Lead Gen & CRM (formerly SharpSpring) Reviews

Lead Gen & CRM (formerly SharpSpring)

4.6 (760)
Attract, Win, and Grow with Lead Gen & CRM

Overall rating

4.6 /5
(760)
Value for Money
4.6/5
Features
4.4/5
Ease of Use
4.3/5
Customer Support Software
4.6/5
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760 Reviews

Dacia
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Incredible value for a robust tool

Reviewed on 13/06/2020

SharpSpring has helped us align our sales and marketing efforts, automate and elevate our lead...

SharpSpring has helped us align our sales and marketing efforts, automate and elevate our lead follow up, and extend our offering to the market.

Pros

I love the simplicity of the CRM and the ability to see the life of the lead activity across both sales and marketing. SharpSpring can do so many things and the cost can't be beat compared to equivalent offerings. You can begin using this tool very quickly.

Cons

The set up does take some commitment and patience, but the customer service is outstanding and the tracking and functionality are worth the effort.

Michael
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Sharpspring for the win--Top quality marketing software for a decent price

Reviewed on 13/08/2020

We've been using sharpspring for ourselves and as an agency for our clients. Love how well it...

We've been using sharpspring for ourselves and as an agency for our clients. Love how well it tracks clients, incoming emails, syncs with our inbox, and tracks interactions for all of our clients.

Pros

Looking to get the best out of my email marketing, Sharpspring gives me the chance to reach out to my whole list with a modicum of effort. The best part is the automation--triggers and the ability to build out a complex program make a big difference in efficacy and efficiency.

Cons

The email builder inside of the program--WYSIWYG. You can do this, but it's frustrating to make the thing look like you want it to.

Alternatives Considered

VBOUT

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Mailchimp felt very limited in scope. Delivery with mailchimp was restricted, it seemed like I never could end up in the gmail inbox tab, always relegated to the offers tab.

Switched From

Mailchimp

Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)

Features.
Chris
Overall rating
  • Industry: Logistics & Supply Chain
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 5.0 /10

Review

Reviewed on 22/07/2019

Started out fine until we realized that all the report data within SharpSpring was false. We...

Started out fine until we realized that all the report data within SharpSpring was false. We understand that data accountability is an issue in the marketing automation industry as a whole, but SharpSpring is especially terrible at this. The fact that upper management in IT recognizes that email report data is different between what's in SharpSpring email reports, what's in SharpSpring Life Of The Lead, and what's in the exported email report excel list and subsequently admits that none of it is entirely correct is beyond me. The software is meant to provide genuinely insightful feedback to track user activity and potential conversions, however, the development team.

Pros

Marketing automation features are very helpful.

Cons

- 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 it shows we opened them 3 times in SS and 4 times in the exported report
- Life of the Lead is the most valuable data within SS and yet you cannot automate based on any of it
- Life Of The Lead duplicates email "opens" and "clicks" based on how many people are in the chain, giving a false view of engagement from customers
- Email clicks are a load of BS - it shows that emails were opened and every link clicked within 10 seconds of sending because of spam bots/filters. SharpSpring doesn't filter this data out, so we can't tell the difference between what's real and what's not. "Can't we export the excel sheet and do that filtering ourselves?" Nope - as stated before, one of the head IT guys at SharpSpring validated our concerns that the excel email report is indeed, shit data. None of it is usable
- Rather than creating a backlog of needed updates and releasing them as a batch update on non-business-hours, SharpSpring product development teams push updates during work hours, breaking crucial functionality for 3+ hours/week, leaving our sales staff twiddling thumbs and complaining.

Response from Constant Contact

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 [email protected].

Mike
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Sharpspring the most complete marketing automation software you can get in this price range!

Reviewed on 02/08/2019

We use this software for the "marketing automation" catch leads and convert them to customers (for...

We use this software for the "marketing automation" catch leads and convert them to customers (for us but also our custumers). I have been using other tools and they tend to be FAR to big and overwhelming.

So my experience is that i can easy train others to use SharpSpring and let marketing and sales work together in the tool and with the tool.

Pros

- 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.

Cons

- 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.

Alternatives Considered

HubSpot Marketing Hub and Marketo Engage

Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)

After running the demo of each software, the price, easy of use, and SharpSpring had a better fit with our type of costumers.
Dwight
Overall rating
  • Industry: Internet
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Well-Thought Out Tool That Can Drive Your Business

Reviewed on 25/03/2020

Positive. We like the tool and have onboard three other customers already in 3 months. We see this...

