Lead Gen & CRM (formerly SharpSpring) Reviews - Page 5

I am the Office Manager & Content Writer for our firm, so SharpSpring and other such programs are not my forte. That being said, I have found SharpSpring fairly easy to use in my weekly work life. We use SharpSpring internally for blasts, campaigns, and CRM and we also have 4 clients (soon to be five) using SharpSpring for their clients. I use it mainly for onboarding new clients. I love the smart...

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The things I have found that were missing, or confusing, or anything like that so far, have always been answered quickly by SharpSpring support, or are currently being implemented for future activation. Recently I reached out to support because there was no SOP for onboarding a new client on the Partner Portal. Within 24 hours, I had a preliminary copy of this document that they were working on pushing...

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I appreciate it that it is an almost all in one solution. We can do so much from one platform that is really makes our business lives run smooth and easy. All we need to do is log in and begin your day.

It would be nice to be able to 'hide' or 'disable' parts of the software that our clients and we do not use, however it is definitely not a deal breaker.

Access to high-level CRM functionality, Ease of use, Reporting and embedded form functionality, Ease of use with marketing and sales team

Email editor and content calendar can be a little clunky, but customer service is very helpful to resolve issues

I love the ease of use and flexibility of SharpSpring for my company and for my customers.

Since I use this to manage customers and my sales team I really need the ability to have more control over being able to have the sales team see all customers and contacts but only the name and contact so they can see this is a current client. The only way they can do that is by giving them the ability to also access all other contact information including emails. If you manage a competitive sales team that can cause problems. I need them to focus on their customers and not have the ability to look at what other salespeople are doing with their customer's interaction, etc. but they do need to know who is a customer so they know who to and who not to call on.

I chose the SharpSpring platform at the beginning of 2018 as it appeared to have anything of value that Hubspot offered for almost half of the annual cost to us. Aside from a wide range of robust features, they have great support ticketing systems, guides and feature voting system. You may see a lot of reviews against their support but this is because agencies haven't offered their customer's direct support access to SS. The list builder and automation are very easy to use. The contact, accounts and opportunities are very straightforward and tracking is so easy through Smart Mail. Building great emails and landing pages is also straight-forward.

The downsides would have to be their blog builder and social connections. Also being a MArketing lead platform they can be slow to release sales based features (it's my opinion that Sales & Marketing should share platforms for alignment).

Sharpspring was our "just right" if this were our story of Goldilocks and the Three Bears. We needed more than a simple constant contact could offer us but we didn't need the overly complicated versions that some of the largest providers in the space were offering (we found the price tag to be equally large for those). It's simple enough for us to use in house without a full time person dedicated to it but offers us lots of insight into our consumer's behavior. We've learned a lot and gathered lots of data points.

I've been happy with it. We haven't gotten any other departments involved yet so I can't speak to the business development portion.

The things I like most about SharpSpring are the email build, landing page builder, form builder (sort of), the idea of the content calendar, and the cool thing we can do with social listening. I usually use hashtagify or some other application for social listening so finding out about SharpSpring's ability was cool. When you have a real problem and you're a vendor, the company really steps up

The content calendar deployment is a joke. Sometimes it will deploy all of the content and some times it won't, it will just deploy pieces. You can schedule emails and social together, I don't dare try that until they fix the application. The VisualID application isn't much better. The training could be better, it's all in videos.

SharpSpring is easy to use and is robust. From contact to lead to client management, it's just drag and drop. The marketing automation tools are comprehensive, but simple. When trying to manage a lot of tasks at once, SS makes it seamless and nothing is missed. Their iphone app is great too!

I don't like where the NEW button is found on the menu bar, but otherwise, the software is easy to use and I don't really have any complaints.

The combination of strong marketing automation tool and CRM is perfect for all types of agencies. Life-of-the-lead give you insight in behaviour of your leads. What they look at, which email they open. Ideal for marketing to optimize lead generation and perfect for sales to target individual prospects.

The e-mail editor sometimes behaves in another way than you might expect. It takse some to to get used to is. We regret that there are few usable examples.

With SharpSpring, my team and I are able to stay on top of our prospects, analyze which pages they're visiting on our website, measure their engagement levels from the content we send out to them. Additionally, we also have marketing analytics at our disposal to review which traffic sources are generating the most traffic. The ability SharpSpring gives you to create, manage and measure your campaigns is beyond useful.

The social media publishing aspect could be a little more robust with real-time analytics. Sometimes the content you're trying to post does not exactly translate the way you want it to on the actual social media platform. Also, the trackable links don't always display an accurate representation of the number of clicks on media attached to your posts. The links to the trackable links should also be a lot shorter to motivate users to click on these links.

As a company we kept losing leads, not only that but we didn't know anything about the people that were visiting our website. Since we've implemented SharpSpring we've not only automated our marketing (so that all of our leads get a swift reply and follow up) but our sales pipleline is now being managed (something that we've never had before).

Nothing I don't like. SharpSpring has been invaluable.

It is easy to use. There is a learning curve, but it is not that steep. The list building logic and workflow logic just makes sense, and I think this is where Sharpspring shines. SharpSpring's support was critical to our success in getting started, as getting started truly is the hardest part. The responsiveness from their support team is also incredible. If you are not looking for all the bells and whistles that you ultimately won't use, Sharpspring is a true value.

The improvements I would like to see in Sharpspring centers around the contact management part of their solution. We have sales people that are using the system as their CRM and some basic features like searching, segmenting, and sorting are not available to a person in the sales person role permission.

