
SharpSpring - Detailed Review
E-Commerce Tools

SharpSpring - Product Overview
SharpSpring Overview
SharpSpring is a comprehensive marketing automation and sales platform that is particularly suited for small and medium-sized businesses. Here’s a brief overview of its primary function, target audience, and key features:
Primary Function
SharpSpring is an all-in-one growth platform that integrates marketing and sales automation with built-in CRM capabilities. It helps businesses drive, manage, and convert leads more effectively through automated processes and detailed analytics.
Target Audience
SharpSpring is primarily used by companies with 10-50 employees and revenues ranging from $1 million to $10 million. The majority of its users are found in the Marketing and Advertising, and Information Technology and Services industries, with a significant presence in the United States, followed by the United Kingdom.
Key Features
- Lead Management and Scoring: SharpSpring includes tools for lead scoring, lead nurturing, and lead tracking, helping businesses prioritize and engage with potential customers more effectively.
- Email Automation: The platform offers email drip campaigns, automated and personalized email blasts based on user behavior, and dynamic email lists that update automatically.
- Website Visitor Tracking: SharpSpring’s Visitor ID feature uses reverse IP lookup to identify anonymous web visitors, providing contact information and tracking known leads.
- Campaign Analytics and ROI Tracking: It provides comprehensive campaign analytics, customizable reports, and ROI tracking to help businesses optimize their marketing activities.
- Ad Retargeting: SharpSpring allows businesses to create and manage retargeting ads across various platforms, including Google, Facebook, and Instagram.
- Landing Pages and Forms: The platform supports dynamic landing pages and forms that are compatible with major CMS systems, enabling businesses to capture and segment leads efficiently.
- CRM and Sales Notifications: SharpSpring includes a mobile CRM and sales notifications via email or text, ensuring that sales teams are always informed about lead interactions.
- Multivariate Testing and Campaign Segmentation: Features like A/B testing and campaign segmentation help businesses optimize their marketing campaigns for better results.
Conclusion
Overall, SharpSpring is a versatile tool that streamlines marketing and sales processes, making it easier for businesses to engage with customers and convert leads into sales.

SharpSpring - User Interface and Experience
User Interface of SharpSpring
The user interface of SharpSpring, an all-in-one sales and marketing platform, is designed to be intuitive and user-friendly, although it has some areas that require attention.Ease of Use
SharpSpring provides a guided tour for new users, which helps them get familiar with the different tools and features of the platform. This tour makes the initial setup and exploration of the software relatively smooth. Once set up, users can easily perform various tasks such as creating forms, updating contact lists, and managing emails. The platform offers numerous templates for forms, emails, and landing pages, which makes it faster to carry out these tasks. For example, the dynamic form builder uses a drag-and-drop interface, allowing users to build and customize forms quickly without needing technical expertise.User Interface
The interface is generally straightforward, with features like a point-and-click editor for creating landing pages and a drag-and-drop WYSIWYG framework for building forms. This makes it accessible even for users without a technical background. However, there are some areas where the user experience can be improved. For instance, the blog and landing page builders, while available, are not very user-friendly and can be prone to system bugs and inconsistencies. These tools often require the help of a developer or someone with coding skills to make significant tweaks or create new pages.Automation and Workflow
SharpSpring’s automation features are a strong point, allowing users to create visual workflows that are easy to track and manage. The automation setup process is relatively simple, and users can automate various tasks such as opportunity tracking and assessment with ease.Social Media and Reporting
The social media integration tools, while useful, have a less friendly user interface compared to other platforms like HubSpot, HootSuite, or Buffer. Additionally, SharpSpring’s social media tool does not allow scheduling across every platform, which can be a limitation. The reporting and analytics features also have room for improvement. The views provided are often basic and do not offer much usable insight, making it difficult to gain detailed metrics on sales and marketing performance.Overall User Experience
While SharpSpring offers many powerful features that can streamline marketing and sales processes, the overall user experience is mixed. The platform is easy to use once set up, and the automation features are particularly impressive. However, certain aspects like the blog and landing page builders, social media scheduling, and reporting tools could be more intuitive and user-friendly. In summary, SharpSpring’s user interface is generally easy to use, especially with its guided tour and template-based tools. However, some specific features may require additional support or technical expertise to fully utilize.
