SharpSpring Review: Will It Work For Your Business?

Kevin Kessler
February 17, 2021

Looking for powerful marketing automation software that will help you drive sales, increase ROI, and enhance your marketing campaign? If so, you’re not alone. Many businesses struggle to find an appropriate tool.

It can be exhausting to spend hours looking for a platform that best suits your needs, especially when you could be focusing on more critical tasks. 

Luckily, we’ve cracked the code when it comes to finding the crème de la crème marketing automation software available today.

This article will walk you through everything you need to know about the best marketing automation platform out there – SharpSpring!

What Is SharpSpring?

SharpSpring is a leading marketing automation platform in the industry. It was founded in the U.S. in 2012 by Rick Carlson. The CEO’s initial goal was to bring marketing automation and analytics tools to businesses at an affordable price.

This is exactly what SharpSpring does today. It works best for small to medium-sized businesses. It is a cloud-based Software-as-a-Service (SaaS) platform that offers the latest marketing features. It now has a network of thousands of customers worldwide. SharpSpring allows you to manage all your company’s relationships by providing you with the perfect strategy.

SharpSpring features

Why Use SharpSpring?

SharpSpring is packed with excellent features. Their mission is to help your business increase lead generation, drive more sales, and optimize your entire funnel. Let’s take a quick look at some of its tools and features:

  • Behavior-based email marketing
  • Smart emails
  • A/B testing
  • Landing page designer
  • Dynamic form builder
  • Call tracking
  • Lead nurturing
  • Social media marketing

Increasing sales isn’t the only benefit you will get from SharpSpring. You will also receive a comprehensive metrics report. Their marketing automation can understand and analyze your efforts and point out where you should keep investing.

How to Use SharpSpring?

Now that you have found a platform that can finally help you convert your leads to sales and increase ROI, it’s important to set up your account and configure it properly.

In this section, we will explain all the relevant steps.

1. Accept the Terms of Service

After you sign up, you will have to verify your email address, accept the Terms of Service, and provide a postal address.

2. Insert Tracking Code

To connect your website to the SharpSpring platform, you need to insert the tracking code. First, connect your website with SharpSpring.

Once you have done so, it will assign your site with a tracking code. You need to copy that code into your website.

You can paste the code by doing the following:

1. Open your website.

2. Log in as admin.

3. Open the code settings for a specific page.

4. Paste the tracking code right before you close the </head> tag.

5. Repeat for every page.

Tip: SharpSpring has great Customer Support to assist you with custom coding.

SharpSpring overview

3. Configure Lead Scoring

With lead scoring, you can organize your leads by specific information they have provided. SharpSpring allows you to set up custom lead scoring parameters.

4. Configure Mail Sync

With Mail Sync, you can connect your inbox to SharpSpring. Emails you send will be recorded so that you can keep track of your emails with your leads.

5. Authenticate Your Business Email

It is important that your emails don’t end up in your customer’s spam folder. For that not to happen, you need to authenticate your mail for Google and Microsoft not to interpret them as spam.

Here’s a link where you can set this up: Authenticating Emails: DKIM and SPF – SharpSpring

6. Set Up a Landing Page Site

For you to design landing pages (and blogs) in SharpSpring, it is necessary to enable a landing page site.

SharpSpring Courses

SharpSpring FAQs

How Much Does SharpSpring Cost?

Price is one of the best things about this platform. They offer a transparent pricing plan with no hidden charges. Here, you won’t find any features that are only available as an additional purchase.

They also offer month-to-month billing. You are not obliged to sign any contracts. If you don’t find SharpSpring the best fit for you, you can stop using their services anytime.

They offer flexible pricing plans that include unlimited users and unlimited support, as well as a full set of features. What plan to choose comes down to how small or big your business is. Their Basic plan allows 1,500 contacts, while the Pro option lets you have 20,000 contacts.

Is SharpSpring a CRM?

Yes, absolutely! SharpSpring is a Customer Relationship Management (CRM) platform.

They offer a feature called Smart Mail that allows you to speed up the selling process, schedule personalized emails, and much more.

You can also make third-party integrations with their CRM platform. You can sync activities, leads, custom fields, and all essential parts of your CRM system.

Another notable CRM feature includes creating custom deal stages to track your sales process from start to finish. This way, you can have an extremely adaptive and unique business model that adds value.

Why CRM Matters?

Every successful business owner needs to have a working strategy that will add value and revenue. Dealing with your sales, leads, and conversions manually can take tremendous time and effort.

Using a CRM system such as SharpSpring will make your life so much easier. You will have a clear overview of your customers, data, and your whole marketing campaign will go much smoother.

What Devices Are Supported by SharpSpring?

SharpSpring is available on a wide range of devices and operating systems such as Windows, Linux, Android, iPhone, and Mac. SharpSpring is a web-based platform.

A Powerful Tool Well Worth Considering

Hopefully, after reading this article, you gained a bit more insight into how SharpSpring works, what it has to offer, and whether it’s worth buying. Our verdict is clear: SharpSpring is the way to go for small and mid-size businesses looking for a powerful tool that will add value and boost their marketing campaign.