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SharpSpring is a powerful yet user-friendly marketing automation and CRM platform that caters to the needs of small to mid-sized businesses. As an all-in-one solution, it offers a solid set of features, including lead management, email marketing, social media management, and a built-in CRM at no extra cost.

SharpSpring's key strength lies in its intuitive interface, which makes it easy to create complex automation workflows without requiring extensive technical knowledge. The visual campaign builder allows marketers to design multi-step campaigns with ease, while the opportunity management and task tracking features enable sales teams to stay on top of their pipeline.

However, SharpSpring is not without its drawbacks. Some users have reported occasional glitches and slower performance compared to other platforms. Additionally, while the feature set is comprehensive, it may not be as advanced as some enterprise-level solutions. Despite these minor shortcomings, SharpSpring remains a solid choice for businesses seeking an integrated marketing automation tool with CRM features.

Sharpspring core capabilties

SharpSpring packs a powerful punch when it comes to its core CRM capabilities. At the heart of its CRM functionality is robust lead management. The platform allows you to track, score, qualify, and convert leads, giving you a 360-degree view of your prospects' journey.

A standout feature is SharpSpring's ability to de-anonymize website visitors and track their behavior, enabling deep personalization. You can tailor experiences to each lead contextually based on their interests and actions.

The CRM also excels at email management, with tools to build custom emails and automate personalized outreach at scale. You can set up targeted campaigns triggered by specific lead behaviors or statuses.

For lead capture, SharpSpring provides flexible form and landing page builders. These allow you to craft custom assets that feed prospects' information directly into the CRM. Progressive profiling helps gradually build out lead profiles over time.

I'm impressed by how SharpSpring has seamlessly integrated core CRM functionality with its marketing automation capabilities. Having both in a single platform streamlines operations and aligns sales and marketing, which is great for tightly-knit startups.

However, some long-term users indicate that it may lack a few of the more advanced features you'd find in a standalone system. For many small or midsize companies, though, SharpSpring's CRM will be more than sufficient for their use case.

Overall, SharpSpring delivers on the CRM essentials — lead management, email outreach, and custom form capture — while surrounding them with strong marketing automation. This combination makes it a compelling central revenue platform for SMBs.

How easy is Sharpspring CRM to use?

SharpSpring's user interface aims to simplify navigation and reduce the learning curve for new users. Key customization options allow the platform to adapt to various business needs and use cases.

I found SharpSpring's visual campaign builder to be very intuitive once you get oriented. However, for non-marketers or those new to marketing automation, the workflow may be a bit overwhelming at first. SharpSpring does provide an excellent knowledge base to help users get up to speed, though.

SharpSpring's onboarding is one of its standout features. You get paired with an Onboarding Specialist who guides you through training over your first 60 days. The process starts with goal-setting and expectation-setting calls. Then you move into the thick of it with platform setup, data and system integration, as well as instance configuration.

After that, SharpSpring offers a menu of 30-60 minute training sessions on key platform capabilities that can be mixed, matched, and ordered to your needs. Topics include the CRM, marketing campaigns, landing pages, forms, automation, analytics, and more.

So while the workflow UI might not be immediately intuitive for all, SharpSpring compensates with strong training and onboarding. With guidance from the onboarding team, most users seem to gain proficiency within the first couple of months.

A potential downside is the flip side of customization; it may take more time to configure the platform to your needs than a more standardized tool. But if you want that flexibility and are willing to invest some upfront effort, it pays off in the long run.

Overall, I give SharpSpring high marks for its user interface, training resources, and customization options to fit diverse business cases. With a bit of time to orient and personalized onboarding, new users can harness its power.

SharpSpring integrations

(Image credit: SharpSpring)

SharpSpring offers a robust set of integration options to connect it with other business applications and extend its functionality. The CRM integrates with a wide variety of popular apps out of the box through its App Marketplace. Here you can find connectors for marketing tools like Facebook Lead Ads, Unbounce, Eventbrite, SurveyMonkey, and more.

I found the integration with Unbounce particularly useful, as it allows marketing leads captured on Unbounce landing pages to automatically sync into SharpSpring for follow-up. The Facebook Lead Ads integration is also handy for pulling in leads generated from social media campaigns.

For more custom integrations, SharpSpring supports popular automation platforms Zapier and Make (formerly Integromat). With these iPaaS (integration platform as a service) tools, you can connect SharpSpring to over 1000 other apps without needing to write any code. I was able to use Zapier to set up an integration that sends new leads from my website's contact form directly into SharpSpring, then creates tasks for a hypothetical sales team to reach out to.

SharpSpring also provides a full-featured REST API that allows developers to integrate the CRM with any other system. The API documentation is comprehensive, and the platform uses standard OAuth 2.0 authentication. Advanced users suggest that the API is relatively straightforward to work with when building a custom integration.

