tool is a very capable marketing automation system, with good email and automation capabilities, as well as some great tracking and social media features.

Reporting is good, but not as good as the best (which is HubSpot in my opinion). Although the capabilities don't hold us back, it would be nice to be able to have easy ways to measure the performance of landing pages/funnels.

Seemed like a great and more affordable option compared to HubSpot. Not much else to say here since we had a boat load of issues with it.

Everything was cumbersome. From onboarding to implementation. Even getting someone on the phone from the right department to help us when we had issues with email was a problem. Overall, really clunky and outdated. We ended up going to Hubspot and it's SO much better and not even that much more expensive especially when we think of all of the time we all wasted trying to get sharpspring to work.

Hi there, Thank you for taking the time to share your experience with SharpSpring. We hate to hear that you had a negative experience with the platform. Our exceptional support is something we work hard to maintain so we hate finding out we missed the mark there as well. We never take losing a partner lightly and will use your feedback to continue to improve our resources for our agency partners. If you'd be open to sharing any additional feedback, please email us at feedback@sharpspring.com.

The email builder, landing page builder and form builder are all straightforward and fairly easy to learn. There are also help/support articles for pretty much anything I need help with or get stuck on. The "life of the lead" view is helpful to see a contact's interactions with our brand.

The email and landing page builders offer a lot of flexibility in layout/design, but sometimes they are a bit too restrictive in terms of moving elements around.

When choosing a marketing automation platform for my agency, I knew I wanted something robust and customizable. I'm very hands on, and I don't like being constrained by the limitations of drag-and-drop editors or controlled interfaces. I want to be able to tailor my tools exactly to each client I work with, without compromising on functionality or efficiency. That's why SharpSpring has been a perfect fit for me! Not only is it affordable for a small agency like mine, who works with small businesses, but it's extremely powerful, and capable of executing any strategy my team or my clients require. The most complete and functional marketing automation platform out there!

Because of the large range of features, it can be a little intimidating to learn for some. But the onboarding team does a great job of walking you through implementation and getting you set up for success! Our agency focuses a lot on providing social media and content marketing services to our clients, and the SharpSpring content calendar is definitely not as robust or streamlined as some other platforms...

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It has a lot of features and they keep adding new ones. From only one platform I'm able to keep track of my client's websites, create the forms, and manage the submissions, leads can schedule meetings with specialists without having to wait (or to interact with another human being) and I can keep track of everything with the help of the Life of the Lead. The automations available are a big deal as well, everybody in the team is aware of their responsibilities and the platform helps them never forget to follow-up.

The email builder could use some improvements, maybe something more intuitive, more templates, more flexibility while making changes. Also, de contact manager is still kinda coarse, should work more like a database and not only as a display, it could be more flexible. And allow to bulk-import contacts with no emails could be huge.

The software is easy to use and is constantly being updated with new features. Within our first year of using the tool, at least 4 new features were rolled out, all of which were useful. Their live support is great. They are thorough and they followup. There have been several instances where the team has followed up after the fact to check in and see if additional support was needed

I would love more training. The videos are good and useful, but would love more virtual webinars or if being a partner allowed for more 1-on-1 type training. I also wish some of the CRM fields had more customization instead of being default/standard.

First, fantastic price. Personalization can drive amazing results. SharpSpring gives you a solid set of tools that all communicate with each other flawlessly and for an exceptional value. It's a sophisticated tool with a lot of depth, but the certifications, demos, videos, tools, customer service all make it very easy to use. Just when I think I've figured out the edge of the depth on the tool, I realize there's another level. The automation is top notch. The ability to track so many actions, behaviors and then to take action to help the customer go further along the funnel. It fulfills the needs of so many other tools - HootSuite, Sprout, Calendly, Mailchimp, CRM, Sales CRM, TypeForm, and WhoIsVisiting (to name a few).

Not a lot so far. I'll always take more templates, pre-made content. Don't get me wrong, it has content, but the more the merrier.Billing can be a little confusing, but I know they have an update coming very soon. In fact, I just received an update email about it. I'd love to see more progress on the SharpSpring iOS app.