Positive. We like the tool and have onboard three other customers already in 3 months. We see this as a positive engagement tool to offer with our services as an agency.

Pros

Onboarding and set-up guidance. They help during a window of time however, there is a lot required to get you up and going. They refer often to the EDU and Classroom hours for help. This actually helps but you should anticipate 30-60 days with your current schedule to be up and running. Validation of leads, the assignment from leads to opportunities and the lead scoring, with automation helps salespeople realize where they are in the pipeline with prospects. We wanted to have more integration from forms to collecting leads, company and associated sub-accounts organized with individual opportunities. The ability to replace MailChimp, Lead Pages and Pipedrive while adding more functionalities was beneficial and outweighed the cons. This puts us in a good position to walk other customers through the process correctly and have longer-term contracts with them.

Cons

Onboarding and set-up. We underestimated all that would be needed to get this up and going and likely they know the challenges a company can face. I'd imagine that hinders sales but they should really let a user know the team and tasks to consider/ required based on the company size.

Jordan
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

My life would have been way easier if I would have switched to SharpSpring sooner.

Reviewed on 30/07/2020

The sales team was great. You could tell they cared about more than just making the sale. They...

The sales team was great. You could tell they cared about more than just making the sale. They wanted to make sure that SharpSpring was the correct product for us. The onboarding process was super thorough and allowed us to get to know the product well before we dove in. Support is super responsive and incredibly quick. We've never waited more than a day for anything to get resolved. We have all of the tools we need to help our clients grow at a price point that you can't beat.

Pros

We love the automation and the social media calendar for planning and execution. The workflows have allowed us to communicate more efficiently and the personas more personally.

Cons

Some of the features aren't very intuitive and are a little clunky. You can tell that the dev. team is still working some kinks out.

Alternatives Considered

HubSpot Marketing Hub, Constant Contact, and Neat

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

HubSpot wasn't worth the amount of money it costs.

Switched From

HubSpot Marketing Hub

Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)

The pricepoint for the amount of tools you get blew everything else out of the water. We loved that it was basically all-in-one.
Dorothy
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Ramped up quickly and easily

Reviewed on 21/08/2020

I'm extremely satisfied with the platform and excited about the enhancements they continue to...

I'm extremely satisfied with the platform and excited about the enhancements they continue to implement.

Pros

What I have liked most about SharpSpring is the how easy it was to familiarize myself with the features and functionality. I have used many other marketing automation tools during my career as a demand generation marketer. All of which we needed to hire a third party consultant to implement and train our team. I was able to become proficient with SharpSpting, on my own, in a matter of weeks. SharpSpring is not shy on functionality and they continue to add features and improvements on a regular basis.

Cons

There is only one feature I would like to see enhanced and that is the ability to create a custom lead status.

Jeff
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Robust (and affordable) Marketing Automation Tool

Reviewed on 18/02/2020

Great marketing automation tool that allows for seamless collaboration between our agency and our...

Great marketing automation tool that allows for seamless collaboration between our agency and our clients in-house marketing/sales teams.

Pros

ease of use, excellent (and growing) tools

Cons

we've experienced issues from time to time with email lists and sender status.

Tina
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Simply the best automation software out there!

Reviewed on 21/07/2019

Pros

SharpSpring is easy to use, simple to set up and has unlimited functionality to help you reach your clients in a timely and focused manner.

Cons

I'd like to attribute all aspects, forms etc, to campaigns.

Jamie
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Easy to use Platform

Reviewed on 07/10/2019

SharpSpring is a fantastic Marketing Tool that we recommend for all of our clients. Its intuitive...

SharpSpring is a fantastic Marketing Tool that we recommend for all of our clients. Its intuitive interface is easy to understand and use.

Pros

SharpSpring's intuitive interface is easy to understand and use. The analytics are comprehensive and provide real-time data for our marketing initiatives. We have always had great customer support with SharpSpring whenever we have any questions.

Cons

The design interface is a little clunky. There is not enough options for placing imagery within text. The font formatting is buggy.

Steve
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

We have embraced the Software to lead our company in communicating with customers and managing...

Reviewed on 24/03/2020

We didn't realize how slow we were when communicating with customers and how important the speed of...

We didn't realize how slow we were when communicating with customers and how important the speed of communication really is. We now have automations in place that don't let the conversation and engagement drop off.

Pros

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.

Cons

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.

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

SharpSpring brought more to the table from a customer experience and data management tool.

