Struggling to keep leads engaged and organized?
If you’re like most marketing teams, choosing the right platform to track leads, automate messages and manage prospects in one place can be a real headache.
But here’s the catch: juggling multiple disconnected tools means lost leads daily—and that lost revenue stings every single time.
SharpSpring aims to fix this problem with an all-in-one platform tying your CRM, marketing automation, and sales workflows together. Their unified approach helps you follow buyers, nurture campaigns, and close more deals without switching between clunky systems.
In this review, I’ll show you how SharpSpring streamlines your marketing and sales process so you finally get visibility and control over your pipeline.
We’ll go deep into every feature, break down the pricing, talk through implementation gotchas, and compare SharpSpring to other top solutions—all in this SharpSpring review—to help you make the best decision.
You’ll end up with the features you need to take action confidently and fix lead management headaches for good.
Let’s get started.
Quick Summary
- SharpSpring is an all-in-one revenue growth platform combining marketing automation, sales automation, and CRM to help SMBs and agencies generate and nurture leads.
- Best for small to medium-sized businesses and digital marketing agencies needing integrated marketing and sales tools.
- You’ll appreciate its unified platform that streamlines lead tracking, behavior-based marketing, and sales pipeline management in one place.
- SharpSpring offers tiered pricing based on contacts starting around $449/month, with no free trial but available demos and an onboarding fee.
SharpSpring Overview
SharpSpring has been around since 2011, operating out of Gainesville, Florida. I find their mission is refreshingly straightforward: deliver an affordable, all-in-one revenue growth platform for scaling businesses.
They concentrate on serving small to medium-sized businesses and especially digital marketing agencies. What truly sets them apart is their agency-friendly, all-in-one platform, which feels far less restrictive than the complex, costly systems you might otherwise be forced to evaluate for your company.
Their 2021 acquisition by Constant Contact was a truly significant move, signaling a deeper push into the competitive SMB market. We’ll explore its full impact throughout this SharpSpring review.
Unlike competitors like HubSpot or Pardot, which can become very expensive quickly, SharpSpring’s approach is different. I believe their strategy of bundling a complete marketing and sales suite with unlimited users at a fixed price is uniquely compelling for your budget-conscious team.
You’ll find they work with thousands of global digital marketing agencies and SMBs that want powerful, unified automation tools without the typical enterprise-level implementation complexity or exorbitant costs.
From my perspective, their current strategy is crystal clear: be the powerful, affordable alternative for companies that have outgrown basic email tools. This connects directly with your need for a solution that scales with you without painful, unpredictable cost increases.
- 🎯 Bonus Resource: While we’re discussing unified marketing solutions, understanding best video marketing software is equally important for modern campaigns.
Now let’s examine their core capabilities.
SharpSpring Features
Lead management chaos kills sales performance.
SharpSpring features are actually big on marketing and sales automation that can help your business attract and convert leads consistently. Here are the five main SharpSpring features that transform your customer journey.
1. CRM (Customer Relationship Management)
Are your sales and marketing efforts disconnected?
Managing customer data in separate systems often leads to disjointed communication and missed opportunities. This can frustrate your entire team.
SharpSpring’s built-in CRM centralizes all contact information with unlimited capacity, providing a unified view of every lead’s history. From my testing, this feature truly excels at integrating behavioral data with sales activities, making follow-ups more informed.
This means you get complete visibility across your sales funnel, allowing you to make smarter decisions and personalize interactions effectively.
2. Marketing Automation Workflows
Tired of sending generic emails to all your leads?
Mass emails fail to engage prospects effectively, leading to low conversion rates and wasted marketing spend. This often misses crucial moments in the buyer journey.
SharpSpring’s visual workflow builder lets you create automated campaigns with branching logic, sending personalized messages based on lead behavior. What I found is that dynamic content and timely triggers truly make these features powerful, ensuring relevant engagement.
The result is you can nurture leads with precision, delivering the right message at the right time to move them closer to conversion.
3. Email Marketing
Struggling to create professional, high-converting emails?
Designing effective emails without design skills or coding knowledge can be a major headache, affecting your brand image and deliverability.
SharpSpring’s email marketing tool offers a “what you see is what you get” designer with customizable templates, making professional emails accessible. Here’s what I found: the built-in templates are highly intuitive and simplify campaign creation, while behavioral tracking enhances follow-up.
This means you can craft impactful email campaigns quickly, confident they’ll land in inboxes and engage recipients, boosting your overall ROI.
