Lead Gen & CRM (formerly SharpSpring) reviews

The only reason to be on sharpspring is because the lower price compare to hubspot.

The lack of support, they don't care your problems.

1.- On February 28, 2020 they erase 2,154 contacts from the CRM of one of my clients and they don't solve the problem, the only justification they have is that their system doesn't allow massive deletion of contacts.

2.- The price increment of 45% to their agencies because the new features only available in US, so all the other agencies have to pay more even if you are not allowed to get those features.

3.- The constant failure of the system, the automations fail. They are not fixing the bugs.

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.

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.

I really like that they are constantly innovating, adding new features and functionalities. I also think that having great support, right here in the U.S. is one of the most important things they offer.

Currently, their data is not easily integrated with my reporting tool TapClicks.

Ease-of-use: SharpSpring is very user-friendly and intuitive. It's easy to edit or create an email, set up workflows, and navigate around the platform.
Versatile: SharpSpring is an all-in-one tool that you can use for your email program, sales pipeline, CRM, marketing automation, and social media.
Customer service: I often frequent the online help center that has a lot of easy-to-understand solutions to many questions that come up. If this doesn't solve the issue, tech support is very responsive and the account management team is also very accommodating.

Reporting: There are some basic reports that you can pull from the data in SharpSpring, but I would love to see some more robust reporting overall, especially with the sales feature. Aggregated reports across multiple pipelines, for example, would be great to have access to.
Customer segmentation: The platform could use a bit more in-depth customer segmentation features. I sometimes feel the list-building is not as intuitive as it could be.

Everything you need to grow a business is in one place. The interface is easy to use and very intuitive. However, my favorite part of the company is the awesome support staff! Migrating from another platform, there is always a learning curve and workflow adjustment. If there was something we didn't know how to achieve in SharpSpring their friendly staff would explain with great detail how to get it done and integrate into the workflow we created.

Their social posting, responding section of the software is still a bit weak and we do utilize another piece of software to get this done, but we remember their software is about the automation and converting leads to customers and it does that very well, so this is an easy area to compromise.

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.

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.

We moved to SharpSpring from another leading marketing automation software provider and SharpSpring provide 95% of the features for less than half the cost. The software itself is easy to understand and navigate (much easier than our previous system) and the support team are responsive, friendly and helpful. We've been very happy with our migration to SharpSpring and intend to be a user for the foreseeable future. It meets our needs as a specialist life science marketing agency perfectly.

There are some features that are missing from SharpSpring vs our previous provider, but on balance we felt that either 1. We wouldn't use them 2. We could live without them for the cost savings and other benefits of SharpSpring. Dynamic forms would be great to have, and the analytics sometimes don't match our other analytics software. What I will say is that SharpSpring seem more responsive to requests for new features vs our old provider.

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.

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.

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.

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

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.

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.

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.

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.

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

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

What I mostly appreciated about using sharpspring was the diverse range of features within the platform, since they identify and capture prospect information much easier; wich is very valuable in terms of sales optimization.

Sharpspring has a very accelerated rate for putting out new features, to keep up and compete with other platforms, wich is a pro; however, the new features often need updates. Video Calling, for instance, was great by the time the pandemic began; however, it might not be as established as other video conference competitors.

SharpSpring offered us a way to implement marketing automation at a price that our business could afford. The features are more than enough for us to compete with companies that are much larger than we are. So the pricing got us to commit, but since then their customer service has proved to be nothing short of spectacular.
The onboarding was laid out for us step-by-step. We have a specialist that we talk to frequently that keeps us on task. When we did hit a snag, support stepped in to resolve it quickly and accurately.
The video training shows click by click what to do and how to do it. An added value is a webinar series on implementation and use.
The platform is modeled in a way that replicates our business model, so our employees found it logical and easy to implement their pieces of the big picture.

It's been working well for us, so it's kinda hard to come up with a dislike, but if I had to pick something it would be the fact that the weekly webinars "SharpSpring at Work" just went from weekly to bi-weekly. The upside is that they are planning at making them more in-depth.

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.

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.