Switched From

Sage CRM

Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)

Cost and the fact that we weren't buying ala'carte, rather we felt like we were buying into a partner experience.
Nancy
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Sophisticated yet easy-to-use platform

Reviewed on 10/03/2020

I am using SharpSpring across my entire client bases to generate and nurture leads, manage website...

I am using SharpSpring across my entire client bases to generate and nurture leads, manage website inquiries and analytics and monitor and post across social media channels.

Pros

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.

Cons

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.

Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)

Value for the dollar. SharpSpring offers the same functionality as many of the larger, more well-known marketing automation platforms for a fraction of the cost, but what really sets them apart from their peers is their customer service, which includes extensive live and on-demand training classes and a dedicated call center focused on your success.
Josh
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Impressive product, exceptional value

Reviewed on 27/08/2020

I'm not spending as much time connecting tools and I'm spending way more time defining and...

I'm not spending as much time connecting tools and I'm spending way more time defining and executing strategies. I'm creating a robust customer engagement strategy that is inclusive of sales and marketing. I'm solving the problem of identifying content that the consumer truly wants and needs to convert.

Pros

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).

Cons

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.

Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)

I've worked with HubSpot, Adobe, Marketo, Pardot and a myriad of other digital marketing tools. I've used tools that cost 1-2 million a year, spent months on integrations. I've honestly never found a tool that is so capable, so easy to implement, and does not require 6 figures of budget to fund it as I have in SharpSpring. I think SharpSpring is a no-brainer tool for any small to medium sized organization. It may even cut it for larger organizations. While I'm very impressed, I see the company continuing to strive towards an even higher level of greatness.
Linsey
Overall rating
  • Industry: Education Management
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

My Secret Weapon

Reviewed on 04/05/2020

I love this product so much that I take it with me from role to role -- and it is always the legacy...

I love this product so much that I take it with me from role to role -- and it is always the legacy that I leave behind. It allows me to make a huge impact in a short period of time.

Pros

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!

Cons

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.

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Value for cost, functionality, and assurance that we weren't going to be 'nickle and dimed' as we grew in our needs, scope, etc.

Switched From

Salesforce Essentials

Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)

Pardot gets expensive fast. I'd love to add familiarity with the product to my resume - but the price puts it out of range for most of the organizations I've worked with thus far.
Nigel
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Comprehensive Marketing Automation Software

Reviewed on 08/09/2020

SharpSPring has been a massive help to our business. We are agency partners and we have grown our...

SharpSPring has been a massive help to our business. We are agency partners and we have grown our business by using the software and demonstrating the power of the software to others. SharpSpring themselves are always looking to improve the software and often realse new features or updates which improve the overall experience. They are constantly evolving and I like that. It's what is needed to keep at the forefront of today's marketing.

Pros

SharpSpring has a comprehensive range of tools to help you get the most from Marketing Automation. It integrates with your website easily and can track visitors to your site from all your differing campaigns. The tools are easy to use, once you have been through the training and can be manipulated to work together to suit your business. Delivering insights and analytics to help you tweak your marketing and increase your ROI.

Cons

The software is comprehensive, so there is a learning curve. You can get started easily with it, but you have to continue to learn to get the real powerful insights from it. Setting up takes quite a lot of tweaking to get the results you need, but it is simple and powerful to use and delivers results right from the get go.

Alternatives Considered

HubSpot Marketing Hub

Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)

We found SharpSpring to be of better value overall and fitted our business needs.
Ryan
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Economical and POWERFUL Marketing Automation Solution

Reviewed on 29/04/2020

SharpSpring is a great tool and I have been so pleased with the automation and resources I have at...

SharpSpring is a great tool and I have been so pleased with the automation and resources I have at my fingertips. The have great new features coming out all the time and their customer service and team members are always so helpful and enjoyable to talk to.

Pros

All the marketing automation is incredible and so easy to use. We have been using the chatbot feature and love it! It is easy to set up and we have it integrated with Slack to make the ability to manage it simple. The email automation and workflow automation makes me day to day job so easy as well. I can set up new prospects in my sales workflow and they get moved down my funnel with just automation. It saves me a ton of time.

Cons

I love SharpSpring but the overall user interface is not the most beautifully designed one. However, I am getting so many features and resources for an incredible price that this is not a big issue at all. And it really isn't that bad.

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

HubSpot is a great service and is beautifully designed but I felt that I was being overcharged for tools that I didn't need and the ones I did need I couldn't scale it without paying an arm and a leg. For a smaller marketing agency, SharpSpring is the way to go. Great price, great service, and great tools!

