User Reviews Overview
About Lead Gen & CRM (formerly SharpSpring)
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...
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- Industry: Computer Software
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
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.
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
Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement and Marketo EngageReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
Better support. Better functionality. Better interface. Better price.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
A powerful platform, but still has a long way to go
We use Sharpspring for email automation, marketing automation, lead tracking, reporting, as a CRM, and as a sales tool. It allows us to track contact interactions from first touchpoint through sale. It has been a huge help.
Pros
My favorite thing about Sharpspring is the ability to track and analyze the entire life of a lead, from start to finish. It allows us to optimize our funnels and nurture prospects from interest to sale. It is a really powerful tool and offers (almost) everything you need for marketing automation from automated workflows to landing pages and forms to email design. I also love their lead scoring.
Cons
Though it offers a lot of features, it's not all that usable compared to similar products. There are countless small usability issues. Landing pages are pretty difficult to create. Support is usually great – but can at times be entirely unhelpful. Automation has some key features other tools allow. Overall, there are just a lot of features that still need to be added in order to really compete.
Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)
Price was the primary reason.Switched From
HubSpot Marketing HubReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
We really needed a robust CRM for longer B2B buying cycles. Though all other tools were awesome, Sharpspring won out there.- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Not worth it
Not good. Lots of "oh yeah, sure, it does that." Only to find out that the software doesn't actually do what they just said it does or no one from sharpspring knows how to make it do that.
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
HubSpot Marketing HubSwitched From
HubSpot Marketing HubReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
price.Response from Constant Contact
Hi there,
Thank you for taking the time to share your experience with SharpSpring. We hate to hear that you had a negative experience with the platform. Our exceptional support is something we work hard to maintain so we hate finding out we missed the mark there as well. We never take losing a partner lightly and will use your feedback to continue to improve our resources for our agency partners.
If you'd be open to sharing any additional feedback, please email us at [email protected].
Top Lead Gen & CRM (formerly SharpSpring) Alternatives
- Industry: Civil Engineering
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
SharpSpring: The All-In-One Marketing Automation Platform
SharpSpring helps me solve my marketing automation needs by providing a variety of features, including email marketing, lead generation, social media management, and comprehensive analytics and reporting with ease and at a relatively low expense.
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.

- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
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.
Pros
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).
Cons
Sometimes SharpSpring likes to release new features, while they need to also work on continually improving their existing features.
Alternatives Considered
HubSpot Marketing Hub, Salesforce Marketing Cloud Account Engagement and Act-OnReasons for Choosing Lead Gen & CRM (formerly SharpSpring)
Marketo was very expensive and did not allow us to resell to clients. Also not user friendly.Switched From
Marketo EngageReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
Much less expensive and really built for agencies like us. The others also really charged a lot for the number of contacts we would have, making them not feasible.
- Industry: Computer Software
- Company size: 201–500 Employees
- Used Daily for 1+ year
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Review Source
A better option to Hubspot and other Marketing Automation solutions
We like the platform as we can track online and email interactions with prospects, customers and partners. This helps us with qualifying lead generation and tracking the stickiness of campaigns. The training of SharpSpring was challenging but we were able to muddle through and figure out a lot of stuff on our own. Customer support has also been great when they are able to help with issues that may arise.
Pros
We like the fact it is much cheaper in cost as compared to HubSpot and other marketing automation platforms. The ease of using the platform has made it easy to early adoption of the end users and we are able to fully track our MQL and ROI.
Cons
SharpSpring has an extremely high demand on email accuracy rate of 98% so quite often we get suspended due to bounced back emails. Sometimes it is difficult to have an almost 100% list when people leave companies. We have as a solution, pay for 3rd party email checker services,to help mitigate this and we also send a larger portion of emails though mailchimp.
Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)
We wanted to have a solution that could do more analytics and tracking on engagement. SharpSpring was able to do this.Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)
cost, no locked in contract, larger user base capability and ease of use
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
Marketing Automation - at a fraction of the cost of Hubspot
I'm enjoying using it as being able to do everything in one platform makes life much easier and it's much more affordable than Hubspot. There are enough tools to keep the most experienced marketer busy to help attract leads through chat, emails, forms, landing pages etc...
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.
Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)
Cost, ease of use of platform and the support.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
SharpSpring Marketing Automation
SharpSpring has a very quick implementation process and is very easy to learn. Within the first 30 days of having SharpSpring we already ran 2 separate email campaigns for 2 separate clients. Their representatives check in with us frequently so we never feel like we're on our own. Our next challenge will be selling SharpSpring to prospects/clients.