SharpSpring - Key Features and Functionality
SharpSpring Overview
SharpSpring is a comprehensive marketing automation platform that offers a wide range of features, particularly beneficial for e-commerce and marketing operations. Here are the main features and how they work:Marketing Automation
SharpSpring automates various marketing tasks, such as sending personalized and automated email blasts based on user behavior. This allows businesses to engage with customers more effectively throughout the buying journey. For example, you can set up automated email tracks based on audience segments, ensuring each segment receives specific communications tailored to their needs.Lead Management and Scoring
SharpSpring includes a lead management system that helps prioritize leads based on predefined criteria, such as email opens, time spent in the sales funnel, and other interactions. The platform automatically calculates a lead score for every contact, enabling you to focus on the hottest leads. This feature helps in identifying and pursuing high-potential leads efficiently.Dynamic Forms and Landing Pages
SharpSpring allows you to create dynamic forms and landing pages that adjust based on the visitor’s preferences and behavior. For instance, a landing page can change its content to appeal to a specific individual’s interests, such as a skiing enthusiast seeing a landing page with snowy mountains. This personalization enhances user engagement and conversion rates.Visitor ID and Behavior Analytics
The platform tracks website visitors, measuring indicators like product and page views, time on page, and lead source. This data helps in scoring leads and engaging clients when they are most likely to buy. SharpSpring can also send notifications when a prospect becomes active on your site, allowing for timely follow-up actions.Email Marketing and Drip Campaigns
SharpSpring offers advanced email marketing capabilities, including drip campaigns that send a series of emails to leads over time. These campaigns can be automated and personalized based on the recipient’s interactions with your content, ensuring that each email is relevant and timely.Social Media Management
The platform integrates social media management tools, allowing you to schedule and post content across various social media channels. This helps in maintaining a consistent presence and engaging with your audience on multiple platforms.Analytics and ROI Tracking
SharpSpring provides detailed analytics and ROI tracking features, enabling you to measure the effectiveness of your marketing campaigns. You can generate reports and charts to visualize sales data and understand the return on investment for your marketing efforts.Integrated Dialer and Sales Pipelines
The platform includes an integrated dialer for one-click dialing, automated call recording, and searchable transcription features. Additionally, you can customize your sales pipeline and view progress on a Kanban-style board, making it easier to manage and track sales activities.AI Integration
While the primary features of SharpSpring are not explicitly driven by AI in the sense of machine learning algorithms, the platform does leverage automation and behavioral analytics to personalize and optimize marketing efforts. For example, the lead scoring system uses predefined criteria to automatically score leads, which can be seen as a form of rule-based automation. However, for more advanced AI integrations, platforms like Zapier and Alumio can connect SharpSpring with AI models to enhance data processing and automation capabilities.Integration with Other Platforms
SharpSpring integrates with various CRM, CMS, e-commerce, and other apps and platforms, such as BigCommerce. This integration, facilitated by tools like Zapier and Alumio, allows for seamless data exchange and automation of workflows across different systems, making it easier to manage and automate business processes.Conclusion
In summary, SharpSpring is a powerful tool that streamlines marketing and sales processes through automation, personalization, and detailed analytics, making it an invaluable asset for businesses looking to optimize their marketing efforts.
