Seamless website integration, workflow builder

Made for
Small businesses, or easy prospect scoring and management
Not for
Enterprises, BigCommerce integration or custom reports and easy data management
 
Pricing Unavailable
Pricing details

Features

Content creation

  • Create and customize emails and e-newsletter
    • Email templates
    • HTML editor
  • Create and customize website forms
  • Create Call-To-Action buttons

Promotion & distribution

  • Email marketing
  • Calls-to-Action

Support

  • Online ticket support
  • Phone Support
  • Knowledge base
  • Support app

Integration

  • Gmail
  • Salesforce
  • Twitter
  • Facebook
  • LinkedIn
  • Shopify
  • Zoho CRM
  • Formstack
  • etc...

Collaboration

  • Create multiple users within one account
  • Assign different roles and permissions

Automation

  • Automate email campaigns
  • Set up automated confirmation messages, event alerts, shopping cart abandonment notices, or personal note

Analytics and Tracking

  • Email analytics
    • ROI
    • open rate
    • bounce rate
    • click-through rate
  • Behavior tracking
    • See where visitors are converting or dropping
  • Workflow analytics - cost per lead
  • Call Tracking

Pricing

Basic info

 
Pricing Unavailable

Contact Vendor for pricing.

Reviews

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Client Interview
May 25 2016

A Cheaper Alternative to HubSpot

4.0

Features: 
4.0
Ease of use: 
4.0
Support: 
2.5
Willing to refer: 
4.5
the reviewer
 
Marketing and Advertising
 
11-50 Employees
 
Chicago, IL
Digital Marketing Strategist at Digital Third Coast
Lauren Matricardi
1
 
Verified
The Review
Recommendations

The user is Digital Third Coast, an SEO and online marketing agency. They use ShapSpring for their clients, as a more cost-effective inbound marketing platform than HubSpot. The user likes ShaprSpring's advanced reporting that are included in the product, but would like to see ShapSpring add call-to-action button creation and landing page creation features to its platform. The user recommends ShaprSpring to small and tech-savvy companies looking for a marketing automation tool.

BACKGROUND

Can you provide a brief description of your company?

Our company is Digital Third Coast. We are an SEO and online marketing agency.

What role do you play there?

I am the Digital Marketing Strategist of the agency.

OPPORTUNITY/CHALLENGE

What was the business challenge your clients were facing that initiated the need for this platform?

We use SharpSpring to serve our clients with a more cost effective inbound marketing platform, similar to how we use HubSpot . We always outline that the features are different between SharSpring and HubSpot, but for the most part, the cost outweighs anything that our clients lose. We have workarounds for everything. It's really just for our clients who need inbound but who can't sign on with HubSpot right now.

SOLUTION

How does your company implement this platform or software?

SharpSpring is a white label service. Our clients sign up, and we get them started on our account. From there, the implementation depends on our strategy. We have to decide what offers we are starting with. We set up triggers and filters from there, to make sure the form we created is dumping into the right list which is triggering the right workflow of return emails. Within the tool, the tasks, triggers, and workflow are all similar to HubSpot. From there, we also make sure their data is tracking properly.

SharpSpring uses what they call 'campaigns' quite differently. You would set up one campaign for each offer. From there, you can analyze which sources are converting the best or how the incoming traffic is affecting the campaign. The reporting side is a little more advanced than HubSpot. I know that HubSpot launched their reporting tool a year ago, but I think you still have to pay for it. It's an upgrade, and most of the reporting functionality that happens once you get a conversion is available in SharpSpring free out of the box.

FEATURES

Were there any software features or tools that really impressed you?

The reports definitely impressed me. I think that's what SharpSpring does really well. They strip all that out. As long as you can manage your site, which most of our clients can, there's no reason you can't set up a landing page on your own site, link to it, and put a SharpSpring form on it that links to a thank-you page that's also on your site. You're staying within your ecosystem that way from an analytics perspective, which is really helpful.

We have some tech clients who are on HubSpot, and they have HubSpot landing page subdomains. If they are a tech company, maybe they have an app and they're trying to track conversions across landings on the homepage, then to the app. When they go to convert, maybe they land on a HubSpot thank-you page, or a HubSpot something else. That's traveling them across three subdomains for, in my opinion, no reason. I like their CRM [customer relationship management] better.

