Lead Gen & CRM (formerly SharpSpring) Reviews - Page 3

Being a Partner for 4+ years has allowed us to grow with them. When they were a startup, we were able to really see the changes the partners were requesting and the software has come a long way. They really value their Partners (agencies).

Sometimes SharpSpring likes to release new features, while they need to also work on continually improving their existing features.

Marketing automation features are very helpful.

- There is no escalation process for customer support requests that are above a customer support reps expertise - Email report data is BS and one of the heads of IT at SharpSpring admitted it. The report data within SS differs from the data exported; the excel file has duplicate headline titles with different meanings/data; email data is shit - we sent test emails internally and didn't open them and...

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Chris, we're so sorry to hear about the experience and issues you've had with SharpSpring. We thoroughly appreciate that you have expressed specific concerns and hopefully we have the opportunity to regain your trust. I know the team is actively looking into these issues, but if there's anything additional we can do in the meantime, please feel free to reach out to us at feedback@sharpspring.com.

We like the fact it is much cheaper in cost as compared to HubSpot and other marketing automation platforms. The ease of using the platform has made it easy to early adoption of the end users and we are able to fully track our MQL and ROI.

SharpSpring has an extremely high demand on email accuracy rate of 98% so quite often we get suspended due to bounced back emails. Sometimes it is difficult to have an almost 100% list when people leave companies. We have as a solution, pay for 3rd party email checker services,to help mitigate this and we also send a larger portion of emails though mailchimp.

There are a lot of features. Almost too many, actually. I can't imagine a company that could possibly use all of them successfully. Regardless, it's nice to know the option is there if a situation arises in which a certain feature becomes useful. My favorite function/feature has to be the lead tracking system. I love being able to see every interaction each lead has with my client's business. The automated actions on top of that in response to customer interaction is the main reason we use the software. It makes drip email campaigns a breeze. I like that it tracks conversions as well (although you have to set it up to do so which isn't necessarily the easiest process ever). All in all, though, it does the job we need it to do.

The SharpSpring system is VERY non-intuitive for non-marketers (and heck, even for marketers sometimes). There are just too many ways you can screw up and have to start an email, action, or workflow completely over again. We have several clients who we act as their entire marketing department for and trying to get their sales representatives to use the system the way it's intended is next to impossible....

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SharpSpring is a sleek system that offers outstanding tools for marketing automation. We researched a lot of platforms ranging from free to $1000s before going with SharpSpring. They have just the right amount of features that makes it the most useful for all of our clients, leaving off the bells and whistles that would inflate the price. Their interface is top-tier which makes using their system...

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I was not prepared for the steep learning curve that is required to take full advantage of this platform. I was a bit discouraged at first by everything there was to learn but I realized it's part of working with such a comprehensive platform. It's like moving to a new town and trying to figure out all the roads and highways. I don't know if that's really a con but it is something you must be aware of. You're going to need to spend some serious time learning it but once you do, navigating the system easily becomes second nature.

The SharpSpring Marketing Automation Software provides the following features and benefits that make it a stand out product for my business; 1. The 24/7 support incorporated into the monthly fees; Ensuring no surprises down the line. 2. No requirement to pay fees annually upfront. 3. New landing page feature. 4. Blog page feature. 5. New integration with the Litmus test. 6. Link up with Zapier...

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1. Monthly fees in dollars do not convert via local UK sterling currency rates, unlike other US marketing software providers. You pay in £ sterling the same monthly fee as in US $ dollars. 2. Email builder while it is satisfactory it could be even more user friendly.

Cost vs. benefit. Has all of the features our clients want or need, without a bunch of stuff we have to pay for that they don't need.

It's a struggle to find something I don't like, but if it was one thing over the past two years, it would be the lack of support on the sales side for our clients. More customized training and presentations for client side would be great.

Being able to leverage anonymous web user data to create actionable insights way before they fill a form out is invaluable. For an agency/B2B company, it is the most reliable new lead generator of any tool out there.

New features roll out and feel like they should still be in beta. It has a few quirks like a lack of global date range filter that don't necessarily hinder reporting/analysis but are a slight inconvenience.