Pros
The amazing customer support that is offered. Anytime I have a question I can either look it up myself in their library of resources with tutorials and instructional videos, or I can call their partner support line and speak to a real person who even follows up after the call to make sure all of the needs were met.
Cons
I wish you could edit Life of Lead to be able to put custom events in there. We uploaded a prospect database we had been tracking since 2017 and it had every time we touched a prospect. Unfortunately, once we uploaded this list into SharpSpring we were not able to edit their Life of Lead prior to the upload date. While this is barely an issue, it would be nice to see how long we have been tracking some of these prospects to give us a better prediction at how many touches it takes for a prospect to convert to a customer.
Alternatives Considered
Lead ForensicsReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
SharpSpring seemed like the best deal on the market by far. For only a few hundred dollars a month we were able to start using our first marketing automation/CRM software. With SharpSpring you are able to cut off using other services, so we are actually paying less than we did before, but getting so much more in return!
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Amazing Enterprise-level Marketing Automation + Integrated CRM Platform
SharpSpring has saved us time and money by bringing together everything we need internally, as well as the needs of our clients, into one platform. Having the ability to dedicate time to only leads that truly show an interest in working with us, as well as, to see that interest with the click of a button is amazing.
Pros
SharpSpring is a game-changer! Getting an all-in-one platform that allows us to go from capturing lead information and behavior all the way through to identifying qualified leads through marketing campaigns is amazing. Having one place for marketing emails, landing pages, social media, blogging, meetings, video chats, and more is almost unheard of. Match that with a really robust CRM that tracks leads, beautifully outlines the life of a lead, and allows you to easily manage the sales pipeline and one-on-one engagements with pre-qualified leads with lead scoring is amazing.
Cons
Seriously, there isn't much negative to say about this platform. The onboarding was amazing, the self-guided trainings were awesome, it's a great platform. The only downside is it's not as "pretty" as some platform, but hey, I'd rather have a functioning product helping me make more money and something pretty to look at.

- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Perfect for Digital Marketing Agencies
There was a fairly steep learning curve to use SharpSpring, even though I'd used HubSpot and other marketing automation platforms in the past. I think this seems expected for a lower cost solution, though. Once we got comfortable with it, though, it's been very quick and easy to build out all the assets and start our campaigns. It's worked beautifully for our own marketing and for clients. It's easy to build emails and customize them to match your client's brand.
Pros
What I like most about SharpSpring is how much you get for the money. It packs every feature you'd expect from the expensive marketing automation platforms but doesn't throw exorbitant costs on those features. I also like the ease of integration with other platforms.
Cons
I highly dislike the recent shift in having clients pay for their own accounts with separate billing. We were sold this platform as one we could completely white-label for clients, but now we are required to put a client CC on file.
Alternatives Considered
HubSpot Marketing HubReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
We chose SharpSpring solely because it was cheaper than HubSpot.- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
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.
Pros
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.
Cons
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.
Alternatives Considered
VBOUTReasons for Choosing Lead Gen & CRM (formerly SharpSpring)
Mailchimp felt very limited in scope. Delivery with mailchimp was restricted, it seemed like I never could end up in the gmail inbox tab, always relegated to the offers tab.Switched From
MailchimpReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
Features.- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Great Solution for a Small Agency
It has been a great enabler for our business and has really become and extension of our capability that we deliver our clients
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.
Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)
HubSpot just became too expensive for us to justify and it did not give us the white label capability that we were seeking.Switched From
HubSpot Marketing HubReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
SHarpSpring was the only solution to offer a white label alternative- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Sharpspring made sales tracking so much easier for me and my team
What really makes Sharpspring stand out from other platforms is their excellent customer service and constant improving of the features within the platform. Although the platform still has a few improving points, my experience overall has been very satisfying. I would recomend this 100% to other coleagues.
Pros
What I mostly appreciated about using sharpspring was the diverse range of features within the platform, since they identify and capture prospect information much easier; wich is very valuable in terms of sales optimization.
Cons
Sharpspring has a very accelerated rate for putting out new features, to keep up and compete with other platforms, wich is a pro; however, the new features often need updates. Video Calling, for instance, was great by the time the pandemic began; however, it might not be as established as other video conference competitors.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
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.
Pros
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.
Cons
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.
Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)
HubSpot is a great service and is beautifully designed but I felt that I was being overcharged for tools that I didn't need and the ones I did need I couldn't scale it without paying an arm and a leg. For a smaller marketing agency, SharpSpring is the way to go. Great price, great service, and great tools!Switched From
HubSpot Marketing HubReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
Better price, better service, and better tools!- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Weekly for 2+ years
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Review Source
SharpSpring makes my life easier.