First, the set up is very easy, within 24 hours I can have a new client up and running. The automation is very flexible. Sharpspring comes with forms that can be placed on your website or can integrate with existing native forms. Sharpspring is a total marking solution that allows marketing to create landing pages, develop automated campaigns and track ROI. The built-in CRM allows sales people to see the user behavior and interest, add to nurture campaigns and even gather data on anonymous visitors.

The reporting on the CRM side could be a little more robust, but for most SMB's that reporting is more than adequate. The Landing Page module is new and could use some more templates. If Sharpspring could build a direct integration with Wordpress for the landing pages, that would be great.

Positively positions our agency. Very easy to get new licenses. New billing structure makes it more affordable for smaller agencies like us.

Parts of the platform lack features. The app is almost useless for design and marketing purposes but is great for entering contacts.

The interface is extremely intuitive; the custom options are limitless and the willingness and ability of the developer behind the product exhibit in their constant delivery of improvements and benefits is impressive to say the least.

There is truly nothing to dislike about Sharpspring. If I had to pick a negative, it would be that the dependent, ancillary technology sectors have not moved as quickly as they should in creating seamless integrations with Sharpspring. However, Sharpspring's API and open compatibility of the program seems to more than make up for the lag.

I like the fact that it does what it says on the box. More often than not you sign up and then find out if you want to do this or do that, it's additional cost - not with SharpSpring. Although they have a 3rd party APP Marketplace for plugins or API connecting codes, SharpSpring has native access to GA, Google Adwords (Optional) and Social connectors such as Facebook, Linkedin and Twitter - still waiting...

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There's not many 'Cons' but simply a couple of teething problems like you would expect and get with most SaaS platform- my thoughts - you can't be everything, to everybody, every time. Areas such as fonts, layout and the landing page construct could be improved but you've always got support on hand to help you through it plus they have a product development page you can view.

Once we signed up with SharpSpring you are given a 60 day onboarding process. This is where you are assigned to a onboard specialist and he essentially trains you. My onboard specialist was Deontae Lafayette who was fabulous, so knowledgeable and so patient with me. I really liked that I could have as much time with him as I needed. I made two one hour meetings every week. He would train me on something...

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I really have not found anything I dislike. Some functions are not in formats i am used to with other platforms but one thing SharpSpring allows you is to send in a product feature that you would like them to consider and so far I have sent in two and they have used my suggestion and made that feature available.

SharpSpring is a game-changer! Getting an all-in-one platform that allows us to go from capturing lead information and behavior all the way through to identifying qualified leads through marketing campaigns is amazing. Having one place for marketing emails, landing pages, social media, blogging, meetings, video chats, and more is almost unheard of. Match that with a really robust CRM that tracks leads, beautifully outlines the life of a lead, and allows you to easily manage the sales pipeline and one-on-one engagements with pre-qualified leads with lead scoring is amazing.

Seriously, there isn't much negative to say about this platform. The onboarding was amazing, the self-guided trainings were awesome, it's a great platform. The only downside is it's not as "pretty" as some platform, but hey, I'd rather have a functioning product helping me make more money and something pretty to look at.

SharpSpring offers effective, powerful tools for digital marketing in a single application. It allows me to offer affordable automation to my clients for their email campaigns, landing pages, CRM, and sales management. SharpSpring offers fair agency-focused pricing at a fraction of what Infusionsoft, HubSpot, and Ontraport charge. The price offered to agencies allows me to pay less than end-users,...

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SharpSpring has only been in operation since 2014, so some features are still in development. However they are eager to consider suggestions from agency partners and constantly working to improve the product. With such great customer service and an already impressive set of tools, a little patience for upcoming developments is a small price to pay.

What I like most about SharpSpring is how much you get for the money. It packs every feature you'd expect from the expensive marketing automation platforms but doesn't throw exorbitant costs on those features. I also like the ease of integration with other platforms.

I highly dislike the recent shift in having clients pay for their own accounts with separate billing. We were sold this platform as one we could completely white-label for clients, but now we are required to put a client CC on file.

Consolidating functionality is more important all the time. Having the ability to do so many things in one platform is a big benefit. The media center is good and the calendar function is great. For planning social media campaigns and seeing synergies with other channels, it is very good. Creating and managing lists is super easy. So is managing the opportunities and the pipeline. Sales and marketing jointly selected SharpSpring.

Because it is such a big platform, it can be hard to remember how to do everything. If you don't consistently perform a specific function, it may take a little time to remember how to do it. It isn't always intuitive. They used to have a campaign cost capability so you could run your cost per lead and cost per sale. That feature disappeared and so you can no longer do that.

SharpSpring online marketing platform is super easy to use, can automate mailing list management, is easy to use / edit the email templates and add a customized field. I also like the reporting, you can see who opened and received the email campaign, who clicked on what. The support are super friendly and helpfull too

The action groups and workflow process is a bit tricky at first.

Last year my company decided to switch from Hubspot -where we'#39;d been for three years- to SharpSpring. We knew the transition would be tough, but SharpSpring seemed like a great, and less expensive, alternative. Now, a few months in, we only wish we switched sooner. While SharpSpring doesn'#39;t have everything Hubspot does, it has a lot of things Hubspot does not, and it has everything we need...

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My only complaint with SharpSpring is that some tools can be a bit buggy sometimes, but customer support has always been very helpful.