SharpSpring Software


 

SharpSpring is an all-inclusive cloud-based marketing automation tool that offers Customer Relationship Management, sales team automation, call tracking, help desk, and customer service support within one cohesive program.

SharpSpring is universally CMS-compatible, in addition to being CRM-agnostic, so users can keep their existing CRM, use SharpSpring’s, or install any other CRM on the market. The program’s behavior-based email feature steps away from the traditional “email blasting" and instead sends information to leads at just the right point in the buying process and notifies sales teams to act at the best times. Users can easily customize forms by re-ordering fields, creating new formats, and allowing forms to adopt the aesthetic of their unique sites. The program’s lead nurturing and scoring tool allows sales representatives to easily see which leads are heating up by tracking page visits, demographics, and engagement and helps keep leads engaged through intuitive, personalized drip campaigns.

We especially like the fully integrated call tracking feature that shows a full picture of the entire sales process, including all captured leads and whether they fill out a form or make a phone call. Incoming calls are instantly added to the CRM and marketing automation tools, such as list segmentation, drip and nurturing campaigns, and more. SharpSpring’s VisitorID feature helps identify anonymous site visitors by looking up their IP addresses. Now, users can see which businesses have visited their site, including their names, emails, and phone numbers, thereby dramatically increasing the number of viable leads per team.

SharpSpring is a web-based program that works well for SMBs and enterprise-level companies with any number of users. We recommend it to a variety of industries, including advertising, healthcare, software, and banking.

 

SharpSpring - Customizable Campaign Reporting Dashboard
 
  • SharpSpring - Customizable Campaign Reporting Dashboard
    Customizable Campaign Reporting Dashboard
  • SharpSpring - Drag and Drop Email Editor
    Drag and Drop Email Editor
  • SharpSpring - Example Contact in Contact Manager
    Example Contact in Contact Manager
  • SharpSpring - Life of a Lead
    Life of a Lead
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

27 Reviews of SharpSpring

Showing 1-20 of 27

 

from Footwasher Media
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

Best set of features for the price!

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As a Marketing / Communications professional, a key aspect of my job to be versed in as many marketing platforms as possible and make recommendations to my clients. Hands down, Sharpspring offers the best set of features for the cost. Their pricing structure is easily accessible for SMBs that may not be able to afford some of the bigger players in the space, yet they still get all the features. The system is easy to use and can be up and running providing data in just a short time.

Advice to Others

I highly recommend this platform!

 
 

from Go Left Marketing
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

Sharpspring: With Great Value Comes Great Opportunity

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We have been on the Sharpspring platform for nearly a year now and it has changed our agency. Back in the day (you know, a "whole" 8 years ago), inbound marketing and the software that supported its methodology was not a very crowded sandbox. But now there are all kinds of full blown platforms and other software stacks - needless to say, the playground is getting full. What made Sharpspring appealing to us what how it allowed us to "handle the transaction". Our clients know we use Sharpspring but they continually refer to it as if it were "our platform" - this instantly changes the way they (and prospects) see us.

That being said, it has not been without its bumps and bruises. There have been times when features just didn't seem to work or required some guesswork (i.e. - building dynamic lists based on lead info seems to be hit or miss and the email builder is a bit clunky). In all fairness, we have just been too busy to become fluent in all aspects of the platform so this gripe may totally be on us, and not Sharpspring.

All in all, I don't see us moving in another direction any time soon. We are a growing agency and we have hitched our growth to that of the Sharpspring platform.

Pros

Positions our agency as the resource.
Up and running in a matter of minutes.
Because of the quick implementation, a quick ROI to the client is much easier.

Cons

Parts of the platform are still clunky.
On rare occasions, the platform cannot be reached.
Because of its age, integrations are still limited.

Advice to Others

If you are a growing agency or business you owe it to yourself to at least give Sharpspring an opportunity. The way it is priced and is ease of implementation will give you and your clients early wins, especially if there hasn't been a platform like this in place yet in your agency or business.