SharpSpring is an automated marketing platform with features of third-party CRM integration, universal CMS compatibility, fully integrated call tracking, landing pages, blog builder and much more. It provides unlimited users for all plans, unlike its competitors. What it says vs. what it delivers: It says: It offers behavioral-based email automation with “after-the-click” tracking for personalized...

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Nothing that I can think of! I suggest making the most of this tool for your marketing needs. You can overlook minor glitches as they are not affecting the tool’s performance to a large extent.

The system is easy to use -from training to the online help docs (i.e., self-training) - to the excellent support team, I feel very confident when using the system and making modifications. I know if I can't figure out how to do something I want to do - I can either jump on live chat or call support and someone will happily help me figure it out.

Reporting capabilities are still growing. They recently launched a new reporting dashboard with canned "custom" reports but I would like the idea to select the variables myself and run a report on my data - including my custom fields. If the fields exist, I'd like to run reports on them. I have figured out, however, that, I can export a lot into excel and create my own reports when needed.

SharpSpring has a plethora of tools and is always introducing new ones to assist you in creating an effective email marketing campaign. SharpSpring's customizability is excellent, which simplifies all tasks. Additionally, importing and configuring contact lists is a breeze. SharpSpring You may construct unique campaigns by utilizing the numerous concepts and custom templates that it generates, as well...

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I encountered no technical difficulties when using it. SharpSpring is a critical component in optimizing email marketing operations for both small and large enterprises. For optimal utilization, additional training is required; SharpSpring developers provide numerous videos and tutorials, and the support team is always available to answer your questions.

Sharpspring has an easy interface and do a great integration between marketing automation and CRM, helping these teams to work without any gaps, fully integrated. Reports are very easy to generate and personalize.

The Email designer and Landing Pages Designer is not the ideal yet, is a little difficult to use. Other problem is the incapacity to separate invoices and charges to my clients in Brasil. I need to receive from my clients separately and pay for all Sharpspring licences.

I like that I can do everything in one location. Also, I love the fact that Sharpspring is always adjusting with new things adding the system. If the software does not do something that you want to do. They put in to start working on that method or idea.

If you get a hard bounce you can not update that contact with the new info on your own - you have to deal with support and send them the list of changes to be done.

En utilisant ce produit, nous bénéficions d'une gestion simplifiée des leads, d'une vue complète de notre pipeline de ventes, de l'automatisation des tâches, de l'amélioration de la personnalisation client, et d'une augmentation de notre taux de conversion. Cela renforce notre efficacité commerciale, favorise la croissance et améliore la satisfaction de notre clientèle.

Lead Gen & CRM est dépendant à l'égard de la connectivité Internet. Il nécessite également une gestion attentive pour éviter la surcharge d'informations et garantir la protection des données sensibles.

At first, I was hesitant to jump on board with SharpSpring as I have used the bulkier parent company software from Constant Contact and did not love... I thought this would be similar and I was already familiar with HubSpot's array of marketing automation applications; however, I was a little wrong! I still prefer HubSpot for larger, more profitable or sizable I guess I should say, companies. For my non-profit and social enterprise ventures, however, it is actually very much aligned to the effectiveness as the aforementioned competitor but for half the price. I like that I can get detailed analytics while setting up true smart content triggers for pre-existing materials in a way that makes sense and is strategic for my audience at the right time in the right way.

The interface to me feels almost too simplistic as if it is dumbed down, even aesthetics wise. I am big on the look and feel of a system, especially if I'm going to be in it regularly. Also the social media capabilities and deeper, detailed analytics for lead management and creation at the top of the marketing funnel (or circulating flywheel if you're into more "modern times" industry lingo) are not up to snuff in comparison to HubSpot. But in comparison to the rest of the product market, SharpSpring is up there within the ranks!

It was very quick to deploy, fast to get my team trained, and effective in demonstrating results for clients. In addition, the feature functionality vs. price balance is fantastic. Other tools have lots of bloatware and tools that you will never use.

I wish it had some built-in SEO tools and I wish their email list management was more forgiving on spam traps.

