User friendly - a tutorial and a few times using it and usage becomes smooth. We also love the support team.

I am quite happy with the Service. After all of the bugs got sorted out, it has been amazing to use especially for the day to day operations.

I like that it is easy to use, and I am able to find what I am looking for very quickly.

A database of a companies real time pricing, customer discounts, and any item a tech could need at the techs fingertips would be awesome.

I enjoy the ease of use and organization it lends itself to, by being paper free.

Overall, the software is great. Our customers love the ServiceLink feature and those that are signed up for the ServicePortal love it.

The software has good integration for back office use.

This easy to use online software allows for us to quote customers and track service progress easily between the office and on the field.

Gone are the days of the paper inspection forms that come back to us all dirty, torn and unorganized.

The seamless integration with Sage Intacct by leveraging the dimensions for great reporting and insight.

Quoting straight from our technicians completed job helps us make sure we are not dropping opportunities, which improves sales and improves service to our customers.

I am secure in knowing that customer service will always take care of my issues. I love the fact that training is available as well as a well-regulated wiki.

Sometimes the system has some lag time and trouble uploading some of the paperwork.

ServiceTrade has a great product that is intuitive to use. Since we subscribed 4 years ago they have continued to expand on the capabilities with updates to the software every 2-4 weeks.

We have been with Service Trade for about 8 months and are very happy with our investment at this point and we have just scratched the surface of what this system has to offer us.

Not much to say here but that it is not designed specifically for fire protection companies so we had to customize to our processes.

I am solving the problems of scheduling jobs for on time appointments. It was a nightmare before Service Trade.

I love it since day 1 i was super happy and excited this made everybody  job much easier.

There are a lot of companies out there trying to solve the same problems.

I love the fact that I can bill in less than 24 hour after job completion. This App also helps keep track of location of all techs, which helps cut cost for emergency service.

The ease and simplicity the program is to use both on the administrative side and the field side.

Asset management and reported deficiencies are fantastic for both customer service and generating future revenue.

Plus if the technician doesn’t know where to go it goes right to maps for directions. Like I said it’s a great app.

Does not always integrate 100% to QBO, failed invoices with no real explanation (maybe 1 in 20 occurrence).

Custom fields, call logs, integration with Google Calendar and email just really round out this product. Support is fantastic as well.

I rate the tool's usability as bad, lots of buttons that do the same thing, and lots of unstructured information on the screen.

The support and attitude of Sharpspring has been brilliant and they are a pleasure to deal with.

Calendar Schedule - So you only get one calendar schedule for sales, so for example if you have multiple links for scheduling time on your calendar you cannot customize more than 1. Very frustrating.

Working with SharpSpring has been a pleasure. The product has been easy to learn and use, and their team has been awesome in supporting us along this journey.

The ease of implementation and onboarding for new users is terrific and the clever way SharpSpring uses visual workflows to automate the system is genius.

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

It's also been a game-changer for our B2C clients, who are able to personalize and segment their marketing efforts to specific customers, and have seen great growth in engagement and revenue.

The lack of integrations across more common softwares makes it difficult to integrate for every client we work with.

Overall, I'm very happy with my expereince with SharpSpring. I think it is a functional tool that is easy to use and it feels good to have check lists and to do's that are easy to set up.

Support has been outstanding. Each and every member of their team is incredibly helpful and honest.

When I have a question or need advice on the best way to do something, their customer support team is always responsive and helpful.

Easy to use, great functionality, support is amazing, and webinars are very informative.

The customer support is amazing, too. Whenever I have a question or run into an issue, they are always SO quick to respond with a helpful answer.

The ease of use is great. It is an intuitive platform that allows for quick implementation and roll-out of automated marketing initiatives.

Custom reports are not custom (you cannot filter by custom fields, for example). Reporting in SharpSpring is very poor.

We have integrated Sharpspring with other software systems which has been seamless and has allowed us to develop a really powerful platform.

I recommend it because it is a complete platform. Impeccable support and help and a lot in the growth of my clients' business.

And for new users and administrators, SharpSpring support is AWESOME. I can't say enough about how responsive and helpful everyone is.

Amazing marketing tool, amazing price, and would highly recommend to any business to business sales team.

SharpSpring was very attractive thanks to its integration and customization abilities. Now that's we've begun using it, we appreciate that the software is easy to learn and easy to use.

Customer service is probably the best thing about this product. The team there are extremely helpful and always know how to help.

Working with SharpSpring has been a successful and straightforward relationship where we have been supported on every step of our journey.

So far our experience has been fantastic. Great product and responsive support and forward looking development roadmap.

The campaign manager is a great tool, it allows you to effectively track your leads and determine where they came form. To top it off, the support team is phenomenal.

We were drawn to Sharp Spring because of their business model that focused more on supporting agencies and offered a great pricing model.

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

The pricing is great when you compare to others with similar functionality and they go from strength to strength.