Switched From

HubSpot Marketing Hub

Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)

Better price, better service, and better tools!
Freddy
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

SharpSpring as our CRM

Reviewed on 20/12/2021

SharpSpring listens to its clients and provides an easy to use CRM. When I have a question, they...

SharpSpring listens to its clients and provides an easy to use CRM. When I have a question, they have the answer! I enjoy my CRM experience with SharpSpring.

Pros

SharpSpring is extremely user friendly. It allows for automation through the entire sales funnel. From its Social Media capabilities to its impactful email marketing feature, SharpSpring improves our productivity from management to rep usage!

Cons

In doing research, there was supposed to be an automatic integration with Qwilr. We have found that is not the case.

Alternatives Considered

Zoho CRM, Salesforce Sales Cloud, and HubSpot CRM

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

SharpSpring was easier to use and allowed our agency to "White label" the solution to our clients.

Switched From

Pipedrive
Bob
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

SharpSpring is full featured, low price, and amazing tech and account support

Reviewed on 30/06/2020

I've helped a number of businesses drive revenue with this software and it always drives more...

I've helped a number of businesses drive revenue with this software and it always drives more revenue for them. Of course, you have to understand how marketing automation works (I teach it at a local business school) and how to use the software correctly but there is a ton of documentation and how-to videos and when that fails, there's always a support person to walk you though whatever you're trying to do and they stick with you. My "customer success manager" will even get on the phone with a prospective client and help with a demo. Just a great company

Pros

I love the way the tracking is displayed on a timeline so you can see everywhere a prospect went. The built-in CRM and sales funnel pics up where the marketing funnel leaves off and keeps the automation going during and after the sale to upset and resell. The new retargeting and (soon to be) advertising feature is amazing, not only retargeting your visitors but it finds similar customers to target. Overrall, it's really intuitive and easy to use, and I've used many marketing automation platforms over the years. This is the least expensive. No long-term contracts to sign but still has all the features of the much more expensive ones. And the LiveChat feature you can put on your Web site that was just added (at no additional cost) brings a huge feature that other companies charge more than the entire cost of the SharpSpring subscription.

Cons

No complaints at all. The learning curve wasn't very steep and the price is right. They even have evening support hours.

Brianna
Overall rating
  • Industry: Medical Practice
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Best Marketing Automation System!!!!

Reviewed on 23/09/2020

I have had a very positive experience with SharpSpring. It is an amazing tool and all the functions...

I have had a very positive experience with SharpSpring. It is an amazing tool and all the functions are easily accessible through the admin interface.

Pros

Where do I begin?! SharpSpring is a high functioning, easy to use marketing automation system. It has a wide range of functionalities and helpful automation capabilities.

SharpSpring allows us to monitor our user interactions with our website and paid social campaigns. This allows us to better understand and track our users and help determined the best platforms to promote our campaigns. The campaign manager is a great tool, it allows you to effectively track your leads and determine where they came form.

To top it off, the support team is phenomenal. They are very professional, responsive and provide solutions to any issue you may have. I can always count on the support team to provide quick and easy solutions when I am having difficulties.

Cons

The only con I can think of is the lack of display/functionality options in the form and landing page builder. SharpSpring give you the option of building a custom stylesheet but it can become time consuming. Other than that, I haven't run into any issues with the software.

Rafael
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

The last review you need to read before you choose your CRM.

Reviewed on 02/11/2021

They help me understand where my leads are coming from, which campaign is been effective, with...

They help me understand where my leads are coming from, which campaign is been effective, with those leads are buying and how my commercial team is dealing with the leads and opportunities, and just by this month, we started to make our customer journey into the platform so we have also our CS on board.

Pros

Looking all around the market, you will find sharpspring, with a slightly different business model that can make some eye turn but after you understand you will love it.

The fact that you can buy directly from agencies that know the product and already know your objectives and product, is brilliant since no one will understand more your client than their selves and you that is emerging on his market, some platform forces you to buy their onboarding package that in the end, you don't leave with much.

A platform with that many features on the begging can be a little overwhelming, but with time, you understand the reason for each feature.

I use them for lead management, campaign, sales pipeline, and don't feel that i am using their potential 100% already

Cons

the learning curve needed for the platform, all platform have their learning curve, but once you pass it, this service is awesome!

Alternatives Considered

HubSpot Marketing Hub

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Mid-tier price with top-tiers features.

Switched From

ActiveCampaign and RD Station

Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)

Mid-tier price with top-tiers features.
Kurt
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

SharpSpring is a Gamechanger for Campaign Tracking

Reviewed on 24/10/2020

SharpSpring has been a successful decision for our agency since we got it in 2017. Within the first...