Complete integrated tech stack for marketing and sales that includes the core functionality a business needs to execute full-funnel marketing and sales campaigns and manage the sales pipeline.

SmartMail provides 1:1 direct IMAP email, but it would be nice if there was a sales-driven email automation feature for low volume 1:1 emails to prospects.

Lead Scoring, Visitor ID, Automatizaciones, lo bien que están alineados la parte de ventas y marketing, el media center me encanta

Deben mejorar los filtros de campos personalizados para oportunidades, es un poco molesto tener que exportar a una Excel para poder hacer filtros y tomar decisiones. El proceso de facturación de los clientes de la agencia, España es diferente a USA, no están acostumbrados a pagar con tarjeta de crédito este tipo de importe por separado, trabajan mejor con trasnferencia bancaria Los onboarding deben ser más profundos y ayudar a las agencias de marketing a saber usar mejor la herramienta, nosotros hemos dedicado muchas horas a aprender como usarla y cuánto mejor la usamos es más fácil venderla. El crecimiento de nuevos clientes que usan la plataforma depende de lo bien que le enseñemos a usarla y para ello, debemos convertir a mi equipo en expertos.

It is a platform that cover the manage of the commercial proccess and the use of information from the salers, this feed our Marketing Strategies and give us a continous improvement. Is easy to share tools between commercial and marketing teams about new campaings and we can obtain all the data to support, if a campaing was succesfully with a ROI that has the detail of each lead, opportunity and sales earned.

There is not automation proccess to include automatically changes in account's flelds. Sharpspring is working constantly in improving features, that is why we do not worry.

For several years now, SharpSpring has been my secret weapon. I work largely with educational, startup, and nonprofit ventures - so we are always resource constrained. SharpSpring's platform allows me to leverage a small (or solo) shop into something of competitive size, then scale up as we grow. And it doesn't break the bank. When you're working with a skeletal or non-existent team, the ease of use and customer support become critical: SharpSpring always "wows" me on this. Plus, the automation lets me optimize the resources I have while the intelligence tools keep me from wasting time on projects with low ROI. SharpSpring delivers the functionality that gets me noticed by the higher ups. (In one role, we doubled all major KPIs within a year's time.) I couldn't do my job without it!

Marketing Intelligence software is complex and the learning curve can be challenging, even with great support. Also, not everything in SharpSpring is where I expect it to be - I often use the chat support function to find tools. Oh, and if you are West Coast, start your SharpSpring projects early as chat support wanes after 3pm Pacific due to the company being headquartered in Florida.

I really enjoy the various features that are available within the platform! It allows us to quickly and easily identify our prospects, capture their information on the website, and then market to them in a way that is meaningful and generates new business for us.

In their mission to make their platform compete, they often focus on getting new features out quickly but then have to go back and update later. I've seen this happen for them with tools like Video Calling, which became quickly available due to COVID-19 but lacks the robustness of other dedicated video platforms that I would imagine most companies already use.

The pricing model is favorable. We were able to onboard 2-3 clients almost immediately as compared to really struggling trying to sell HubSpot. The sightline on data and our sales pipeline is good and shows us that we are seeing value (however, our company needs to do more on our end to really leverage the tool).

We haven't found a use for the content calendar function, compared to other methods we use. Lead scoring could be improved.

Powerful tools for lead generation to pretty good customer management, tons of options to personalize a lot of aspect of the company. very good tools for building email marketing and landing pages with out third parties

I think one point where sharpspring lose flexibility is on landing page creations, how designer we need more tools for layout.

Our customers are benefitting as much as we are and it starts with the automated services. We can route inquiries to sales reps faster and continue conversations with customers instantaneously through dynamic messaging.

We need to understand Sales Optimizer better. It may be a software solution that we don't necessarily fit with, but we still think this is something we can improve with, but right now its a slice of the pie that we struggle with.