SharpSpring - Performance and Accuracy
Performance
SharpSpring is known for its comprehensive set of features, particularly in lead management and nurturing. The platform’s visual workflow builder allows marketers to create complex, multi-step campaigns easily, automating repetitive tasks and personalizing customer journeys.Lead Tracking and Nurturing
SharpSpring excels in tracking and nurturing leads throughout the sales funnel, making it highly effective for B2B companies and small to medium-sized businesses.CRM Integration
The built-in CRM system integrates seamlessly with marketing automation tools, providing a unified view of customer interactions and facilitating collaboration between sales and marketing teams.Dynamic Forms and Landing Pages
SharpSpring’s dynamic form building and landing page capabilities are useful for capturing leads and initiating customer journey tracking without requiring extensive technical knowledge.Accuracy
In terms of accuracy, SharpSpring offers several analytics and reporting features that help in tracking campaign performance and customer behavior.Analytics and Reporting
The platform provides email analytics, campaign tracking, behavior tracking, and ROI reports. However, some users have noted that while the reports are comprehensive, they may lack the depth and detail required by larger corporations or those with advanced analytics needs.Data Segmentation
SharpSpring’s reporting capabilities can be limited in terms of data segmentation, making it challenging to extract meaningful insights from the data.Limitations
Despite its strengths, SharpSpring has several areas where it falls short:User Interface
The platform can be overwhelming for beginners, with a steeper learning curve compared to some competitors. It is not particularly intuitive for non-marketers.Advanced Automation Needs
SharpSpring may not satisfy the needs of companies requiring advanced marketing automation strategies or deep customization. Its features can fall short for enterprise-level environments that need extensive integrations with external systems.Performance with Large Databases
Companies with very large customer databases might find SharpSpring’s performance less optimal compared to enterprise-grade solutions.Bugs and Slowdowns
There have been reports of occasional bugs and slowdowns, which can be frustrating, especially when combined with the platform’s lack of intuitiveness. In summary, SharpSpring is a solid choice for small to medium-sized businesses and agencies managing multiple clients, offering a cost-effective solution with unlimited users. However, it may not be the best fit for large corporations or those needing highly advanced automation and detailed analytics capabilities.
SharpSpring - Pricing and Plans
Pricing Tiers
SharpSpring has three main pricing plans, along with custom options for agencies and enterprises.Standard Plans
- 1,000 contacts: $449 per month
- 10,000 contacts: $999 per month
- 20,000 contacts: $1,449 per month
Features Across All Plans
- Unlimited Users: All plans allow for unlimited user access.
- Customer Support: Comprehensive customer support is included.
- Dedicated Onboarding Specialist: Each plan comes with a dedicated onboarding specialist.
- Marketing Automation: Tools for email marketing, including email broadcasts, sequences, and automated responders.
- Landing Pages: A drag-and-drop builder for creating landing pages and forms without coding.
- CRM Integration: Integration with major digital tools and CRM systems.
Custom Pricing Options
Agency Plan
- This plan is customized for agencies and does not have standard pricing. Agencies need to schedule a call with SharpSpring to get their custom pricing.
- Agencies can manage multiple clients from a common dashboard and retain 75% of the revenue earned using SharpSpring’s services.
Enterprise Plan
- Custom-priced for larger enterprises, this plan includes advanced features such as additional support, training, and customized solutions.
Additional Onboarding Plan
- An extra onboarding plan can be purchased for $2,399, which includes training and support for the platform for the first two months. This is a one-time purchase.
No Free Options
SharpSpring does not offer a free plan or a free trial period. Users must commit to one of the paid plans to use the platform.
SharpSpring - Integration and Compatibility
SharpSpring Overview
SharpSpring, a comprehensive marketing automation and CRM platform, offers extensive integration capabilities to ensure seamless interaction with a wide range of tools and platforms, making it highly compatible across various systems.
Integration Types
SharpSpring supports several types of integrations:
API Integrations
These use Application Programming Interfaces (APIs) to enable communication between SharpSpring and other applications. This method requires some development work but provides a high degree of customization and flexibility.
Native Integrations
These are pre-built integrations that are directly integrated into SharpSpring, making them easy to set up. Examples include integrations with Salesforce, GoToWebinar, and Facebook Lead Ads. These integrations typically require only your username and password to get started.
Zapier Integrations
Zapier allows for simple web-based integrations that pass data between compatible platforms. This can be particularly useful for creating custom workflows without needing extensive development. For instance, you can use Zapier Webhooks to trigger actions in other applications based on SharpSpring automations.
