Lead Gen & CRM (formerly SharpSpring)

Vorteile

SharpSpring is user-friendly, so I can easily use its features without needing a lot of technical knowledge. I can customize the platform to fit my specific marketing needs, making it easier to reach my goals. The analytics tools provide valuable data and insights into my marketing campaigns, helping me track performance and monitor leads.

Nachteile

There are a limited number of email templates available, and they may not look as visually appealing. Apart from that, I don't have any other concerns or complaints about the platform.

Vorteile

Lead Gen & CRM has inclusive information concerning all the relations of customers

Nachteile

Lead Gen & CRM is the valuable and consistent app

Vorteile

I loved SharpSpring until Constant Contact slaughtered it and their support fell off a cliff.

Nachteile

Very confusing. Terrible email builder. Broken platform elements with no desire to fix...but they're happy charging you full price.

Vorteile

All the leads are at easy access and we are able to locate old leads easier

Nachteile

Sometimes it will glitch out and close my page when working on loading a new customer

Vorteile

SharpSpring is best for clients who want to generate lots of leads and convert them to clients. If you look for a complete solution for marketing automation, social media, emailmarketing, Google Ads and a CRM, this is the go to solution. If you are only looking for emailmarketing without the rest then this is not the best fit.

Nachteile

Social media monitoring could be beter. No other cons.

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Vorteile

We love the fact that we can white label the product and resell to our clients. It adds a new source of recurring revenue for our business that we would not have without this capability

Nachteile

We’ve had some challenges setting up billing for our managed client accounts - that said, the SharpSpring team has been helpful and very responsive in sorting out our challenges.

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Vorteile

SharpSpring does everything you would expect at a competitive price. The tool is a very capable marketing automation system, with good email and automation capabilities, as well as some great tracking and social media features.

Nachteile

Reporting is good, but not as good as the best (which is HubSpot in my opinion). Although the capabilities don't hold us back, it would be nice to be able to have easy ways to measure the performance of landing pages/funnels.

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Vorteile

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

Nachteile

Lead Gen has created valuable marketing solution with suitable communications.

Vorteile

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.

Nachteile

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

Vorteile

The automation features save me tons of time and help me stay organized.

Nachteile

The interface can be a bit overwhelming at first and takes time to get used to.

Vorteile

Pretty easy to figure out, if you're just using it as a glorified email marketing list building and automation tool.

Drag and drop email template manager is easy to use. So is the visual automation builder.

Forms can be customized and embedded on websites easily to capture lead information.

Out of the box stuff is pretty simple, but you can always get to the CSS to customize everything if you're a developer and want a deeper dive.

Nachteile

Support has become horrible since launch. You can never get anyone on the phone, it's become a call back system. If you're an agency and managing client accounts, usually you need help immediately, not by end of day or via a random email.

Their billing platform is absolutely ridiculous. They bill your clients directly, and not the agency using the platform saying that the client is the end user, not the agency managing the account. This makes retainer fees or internal billing a nightmare. You'll also have to talk your client into putting their banking routing numbers into a platform they don't understand. If you manage SparpSpring on behalf of your client (like they never login) - Good luck selling it.

There is no Facebook connect to capture lead information!

They keep changing how you export reports by date range. Annoying if you need monthly reports for your client. Sometimes they work, sometimes they move them.

The certification videos and courses are currently outdated after a year of feature pushes.

Biggest annoyance - lead history. You can view lead history in a timeline, but if a lead fills out a form multiple times requesting different information on different dates, you can not scroll through that history in the contact view, it only updates the leads custom fields with the latest information. You can only export the most recent custom fields too, even though you can still see the history and different information in the lead history timeline.

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Vorteile

The biggest plus is its affordability - all the features you need at a price that is accessible. It has all the core functions one needs in a marketing automation platform, with a powerful sales pipeline and lead management component that provides an exceptional, integrated experience. Added bonuses are chatbox and book-time features included in the price, and the ability to sync Outlook emails to a contact's record. Lead scoring

Nachteile

The email editor can be a bit clunky and formatting copy and layouts can be finicky. The email previewer can be cumbersome. Visual workflows can be arduous to make

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Vorteile

I love using this software on a daily basis and using it to manage my leads. As a salesperson, it is challenging to find a CRM that actually works for you, not where you have to work for it. I like the ease of use with the kanban boards as well as the marketing automation for drip campaigns.

Nachteile

The mobile app is inoperable and not relevant. Sometimes the search feature is challenging to use- sometimes you need to use the companies name, sometimes you have to use the contacts name. When working in the drip campaigns you have to be really specific about which dates you select.

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Vorteile

It is an easy-to-use platform that allows me to access and use its numerous features without requiring extensive technical knowledge. I like that the platform is adaptable, I can simply tailor the platform to my specific marketing requirements, allowing me to streamline my marketing efforts and get greater outcomes. also, The reporting and analytics tools are robust and extensive, providing me with loads of data and insights into my marketing campaigns. I value the platform's extensive analytics, which allow me to track performance and monitor lead activity.