Looking back, are there any areas of the software upon which you feel could be added or improved?

I would definitely like to see them add some sort of button capabilities beyond something that can just go into an email. We work around call-to-actions [CTA] a lot. That's a big workaround for us because we do still subscribe to the buttons or tech links within blog posts that lead a person to a downloadable offer. That's still part of our strategy. You can't actually create buttons or images of that nature within the platform. You lose the CTA functionality. Then of course you lose the data of people clicking on them, and how many clicks on a CTA leads to a conversion. There's definitely workarounds.

SharpSpring works and operates very well if you have current ease of setting things up on your site. As long as our clients are comfortable with that and they can edit and update things on their own, SharpSpring's a great alternative. If you need help and assistance, that's when you need a third-party tool like the Landing Page creator tool, or HubSpot in its entirety because they can be hosted on those platforms and linked to you in that way. As long as our clients have full control over their site, can create new pages, and edit them easily, then we generally see no problem in moving forward with SharpSpring.

Have you had to interact with the platform's support team or reference their support resources?

That would probably be my least favorite thing about them. I find them very software and tech-focused in their knowledge, and not marketing strategy-focused. Very often I have to troubleshoot on my own. Their support knowledge help center where you can look up articles and videos is helpful and extensive in their library of questions that they answer. When you call a person, I've probably gotten no useful solution 80% of the time.

RATINGS

We ask that you rate the software on a scale of 1-5, with 5 being the best score.

What would you give the software for functionality of the features available?

4

What would you give the software for ease of use or ease of implementation into your business?

4

For support, as in responsiveness of the team or helpfulness of the resources available?

2.5

How likely are you to recommend the software to a colleague or similar business?

4.5

For overall satisfaction with the platform?

4

4.0
Overall Score
  • 4.0 Features
  • 4.0 Ease of Use
  • 2.5 Support
  • 4.5 Willing to Refer
 
Client Interview
Mar 03 2016

Advantages of Moving From Infusionsoft to SharpSpring

4.5

Features: 
4.5
Ease of use: 
3.5
Support: 
4.5
Willing to refer: 
5.0
the reviewer
 
$1,001 - $10,000/yr. spend
 
Digital Marketing
 
2-10 Employees
 
Phoenix, AZ
Founder, Managing Partner at Conversion Marketing Experts
Clifford Jones
1
 
Verified
The Review
Recommendations

Do your homework. Appoint a pilot who can fly this thing. Plan to invest eight to 12 weeks for full ramp up even though you get it up and running in a day. Train your team. Don't buy this as a shiny object at a seminar.

Experience

In 2008, I began using Infusionsoft as a customer. My business back then was focused solely on sales training, sales coaching, sales force development, recruiting, and consulting. I needed a new solution for CRM [customer relationship management] and email marketing and Infusionsoft seemed like a great choice. It was at the time, and it served me well for many years, until 2015, when I decided to move my company onto SharpSpring.

The advantages of Infusionsoft for me is that they were the first marketing automation of its kind back when they started. I believe they started in 2005. But, don't quote me. I was seeking an online solution and sick of backups, hard drives, installs, and bugs.

What I liked about Infusionsoft is it was affordable and because it is my nature to want and like to build marketing campaigns, write copy, and integrate various tactics to get a sales or business result. I bought it to use as a consultant, not be become one of the top-rated marketing automation experts in this small world.

Truth is the only people who should even consider using this software are people who are willing to put in all the hard time and work to learn it. All of this software for marketing automation, AdWords, and analytics must be run by people who like the work enough to learn it by using, optimizing, breaking, and fixing it. It's incredibly difficult work that requires both left- and right-brain people.

Infusionsoft is not easy to use. Everyone pretty much knows this. I have faulted their leadership in the past for abhorrent sales practices because telling anyone that this is easy software is not fair. Especially when selling it to highly distractible, overly optimistic, often-vulnerable, gung-ho small business owners.