Compatibility Across Platforms
SharpSpring integrates with a broad spectrum of tools and platforms, including:
CRM Systems
SharpSpring can integrate with other CRM systems like Pipedrive through services such as PieSync, allowing bi-directional syncing of contact information.
Ecommerce Platforms
For ecommerce businesses, SharpSpring can integrate with various ecommerce tools to optimize sales and customer engagement. This includes automating email flows, segmenting customers based on purchase history, and implementing loyalty programs.
Marketing and Sales Tools
SharpSpring integrates with tools for email marketing, sales engagement, social media, retargeting ads, and tracking & analytics. This ensures a unified approach to managing the entire customer lifecycle.
Project Management and Other Software
SharpSpring can be integrated with project management tools like Monday.com using Zapier or custom API integrations. This allows for tracking requests and other tasks seamlessly across different platforms.
Device Compatibility
While the specific documentation does not detail device compatibility explicitly, SharpSpring’s web-based nature and cloud hosting suggest that it is accessible from a variety of devices with internet access. This includes desktops, laptops, tablets, and smartphones, as long as the device has a compatible web browser.
Custom Integrations
For unique or specialized needs, SharpSpring also supports custom integrations. These can be developed using SharpSpring’s open API, allowing businesses to create integrations that are highly specific to their requirements. Custom integrations may offer more flexibility and can be more cost-effective in the long run, especially for handling large volumes of data or sensitive information.
Conclusion
In summary, SharpSpring’s integration capabilities are versatile and extensive, allowing it to work seamlessly with a wide array of tools and platforms, making it a highly compatible solution for various business needs.

SharpSpring - Customer Support and Resources
Support Channels
SharpSpring provides multiple channels for customer support:
Phone Support
Users can contact SharpSpring via phone using the clearly listed call line on their contact page. Although the initial call might not always be answered, a second attempt is often successful, and the support team will brief you on the next steps, such as setting up a meeting with the appropriate personnel.
Email Support
Customers can submit support requests via email. However, the response time can be slow, with responses sometimes taking up to three days.
Live Chat
SharpSpring features a live chat icon at the bottom right corner of their homepage. While the chatbot is available, it is limited in its capabilities and often directs users to submit a ticket for more complex issues.
Support Resources
Support Center
The platform has a dedicated support center that offers assistance through various resources, including emails, videos, guides, and a support portal where users can log and track their support requests.
Virtual Classroom (Training)
SharpSpring provides online virtual classes and webinars to help users learn how to use the tools and features effectively. These classes are particularly useful for understanding automation and integration features that may require some technical skills.
Additional Resources
Demo and Tour
For new users, SharpSpring offers a demo that provides a personalized tour of the software, allowing users to experience all the tools and features before committing to a paid plan.
Automation and Workflow Guides
The platform includes a visual workflow builder that simplifies marketing automation. Users can create new workflows easily and automate various processes such as opportunity tracking and assessment.
Integration and Analytics
SharpSpring also integrates with third-party CRM systems and other marketing technology tools, providing comprehensive analytics on every interaction. This integration helps in offering consistent and personalized support across different customer touchpoints.
Overall, SharpSpring’s customer support and resources are designed to be accessible and helpful, although there may be some delays or limitations in certain support channels.

SharpSpring - Pros and Cons
Pros of SharpSpring
SharpSpring offers several significant advantages that make it a valuable tool for businesses, particularly in the e-commerce and marketing sectors.
Comprehensive Marketing Automation
SharpSpring provides a complete suite of marketing automation tools, including content creation, email marketing, social media scheduling, and CRM integration. This allows businesses to manage all their marketing efforts from a single platform.
Lead Generation and Management
The platform is highly effective in lead generation and management. It features tools like VisitorID, which identifies anonymous website visitors, and lead scoring, which helps businesses focus on the most promising leads. Dynamic forms and landing page builders also aid in capturing and nurturing leads.
Email Marketing
SharpSpring’s email marketing capabilities are extensive, including personalized email campaigns with customizable templates, dynamic email content, and behavioral-based email tracking. This helps in creating targeted and engaging email campaigns.