The integration with Instagram is the only part which we are really missing.

We understand that data accountability is an issue in the marketing automation industry as a whole, but SharpSpring is especially terrible at this.

The best part is the automation--triggers and the ability to build out a complex program make a big difference in efficacy and efficiency.

I find the ease of using the system and support provided, superior to other products. They integrate with most of the key 3rd party systems my company works with.

Some nuance to the user interface and limitations with exporting results. Realizing full potential may mean reworking your workflow entirely to abandon central tools.

The support has been excellent, and I'm impressed with the documentation and training that is available.

I love the great e-mail marketing campaigns, show the statistical analysis of the conversions through each campaign, and find what clients are clicking, viewing, and making them convert.

Their recently launched Book Me/Meeting feature is an awesome addition to the interface, and I'm excited to start using it.

US Dollar

ServiceTrade is the software platform for commercial HVAC, mechanical, and fire contractors that streamlines operations, optimizes field performance, and boosts sales and client retention. During a persistent skilled labor shortage, contractors use ServiceTrade to control the costly chaos of on-demand work and effectively deliver contract commitments. ServiceTrade streamlines service and project operations to reduce administrative costs, optimizes field performance to increase revenue per technician, and boosts sales and client retention to grow margins. Over 1,300 commercial contractors trust ServiceTrade’s 11+ years of experience to help them manage over 13 million assets and invoice over $7.5 billion in revenue annually.

LongDescription

Work Order Creation

Electronic Payments

Document Storage

Activity Tracking

Dispatch Management

Real-Time Monitoring

Contract/License Management

Task Scheduling

Electronic Signature

Customer Database

Recurring Appointments

Job Management

Calendar Management

Geographic Maps

Scheduling

Mobile Signature Capture

Multi-Location

Self Service Portal

QuickBooks Integration

Technician Management

File Storage

Mobile Access

Compliance Management

Real Time Data

Routing

Historical Reporting

Client Portal

Preventive Maintenance

Real-Time Notifications

Service History

For HVAC Companies

Real-Time Updates

Alerts/Notifications

Reminders

Automated Scheduling

For Commercial and/or Industrial Electrical Contractors

Work Order Management

Mobile App

Billing & Invoicing

Accounting Integration

Real Time Reporting

Inventory Control

Contact Database

Online Time Clock

Customizable Forms

Payment Collection in the Field

Job Tracking

Quotes/Estimates

Drag & Drop

Third-Party Integrations

Maintenance Scheduling

Document Management

Inventory Management

Search/Filter

For Plumbing Industry

Time Tracking

Customizable Reports

Invoice Management

Data Import/Export

Activity Dashboard

Reporting & Statistics

Time & Expense Tracking

Estimating

Customizable Templates

Job Scheduling

Customer Management

Customizable Branding

Automatic Backup

Customer History

Location Tracking

Workflow Management

Timesheet Management

Customer Portal

Inventory Tracking

Status Tracking

Barcode/Ticket Scanning

Inspection Management

Reporting/Analytics

Appointment Management

Availability Management

Contractor Database

Mac OS

Web browser (OS agnostic)

Windows 8

Select : $89/month/technician paid annually. Office users free. 
Premium : $139/month/technician paid annually. Office users free. 
Enterprise : $189/month/technician paid annually. Office users free.

Email/Help Desk

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

ServiceTrade

In Person

Live Online

Webinars

Documentation

Videos

At Constant Contact, we deliver for small businesses with powerful tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM (formerly SharpSpring) is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals.  Our tools are designed to help you attract the right leads, nurture them with personalized content, and grow your business with better conversion.

Attract
- Get hot leads faster with email & social marketing, plus retargeting ads. Score leads automatically based on their activity and seamlessly pass them to sales.

Nurture
-  Deliver the right message to the right people, at the right time. With a flexible centralized CRM and infinitely customizable automations, tasks like nurturing leads and sales follow-ups are easier than ever.

Grow
- Manage more effectively with insights and real-time analytics that connect marketing spend to sales results, pipeline, and revenue.

Real Time Analytics

AB Testing

Sales Analytics

Multi-Channel Marketing

Social Marketing

Lead Capture

Customer Segmentation

Subscription Management

Drip Campaigns

Sales Pipeline Management

Marketing Calendar

Campaign Tracking

Lead Distribution

Multi-Campaign

Pipeline Management

Customizable Fields

Content Library

Sales Trend Analysis

Campaign Scheduling

Template Management

ROI Tracking

Campaign Segmentation

Email Tracking

Campaign Planning

Lead Generation

Email Templates

Email Distribution

Contact Management

Content Management

Lead Management

Email Marketing

List Management

Sales Reports

Performance Metrics

Channel Management

Click Tracking

"Lead Gen & CRM (formerly SharpSpring) pricing starts at $449/month. Please contact Constant Contact directly for further pricing information.

ServiceTrade vs Lead Gen & CRM (formerly SharpSpring)

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