 
 

from ServiceTrade
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

SharpSpring destroyed my database and support was nonexistent

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TLDR:
- Destroyed my SalseForce database
- Terrible support
- Bad sales experience

Let's start at the beginning. The sales process was confusing thanks to SharpSpring's disorganized channel model. I was unable to buy directly from them because I happened to speak to one of their resellers after I initiated a conversation directly with SharpSpring. This doesn't seem like a big deal, but it slowed down the purchase which I was trying to expedite. Furthermore, it took about a month for them to find me two relevant reference customers to speak with about their experiences with SharpSpring.

Next, implementation and support were terrible. Because I purchased through a reseller, I was unable to work directly with the SharpSpring team to get my data imported and integration set up with SalesForce. My reseller didn't have the experience to accomplish these tasks, so they ended up working with the SharpSpring team and looping me into a frustrating game of telephone that further extended my implementation time.

As painful as the sales and support experience was, the most critical problem was the complete corruption of my database. SharpSpring managed to swap data on leads such that email addresses, phone numbers, names, and other data was randomized such that a given lead name could have a different email address and phone number associated with it. I didn't catch this issue until it impacted about 70% of my database, causing complete confusion in our sales and marketing efforts. After disconnecting SharpSpring, I was able to clean up some of the data, but I still have a mess on my hands and have sunk a substantial amount of time into cleaning up my data.

Where was support during all this? Practically nonexistent. It wasn't until I emailed as many contacts as I could find at SharpSpring with the threat of abandoning the platform that I finally received limited help.

Pros

The interface is straightforward and fairly easy to use. However, this does not make up for the company's and product's shortcomings.

Cons

As mentioned above:

- Destroyed my SalseForce database
- Terrible support
- Bad sales experience

Advice to Others

Don't do it. Explore other options. ANY other option will be better.

 
 

from Huebner Marketing
Specialty: Advertising
Number of employees: 11-50 employees Employees number: 11-50 employees

SharpSpring-A Powerful Marketing tool

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I am impressed with this product and platform. It has met the challenge of being an automation engine and allowed me to worry less about clients continuous marketing efforts. It has a powerful, easy to use automation engine that has all the triggers, filters, tasks, and workflows you could ever want or use.

Pros

The customer success team and training team with SharpSpring are the best I have ever dealt with. There has not been an issue that I haven't gotten the fully attention of the support staff and the issue resolved quickly. Top notch service.

Cons

The ability to assign leads to a sales team does not exist.

Advice to Others

If you are looking for a comprehensive marketing automation platform, SharpSpring's price point and value are going to be hard to beat.

 
 

from Vyne Digital Ltd
Specialty: Advertising
Number of employees: 2-10 employees Employees number: 2-10 employees

An Absolute Solution

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It was a breeze to setup the support is next level and it cuts a huge amount of resource out of our business. I can't rave enough about Sharpsrping.

Pros

The speed at which we can set things up and get them running for our clients. The support documentation is AWESOME.

Cons

southern hemisphere specialist support. The support docs are great, but sometimes you just need that next level.

 
 

from CoreCentive, Inc
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

Sharpspring is a great Marketing Automation tool for SMB's

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We have been very impressed with Sharpspring since we started with them a year ago. Sharpspring brought a sense of saneness to what we we needed to do and allowed us to get up and running quickly. Our previous experience was with Infusionsoft and we had a very difficult time implementing their solution. It was just too confusion. Sharpspring shines with their dynamic list building, and their workflow logic just makes sense. SharpSpring's hands-on support at implementation time was critical to our success in getting started, as getting started truly is the hardest part. As Sharpspring evolves, I only see them getting better and better. If you are not looking for all the bells and whistles that you ultimately won't use, Sharpspring is a true value.

Pros

I like the ease of use the best. It just makes sense. Also, we are not paying for more than we need in a marketing automation solution, but we are getting a lot in the way of features and support for what we are paying.

Cons

The lead search functionality could be a little more robust when you are looking to do just simple searches based on certain variables. The CRM component of the solution is not robust enough for a person in a salespersons role. We went into Sharpspring thinking that we could use this for both marketing and sales, but there are too many limitations on the "use role" designations as well as the contact search functionality in the CRM.

Advice to Others

Any business that is looking for a robust, feature-rich marketing automation tool should audition Sharpspring. The fact that there are no long-term contracts ensures that you will not have buyers remorse, but I doubt you will. If you are in a small to mid-size business where marketing is wearing many hats and you do not have unlimited budgets, you need a tool that will deliver, demonstrate ROI, and tell you where you need to spend more or less of your marketing dollars. If this is you, Sharpspring will fit the bill.