CRM Integration
The platform offers seamless integration with both its built-in CRM and third-party CRMs. This allows for the synchronization of leads, activities, opportunities, and custom fields, making it easier to manage customer relationships.
Cost-Effective
Compared to other marketing automation platforms like Salesforce and HubSpot, SharpSpring is generally more affordable while offering a wide range of features. This makes it a cost-effective solution for small to medium-sized businesses.
Analytics and Reporting
SharpSpring provides comprehensive analytics and reporting tools, including campaign analytics, customizable reports, and ROI tracking. This helps businesses measure their marketing success and forecast future sales.
Continuous Improvement
The platform is committed to continuous improvement, with regular updates and enhancements to its feature set, which adds value over time.
Cons of SharpSpring
While SharpSpring has many advantages, there are also some notable disadvantages to consider.
Service Quality Issues
Some users have reported a decline in the quality of service over time, including malfunctioning features and issues with building lists and testing forms.
Customer Service Concerns
There have been reports of unprofessional behavior from customer service representatives, which can negatively impact the user experience.
Trust Issues
Some users have expressed feelings of being ripped off by the company, leading to a lack of trust in the software and the company behind it.
Limited Functionality for Basic Users
For users who only need basic features like creating emails and simple workflows, SharpSpring can be expensive and may offer more functionality than needed. This can make it less cost-effective for those with simpler requirements.
Reporting and Analytics Limitations
Some users have found the reporting and analytics capabilities to be limited and underperforming, particularly when compared to other platforms.
By weighing these pros and cons, businesses can make an informed decision about whether SharpSpring aligns with their specific needs and goals.

SharpSpring - Comparison with Competitors
When comparing SharpSpring to other AI-driven tools in the e-commerce and marketing automation category, several key differences and similarities emerge.
SharpSpring Key Features
SharpSpring is a comprehensive marketing automation platform that integrates with various CRM, CMS, e-commerce, and other apps. It offers features such as:- Automated and personalized email campaigns based on user behavior.
- Lead management, lead scoring, and lead nurturing.
- Campaign segmentation, multivariate testing, and analytics for ROI tracking.
- Website visitor tracking and landing page creation.
- Integration with top CRM, CMS, e-commerce, and other platforms to streamline marketing and sales processes.
Unique Features of SharpSpring
- Cost-Effective: SharpSpring is generally cheaper than its competitors, such as HubSpot, while offering many similar features.
- All-in-One Platform: It combines marketing automation, CRM, and sales tools into a single interface, making it easier for businesses to manage their marketing and sales activities.
- Ease of Use: SharpSpring is known for its user-friendly interface and the inclusion of its features in all plans, unlike some competitors.
Alternatives and Comparisons
HubSpot
- Similarities: Both SharpSpring and HubSpot offer all-in-one CRM and marketing automation features. However, HubSpot has more integration options and more intricate features, but at a higher cost.
- Differences: HubSpot offers more advanced features and integrations, but SharpSpring is more affordable and includes its features in all plans.
AI Tools for E-commerce
Lyro AI Chatbot
- Focus: Lyro is specifically designed for customer support and engagement, using AI to provide 24/7 support and handle queries such as product recommendations and order tracking.
- Difference: Unlike SharpSpring, Lyro is focused on customer support rather than comprehensive marketing automation. It offers a free plan with limited conversations and premium plans starting at $25 per month.
Nosto
- Focus: Nosto creates personalized shopping experiences using AI, big data, and dynamic targeting. It offers personalized product recommendations, content, and marketing messages.
- Difference: Nosto is more specialized in personalization and customer experience, whereas SharpSpring is a broader marketing automation platform. Nosto’s pricing is custom-based on business needs.
Adobe Sensei
- Focus: Adobe Sensei enhances Adobe Commerce with AI and machine learning, offering features like personalized product recommendations, predictive search, and automated catalog management.
- Difference: Adobe Sensei is integrated directly with Adobe Commerce, making it a strong choice for businesses already using Adobe products. It focuses on optimization and personalization within the Adobe ecosystem, unlike SharpSpring’s broader marketing automation capabilities.
