Lead Gen & CRM (formerly SharpSpring) Reviews - Page 7

Of all the vendors I work with, SharpSpring is probably one of the most responsive, if not #1. As a robust system, SharpSpring has a lot of moving parts. My associate and I are not short on questions. We've been able to go to the account management and tech support teams with virtually any concern or query and they've responded almost immediately (and with a great, friendly attitude).

While the landing page and email templates are faster than building from scratch, the drag and drop builder can be finicky. However, the results are still nice. If you have knowledge of CSS, it will be much easier to get the finished product you want. Overall, however, the strengths of SharpSpring outweigh this small matter.

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Sharpspring is not just a tool, a CRM or automation of Leads and Inbound Marketing is all that and more ... it is made up of people ... people who care about you, people who care about you your business, even if your agency is ridiculously small, like mine ... they are people who take pains, dedicate themselves and get mad at me, because I didn't do my “homework” ... and with that, I keep skating in my evolution ... they want me to grow ... they want me to earn more ... even I think sometimes they want my success more than me ;-) ... (just kidding)

that she doesn't have points that I can call weak ... so if what I tried to do didn't work ... it's because I didn't do it right and it hurts ... talk to the technical team and they find the error!

Lead Gen makes the sales tracking process efficient, and there are numerous digital marketing solutions.

Lead Gen has created valuable marketing solution with suitable communications.

What I like the most is the ability to track all the leads information

they don't have pop up forms, go away scripts and stuff like that to capture more leads

The fact that everything is integrated (crm, email, website, social, landing pages, chatbot, forms, etc) means our clients have one platform with one log in. On the whole its easy to use, but if you run into areas where you need to refresh your knowledge or are starting from scratch the training team are really helpful and accessible.

The implementation of the new billing system didn't run as smoothly as it could have.

It's very user friendly compared to other tools in the market. I've stopped using Hubspot after getting introduced to this. Value for money.

Over all everything but to be specific account management

I love the CRM, the updated email builder and the form integration on our website.

I would like the ability to tag accounts/users when scheduling social posts

I've used literally hundreds of contact management / CRM Marketing automation systems over the years. SharpSpring is very intuitive for both marketing and sales people to use. It is also one of the easiest to deploy quickly. Part of that is due to sales, onboarding and technical support being far and away the best I've encountered in the industry.

Just like any CRM or software solutions there are elements that are not self-evident. But just ask the team and they will walk you through and even send videos and tutorials to reinforce what you learn.

The learning curve was a lot smaller than other softwares. While SS has generally most things that others do, it isn't all in your face at once.

There are definitely lacks in automation that other softwares use. It's getting better, but still not as versatile. Especially with workflows.. email replies aren't a trigger, can't filter by list membership, etc.

Sharp Spring allows small business users the same functionality and features of other large automation platforms for a fraction of the cost.

Some of the UI/UX is still a bit clunky and it took some time learning how to set everything up.

Easy-to-use platform that makes marketing automation simple for both our agency and our clients. Great partner agency program that provides huge value for us. Some of the best SharpSpring features include: VisitorID (the ability to see which individuals and companies and looking at your website), detailed email reports, visual workflows, and pre-designed email templates.

SharpSpring is not as robust as other marketing automation platforms. As a result, it lacks many features that other systems have and the site often glitches. It's difficult to automate drip campaigns, notifications, etc. as the automation functionality is missing a number of key features. CRM is also not intuitive and lacking a lot of basic search/filtering functionally. Additionally, you may have to know a bit of HTML to design emails, as the pre-built templates can be a bit finicky.

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SharpSpring filled a void in our content marketing program, enabling us to better understand which resources impact our lead-gen and sales process. It also allows us to follow up with leads in intelligent ways, sharing relevant, personalized information and tracking response. The SharpSpring platform is very easy to use and configure, and their customer service is top-notch. We especially appreciated their Onboarding process, which equipped us with the skills and knowledge we needed to manage the platform on our own. That self-reliance was crucial in our decision to move forward with SharpSpring. We feel that the pricing is more than fair, and we are seeing tremendous value from the platform. SharpSpring helps us to have a truly integrated marketing and sales function.