 
 

from VSF
Specialty: Other services
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Enhances Our Marketing Capabilities

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Likes Best

It helps us stay in regular contact with clients and prospects and it also helps us understand real prospects and actual sales activity. Even though it's a relatively new product, this is a quality tool for less price than some other similar products.

Likes Least

At this point in our relationship with SharpSpring, we have nothing negative to report.

Recommendations

Sophisticated and easy to setup and use, SharpSpring should help your company get a clearer picture of which marketing strategies are working and help you focus on areas that need more attention.

 
 

from Cargas Systems, Inc.
Specialty: Consulting
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

SharpSpring End User Experience

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Likes Best

Simple to learn (little to no training needed); user interface is extremely intuitive. Vendor stands behind their product and is extremely open to feedback. Migrating from our old system to SharpSpring was virtually painless. Pipeline/opportunity management is made so much easier with drag and drop functionality (moving an opportunity through the sales cycle). Great analytics of email campaigns.

Likes Least

No auto-save option (although they give you quite a few save buttons on certain pages, and will also warn you to save before you leave a page); reporting on custom fields is lacking.

Recommendations

Take the time to evaluate your processes before looking for a new system. You might feel pressure to go with a bigger name CRM-type system, but at the end of the day, if you really need to focus on sales and marketing (and nothing else), than you will appreciate the laser-like focus that SharpSpring has on these two functional areas. Sometimes the bigger(and more expensive programs) have more functionality than you will ever need, causing processes to get bogged down. Bigger isn't always better!

 
 

from Level Office
Specialty: Hospitality / Travel
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

SharpSpring is a great tool for tracking leads for your office space!

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Likes Best

I like how organized and intuitive it is. There are reminders everywhere. You are able to clearly see what stage your clients are in and their progress. You can update information and connect your leads to your opportunities

Likes Least

That you have to save everything! If you forget to click save, your work is lost.

Recommendations

I would tell them if they need help with their business, Sharpspring is a great tool for gathering new data and organizing it in a clear and effective way.

 
 

from Level Office
Specialty: Real Estate
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Decent system if you put in the time to learn it

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Likes Best

It can be customizable and seems to have many potential uses.

Likes Least

It's not a very user-friendly interface, it's not intuitive.

Recommendations

Really take the time to decide what you want out of the system, how you want to use it, and then really learn the system before you roll it out with your company/team.

 
 

from Level Office
Specialty: Real Estate
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

SharpSpring is a mixed bag

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Likes Best

The user interface is relatively simple. It's easy to use and has a decent sales pipeline system.

Likes Least

Sometimes various functions don't seem to work. It's a very basic system and doesn't provide reports on everything you might need.

Recommendations

Take stock of what you need your CRM to do before investing in SharpSpring.

 
 

from Level Office
Specialty: Real Estate
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Learning the website.

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Likes Best

Allows you to track your clients. This website allows you to track your clients step by step which is extremely handy.

Likes Least

I am still learning but the process is a little confusing with multiple pages and links.

Recommendations

Have a main page per client and then can branch off there instead of multiple pages for multiples different things

 
 

from Level Office
Specialty: Real Estate
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Great Product if you know exactly how to utilize all of the features

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Likes Best

It is a great way to keep track of all the leads and updates on sales. You can see where and when each lead used the website and what they clicked on.

Likes Least

I wish it would connect with QuickBooks - Would make the information transfer over so much easier and less time consuming.

Recommendations

Make sure you know exactly how the software works and how to utilize all of its features. We did not know all the features it had for a while and were getting tired of using it as it seemed ineffective.

 
 

from Leve Office
Specialty: Property Management
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Lead Maintainence

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Likes Best

I don't like this product. It might be well suited for someone who is very interested in sales and there seems to be a lot different ways to use this product. But it's not something i'm interested in spending as much time as it would take to learn how use all those functions. So, good selling point for others, but not user friendly for me.