OptiMonk AI
- Focus: OptiMonk AI enhances website engagement and conversion rates through real-time visitor behavior analysis. It offers features like automated product descriptions and personalized landing page content.
- Difference: OptiMonk AI is more focused on real-time visitor behavior and conversion optimization, whereas SharpSpring covers a wider range of marketing and sales automation tasks. OptiMonk AI starts at $249 per month.
Conclusion
SharpSpring stands out for its comprehensive marketing automation features, cost-effectiveness, and ease of use. However, businesses with specific needs, such as advanced customer support (Lyro AI), deep personalization (Nosto), integration with Adobe products (Adobe Sensei), or real-time conversion optimization (OptiMonk AI), may find these alternatives more suitable. Each tool has its unique strengths, and the choice depends on the specific requirements and budget of the business.
SharpSpring - Frequently Asked Questions
Frequently Asked Questions about SharpSpring
Q: What is SharpSpring and how does it help in e-commerce marketing?
SharpSpring is a marketing automation platform that helps businesses, including e-commerce sites, engage with customers throughout the buying journey. It integrates with various tools such as CRM, CMS, e-commerce platforms, and more, allowing businesses to automate repetitive tasks, personalize communications, and track campaign performance.Q: What key features does SharpSpring offer for e-commerce marketing?
SharpSpring offers several key features, including:- Lead Scoring and Management: Helps in identifying and nurturing high-potential leads.
- Email Marketing Automation: Allows for automated and personalized email campaigns based on user behavior.
- Landing Page Builder: Enables the creation of dynamic web content to capture leads.
- Campaign Segmentation: Allows for segmenting audiences to deliver targeted messages.
- Website Visitor Tracking: Provides insights into how visitors interact with your website.
- Shopping Cart Abandonment Programs: Sends trigger emails to remind shoppers about abandoned carts.
Q: How does SharpSpring help in tracking and managing leads?
SharpSpring’s CRM tool includes features like lead scoring, lead nurturing, and a pipeline interface with custom deal stages. This helps in tracking the engagement of leads, managing their activity, and optimizing the sales cycle. The “Life of a Lead” feature provides a detailed view of how engaged or unengaged prospects are with your content.Q: Can SharpSpring integrate with other e-commerce and marketing tools?
Yes, SharpSpring integrates with top CRM, CMS, e-commerce, and many other apps and platforms. This integration allows for a unified access point for managing marketing campaigns, tracking web analytics, and engaging with customers across multiple channels.Q: How does SharpSpring use AI and analytics to enhance marketing efforts?
SharpSpring includes AI capabilities and analytics tools that help in tracking ROI, multivariate testing, and campaign performance. These features enable businesses to make data-driven decisions, optimize their marketing strategies, and ensure a positive ROI.Q: What kind of support does SharpSpring offer to its users?
SharpSpring is known for its excellent support team, which is available to help users with any issues they encounter. The platform also offers resources and training to ensure users can effectively use the tool.Q: Does SharpSpring offer a free trial?
No, SharpSpring does not offer a free trial. However, it provides a comprehensive suite of tools and features that can be explored through demos and customer support.Q: How does SharpSpring help in personalizing marketing communications?
SharpSpring allows businesses to segment their audience and send personalized, relevant messages based on how users interact with their content. This includes automated email blasts, dynamic emails, and follow-up communications tailored to the user’s behavior.Q: Can SharpSpring be used for social media management?
Yes, SharpSpring includes powerful social media management tools that allow users to publish, schedule, and monitor content across various social media platforms. It also facilitates engagement with social media users to foster better relationships and drive sales.Q: How does SharpSpring handle shopping cart abandonment?
SharpSpring helps in reducing shopping cart abandonment by allowing businesses to design trigger emails that notify shoppers when they have left items in their cart. These emails can include compelling reminders or discount offers to encourage shoppers to complete their purchases.Q: Is SharpSpring suitable for small and medium-sized businesses?
Yes, SharpSpring is targeted primarily at small and medium-sized businesses, offering a wide array of features that cater to their online marketing needs without the high costs associated with larger marketing automation platforms.