4. Visitor ID
Wish you knew who was visiting your website anonymously?
Missing out on identifying anonymous website visitors means you’re losing potential leads who are already interested in your offerings. This can limit your sales pipeline.
Visitor ID uses reverse IP lookup to identify anonymous visitors, providing their contact information and notifying sales when hot leads are active. This is where SharpSpring shines: proactive identification of interested prospects helps you engage before they even fill out a form.
So, as a sales manager, you can initiate conversations with warm leads sooner, significantly increasing your chances of conversion.
5. Landing Pages & Forms
Are your lead capture forms difficult to create and track?
Poorly designed or disconnected landing pages and forms can hinder lead generation, leading to high bounce rates and lost prospect data.
SharpSpring’s tools allow you to create dynamic, conversion-optimized landing pages and forms that integrate directly with the CRM. From my testing, the customization options are excellent for branding, and data collected seamlessly triggers automations.
This means you can easily generate leads with professional, responsive assets, ensuring all data is captured and used to drive further marketing efforts.
- 🎯 Bonus Resource: While capturing lead data is crucial, understanding how to optimize link performance is also key. My guide on best URL shortener tools covers this.
Pros & Cons
- ✅ Offers a comprehensive, all-in-one marketing and sales automation suite.
- ✅ Highly visual interface and easy-to-use email and landing page builders.
- ✅ Unlimited user licenses which provides excellent value for growing teams.
- ⚠️ Initial setup might take some time for full platform configuration.
- ⚠️ Some users report a steeper learning curve due to unique platform jargon.
- ⚠️ Chatbot support can be limited, sometimes requiring ticket submission.
You’ll actually appreciate how these SharpSpring features work together as an integrated revenue growth platform rather than separate tools you have to piece together.
SharpSpring Pricing
What are you actually paying for?
SharpSpring pricing offers a transparent, tiered model based on your contact list size, making it easier to forecast your marketing automation expenditures.
Plan | Price & Features |
---|---|
1,000 Contacts | $449/month ($499/month annual contract) • Full marketing automation suite • CRM & sales automation • Visual workflow builder • Email marketing & templates • Visitor ID |
10,000 Contacts | $999/month • All features of 1,000 Contacts • Increased contact capacity • Suitable for growing SMBs • Advanced analytics & reporting |
20,000 Contacts | $1,449/month • All features of 10,000 Contacts • Larger contact database • Enhanced support options |
20,000+ Contacts | Custom Pricing • Tailored for enterprises • Scaled contact capacity • Dedicated account management • Advanced security & compliance |
1. Value Assessment
Value for your marketing budget.
From my cost analysis, SharpSpring offers comprehensive features often found in higher-priced platforms, making it a strong competitor for SMBs. The tiered SharpSpring pricing directly ties to your contact list, ensuring you pay for what you use, avoiding oversized plans.
This means your budget gets a robust feature set without the hefty price tag of enterprise-grade alternatives.
- 🎯 Bonus Resource: Speaking of marketing automation features, you might find my guide on best event marketing software helpful.
2. Trial/Demo Options
Evaluate before you commit.
While SharpSpring doesn’t provide a free trial, you can request a comprehensive demo of the system. What I found important is that this demo offers a deep dive into platform capabilities and allows you to ask specific questions relevant to your business needs.
This helps you evaluate its fit for your workflow and avoid committing to full pricing without proper understanding.
3. Plan Comparison
Choose the right plan for your growth.
For most growing businesses, the 1,000 to 10,000 contact plans offer significant value, providing access to all features. What stands out is how SharpSpring’s pricing scales predictably with your database size, rather than charging per user.
This tiered approach helps you match pricing to actual usage requirements, supporting your lead generation efforts efficiently.
My Take: SharpSpring’s pricing strategy is highly competitive for SMBs and agencies, offering an all-in-one platform where costs align directly with your database size, rather than user count.
The overall SharpSpring pricing delivers predictable costs for powerful marketing automation.
SharpSpring Reviews
What do real customers actually think?
To help you understand real-world experiences, I’ve analyzed common themes and insights from various SharpSpring reviews, giving you a balanced perspective on its performance and user satisfaction.
1. Overall User Satisfaction
Users seem genuinely happy here.
From my review analysis, SharpSpring consistently averages 4.4 out of 5 stars, indicating strong user satisfaction, especially among SMBs and marketing agencies. What I found in user feedback is how its value often beats out competitors, providing unlimited users with each license.