While the functionality is extremely powerful, SharpSpring itself is easy-to-use. Like any software, there is an initial training period where you have to get comfortable with the platform, but I found it pretty intuitive, especially after participating in the on-boarding training classes. The best thing about the software is the results it's generating for my clients. Our email marketing campaigns have been extraordinarily successful and the reporting functionality makes it easy to demonstrate these results to our clients.

I've been very satisfied with the software and don't have any complaints. One wish-list item would be for SharpSpring to integrate with survey tools so I could seamlessly administer campaigns requesting customer feedback.

SharpSpring is a great tool for small to mid range companies looking to build email marketing campaigns. It has great templates which allow you to create emails that look great and are functional sales tools. There are also great automation tools for drip campaigns and re-targeting.

The visual email builder can be finicky at times, resulting in editing directly in the code. If you are unfamiliar or uncomfortable formatting HTML code it can be overwhelming. Also, the social media tools are weak. It would be nice if I could schedule and post content directly from SharpSpring.

The support is top-notch. They go above and beyond to ensure all questions are answered. If there is a key feature needed in the software, they'll work to make sure that you get that feature or have a workaround. They respond quickly, and they are incredibly knowledgeable. It's hard to list just one thing I like best! It's the most competitively-priced tool on the market... and it's a fraction of the cost of nearly any other marketing automation tool on the market.

With their constant upgrades, SharpSpring occasionally can be a bit buggy while features get ironed out. Nearly all issues have easy workarounds, and the fixes come fast. It's a minor quibble for a service that is basically as good as it gets.

SharpSpring has features to create marketing operations and track those campaigns either manually or automatically. Considering I can tie all the potential avenues of a campaign into one spot and see how users interact with is a great win. At a glance, it is essential to read the data and make the right decisions; SharpSpring brings all the data to one platform. It makes work more enjoyable that...

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Interface and design consistency are my two significant cons for this platform. Like most, once you know the platform and its interface, you can be very successful. No difference here except that the design process between creating emails, pages, and forms all have their unique process. I believe it would improve user efficiency if the page and email creator, for instance, had a standard procedure and the same layout of tools. The platform has a lot of features with more coming, so you have to know where all the pieces are between the settings, marketing, and sales menu layout.

SharpSpring approached me with a very interesting mailer. It was enough to get my attention and learn who they were and what they did. After they bought my crew lunch and I sat through a presentation I decided to join. The minimum monthly bought me 3 accounts plus a free one for my agency. There are a lot of features in SharpSpring and they appear to be adding more, which is nice. They represent themselves as marketing automation for agencies. They offer a lot of white labeling which is a requirement for me when working with 3rd party softwares.

Late 2019 it was announced that SS would change their billing policies to require that THEY bill my clients. WAIT, WHAT? You're a whitelabeled SaaS service, why the **** would YOU bill MY clients. That's the opposite of the point. Since I haven't set up my clients in their billing interface they've locked me out of my account. And when I went to cancel they reminded me of the 30 days cancellation notice I'm required to give. OH, AND, they decided to up the rate $75/account. I'm so unhappy with where they're going as a company I can't even consider the new features that they're bringing in.

Hi Jamison, Thank you for taking the time to share your experience. Our intent in developing our new billing platform is to get out in front of a change in the tax law that applies to online sales and SaaS products like SharpSpring, Hubspot, SugarCRM, and Salesforce. This billing change is purely based around being tax compliant you are still in full control of your client relationship. We'll never...

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1. Customer service is highly responsive. 2. Templates for emails and landing pages are easy to use without design or development expertise. 3. Incredibly easy to customize: add fields, pipelines, dashboards, automations particular to your processes without coding or other specialized knowledge.

1. Landing page builder is kind of basic. However, new releases come regularly and is probably not a big deal if you have an html developer handy. 2. Integrated social scheduler functionality is a bit basic. 3. If you have significant custom complex report needs, this is not the platform for you. They have great canned reports that any layman can find value in, you can download csv files of many things, and you can customize a dashboard with report "widgets." But not a lot of ability to dig into raw data.