SharpSpring user for 4+ years
We really are able to do so much more with our marketing. We can see the interaction of clients with our marketing as a whole, not just off of one campaign. We can trigger emails and actions based on their behaviors which is very beneficial.
Being a Partner for 4+ years has allowed us to grow with them. When they were a startup, we were able to really see the changes the partners were requesting and the software has come a long way. They really value their Partners (agencies).
Sometimes SharpSpring likes to release new features, while they need to also work on continually improving their existing features.
Great Marketing Automation Software Alternative for Agencies
The onboarding experience was easy and helpful. They helped convert our old database into ready to import SharpSpring csv. Once we were onboarded the team helped us implement other features. As previously stated, their live chat and support is so far unmatched by any other CRM tool i've used.
The software is easy to use and is constantly being updated with new features. Within our first year of using the tool, at least 4 new features were rolled out, all of which were useful. Their live support is great. They are thorough and they followup. There have been several instances where the team has followed up after the fact to check in and see if additional support was needed
I would love more training. The videos are good and useful, but would love more virtual webinars or if being a partner allowed for more 1-on-1 type training. I also wish some of the CRM fields had more customization instead of being default/standard.
We have had a terrible experience with Sharpspring from the get-go. Once we signed up for Sharpspring, we were told they would send someone out within a month to do training in our office. After we signed the contract, they said that that would not happen, we had to show them that the contracted stated it but then they did not send someone for training for 2 months. Then whenever I would need help fixing something, they'd charge for every little bit of help I needed and sometimes didn't even respond. The straw that broke the camels back is when they implemented a new billing feature where clients would have no option but to bill their clients through Sharpspring to keep the program. We use a different billing system so this would not work for us. We went to cancel our account because of this but they said we have give 30 days notice to cancel, so, even though it was their fault we couldn't access our account, we still have to pay for another month before canceling.
Being able to send out emails
The automation tools
Customer service was not quick and sometimes just never responded.
All of the sudden they implemented a new billing rule where you have to bill your clients through Sharpspring or they won't let you use any of your account.
You have to give them 30 days notice before closing your account even if you're not able to use any of their features because of their new billing update
The cost is exceptionally high compared to others such as Pathways (who we're moving to next)
Response from SharpSpring
Hi, Alexa. Thank you again for sharing additional feedback on your team's call with our Customer Success team and CEO. We'll be using the info you shared to make sure we improve and we're glad we could make things right for your team. Please email us at [email protected] or reach out to our Customer Success team if you have additional feedback to share about your experience.
SharpSpring is full featured, low price, and amazing tech and account support
I've helped a number of businesses drive revenue with this software and it always drives more revenue for them. Of course, you have to understand how marketing automation works (I teach it at a local business school) and how to use the software correctly but there is a ton of documentation and how-to videos and when that fails, there's always a support person to walk you though whatever you're trying to do and they stick with you. My "customer success manager" will even get on the phone with a prospective client and help with a demo. Just a great company
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 for the win--Top quality marketing software for a decent price
We've been using sharpspring for ourselves and as an agency for our clients. Love how well it tracks clients, incoming emails, syncs with our inbox, and tracks interactions for all of our clients.
Looking to get the best out of my email marketing, Sharpspring gives me the chance to reach out to my whole list with a modicum of effort. The best part is the automation--triggers and the ability to build out a complex program make a big difference in efficacy and efficiency.
The email builder inside of the program--WYSIWYG. You can do this, but it's frustrating to make the thing look like you want it to.
My life would have been way easier if I would have switched to SharpSpring sooner.
The sales team was great. You could tell they cared about more than just making the sale. They wanted to make sure that SharpSpring was the correct product for us. The onboarding process was super thorough and allowed us to get to know the product well before we dove in. Support is super responsive and incredibly quick. We've never waited more than a day for anything to get resolved. We have all of the tools we need to help our clients grow at a price point that you can't beat.
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.
Ramped up quickly and easily
I'm extremely satisfied with the platform and excited about the enhancements they continue to implement.
What I have liked most about SharpSpring is the how easy it was to familiarize myself with the features and functionality. I have used many other marketing automation tools during my career as a demand generation marketer. All of which we needed to hire a third party consultant to implement and train our team. I was able to become proficient with SharpSpting, on my own, in a matter of weeks. SharpSpring is not shy on functionality and they continue to add features and improvements on a regular basis.