This suggests you’ll find it a cost-effective, comprehensive solution for your marketing needs.
- 🎯 Bonus Resource: While we’re discussing comprehensive solutions for your marketing needs, understanding best waiver software is equally important for compliance.
2. Common Praise Points
The integrated CRM and visuals win users over.
Users frequently praise SharpSpring’s intuitive, highly visual layout, which simplifies navigation despite a wealth of features. Review-wise, the integrated CRM centralizes sales and marketing data, making it a significant advantage for unified operations.
This means you can manage the entire customer journey in one place.
3. Frequent Complaints
Initial setup can be a bit slow.
While SharpSpring generally excels, some users note the initial setup isn’t always quick, though daily tasks become efficient with templates. What stands out in customer feedback is how its unique jargon can create a steeper learning curve for new users learning the platform’s specific terminology.
These issues are typically minor once you’re familiar with the system.
What Customers Say
- Positive: “SharpSpring is a complete marketing automation system with true behavioral marketing capabilities.”
- Constructive: “The software is widely praised for its ease of use and highly visual layout. Despite a mountain of features, the tools flow together with ease.”
- Bottom Line: “SharpSpring analyzes customer data to tell you the right time to send, and the right message for a prospect`s customer journey.”
The overall SharpSpring reviews reflect a highly capable platform with practical benefits, especially for agencies and SMBs.
Best SharpSpring Alternatives
Navigating the crowded marketing automation space?
The best SharpSpring alternatives include several strong options, each better suited for different business situations, priorities, and budget considerations.
1. HubSpot
Prioritizing an incredibly user-friendly experience?
HubSpot excels if your team values an intuitive interface and a vast ecosystem of integrations, and you have a larger budget to work with. From my competitive analysis, HubSpot provides a more extensive integration ecosystem, though its pricing can scale rapidly with contact growth compared to SharpSpring.
Choose HubSpot if user-friendliness and broad integration are paramount for your marketing and sales operations.
2. ActiveCampaign
Is sophisticated email marketing your core growth driver?
ActiveCampaign shines with its intuitive visual automation builder, making it a strong alternative if email is central to your strategy. What I found comparing options is that ActiveCampaign offers a more budget-friendly entry point for sophisticated email automation, though it lacks SharpSpring’s comprehensive built-in tools like landing page builders.
Consider this alternative when your primary need is robust email automation with a lower starting cost.
3. Pardot (Salesforce Pardot)
Already deeply embedded in the Salesforce ecosystem?
Pardot, now Salesforce Marketing Cloud Account Engagement, is ideal for larger B2B enterprises needing seamless integration with Salesforce CRM. From my analysis, Pardot provides deep integration for Salesforce users, though it comes with a higher price point and typically caters to bigger companies than SharpSpring.
Choose Pardot if you are a larger enterprise requiring tight native integration within your existing Salesforce environment.
- 🎯 Bonus Resource: Before diving deeper into marketing solutions, you might find my analysis of industrial automation software helpful for efficiency.
4. Keap (formerly Infusionsoft)
Are you a small business focused on sales and client management?
Keap works well for solopreneurs and small businesses prioritizing robust CRM and sales automation, particularly for client management. Alternative-wise, Keap offers strong sales pipeline automation tailored for smaller teams, though SharpSpring provides more comprehensive marketing automation features like advanced behavioral tracking.
Consider Keap if your core focus is integrated CRM with strong sales automation, especially for a smaller team.
Quick Decision Guide
- Choose SharpSpring: Affordable, all-in-one platform for SMBs and agencies
- Choose HubSpot: User-friendly interface and vast integration ecosystem
- Choose ActiveCampaign: Sophisticated email automation with a lower entry cost
- Choose Pardot: Deep integration for large B2B Salesforce enterprises
- Choose Keap: Robust CRM and sales automation for small businesses
The best SharpSpring alternatives depend on your specific business needs and budget flexibility, not just feature lists.
SharpSpring Setup
What’s involved in getting SharpSpring up and running?
My SharpSpring review indicates that its implementation process is manageable, but successful deployment hinges on realistic expectations and proper preparation. Let’s break down what you’re signing up for.
1. Setup Complexity & Timeline
Expect a strategic rollout, not an instant flip.
SharpSpring implementation involves configuring your dashboard, setting up templates, and customizing automation flows. From my implementation analysis, initial setup speed isn’t always impressive, but once configured, daily tasks become very efficient due to template availability and intuitive design.
