Lead Gen & CRM (formerly SharpSpring)

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

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

Pros

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

Cons

Lead Gen & CRM is the valuable and consistent app

Pros

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

Cons

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

Pros

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.

Cons

Social media monitoring could be beter. No other cons.

Alternatives Considered

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

Pros

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

Cons

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.

Alternatives Considered

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

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

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

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

Pros

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

Cons

Lead Gen has created valuable marketing solution with suitable communications.

Pros

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.

Cons

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

Alternatives Considered

Switched From

Pros

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

Cons

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

Pros

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

Cons

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

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.

Alternatives Considered

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

Pros

It has a lot of features and they keep adding new ones. From only one platform I'm able to keep track of my client's websites, create the forms, and manage the submissions, leads can schedule meetings with specialists without having to wait (or to interact with another human being) and I can keep track of everything with the help of the Life of the Lead. The automations available are a big deal as well, everybody in the team is aware of their responsibilities and the platform helps them never forget to follow-up.

Cons

The email builder could use some improvements, maybe something more intuitive, more templates, more flexibility while making changes. Also, de contact manager is still kinda coarse, should work more like a database and not only as a display, it could be more flexible. And allow to bulk-import contacts with no emails could be huge.

Alternatives Considered

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

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.

Alternatives Considered

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

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

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.

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

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

Pros

We manage a wide range of clients using SharpSpring, and you can not beat the cost and functionality delivered in a mid-high level automation platform - one that continues to evolve and grow.

Cons

We have really had no complaints with SharpSpring over the past 5 years we have been using it for ourselves and our clients.

Alternatives Considered

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

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

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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...

Cons

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

Pros

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.

Cons

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.

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.

Pros

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

Cons

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

Pros

Seemed like a great and more affordable option compared to HubSpot. Not much else to say here since we had a boat load of issues with it.

Cons

Everything was cumbersome. From onboarding to implementation. Even getting someone on the phone from the right department to help us when we had issues with email was a problem. Overall, really clunky and outdated. We ended up going to Hubspot and it's SO much better and not even that much more expensive especially when we think of all of the time we all wasted trying to get sharpspring to work.

Alternatives Considered

Switched From

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

Pros

The integration of the software with our internal systems took less than an hour. The comprehensive training was great - we were able to dive right in and now run all our emails and social media through SharpSpring. We are just starting to evaluate the journey of our contacts and their scores - to better target them.

Cons

The analytics could be better - it would be nice to be able to review metrics on a monthly. weekly, daily basis. Right now all metrics appear as a lump in 1 selected time frame.

Alternatives Considered

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

Cons

After being an agency partner for 2+ years, our company has yet to make a dime off of this investment.

First of all, the training they "supply" is almost non-existent. When we first became a partner, we had a couple of calls but then, nothing. There were many "learning pains" that we endured with SharpSpring even so much so as, demos I do with clients being times that "sharpspring is down."

It is very difficult to sell a product that does not work when you are trying to show clients the power of the system.

We also had a MAJOR real estate brokerage use the site for recruiting and, when messages were not being sent as they were scheduled to send, the client left our company and the SS product.

The platform is over priced and does not provide the support you would expect from a company as such.

SharpSpring has cost us as a business for our choice to invest in them. Had we gone with a platform that actually worked when it was needed and had the kind of training for us that they should have, we would be way ahead of the game. Instead, we are starting fresh with a new company that will hopefully fulfill their part in our agreement.

I would never recommend this product to anyone that is looking for an automation system.

Pros

its great for analytics and building a brand

Cons

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

Pros

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.

Cons

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

Pros

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.

Cons

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.

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.

Pros

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.

Cons

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.

Pros

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

Cons

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

Alternatives Considered

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

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

Pros

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.

Cons

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.

Pros

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

Cons

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

Alternatives Considered

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

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

Pros

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!

Cons

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!

Alternatives Considered

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

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

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

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

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

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

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

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.

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

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

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

Pros

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

Cons

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

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

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

Pros

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.

Cons

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.

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

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

Pros

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.

Cons

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.

Pros

The Launchpad feature works pretty well from a daily task management perspective

Cons

Clunky and slow UI with dismal reporting and analytics.

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)

Switched From

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

Pros

SharpSpring approached me with a very interesting mailer. It was enough to get my attention and learn who they were and what they did. After they bought my crew lunch and I sat through a presentation I decided to join. The minimum monthly bought me 3 accounts plus a free one for my agency. There are a lot of features in SharpSpring and they appear to be adding more, which is nice. They represent themselves as marketing automation for agencies. They offer a lot of white labeling which is a requirement for me when working with 3rd party softwares.

Cons

Late 2019 it was announced that SS would change their billing policies to require that THEY bill my clients. WAIT, WHAT? You're a whitelabeled SaaS service, why the **** would YOU bill MY clients. That's the opposite of the point. Since I haven't set up my clients in their billing interface they've locked me out of my account. And when I went to cancel they reminded me of the 30 days cancellation notice I'm required to give. OH, AND, they decided to up the rate $75/account. I'm so unhappy with where they're going as a company I can't even consider the new features that they're bringing in.

Pros

The ability to create a clear sales funnel and track your client through the sales process is really easy and highlights areas where more work and focus might be needed in your sales process.

There is a ton of features to engage users and build your audience, you just need to spend time and be open to exploring ideas.

Implementing dynamic content which changes depending on the customer persona is cool.

The support team always reply same day, there is online chat (US times) too.

Cons

There are some definite bugs such as data fields 'locking' when creating a landing page and the later it becomes editable again. Strangely the design side of emails and landing pages is not cohesive. So you have a limited range of fonts in forms but lots of customisation for colours for headings, then the reverse for landing pages. Thinks like buttons for GDPR can't currently be customised which looks odd.

Also, the onboarding process for Squarespace websites is different and this is not mentioned anywhere.

Just needs to have someone invest some time to deal with all these issues and implement a decent upgrade.

Generally, all very minor things but stacked up can provide a bit more challenging onboarding process than what it needs to be.

Alternatives Considered

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

Pros

The support is top-notch. They go above and beyond to ensure all questions are answered. If there is a key feature needed in the software, they'll work to make sure that you get that feature or have a workaround. They respond quickly, and they are incredibly knowledgeable.

It's hard to list just one thing I like best! It's the most competitively-priced tool on the market... and it's a fraction of the cost of nearly any other marketing automation tool on the market.

Cons

With their constant upgrades, SharpSpring occasionally can be a bit buggy while features get ironed out. Nearly all issues have easy workarounds, and the fixes come fast. It's a minor quibble for a service that is basically as good as it gets.

Alternatives Considered

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