Infusionsoft is decent software if you want to integrate CRM, email, e-commerce, and affiliate partner management all in one. Everyone all in one will have faults in any one of the four silos. It's not possible to be the best CRM or email solution if you're trying to be four things to your customer. Realize that you will face compromises in function if you go with all in one. However, there are many advantages to this software when in the hands of experienced, honest, creative, and technically inclined human beings. This is highly strategic and creative work as well as incredibly technical, detail work. About 1 percent of the people on Earth possess both skill sets. I happen to be one of them, and this is the skill set every business owner should put behind Infusionsoft and all other CRM and real marketing automation solutions. Period. Otherwise, save your money and your sanity.

SharpSpring got my attention because of their business model. They focus on consultants and high-caliber marketing agencies. They let me and the other partners do what we do best – promote the right solution to the right teams and help implement the solution the right way in time.

SharpSpring is a league above Infusionsoft in my professional opinion. But, this doesn't mean it will be better than Infusionsoft or anything else for you because there are many issues to factor before you invest in SharpSpring or anything else.

What I like about using SharpSpring is once I got used to building in it, and this took me about 100 hours, I liked it better than anything else I had used including many competing solutions. I'm just geeky enough and deeply invested enough that I pay close attention to all the emerging players as best I can. It's overwhelming at times, but that's one reason I love what I do.

SharpSpring lets me control the pricing and how I support it from set up to the most advanced campaign building.

There is native integration with Salesforce for heavy CRM users, other CRM solutions, Google AdWords, call tracking, SMS [short message service] and many other third-party integrations. None of this stuff actually every goes as smoothly as planned, but you have to admit that this technology is now more affordable than ever, and it's changing the way we market.

SharpSpring offers support through their agency partners. One upgrade I sell to some of my customers is full tech support, which is provided by SharpSpring beyond what I can do with my small team. I'm not set up for software tech support. But, SharpSpring does a good job here.

SharpSpring is not a small, little company with "little in the way of resources" as I saw one HubSpot sales guy write to one of my customers in an email. I get the impression that HubSpot does not like SharpSpring. I can guess why. SharpSpring is taking market share because it's more affordable than many of the heavy hitters like HubSpot, Marketo, Pardot, and more.

Therefore, SharpSpring is super affordable. It's a great value. Again, qualified SharpSpring partners sell the software instance directly to you. It's not as if I did it at Infusionsoft where you pay them and pay me. It's the same here for CME.

In summary, I moved to SharpSpring from Infusionsoft and I still support, use, build campaigns, train, and coach clients with Infusionsoft. But, I found SharpSpring to be a better fit for me and some of my new clients. The key is that what you have is working as well as it can. If you hit a wall maxing out a software solution and you've done your best, then you know it's time to shop.

SharpSpring, like Infusionsoft, must be researched before you buy it. This is software that must fit you, your team, and your budget. Mostly, you want to get an ROI [return on investment], so it makes a big difference to pay an adviser to guide you through all the sales hype some of these companies push. I believe they all intend well, even if we all as salespeople are capable of crossing the aggressive line. We learn and adapt.

Pros

They are affordable, stable, well supported, partner and customer centric, and scalable. They offer native integration with Salesforce, Google AdWords, Google Analytics, call tracking, and more. They also feature sound automation and campaign building.

Cons

The person managing the system must be well qualified to get the most of the application. This is why SharpSpring is wise to be partner centric so partners can add huge value.

4.5
Overall Score
  • 4.5 Features
  • 3.5 Ease of Use
  • 4.5 Support
  • 5.0 Willing to Refer
 
Client Interview
Oct 01 2015

SharpSpring Agency Implementation

4.5

Features: 
4.5
Ease of use: 
3.5
Support: 
4.5
Willing to refer: 
4.5
the reviewer
 
Confidential spend
 
Digital Marketing
 
2-10 Employees
 
Scottsdale, AZ
Managing Partner at Conversion Marketing Experts, LLC
Cliff Jones
1
 
Verified
The Review
Recommendations

The client is a digital marketing company based in Scottsdale, AZ.  The client implements SharpSpring on behalf of its customers. Overall, the client is highly satisfied with SharpSpring. The client's business has implemented a number of other marketing automation platforms, including Infusionsoft, Pardot, Eloqua, and others, however SharpSpring has become his most recommended platform because of its combination of enterprise capabilities with pricing and usability that is accessible to small businesses. In addition, in the client's opinion, SharpSpring is leading the market in terms of its innovation and continuous usability improvements. 