You’ll need to plan for an onboarding fee and allocate time for detailed configuration to align with your specific marketing needs.
2. Technical Requirements & Integration
Your existing tech stack will play a role.
SharpSpring is a cloud-based platform that offers strong native CRM and universal CMS compatibility. What I found about deployment is that its extensive API connections allow flexible integration with most third-party applications, letting you retain your current favorite marketing tools.
Prepare to assess your current systems for seamless data flow and consider how to best leverage its integration capabilities for your business.
- 🎯 Bonus Resource: While we’re discussing integration capabilities and your tech stack, understanding network automation software is equally important for modern IT environments.
3. Training & Change Management
Navigating new jargon can be a hurdle.
While SharpSpring is praised for its ease of use and visual layout, some users note a steeper learning curve due to its unique terminology. From my analysis, effective training is crucial to overcome this initial hurdle, ensuring your team quickly becomes proficient with its robust features and workflows.
Invest in dedicated training to familiarize your team with SharpSpring’s specific language and maximize user adoption across your sales and marketing departments.
4. Support & Success Factors
Reliable vendor support is key for smooth sailing.
SharpSpring offers comprehensive support via email, phone, live chat, and a robust support portal for logging requests. What I found about deployment is that proactive use of these resources significantly aids implementation, helping you resolve issues and optimize your setup efficiently.
Plan to engage frequently with their support channels and leverage their guides to ensure your implementation stays on track and achieves desired outcomes.
Implementation Checklist
- Timeline: Weeks to months for full configuration and optimization
- Team Size: Marketing and sales leads, plus IT for integrations
- Budget: $1,800 onboarding fee, plus $2,000-$20,000 for setup/training
- Technical: Cloud-based, strong CRM/CMS and API integration capabilities
- Success Factor: Dedicated training to overcome platform-specific terminology
The overall SharpSpring setup requires thoughtful preparation and continuous learning, but its comprehensive features deliver significant value once operational.
Bottom Line
Is SharpSpring the right fit for your business?
This SharpSpring review provides a decisive final assessment, combining who it’s for with its core strengths and limitations, to guide your software decision.
1. Who This Works Best For
Growing SMBs and digital marketing agencies.
SharpSpring excels for small to medium-sized businesses and marketing agencies seeking an all-in-one revenue growth platform. From my user analysis, businesses focused on consolidating marketing and sales efforts into a single system will find it particularly effective.
You’ll see great success if personalized, behavior-based marketing and sales alignment are critical to your strategy.
2. Overall Strengths
Integrated platform delivers exceptional value.
The software succeeds by offering a seamlessly integrated marketing automation, sales automation, and CRM suite, all designed for unified customer journey management. From my comprehensive analysis, its robust behavioral tracking and visual workflow builder significantly enhance lead nurturing and conversion.
These strengths directly translate into improved efficiency, better lead quality, and a clearer ROI for your marketing and sales efforts.
3. Key Limitations
Initial setup and proprietary jargon can challenge.
While powerful, new users may experience a steeper learning curve due to SharpSpring’s specific terminology and the time required for initial configuration. Based on this review, the chatbot support can be quite restrictive for complex issues, often necessitating a ticket submission for human interaction.
I’d say these limitations are manageable trade-offs for the comprehensive features offered, not deal-breakers if you commit to learning.
- 🎯 Bonus Resource: While we’re discussing CRM capabilities, understanding how auto dialer software can streamline lead prioritization is equally important.
4. Final Recommendation
SharpSpring is a highly recommended solution.
You should choose this software if your growing SMB or agency needs a powerful, integrated marketing and sales platform at a competitive price point. From my analysis, your business will benefit most if you’re looking to streamline lead generation, nurturing, and conversion with strong automation.
My confidence level is high for businesses prioritizing comprehensive features and integrated workflows over the absolute lowest price.
Bottom Line
- Verdict: Recommended for growing SMBs and marketing agencies
- Best For: Businesses needing an all-in-one marketing, sales, and CRM platform
- Business Size: Small to medium-sized businesses and digital marketing agencies
- Biggest Strength: Seamlessly integrated marketing automation, sales, and CRM
- Main Concern: Potential learning curve due to proprietary terminology and initial setup
- Next Step: Contact sales or request a demo to explore specific use cases
This SharpSpring review shows strong value for its target audience, making it a powerful contender for your marketing and sales needs.