We'd like to see more flexibility in the reporting--the ability to create a personalized dashboard with the precise metrics we need to monitor on a daily basis. The information is available in SharpSpring, but we have to look in several different places to find it.

What I like in this software is it has a lot of features and easy to use. The contact manager is very helpful. The email template creation is good. Customer support always responds. Sales Pipeline is also very helpful. Social features are also very helpful. Building reports for email is also very helpful because of the easy to select options like filtering fields.

What I like least and what I hate in this software is the way they handle their email marketing. The way they detect hard bounce emails are not accurate. My business email that is registered to their own system was detected as hard bounce email - (invalid address) and even the good emails we had and was given by to us by the owner sometimes fall as invalid email.

All the core features work very well. For your investment, you get all the features of the big players, but you're not the locked into a contract, and you avoid the step monthly or yearly fees. They also have an excellent partner program that allows you to get your license through an agency that will help you set up your platform and make sure you are on a path to success.

Some of the new features they launch are pushed live before they work perfectly, but it isn't a major issue as the primary features aren't impacted. You can also be sure that any problems that do exist will be fixed quickly. The only other issue I have had is with their support team being located in Soth Africa. This has lead to some questions not being answered quickly but if you use an agency partner this will not be an issue as they are your primary point of contact

SharpSpring provides a turn-key solution for our marketing and sales teams. We can collaborate, monitor, and track every single effort on either side without any complicated setup. Sales teams learned how to track and engage with leads in a matter of minutes, Marketing was loading content even faster and building automations. Devops was integrated with website and SDK requests within the afternoon. By the end of the week, a costly legacy MA/CRM system was replaced and fully migrated over with no headaches.

I have nothing negative to say about this - its been an amazing experience.

I like the convenience of assigning different contact lists to rules-based action groups as part of a marketing drip campaign.

Not being able to send preview emails without having to open an email in edit mode.

SharpSpring offers you all the tools you need in one dashboard! This enables our company to gather important data around both marketing and sales efforts, draw insights from the reports in order to optimize efforts going forward. Value for money is indeed what you get AND the power to leverage that into increased sales through using the software... that's where the real power lies! A solution to both small and medium businesses, in the digital age we live!

Desired features - advertising through the CRM

SharpSpring integrates well with Salesforce, which is key to our Marketing team being able to support our Sales team. We now have insight into where our leads come from and how they engage with our content - something we never knew before! Life of the Lead is our favourite feature because it gives our Account Managers context when engaging with a lead. We have more lead generators on our website (like a chatbot, free trial request, and opt-in forms) that we never had before. We also have access to more powerful (and easier!) reporting, which makes month-end reporting cycles more enjoyable.

There is a lot to learn but the onboarding process helped to ensure we had the support we needed from both a strategic and technical perspective. We've had some technical issues with not being able to use emojis for social posts and with not receiving email notifications for some workflows. The technical support team was very helpful, but unfortunately, there are still some outstanding tickets. The landing page builder is frustrating but the email builder is more intuitive.

- Marketing automation tool easy to use after a few passes, and has a lot of flexibility around triggers and options. - Forms are great for collecting lead information elsewhere (we use largely with Leadpages) and automatically pulling that data into SharpSpring/contacting the appropriate rep within our company. - Reporting is pretty good; I really appreciate the ability to drill into the email reports on an individual basis. - Self-help documents are pretty good.

- Customer service is weak (aside from onboarding). It took a long time (over a month) to resolve an integration issue, and in general customer support is slow to respond and not very knowledgeable. - Email builder is just OK, and customization options on forms are limited. I would love to be able to better manipulate the look of the forms we use. - Landing Page tool is new, and I expect it to improve, but it's clunky and hard to build what I want at this time. - There is sometimes a lag in reporting that makes it hard to confirm in real-time if an email has gone out/an import is loaded, etc.

Ease of use and features great customer services and profit making options.

All very good haven’t got any complaints at all

SharpSpring offers high value marketing automation, sales automation and integrated CRM features. It also offers behavioral website tracking, lead scoring, and solid email marketing for the money.

SharpSpring's native Salesforce sync needs improvement, and their landing page builder is not worth using when you can build landing pages on WordPress or Unbounce.