Likes Least

I find it kind of difficult to navigate and I it is extremely confusing figuring out how to save date entered in each tiny little section. there isn't an overall save button, so if you don't click save in each section, you lose a lot of what you've entered. there are way too many things to navigate on the site and I find difficulte to figure how to get from one service to another. Retyping in names and company names as lead's is way too much trouble. I also don't like that you send multiple emails to notify of one lead. Pop ups, every time you click to different page you have to x out of are annoying. Lead assignments are confusing. The Pipeline is confusing to navigate. This could all be because we were not trained how to use the system from the start and the company has decided to use it differently over time, but even still, this system is confusing.

Recommendations

Learn everything you can from the start. If you start using it one way, or certain portions of it, and then add uses, it will confuse you.

 
 

from Level Office
Specialty: Real Estate
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Almost effective... but not quite there

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Likes Best

I like that the fields it includes and the data it can derive quickly.

Likes Least

It is not user friendly, you have to save almost every field you fill out, going back and forth from lead to lead is very difficult.

Recommendations

Yes, it looks pretty and derives data, but if the data is so difficult to input, save, and go back and check out, it isn't worth it.

 
 

from Level Office
Specialty: Real Estate
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Great Value! Super useful and easy to use software

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Likes Best

It really helps keep track of your leads and maximizes your chances to close the deal! With lots of ways to set reminders and always see who's in your pipeline

Likes Least

I don't like the fact that when you update an opportunity it doesn't automatically update the contact.

Recommendations

It has plenty of tools... just make sure you read the instructions fully to get the best value out of it!

 
 

from Level Office
Specialty: Real Estate
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

SharpSpring Review

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Likes Best

It helps me manage my lead intake but notifying me of new leads and entering all their info. I do enjoy the Pipeline as well.

Likes Least

It's not common sense. There are a lot of features to figure out.

Recommendations

Get on the phone for a user tutorial initially so you have a better idea of how to use all the features to enter and then analyze.

 
 

from Accel Web Marketing
Specialty: Advertising
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Less expensive with all the features?!? And it works

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Likes Best

SharpSpring offers Small and Medium businesses all the power and benefits of a marketing automation platform without the contracts and large monthly bills that the larger industry players force their users to sign up for.

The core features; list segmentation, customer activity alerts, "life of the lead," reverse IP lookup, form builder, automation tasks and workflows, email build and deliverability all work perfectly. It even integrates with Salesforce via their API if you want to continue to use it over the built-in CRM.

The other great thing is they are continually adding new features and our very open to feature requests from their user base.

Likes Least

One issue I have run into is with new features. Sometimes they push them live before they work correctly. This is a tiny issue as the price doesn't change and the new features don't have an impact on any of the existing modules and uses.

Also, their customer service can be a little slow in responding to requests as they are located primarily in South Africa. This can be avoided by using an agency partner as your point of contact.

Recommendations

If you are planning on purchasing this product, look for an agency partner who can offer a discount. Not only will they provide you with a lower monthly price but they are also more likely to provide additional services to ensure you are getting the most out of you investment. Just do a Google search :)

All in all, if you are a small or medium business and want to super-charge your marketing efforts without investing several thousand dollars SharpSpring is the right choice.

 
 

from Level Office
Specialty: Accounting
Number of employees: 1 employee Employees number: 1 employee

Not as user friendly- but gets the job done.

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Likes Best

The marketing automation and integration with the website

Likes Least

The CRM system is glitchy, not user-friendly, and doesn't integrate with QuickBooks

Recommendations

Make sure they help you customize it to its fullest potential.

 
 

from JBMedia
Specialty: Advertising
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Agency User

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Likes Best

Our agency can easily manage multiple clients from one dashboard. We used ACT-On and HubSpot prior to going with SharpSpring. The other two platforms are good ones, but the SharpSpring product allowed us to have more control over our clients in terms of interaction, billing, and plan design.

Likes Least

Landing page builder can benefit from more design features. SharpSpring recently added this feature - so its early days for it, but more design feature like resizing layouts or allowing layouts to overlap would take it to the next level.

Recommendations

This is great product agencies. Our agency uses SharpSring to offer our clients managed marketing services - which include marketing campaign development using SharpShpring's marketing automation platform. For our company it allows us to satisfy more of our client's needs and at the same time balances our dependence on project work for retainer based revenue.

 
 
 
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