Nachteile

While the email templates are limited in number and may not be as visually appealing, I don't have any other concerns or complaints about the platform.

Vorteile

Sharpspring has created a vacuum in my business for the better. Marketing as a service only gets to its final stage once you have a powerful way to leverage the data in your client's businesses to their advantage. We could never do this for our clients until we found Sharpsring. They gave us an easy, straightforward and enjoyable way to offer automated marketing over and above our regular lead-generating offerings - all while making a positive dent in our cash flow from the additional licences we sell. In short - Zebrand is already greatly profiting financially from the experience, as are our clients.

Nachteile

Having a few more APIs available out of the box would have been nice, but it has not altered our love for Sharpspring at all.

Vorteile

The ability to embed forms on our website and easily connect it to the Sharp Spring interface was a great tool to provide our client with leads.

Nachteile

The cost is a little high for our smaller clients but very reasonable for the features it offered.

Vorteile

For the money, this is a robust solution with many features that make marketing job easier

Nachteile

In 2021, it is a basic expectation that marketing automation software should have many good looking landing and email templates

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Vorteile

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.

Nachteile

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.

Vorteile

The system is easy to use, is priced really well for all that is included, and has wonderful support!

Nachteile

Template features could be improved and integrations with other tools could expand.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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.

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Vorteile

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

Nachteile

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

Vorteile

As you grow within the platform, there are numerous free resources readily available. If you have a question about a specific feature or capability, you can simply search their online resource library and you'll find an in-depth, step-by-step article with the answer. For more complex or strategy items, they host frequent webinars that you can access at any time. And, of course, it is very easy to submit a support ticket with an extremely quick and thorough response.

Nachteile

Limited social listening depending on the social platform

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

C’est une plateforme de marketing automation très performante et abordable. Elle est flexible dans son utilisation et disponible de nombreuses fonctionnalités.

Nachteile

Le coût de cette plateforme est très élevé et certains éléments de la plateforme ne fonctionne pas correctement.

Vorteile

Su facilidad de uso y facilidad de implementar. Además los flujos automaticos son faciles de crear.

Nachteile

Que su valor parte en los $350.- No es escalable.

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Vorteile

Un outil parfait pour la génération de leads avec différents affichages du pipe commercial. La partie marketing-automation est également très pratique et intuitive.

Nachteile

Quelques approximations ergonomiques sur mobile

Vorteile

es la posibilidad de llevar un seguimiento y organización eficiente de los clientes , lo cual facilita la labor de ventas y permite maximizar las oportunidades de negocio

Nachteile

complicado de manejar y poco efectivo. es el trabajo repetitivo y tedioso que implica generar leads y mantener un CRM actualizado

Vorteile

its great for analytics and building a brand

Nachteile

its not the best app and kinda pricey but not bad but there is better ptions

Vorteile

The system is easy to use and the customer service is stellar. Whenever I have a question I have someone there to help. I can live chat, or schedule a 1:1. This is very important.

Nachteile

There are a few missing features but they listen, take note and work to add in new features.

Vorteile

Lots of options for the price tag. More marketing automation than what we originally thought this would bring.

Nachteile

SharpSpring simply did not have enough support people to assist in the start up of the system.

Vorteile

When i used constant contact it was really good. It has everything you need!!

Nachteile

NO cons really. For me it had everything

Vorteile

I love the forms feature. Quick design and launch into your website and start tracking leads!

Nachteile

I found it Difficult to customize Landing Pages.

Vorteile

I think sharpspring is very complete and helps our organization to do marketing automation and sales in only one software with every information integrated and tracked. I highly recommend to all organizations who need a good sales CRM and marketing automation.

Nachteile

The landing page creation tool is not very easy to use, and demands some time do learn because It has a lot of functionalities, but when you do, it turns very useful.

Vorteile

My favorite part about SharpSpring is knowing that if I am struggling with something, there is always a support agent a phone call, or chat away. I have continued to receive amazing help in a timely manner which truly matters for our brand and our growth.

Nachteile

My least favorite part of this platform is that there is a vast amount of room for growth in areas that appear to be simple from a non-technical user standpoint. An example is that the date format on forms is set in a YYYY/MM/DD and this cannot be changed. Though, in the United States, a common format would be MM/DD/YYYY. This has led to frustration for our clients and website users.

Vorteile

I like that SharpSpring is intuitive and easy to use. I've used CRM's that require a lot of training and have error messages that are basically unreasonable. Not the case with SharpSpring. I did receive a training from my manager which was helpful but SharpSpring can be learned on your own. I really like the searching capabilities, setting reminders through tasks, the Life of the Lead section which allows me to see all campaigns that clients have interacted with, and the clear layout of the opportunities page.

Nachteile

For additional security, our company has set it up that codes are occasionally needed to sign onto SharpSpring. This is actually a nice feature and I can see that it's critical, but remembering where I've stored the codes is a minor inconvenience.

Vorteile

the price and support speak a lot about the company. The fact that its packed full of features that are easy to use makes it a great product for good value...

Nachteile

Lack of country support and advocacy. Discussion around data and data sources seem to be a hurdle.