Easy to use Great support team - tickets are handled in a timely fashion Easy to implement Great Documentation Great for small, uncomplicated implementations - If your implementation will involve more complex requirements and/or CRM functionalities, stay away from SharpSpring CRM works Ok

Automations are not always automatic - work flows sometimes do not work, expect to do manual work. List segmentations do not always populate automatically - automated lists do not alwys self populate according to their rules Custom reports are not custom (you cannot filter by custom fields, for example) Reporting in SharpSpring is very poor It is easier to export information to Excel to generate useful reports Social functionalities are very shallow

Hi Paul, Thank you for sharing additional feedback with our Customer Success team. We'll be using the info you shared to make sure we improve, and we're working on making things right for your team. Please email us at feedback@sharpspring.com or reach out to our Customer Success team if you have additional feedback to share about your experience.

Ease of use, good templates, built in CRM (although you can integrate with 3rd party CRM if you need.) Cost saving compared to competing products - especially if you can dispense with a full-fat CRM like Salesforce which is bloated and over priced for SME market in my opinion.

Occasional glitches. Sometimes you have to refresh the page to see the result of a change that you have made. For example - the number of members in a list - can take a few minutes after saving the query to report a true number. But you soon learn to live with minor issues like this.

Sharp Spring provides me and my clients with several advantages over its competition (like Eloqua, Marketo, Pardot, Infusionsoft). First of all, you can not beat their licensing value. Each license comes with unlimited users. This alone beats all the competition. Secondly, they have integrated an awesome CRM (missing in all the other marketing automation tools) so you do not have to go out and buy licenses for that. Lastly, it is a COMPLETE marketing automation system with true behavioral marketing capabilities.

At first, I had a hard time understanding how they do automation. I was used to using a drag and drop "visualization" interface to build drip campaigns. I also had a bit of a hard time getting used to their nomenclature. The way that automation processes are set up in Sharp Spring are through two things... Tasks (which I was used to calling triggers) and Workflow (which I was used to calling task automation). You can see how it was confusing for me. Well I learned it, it was not that hard, and I actually see now how it is a way superior way to program automation then using visual aids that would be cumbersome to try to set up and manage in large scale automation projects.

SharpSpring has enabled my team and I to actively create multiple drip campaigns to target our newest and existing prospects. It allows us to monitor how new and existing users interact with our website, what pages they go to, and how much time they spend on each page. This has assisted us in refining our retargeting strategies and the type of content we need to create to keep our prospects engaged and interested in our services.

It would be nice to have a few more pre-made templates available when crafting email templates. SharpSpring enables you to basically drag, resize and drop different elements into your email templates, but it is not as customizable as other platforms. The social media scheduling portion is good, but it is not as robust as other platforms. Cross-posting might sometimes display differently than expected, for example posting a link that contains a featured image might show differently on SharpSpring than the actual social media platform, so we always check the actual post on the social media platform to make sure it posted as desired.

We are so pleased to be able to offer this affordable CRM product to our customers. We work within the Pool & Spa Industry and most of our clients are small to medium-sized businesses. SharpSpring has all the functionality of extremely high-priced platforms at an affordable price point for our clients.

I'm looking forward to an upgrade in the mobile app and would like to see the html editor be changed to section selection rather than having to scroll and search.

The core marketing automation functionality in SharpSpring is excellent. If you're looking for Visitor ID tracking, better email communication, personalization, a landing page builder, or a CRM, SharpSpring is definitely worth a look. Even though it's a "soft" feature, it's worth noting that the customer service team has been great to work with. I've been able to give my clients solid timelines for when to expect a fix or help.

The email and landing page builders are solid, but they lack some of the intuitive features that you might get from a dedicated email service provider like Campaign Monitor or Mail Chimp. There might be a few things you'll miss migrating over from one of these platforms, though nothing important for obtaining the same end results.

The "life of lead" feature is a view of the customer's engagement with the company that is unlike any other platform we've seen. The automation features are easy to use, intuitive and logically planned out.

Although the ability to publish to social media platforms from within SharpSpring, we're hoping they'll progress to being able to integrate Instagram along with the other platforms and to integrate full social advertising and paid search into the tool.