One thing I would like to see is more granular user permissions around integrations. Currently, any user can set up an integration, which could potentially lead to data being unintentionally exposed. It would be nice to have admin-level controls over what integrations and connected apps each user can access.

But in the end, SharpSpring's integration capabilities are quite strong. The combination of pre-built app connectors, iPaaS support, and a robust API means the platform can fit into most any tech stack. And based on my experience, the integrations are stable, and the data syncing between systems is reliable. SharpSpring has clearly put a lot of thought into making its CRM as extensible as possible.

How good is SharpSpring customer support?

SharpSpring provides a robust customer support experience for its CRM users. They offer a variety of channels to get help, including phone, email, and live chat support. Live chat is especially responsive and helpful for getting quick answers to questions.

The company also has a well-organized knowledge base with tutorials, training resources, and FAQs to help users self-serve and troubleshoot issues on their own. The articles are clear and include helpful screenshots. There's a handy search feature to find relevant content quickly.

However, SharpSpring could improve a few areas of its support. First, the live support channels are not 24/7 - you can generally only get real-time help during extended business hours. Off hours, you have to rely on their ticket system and wait for a response.

But, while many customers rave about the quality and friendliness of the support, some reviews mention that the first response time can occasionally be a bit slow, and complex issues may require some back and forth to fully resolve. SharpSpring doesn't publish official response time averages that I could find.

SharpSpring pricing and plans

Plan

1K Contacts

10K Contacts

20K Contacts

Agency

Enterprise

Price

$449/month

$999/month

$1,449/month

Custom pricing

Custom pricing

Best For

Small businesses needing basic automation

Medium businesses seeking comprehensive CRM features

Large businesses requiring extensive lead management

Marketing agencies managing multiple clients with diverse needs

Large enterprises needing advanced CRM with marketing automation

Features

Unlimited users

Marketing automation

Social media management

10X more contacts

Dynamic landing pages

Advanced reporting

Advanced automation

Custom integrations

Enhanced analytics

Rebrandable interface

Unlimited users

Client management tools

Advanced analytics

Custom workflows

Extensive integrations

Limitations

Limited customization options

May lack advanced integrations

Higher cost for additional onboarding

Requires a setup call for pricing and onboarding

Requires contact with SharpSpring for detailed pricing and onboarding

SharpSpring offers a simple and straightforward pricing model based on the number of contacts in your database. Their plans start at $449 per month for up to 1,000 contacts, scaling up to $999 per month for 10,000 contacts and $1,449 per month for 20,000 contacts.

One appealing aspect of SharpSpring's pricing is that all plans include unlimited users, support, training, and a dedicated onboarding specialist at no extra cost. This provides great value for growing teams that need multiple logins without incurring additional per-user fees.

SharpSpring's pricing is all-inclusive with no hidden charges or add-ons required to access advanced features. Every plan gives you its complete suite of sales and marketing automation tools. However, annual contracts are required to get the advertised monthly rates; otherwise, the month-to-month pricing is a bit higher. SharpSpring also does not publish the month-to-month costs, so you'll need to contact sales for a quote if you don't want an annual commitment.

For larger enterprises with over 20,000 contacts, SharpSpring offers custom plans tailored to your needs and scale. Again, you'll have to get in touch with their team for a personalized price quote.

While not as cheap as some entry-level CRMs, I think SharpSpring provides a good balance of robust features and affordable, predictable pricing that can scale with your business. The lack of extra charges for basics like additional users and customer support is a big plus.

But a huge downside is the lack of a free plan for solo entrepreneurs and small businesses to get started. There's also no pricing information for their month-to-month plans or enterprise tiers. More transparency would be nice.

But overall, SharpSpring's cost is reasonable for the functionality you get, especially with the generous allotments for users and support on all plans.

SharpSpring CRM review: Summary

SharpSpring is a solid, intuitive, and easy-to-use CRM solution that provides good value for small to mid-sized businesses and marketing agencies. The platform offers a robust set of features, including lead management, email marketing, social media management, and a built-in CRM at an affordable price point compared to some competitors.

Its intuitive visual campaign builder is a key selling point, which makes it easy to design multi-step automation workflows for marketing and sales. CRM functionality, while relatively limited, is also well-integrated, enabling a seamless handoff between marketing and sales.

However, SharpSpring is not without some shortcomings. While the core feature set is solid, it may fall short for companies with very advanced sales automation needs. Some users have also reported occasional performance issues and bugs.

SharpSpring stands out as a versatile platform that combines advanced marketing automation capabilities with a built-in CRM. Its flat-rate pricing model makes it an attractive option for businesses seeking a cost-effective, scalable solution. While it may not have all the enterprise-level features of some competitors, SharpSpring's ease of use makes it a strong contender in the market.

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