Vorteile

When choosing a marketing automation platform for my agency, I knew I wanted something robust and customizable. I'm very hands on, and I don't like being constrained by the limitations of drag-and-drop editors or controlled interfaces. I want to be able to tailor my tools exactly to each client I work with, without compromising on functionality or efficiency. That's why SharpSpring has been a perfect fit for me! Not only is it affordable for a small agency like mine, who works with small businesses, but it's extremely powerful, and capable of executing any strategy my team or my clients require. The most complete and functional marketing automation platform out there!

Nachteile

Because of the large range of features, it can be a little intimidating to learn for some. But the onboarding team does a great job of walking you through implementation and getting you set up for success! Our agency focuses a lot on providing social media and content marketing services to our clients, and the SharpSpring content calendar is definitely not as robust or streamlined as some other platforms I've used. However, it's definitely not the focus of the platform, and there are workarounds for most of the issues I've run into with it. The SharpSpring team is also super responsive to feedback, and are constantly improving their product. I've already seen some great changes in the time I've been using the platform, and I'm confident the content calendar and scheduling tools will only continue to improve!

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Vorteile

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).

Nachteile

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.

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Vorteile

I really enjoy the various features that are available within the platform! It allows us to quickly and easily identify our prospects, capture their information on the website, and then market to them in a way that is meaningful and generates new business for us.

Nachteile

In their mission to make their platform compete, they often focus on getting new features out quickly but then have to go back and update later. I've seen this happen for them with tools like Video Calling, which became quickly available due to COVID-19 but lacks the robustness of other dedicated video platforms that I would imagine most companies already use.

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Vorteile

SharpSpring is a great tool for small to mid range companies looking to build email marketing campaigns. It has great templates which allow you to create emails that look great and are functional sales tools. There are also great automation tools for drip campaigns and re-targeting.

Nachteile

The visual email builder can be finicky at times, resulting in editing directly in the code. If you are unfamiliar or uncomfortable formatting HTML code it can be overwhelming. Also, the social media tools are weak. It would be nice if I could schedule and post content directly from SharpSpring.

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Vorteile

SharpSpring has features to create marketing operations and track those campaigns either manually or automatically. Considering I can tie all the potential avenues of a campaign into one spot and see how users interact with is a great win. At a glance, it is essential to read the data and make the right decisions; SharpSpring brings all the data to one platform. It makes work more enjoyable that we can create a single campaign with a list of contacts, email templates, unique forms, dynamic pages, trackable media, automation, and analytics in one spot. Not to mention, once we create this base campaign and all its numerous pieces, I can then quickly use all the parts as a template to do another or a third, and so on. Making it very efficient over time. SharpSpring has a lot of features, but I am thrilled with our CRM, email marketing, ads, funnels, all in one location. All this and the support team have been top-notch every step of the way. I also like to learn myself, which they provide via courses, updated videos, and documents that my team and I can reference.

Nachteile

Interface and design consistency are my two significant cons for this platform. Like most, once you know the platform and its interface, you can be very successful. No difference here except that the design process between creating emails, pages, and forms all have their unique process. I believe it would improve user efficiency if the page and email creator, for instance, had a standard procedure and the same layout of tools. The platform has a lot of features with more coming, so you have to know where all the pieces are between the settings, marketing, and sales menu layout.

Vorteile

1. Customer service is highly responsive.
2. Templates for emails and landing pages are easy to use without design or development expertise.
3. Incredibly easy to customize: add fields, pipelines, dashboards, automations particular to your processes without coding or other specialized knowledge.

Nachteile

1. Landing page builder is kind of basic. However, new releases come regularly and is probably not a big deal if you have an html developer handy.
2. Integrated social scheduler functionality is a bit basic.
3. If you have significant custom complex report needs, this is not the platform for you. They have great canned reports that any layman can find value in, you can download csv files of many things, and you can customize a dashboard with report "widgets." But not a lot of ability to dig into raw data.

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Vorteile

Marketing automation features are very helpful.

Nachteile

- 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.

Vorteile

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.

Nachteile

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. They just don't understand it or even it's purpose, even after we've done training after training after training with them. We've even had SS support do training directly with them, to no avail. I ended up creating my OWN versions of step-by-step tutorials for our clients just to make things easier to understand.

The other major drawback is it's way too easy to get "blacklisted" (aka hit spamtraps and honeypots), which I realize is a problem with email marketing in general, but SS doesn't have enough safeguards in place for preventing this type of situation. We have one client who likes to import their email lists in from an on-site wifi sign-on system, which inevitably leads to poor list quality regardless of how many safeguards (email weed-out) parameters we put in place ourselves. Getting on SS's blacklist is pretty much the worst thing that can happen because you still have to pay for the service even though you can't use it until your un-blacklisted, which can take a while.

Lastly, their email-design interface is terrible and trick to navigate.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

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Vorteile

The email tracking, website traffic tracking, lead management, and automated workflows are stellar.

Nachteile

There's a considerable lack of Account based reporting/automation. Most features are geared towards Contacts and Opportunities.