It's a great platform, and the support team has been very responsive with any questions we've had over the last few years. The onboarding process was great and we never felt alone in learning how to use it. I also like the regular webinars and learning opportunities that SharpSpring hosts for marketers/agencies.
Pros
The email builder, landing page builder and form builder are all straightforward and fairly easy to learn. There are also help/support articles for pretty much anything I need help with or get stuck on. The "life of the lead" view is helpful to see a contact's interactions with our brand.
Cons
The email and landing page builders offer a lot of flexibility in layout/design, but sometimes they are a bit too restrictive in terms of moving elements around.
Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)
The previous platform was a lot more expensive and under-utilized.Switched From
Salesforce Marketing Cloud Account EngagementReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
The abundance of features for the price. Specifically, number of contacts allowed, emails sent and ability to manage clients in addition to our agency business.- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Functional Middle Market Software
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.
I like using this software.
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.
Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)
The ease of use for marketing automation and ability to synchronize emails for communication transparency.Switched From
Zoho CRMReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
Pricing, ease of use, and presentation from the SharpSpring staff. Hubspot made us feel like we were taking up their time and not valued. Salesforce was too much for what we needed. SharpSpring made us feel valued and explained their product well by asking us questions first and tailoring their presentation around our needs, not just sending us through a powerpoint.- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
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
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.
- Industry: Marketing & Advertising
- Company size: 501–1,000 Employees
- Used Daily for 6-12 months
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Review Source
Agile tool, great value
Our experience with SharpSpring has been positive. Great product, usability, and features. Still, there are areas that could use work, including reporting and segmentation, but overall a very good experience so far.
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.
Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)
We were looking for a more agile, better UI product for our Marketing Automation/Email Marketing program.Reasons for Switching to Lead Gen & CRM (formerly SharpSpring)
Of the alternate products, SharpSpring was the best fit for our needs in the organization and we felt we could utilize this tool well. The pricing model was also the most straightforward and matched our needs the best.- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Must have for marketing and sales in growing business
I can't speak highly enough for the great staff. I have mentioned them in another part of this review, but they really have been a lifesaver going above and beyond. For example, I am not really comfortable with CSS and wanted a certain form to be two columns. I asked for reference material on how to make it happen. They sent me the materials AND the code to place in my form. AWESOME!!!!!
Pros
Everything you need to grow a business is in one place. The interface is easy to use and very intuitive. However, my favorite part of the company is the awesome support staff! Migrating from another platform, there is always a learning curve and workflow adjustment. If there was something we didn't know how to achieve in SharpSpring their friendly staff would explain with great detail how to get it done and integrate into the workflow we created.
Cons
Their social posting, responding section of the software is still a bit weak and we do utilize another piece of software to get this done, but we remember their software is about the automation and converting leads to customers and it does that very well, so this is an easy area to compromise.
Alternatives Considered
HubSpot Marketing HubReasons for Choosing Lead Gen & CRM (formerly SharpSpring)
The price point was the biggest initial reason. We moved from another large product that pieced everything together making it out of reach for the smaller businesses. SharpSpring has all the major pieces as one at a lower cost. Had I known about the great customer service... I would have moved over a long time ago!Switched From
HubSpot Sales HubReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
Price Price Price.... and now... Service Service Service!!!!! They really care about my business doing well and help with non-product related questions. As I mentioned prior, they go above and beyond!- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Great Value, Functionality, and Support
SharpSpring allowed us to enter the email marketing services market in a way that was easy and scalable. Their support is one of the best I've seen in a software company. We have enjoyed the relationship and appreciate the robust capabilities of the platform.
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
HubSpot Marketing Hub, Constant Contact, Salesforce Marketing Cloud Account Engagement, Mailchimp and Marketo EngageReasons for Choosing Lead Gen & CRM (formerly SharpSpring)
Cost/Value and the strong focus SharpSpring has on supporting agencies.Switched From
HubSpot Marketing HubReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
See comments above- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Marketing Automation with World Class Customer Support Has Exceeded Our Expectations
Transparency of our efforts all from a single source. We are now able to analyze all of our various marketing efforts without the need to learn reporting from various systems.
The SharpSpring platform helped us see which marketing efforts are working. We have quit wasting money on efforts that weren't working as well as we had originally thought and moved the budget to those that are providing the best ROI.
We have pinpointed bottlenecks in our company and implemented actions that resolved these issues which has increased our bottom-line as well as our own customer satisfaction.
Pros
SharpSpring offered us a way to implement marketing automation at a price that our business could afford. The features are more than enough for us to compete with companies that are much larger than we are. So the pricing got us to commit, but since then their customer service has proved to be nothing short of spectacular.