Background

Can you please provide a brief description of your company and the role that you play there?

I am the founder and owner of a digital marketing company. We are a sales and marketing advisory practice. We provide strategy, planning, creative, and other consulting services around digital marketing, sales enablement, analytics, and marketing automation. Our focus is on building and launching highly automated, typically business-to-business [B2B], marketing campaigns that are built for a targeted sales result. Most of our customers engage us for greatly targeted, high return on investment [ROI] campaigns that involve some sort of integration with a sales team and a sales result inside of 90 days.

Challenge

What was the business challenge faced by your customers that encouraged them to implement SharpSpring? 

The typical business challenge is a desired sales result and the ability to quickly turn off and on a highly targeted campaign inside of 30 days or less.

Solution

Was your company considering other platforms? Why SharpSpring?

We want is what’s best for the customer. Most of our customers have a platform they’re already working on. In many instances, they’re upgrading or moving from Constant Contact, MailChimp, or Infusionsoft, and they’re going upscale. We sell more SharpSpring than any other platform these days. Before, we predominantly used Infusionsoft, but SharpSpring has really outpaced them in terms of functionality in the last few years. But ultimately we do what’s best for the customer and we implement a number of different platforms whether it’s Marketo, Pardot, Eloqua, or SharpSpring.

We feel SharpSpring is a better fit for companies that are more B2B oriented, which have more sophisticated needs for reporting, analytics, true business intelligence, and the ability to really build amazing, very powerful campaigns on the fly, integrated in a way that Infusionsoft can’t really compete with. We see SharpSpring performing certain functions at a higher level. Quite honestly, for our most experienced lead builders, their preference is SharpSpring.

How much can cam a business expect to spend implementing SharpSpring?  

SharpSpring starts at $499 a month, and we go up to 50,000 emails a month. If you have 10,000 contacts and you’re emailing five times a month, you’re going to be up against that threshold of 50,000 emails for $499 a month, which is very affordable. There is always the cost of implementation and customization to be factored in, because if that’s overlooked, it can be a painful wake-up call. Implementations start at $1,500.

Results

Can you share an example of a successful implementation of SharpSpring that your company orchestrated?

We just launched a business to consumer [B2C] campaign for an online mental healthcare organization. We took over an existing list, and consulted on the source of traffic, which comprised of sponsored social media ad campaigns. So we actually built a parallel campaign on SharpSpring because they already had Infusionsoft, and they wanted to run SharpSpring next to Infusionsoft. In this instance, all the product orders, down-sells, and up-sells were built into the SharpSpring side.

The first outcome was that we identified that their lead source and their cost per lead were artificially low, filling the funnel with a bunch of junk. So we tripled the quality of the conversion, meaning that the number of opt-ins tripled through that campaign, which gave us the opportunity to present the offer, and then the up-sell or the down-sell. The conversion rate was phenomenal. The sales rate was acceptable, because this was a first test for this particular product line with a new partner of theirs, and it was a small sample. It was a positive outcome because SharpSpring performed very well, and it gave us great business intelligence. Our clients love the business intelligence reporting that we get out of SharpSpring, which is so much stronger than Infusionsoft.

Features

Were there any software features/tools that you were really impressed by?

It’s really high-powered automation. Everything about building in it is super clean, and I would categorize it as enterprise caliber. It’s a bullet-proof platform. It’s easy to build, and it’s easy to learn. You really still have to have a huge desire to want to get in and do it, but this is a huge email engine with amazing analytics, lead tracking, and lead scoring. Their lead scoring is another thing that’s top of the charts. How we build lead scoring, and how it ties to opportunities, and then how the sales team can manage that pipeline and workflow is phenomenal. The user interface, and the user experience overall, is phenomenal in SharpSpring. The ramp up and onboarding is great, and they make it incredibly easy to do business with them.