SharpSpring has been a successful decision for our agency since we got it in 2017. Within the first month it was making a huge positive difference for us and our clients. Their support has been a big part of our success with it and it continues to be an essential part of our digital marketing offering.

Pros

The biggest benefit of SharpSpring is having visibility into the leads we generate. In the past we could see impressions and clicks and website visits from our campaigns. Now we are seeing the actual leads and being able to follow activity after the initial contact. The added visibility has been an absolute game changer in the value we can provide our clients.

I really like the Life of the Lead feature where once you have a lead in the system you can track all their activity in great detail, seeing when they came back to the website, what pages they went to, if they opened emails, etc.

We've even had instances where clients claimed they were not getting leads from our campaigns and once SharpSpring was installed, not only could we now provide reports of leads we were generating, but we caught a hole in their customer service where leads we were providing were not getting responses from scheduling staff. So we not only provided reports of the leads we generated, but helped close a gap in a serious customer service issue that was happening.

Cons

It takes quite a bit of effort to get up to speed on SharpSpring as there are a lot of moving parts. But their support is great and always gets back to us quickly and efficiently to keep us on track.

Mohammed
Overall rating
  • Industry: Information Technology & Services
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

The best way to create an effective email marketing campaign.

Reviewed on 04/03/2022

SharpSpring has aided in the efficiency of your email marketing efforts and provided us with fresh...

SharpSpring has aided in the efficiency of your email marketing efforts and provided us with fresh ideas for organizing and distributing them effectively. Their analyses aided in our comprehension of the target sample.

Pros

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 as editing and saving them as drafts for future use. You'll receive notifications and data about client replies in real time. This exact approach is easily replicable in subsequent marketing initiatives. I appreciate the ability to conceal and reorganize unnecessary dashboard elements. As a consequence, the business team will be able to more effectively manage and cooperate with the customer database, as well as all stages of advertising, email marketing, customer tracking, contact pages, and marketing job automation, among other things.

Cons

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.

Brittany
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

SharpSpring is Coming Up The Ranks for Our Automation & Analytics!

Reviewed on 17/08/2022

Pros

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.

Cons

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!

Alternatives Considered

HubSpot Marketing Hub, Ortto, ActiveCampaign, and HubSpot CRM
Diego
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great tool for marketing automation with fantastic customer support

Reviewed on 22/11/2019

Complex workflows depending on conditions based with custom fields to automate the nurturing...

Complex workflows depending on conditions based with custom fields to automate the nurturing process for our clients.

Pros

Customer/Partner support is simply amazing. Over the last 4 years working with Sharpspring, partner support had helped us in many and different ways solving 100% of our questions and cases that we need additional help. The support team replies incredibly fast and always friendly.

Cons

The landing page editor. Minor coding knowledge may be required.

Alternatives Considered

Sendlane

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Pricing strategy for partners

Switched From

HubSpot Marketing Hub

Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)

Easy of use and implementation
Nigel
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Making great progress with SharpSpring

Reviewed on 25/01/2017

I've used a couple of different Marketing Automation platforms in the past. Marketo briefly and...

I've used a couple of different Marketing Automation platforms in the past. Marketo briefly and Act-On for a couple of years. I switched to SharpSpring around 6 months ago when I set up my own marketing agency.

Really happy with how its going. OK - its obvious that SharpSpring is a smaller company. I come across the occasional feature that could do with some refinement. But overall its fair to say I love SharpSpring.

Top features from my POV...

Ease of use - The separation of Tasks and Workflows seems to make this a much simpler product to use than Act-on. Easier than Marketo as well - though its about 3 years since I used that.

The templates provided for rapidly building landing pages are excellent.

The new personas feature is brilliant when combined with "Dynamic content blocks" (which you can use on landing pages as well as Emails.

The built in CRM is a huge advantage and is perfect for BDM teams or smaller companies. Obviously if you can make do without a full-featured CRM like Salesforce, you'll save thousands $$ by switching to a simpler product like SharpSpring. (I used to use Act-on integrated with Salesforce and that was an absolute pig.)

Cost - SharpSpring is much less expensive than Act-On and Marketo. You get unlimited users on their standard license plans - so you're not penalised for spreading use across Marketing, BDMs and Sales folk.

So features - not a problem.

I've found the training / on-boarding satisfactory and the ongoing technical support is fast and personal.

Pros

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.

Cons

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.