Lead Gen & CRM (formerly SharpSpring) Reviews - Page 4

The ability to create a clear sales funnel and track your client through the sales process is really easy and highlights areas where more work and focus might be needed in your sales process. There is a ton of features to engage users and build your audience, you just need to spend time and be open to exploring ideas. Implementing dynamic content which changes depending on the customer persona is cool. The support team always reply same day, there is online chat (US times) too.

There are some definite bugs such as data fields 'locking' when creating a landing page and the later it becomes editable again. Strangely the design side of emails and landing pages is not cohesive. So you have a limited range of fonts in forms but lots of customisation for colours for headings, then the reverse for landing pages. Thinks like buttons for GDPR can't currently be customised which looks odd. Also, the onboarding process for Squarespace websites is different and this is not mentioned anywhere. Just needs to have someone invest some time to deal with all these issues and implement a decent upgrade. Generally, all very minor things but stacked up can provide a bit more challenging onboarding process than what it needs to be.

SharpSpring is very easy to use, intuitive interface and great tech and training support. Great agency partner

The developers are usually several steps ahead of me on product releases. In fact, since I've been using they easily doubled the features/functions without a price increase.

Marketing automation - We have built a great rapport with our leads allowing us to nature and seamlessly turn leads into customers. Sales CRM - As we monitor the performance of the lead from sales consultants we can optimise marketing campaigns to improve sales figures

Sharpspring is not the easiest platform to learn, the eCommerce integration can be very intricate, however, once you master it, through their virtual classrom which is a comprehensive guide to the products offered.

- Easy to use - Comes with great documentation to learn how each features work - Support is just awesome - The product continously updated and developed. New features are launche regularly.

Small bugs are sometimes issued with the latest functionalities, but these are fixed pretty quickly.

UX is easy to navigate. It works like the "big boys" (hubspot) at a much better price point. It's been an incredible tool for us and for our clients giving us more insights and better lead tracking for sales teams.

The training and certification process is a little clunky.

The email reporting functions are very detailed and allow us to provide our clients with good marketing insights on weekly reporting calls The general usability and navigation around the site is also easy to operate and understand. The drag and drop features when creating the emails and landing pages are also very good.

The isolation of each instance from one another. A lot of campaigns follow identical/similar structures to one another and the separation between the instances results in completely recreating emails and workflows where a simple copy feature would save a lot of time

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After being an agency partner for 2+ years, our company has yet to make a dime off of this investment. First of all, the training they "supply" is almost non-existent. When we first became a partner, we had a couple of calls but then, nothing. There were many "learning pains" that we endured with SharpSpring even so much so as, demos I do with clients being times that "sharpspring is down." It is...

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The amazing customer support that is offered. Anytime I have a question I can either look it up myself in their library of resources with tutorials and instructional videos, or I can call their partner support line and speak to a real person who even follows up after the call to make sure all of the needs were met.

I wish you could edit Life of Lead to be able to put custom events in there. We uploaded a prospect database we had been tracking since 2017 and it had every time we touched a prospect. Unfortunately, once we uploaded this list into SharpSpring we were not able to edit their Life of Lead prior to the upload date. While this is barely an issue, it would be nice to see how long we have been tracking some of these prospects to give us a better prediction at how many touches it takes for a prospect to convert to a customer.

The fact that you can build forms and web pages that look identical to the theme of your website really took this product to the next level for us. The ease o integration and the amount of tools offered for the price you pay is unmatched.

The e-mail builder could be a little easier to use. I would say being able to customize your emails 100% with out having to edit HTML would be incorrect, however saying that customizing your emails 85-95% would be a fair statement. In some cases the element placement is dictated by the software but they are ALWAYS improving their form, page and email template builders so I feel like this is only temporary.

We have never regretted joining forces with SharpSpring! We decided on SharpSpring after leaving one of their very expensive competitors. Basically SS did everything we needed them to do and more. The customer service of our account reps are outstanding. They helped us create some things that were never done before. Love the workflows on the forms.

There really isn't that much not to like about SharpSpring. So far they have met every need for me and my team

Sharpspring is totally focused on the important features of being able to deliver a world class marketing automation system at a incomprehensibly low price. With new features being added on a very regular basis this powerful platform really does it all. Our business would probably not exist without Sharpspring as it has become central to to most of our business processes. Having previously used other systems I can testify to Sharpspring's ease of use and effectiveness.