When we’re working in Infusionsoft and a lot of other systems, and we need to get other systems to work with them we have to go through pay-walls and do integrations. For example, we want to send out a direct mail tied to a campaign, or drop-shipping, or fulfill orders. A lot of those things are really clunky to integrate. One of the phenomenal aspects is that, when it comes to customer relationship management [CRM] integration, there are a lot of built-in, third-party CRM, native integrations for SharpSpring. The ease to integrate SharpSpring is a huge advantage for us builders, and it saves customers a lot of money.

Looking back, are there any areas of the software that you feel could be added or improved upon?  

There are certainly some features I could identify that I want, but that’s true of any platform. So let’s just say I hope they have continued phenomenal product development. 

Have you had to interact with the platform’s support team or reference their support resources?

Their support is great. There’s an onboarding process, and when you get started, there’s somebody appointed to the account and to us, so we can manage the relationship. We schedule, over the course of the first few months, a series of calls to go through the training and onboarding. The ease of learning the application while we’re working in it is phenomenal because of all the video training built into it. The support that’s built-in is really spectacular. If I need to get someone on the phone, I can. They’re available here in the States by email and phone, and that makes a big difference for us.

Overview

To sum up: We have a few quick questions, and for each question we ask you to rate the software on a scale of 1-5 with 5 being the best.

What would you give the software for functionality of the features available?

Four and a half.

What would you give the software for ease of use or ease of implementation into your business?

Three and a half, compared to Infusionsoft.

For support, as in responsiveness of the team or helpfulness of the resources available?

Four and a half.

Overall, satisfaction with the platform?

Four and a half.

How likely are you to recommend the software to a colleague or similar business?

Four and a half. 

4.5
Overall Score
  • 4.5 Features
  • 3.5 Ease of Use
  • 4.5 Support
  • 4.5 Willing to Refer
 
Survey Response
Mar 25 2016

Easy To Use and Flexible System

3.5

Features: 
4.0
Ease of use: 
3.5
Support: 
4.0
Willing to refer: 
3.5
the reviewer
 
Health care and life sciences
 
501-1000 employees
 
Miami, FL
Manager , Marketing
1
The Review

Experience:

SharpSpring is one of the most flexible platforms on the market, offering native or 3rd party CRM integration, fully integrated call tracking, universal CMS compatibility. It's a very useful tool, and we appreciate it very much. We use SharpSpring to grow business for our clients. Many of them are focused on e-commerce - so we were early adopters of SharpSpring's shopping cart tracking and their new abandon cart feature. We've developed and used many successful drip campaigns that nurture casual browsers and convert them into paying customers. Our clients have enjoyed great, trackable success, where we can see the original email subscription, see which email prompted a visit, and then when in the drip campaign they converted. Our clients that sell via salespeople have enjoyed the lead scoring capabilities. One client, in the first months after implementation, saw his closing rates triple because his sales staff was able to target the most qualified leads.

Pros:

SharpSpring is very easy to use and their customer support is amazing. Any question I have and SharpSpring gets back to me right away. With the help of SharpSpring, we have gained valuable information about how our customers engage with our website.

Cons:

There is really nothing that we dislike about SharpSpring. It is a very good tool.

 
Survey Response
Jul 31 2016

Customizable Features and Automation with SharpSpring

4.0

Features: 
4.0
Ease of use: 
4.5
Support: 
4.5
Willing to refer: 
5.0
the reviewer
 
$51 - $250/mo. spend
 
Business Services
 
201-500 Employees
 
Lenexa, KS
Senior Manager, Business Services Company
1
The Review

Recommendations:

It is a great automation and organization tool

Experience:

We chose it for its flexibility and competitive price. We use if for lead nurturing, referrals, social marketing, and website visitor tracking. The feature customization has given us a lot of automation possibilities.

Pros:

Its customization options

Cons:

N/A

 
Survey Response
Mar 29 2016

Knowledgable Team and Comprehensive Tool

4.5

Features: 
4.5
Ease of use: 
5.0
Support: 
2.5
Willing to refer: 
4.5
the reviewer
 
Non-profit
 
1001-5000 employees
 
Salisbury, DE
Manager, Marketing
1
The Review

Experience:

I really like using SharpSpring. They are knowledgeable and offer a great array of features. It has made us more efficient.

Pros:

It has a lot of resources to help you plan and execute your campaign.

Cons:

It is slow.