The onboarding was laid out for us step-by-step. We have a specialist that we talk to frequently that keeps us on task. When we did hit a snag, support stepped in to resolve it quickly and accurately.
The video training shows click by click what to do and how to do it. An added value is a webinar series on implementation and use.
The platform is modeled in a way that replicates our business model, so our employees found it logical and easy to implement their pieces of the big picture.
Cons
It's been working well for us, so it's kinda hard to come up with a dislike, but if I had to pick something it would be the fact that the weekly webinars "SharpSpring at Work" just went from weekly to bi-weekly. The upside is that they are planning at making them more in-depth.
Alternatives Considered
HubSpot Marketing HubReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
It was the price, features and integration abilities that led us to choose SharpSpring.- Industry: Banking
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Great Marketing Automation Tool for B2B
We help credit unions build content driven in-bound funnels - the tool has met that need very well. Their onboarding and support have been super responsive and helpful.
Pros
It was very quick to deploy, fast to get my team trained, and effective in demonstrating results for clients.
In addition, the feature functionality vs. price balance is fantastic. Other tools have lots of bloatware and tools that you will never use.
Cons
I wish it had some built-in SEO tools and I wish their email list management was more forgiving on spam traps.
Reasons for Choosing Lead Gen & CRM (formerly SharpSpring)
Cost and HubSpot's lack of flexibility.Switched From
HubSpot Marketing HubReasons for Switching to Lead Gen & CRM (formerly SharpSpring)
It was a combination of feature vs. price. In addition, SharpSpring was much easier to use and get operational quickly.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Great for an agency, but trying to get clients involved is next to impossible.
We joined the SS family mainly as a means of sending automated drip marketing emails on behalf of our clients, which it does well. We also like being able to see the life of every individual lead directly within the program. It lets us know where our strongest leads lie and where we need to do better. All in all, it gets the job done despite the interface headaches we frequently encounter.
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.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
SharpSpring is a phenomenal marketing automation platform.
SharpSpring is a superior marketing automation platform, with a very intuitive interface and offer the kind of support we have rarely seen in tech companies. They have worked harder to earn and keep our business than any other vendor we've ever worked with.
Pros
SharpSpring is a sleek system that offers outstanding tools for marketing automation. We researched a lot of platforms ranging from free to $1000s before going with SharpSpring. They have just the right amount of features that makes it the most useful for all of our clients, leaving off the bells and whistles that would inflate the price.
Their interface is top-tier which makes using their system a breeze. The dashboard gives you a comprehensive look at everything you're running. Moving around the system is super simple and they make it easy to jump to different areas when you're building a sales program. I'd urge you to check out all the features on their website because there are too many to list, but I can say that what they have offered us is unbelievably comprehensive.
We've also taken full advantage of their support which is outstanding. They have always been knowledgable and very friendly. Moreover, they won't let you off the phone until they are sure that the problem has been resolved! They also offer FREE continuing education programs like webinars to help make you more proficient at their program.
SharpSpring is a superior marketing automation platform, with a very intuitive interface and offer the kind of support we have rarely seen in tech companies. They have worked harder to earn and keep our business than any other vendor we've ever worked with. You would do yourself a giant favor to give their system a test drive.
Cons
I was not prepared for the steep learning curve that is required to take full advantage of this platform. I was a bit discouraged at first by everything there was to learn but I realized it's part of working with such a comprehensive platform. It's like moving to a new town and trying to figure out all the roads and highways. I don't know if that's really a con but it is something you must be aware of. You're going to need to spend some serious time learning it but once you do, navigating the system easily becomes second nature.

- Industry: Hospital & Health Care
- Company size: 501–1,000 Employees
- Used Daily for 1+ year
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Review Source
Easy to use, lots of customization and excellent support
We used to have a very simple automated message that sent to all inquiries - and it was the same message regardless of the inquirer or location. Now, we're able to customize the response based on who is inquiring - and the location and send them important brochures and information relative to a specific location. SharpSpring has improved our tracking --moving us from binders stuffed with papers to digital data tied to campaigns. It was a big step for our company and despite early resistance, people are really buying into it now that they are using it.
Pros
The system is easy to use -from training to the online help docs (i.e., self-training) - to the excellent support team, I feel very confident when using the system and making modifications. I know if I can't figure out how to do something I want to do - I can either jump on live chat or call support and someone will happily help me figure it out.
Cons
Reporting capabilities are still growing. They recently launched a new reporting dashboard with canned "custom" reports but I would like the idea to select the variables myself and run a report on my data - including my custom fields. If the fields exist, I'd like to run reports on them. I have figured out, however, that, I can export a lot into excel and create my own reports when needed.