There is only one feature I would like to see enhanced and that is the ability to create a custom lead status.
Excellent Product And Customer Service
Overall, we have appreciated all of the customer support and online resources we have access to for questions and advice about maximizing our use of the software system.
The ability to track all of our prospect interactions across multiple platforms save us a ton of time and energy. It allows us to contact potential clients who are ready to talk to us, rather than bothering them before they are ready. The automation for emails, reports, posting and content management allows us to spend more time talking to warm leads rather than chasing cold ones.
Since the software has so many features, you must commit to taking the time to complete the onboarding and training process. This takes some time but is well worth it in the time you'll save once you implement the system.
Lots of bang for your buck!
There are a lot of useful features with this software and it's so affordable that even if you only choose to use a few of the features, you're still getting a great deal.
There are a few places were the software isn't as intuitive as I'd like (Apple has me spoiled), but the documentation is very thorough. If you can't find it in the documentation, their support team is excellent.
Easy, Convenient, & Helpful
We are now remarketing to leads that were missed during the initial buying cycle and reclaiming that lost revenue on top of increasing our close rate on new clients.
The ease of use is great. It is an intuitive platform that allows for quick implementation and roll-out of automated marketing initiatives.
The buttons that you place on emails for CTA are not able to be made dynamic.
Comprehensive Marketing Automation Software
SharpSPring has been a massive help to our business. We are agency partners and we have grown our business by using the software and demonstrating the power of the software to others. SharpSpring themselves are always looking to improve the software and often realse new features or updates which improve the overall experience. They are constantly evolving and I like that. It's what is needed to keep at the forefront of today's marketing.
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.
Impressive product, exceptional value
I'm not spending as much time connecting tools and I'm spending way more time defining and executing strategies. I'm creating a robust customer engagement strategy that is inclusive of sales and marketing. I'm solving the problem of identifying content that the consumer truly wants and needs to convert.
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).
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.
Best ROI for Small Medium Sized Business
We are one of the earliest SharpSpring agencies and users. We selected SharpSpring for its price/performance for SMB companies. We have worked extensively with HubSpot, Marketo, Pardot and others - but for small businesses, it is hard to beat the full-stack solution and feature set in SharpSpring.
Complete integrated tech stack for marketing and sales that includes the core functionality a business needs to execute full-funnel marketing and sales campaigns and manage the sales pipeline.
SmartMail provides 1:1 direct IMAP email, but it would be nice if there was a sales-driven email automation feature for low volume 1:1 emails to prospects.
Sharpspring a CRM and Marketing Automation in continuously growing
You can create your forms into the platform and connect them between your web page, facebook and also the landingpages that you create in Sharpspring. The software lend you to ponderate leads to get closer people who is easier to win an opportunity and to give more importance to leads who are loosing interest in our products.
The platform gives you feedback about which pages of your website have more engagement, so you can supply in those paths more value content that increase the interest that people have in your company, products and services.
You can Schedule many things, like to send emails, to a list that could be dynamic, this means that with a criteria the list is going to grow according to the rules that you configured before. Action groups to make specific actions (task, change status in contact's fields, etc) and posts in Social networks.
It is very easy to give following about commercial proccess in each pipeline without dependency of your salers because in this software you get together all the documentation of emails, calls and task, also you can configure each opportunity with checklist which describe all the task that a saler needs to complete to finish an opportunity, so you can know in each stage of the pipeline exactly what is happening.
It is a platform that cover the manage of the commercial proccess and the use of information from the salers, this feed our Marketing Strategies and give us a continous improvement. Is easy to share tools between commercial and marketing teams about new campaings and we can obtain all the data to support, if a campaing was succesfully with a ROI that has the detail of each lead, opportunity and sales earned.
There is not automation proccess to include automatically changes in account's flelds. Sharpspring is working constantly in improving features, that is why we do not worry.
My Secret Weapon
I love this product so much that I take it with me from role to role -- and it is always the legacy that I leave behind. It allows me to make a huge impact in a short period of time.
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!
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.
Economical and POWERFUL Marketing Automation Solution
SharpSpring is a great tool and I have been so pleased with the automation and resources I have at my fingertips. The have great new features coming out all the time and their customer service and team members are always so helpful and enjoyable to talk to.