When we initially implemented the software there were a couple of features which were not available; however, over the past couple of years these issues have been addressed and the rate of developed is really impressive. Our initial concern that, compared to other platforms, Sharpspring might not keep pace with market developments have been completely dispelled and in fact they exceed the development of their industry peers

Very easy to set up and learn. Intuitive design. We were running in one day.

Content management. Keeping track of the dates of emails is a little tricky.

The functionality of the Dashboard and the multifunctionality of it as a whole. I can use it as a sales employee as well as an account manager. The notes as well as the lead tracking makes daily tasks and client interactions a breeze to notate and collaborate with team members.

The most daunting obstacle is with the mobile app it is noticeably behind the actual interface. As I am constantly on the fly and not always In front of the computer it'll be a welcomed update when the app is brought up to speed with the rest of the interfaces.

Initially, the biggest feature was the lack of sticker shock associated with purchasing this software. We are a small marketing agency that drank the HubSpot Kool-aid so to speak. We signed on and went through all the training to become an Agency Partner. While it's great software, the price tag puts it outside the realm of feasible for most small business budgets. We found ourselves having to...

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The landing page builder stinks- but honestly, I use Thrive Architect and WordPress anyway, so this didn't matter to me. When I pitched a feature request at them to look at Thrive Architect, the dev team said they were already talking to the owner of Thrive Themes and looking at how to either integrate it or build a similar tool. If they do anything even close, it would be awesome. And they don't have social publishing yet, but I'm told it's coming soon... fingers crossed.

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Deliverability & Customer Service

The amount of features you get for the price is absolutely unmatched. Their support is also really great now that they have strengthened the team. It used to be that responses took weeks but now I'm seeing replies sometimes in a matter of minutes.

Even though it's cheaper you have a tendency to want to compare it to the big players that have been around for years. Simply put...Sharpspring is just not as refined as some of the options. Although they seem to be rapidly releasing new features to be better contenders it seems that they come packed with a ton of bugs confusion amongst the team.

Feature rich CRM, just what you need for a small business especially. Customization/white label is a nice feature to have, gives our business a pro look. The price for this software is very good counting the features you have.

Can't say anything against Lead Gen & CRM that I didn`t like.

- Price - Easy of use - Easy to implement and learn - Fast support - Active community and many updates - Possible to have skype calls and team sessions with SharpSpring to spar.

- The Social Media part in the software is not optimal, we still use other software next to it. - CRM feature is small, great for small companies, but bigger ones can come short.

SharpSpring lets us manage a wide variety of marketing and client management activities in one easy-to-use platform. Everything from marketing automation, to transparent sales pipelines, to persona-focused automated (and adjustable) messaging tools, we can save hundreds of hours on marketing tasks, while regularly engaging our clients' prospects and increasing overall sales.

SharpSpring could work on improving their help files significantly. While their live support staff are excellent, I feel like for most questions, I have to contact them, rather than simply look up a well-written help article to get many answers.

- easy to use - great user interface - strong development - both sales and marketing can work in one application. - great useability - great support team

In the beginning we had some issues with landingpages . But this has improved strongly

I have been extremely impressed by the rapid development and release of upgrades, new features, etc. in response to customer input. The email and landing page editor and templates are outstanding. I've worked in several other platforms, such as Act-on, and I just find them to be "clunkier" and not contemporary looking in final renderings. Support has been exceptional.

The inability to natively integrate a calendar function that would allow us to sent out not just Google iCals but also isc files for MS Outlook users (who represent 95% of my B2B client base). But the new Meetings feature is a big step forward.

Sharpspring is a powerful platform with lots of customization possible. It’s really helped us get more efficient in our workflow and automate things. We’re liking it more as we use it.

Some things about the usability is not as strong. There are some rough edges and their team hasn’t been ultra fast to fix them. But they seem to be busting out new features all the time, including scheduling which can replace another tool we use.

Email automation allows response emails to be send with dynamic content based on user interaction. Easy integration with 3rd party software like Gravity Forms. Allows the user to track email interaction between lead and themselves. Task automation easy to set up using the visual automation builder. Easy to build HTML emails using the email builder or the ability to import custom built emails.

Would love to have forms grouped into campaign folders, similar to how you can group emails