- author: Pavel Aramyan
Founded in Gainesville, Florida, SharpSpring is a full-featured marketing automation software solution for small and medium-sized businesses. Formerly known as SMTP, Inc., the tool offers behavioral-based emails, campaign tracking, landing page creation and optimization, and CRM and sales automation among many other features. In this review, we will be taking a closer look at the CRM features of SharpSpring and what it has in store for users.
Plans & Pricing
The pricing of SharpSring is transparent and easy to understand. There are five different plans available and all of them include the full set of features, with the only difference in price reflected by the number of contacts the business has.
The plan is $450/monthly and primarily suitable for small businesses.
The plan is $650/monthly and recommended to small, fast-growing businesses.
This plan is $875/monthly and suitable for medium-sized companies.
Designed specifically for marketing agencies, the Agency plan features a custom pricing model and is advertised to be tested and used by over 1500 businesses worldwide.
The custom enterprise plan is meant for large companies that have relatively large numbers of contacts to work with on a daily basis.
Overall, the price of the software is a bit on the higher end if you’re not planning to use all of the tool’s features, yet quite affordable if you do use the whole set. While this will obviously depend on your business type and industry, it’s highly cost-effective to consider SharpSpring as an all-in-one solution as opposed to filling in software gaps. Also, the fact that an unlimited number of users get access to the full package is definitely a big plus, along with the equal level of customer support.
On the downside, there is no annual or money-back guarantee. The onboarding package costs quite a lot as well, as there is a $1,800 one-time fee for 60 days. Another important thing to note is that the brand doesn’t offer a free trial of the tool. The only thing that you can get your hands on prior to the purchase is the demo.
Features and Functionality
SharpSpring offers all the general features that you’d typically expect from a CRM tool including contact creation and management, pipeline view, and reporting. The software is cloud-based and accessible from anywhere. Also, with the help of the mobile app users can monitor the sales pipeline and conveniently access crucial information regarding sales contacts, leads and opportunities.
Sales reps can quickly review lead information on-the-go, add, remove, or edit leads, set reminders, check lead scores, and take notes for each contact. The app is available on both iOS and Android.
Here are some of the most notable features:
Users can schedule one-on-one personalized emails and follow-ups to be sent to leads. The smart mail uses smart content, which can be configured to automatically change based on predefined criteria like lead stage, industry, type, etc. The feature is perfect for saving time and improving the quality of communication.
Custom deal stages
If you’re working with a VIP contact, you’d probably want to pay closer attention to the sales cycle and even implement a personalized approach if necessary. The custom deal stages feature allows you to track the progress of an opportunity from the very beginning to the end of the sales cycle while making important notes and changes on the fly.
Drag and drop & bird’s eye view
The drag and drop functionality allows users to apply changes seamlessly by moving different contacts through different stages. Also, the convenient, board-like interface can be used to quickly find all the hot opportunities in the pipeline and focus on those, without ever finding yourself in a mess.
Advanced users can utilize the lead scoring feature to identify hot leads. While there is a lot of industry and business-specific configuration that needs to be done, once set up, the scoring system can pinpoint the leads with the highest chance of conversion, serving as a direct revenue boost.
Ease of Use
The software is extremely convenient and intuitive to use. It takes zero effort or time to find any tab that you need in both marketing and sales sections. You can easily switch between marketing and sales dashboards with a simple click, which is an excellent trick to keep everything structured and avoid confusion. Users who plan to use both marketing and sales dashboards (not just the CRM) can consider the training course that is available at $1,800 as a one-time purchase.
The dashboard is packed with essential information regarding the sales operations. It is also well-structured, making it easy to find anything you need quickly and easily.
Contacts & Users
The contact creation tab is highly detailed, allowing to capture and store as much information about the leads as possible, which is very important for sales purposes.
The sales pipeline features drag and drop functionality and a convenient view of all the opportunities. There is also a good amount of customization and detailed information options (two types of views, filters, an overview of won and lost leads, forecasts, etc.) available for each opportunity, which is extremely handy when trying to personalize your approach towards each given lead.
Reporting & Integrations
There are five types of reports that you can generate: pipeline view, opportunity health, conversion rate analysis, won vs. lost leads, and sales team performance. Each of the reports offers detailed and structured information regarding the corresponding aspect of your sales operations and are very easy to read and understand.
As for the integrations, SharpSpring can be easily integrated with SalesForce, Zoho, PipeDrive, Nimble and many other major CRM solutions that your company may already be using. Also, the API integration with Zapier allows integrating the software with pretty much any other tool you need.
Pros & Cons
- Intuitive and User-friendly
- Drag and drop functionality
- In-depth, useful reporting
- Smart content and lead scoring
- Expensive as a standalone tool
- No free trial
- Limited functionality compared to dedicated CRM tools
In terms of support, the brand does a pretty solid job. The team is reliable and can be expected to answer queries promptly. There are also a bunch of guides available for almost everything that users may struggle with.
Phone SupportThe brand can be reached out via the dedicated customer service hotline five days a week, 8:30 AM - 8:00 PM EDT/EST.
Live Online ChatYou can submit a ticket with a description of your issue and expect somebody qualified to contact and provide assistance.
Video TutorialsThere are a number of video tutorials available on SharpSpring’s official YouTube channel.
FAQWhile there is no traditional FAQ section available, the brand offers built-in contextual guides right inside the tool. Users can get exact information on the aspects they need.
BlogThe blog is updated somewhat inconsistently and features articles on topics related to digital marketing aspects as it’s primarily a marketing automation tool.
Overall the CRM feature of SharpSpring marketing automation tool is well-rounded with enough detail and information to utilize it without having to buy separate CRM software licenses. However, considering the amount of functionality and price, if you’re looking for a dedicated CRM tool with maximum amount of detail and customization options tailored to your business size, you may want to look elsewhere.