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.
SharpSpring is the Best of the Best
My overall experience with SharpSpring has been wonderful! While the platform still has kinks to work out (what platform doesn't?), their customer service is amazing and they move at a rate unseen by others to make the platform better every day. I highly recommend them not just for their platform, but their people are friendly as well.
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.
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.
A lucrative alternative to other marketing automation platforms.
We use SharpSpring in two ways: to help generate and manage our leads to aid in our company business development efforts and to sell/offer the service to our clients to help them do the same. Currently, our digital marketers, account executives and business development teammates use the platform. SharpSpring helps us keep a close eye on where prospects are in their purchase journey.
The pricing model is favorable. We were able to onboard 2-3 clients almost immediately as compared to really struggling trying to sell HubSpot.
The sightline on data and our sales pipeline is good and shows us that we are seeing value (however, our company needs to do more on our end to really leverage the tool).
We haven't found a use for the content calendar function, compared to other methods we use.
Lead scoring could be improved.
Excellent value well functioning marketing automation software
The cost savings (literally thousands of pounds) of SharpSpring vs comparable suppliers is significant.. My team also finds the functionality and user experience to be much cleaner, meaning we use more features compared to our previous provider. Overall we are happy we migrated from our previous supplier to SharpSpring
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.
SharpSpring a full marketing automation platform everyone
Our experience with Sharpspring has been very satisfactory, since it gives us control over each client from the moment they are born as a lead until they become a client. has given us to reduce response time to a client and have better control of all actions taken with them through Automation
Powerful tools for lead generation to pretty good customer management, tons of options to personalize a lot of aspect of the company. very good tools for building email marketing and landing pages with out third parties
I think one point where sharpspring lose flexibility is on landing page creations, how designer we need more tools for layout.
We have embraced the Software to lead our company in communicating with customers and managing sales
We didn't realize how slow we were when communicating with customers and how important the speed of communication really is. We now have automations in place that don't let the conversation and engagement drop off.
Our customers are benefitting as much as we are and it starts with the automated services. We can route inquiries to sales reps faster and continue conversations with customers instantaneously through dynamic messaging.
We need to understand Sales Optimizer better. It may be a software solution that we don't necessarily fit with, but we still think this is something we can improve with, but right now its a slice of the pie that we struggle with.
Sophisticated yet easy-to-use platform
I am using SharpSpring across my entire client bases to generate and nurture leads, manage website inquiries and analytics and monitor and post across social media channels.
While the functionality is extremely powerful, SharpSpring itself is easy-to-use. Like any software, there is an initial training period where you have to get comfortable with the platform, but I found it pretty intuitive, especially after participating in the on-boarding training classes. The best thing about the software is the results it's generating for my clients. Our email marketing campaigns have been extraordinarily successful and the reporting functionality makes it easy to demonstrate these results to our clients.
I've been very satisfied with the software and don't have any complaints. One wish-list item would be for SharpSpring to integrate with survey tools so I could seamlessly administer campaigns requesting customer feedback.
Sharp Spring - A great email marketing tool and more!
SharpSpring is a complete email marketing tool that we use to reach out to clients and market to new leads. We use the automation tools to create drip campaigns and re-marketing campaigns for potential leads. We also use the page builder to build simple landing pages and sales funnels. The contact manager has the ability to mange our list of 30,000+ without any extra costs.
It used by both our sales teams and client care teams to help the business grow. As a marketer I use SharpSpring to create campaigns that convert to sales and retention.
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.
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.
1/3 the cost of other comparable platforms - but you get what you pay for.
No where near as feature rich as HubSpot - but a way better upgrade to MailChmp.
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.
Full-featured marketing automation on a budget
Prioritizing leads for Salesforce, collecting customer feedback, and better tracking the effectiveness of marketing efforts are the key things we get out of SharpSpring. We are able to collect leads using SharpSpring forms and then deliver them to the right salesperson using their visual workflow tools. We can make lists and campaigns based on ANY criteria in the system, which is super impressive. The Life of the Lead is a revelation: Being able to see all digital interactions of our customers is a complete game-changer for Sales. With Life of the Lead, Sales is more informed and can take on calls armed with the right information to best serve the customer.
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.
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.