Constant Contact Lead Gen and CRM

Constant Contact Lead Gen and CRM is the former SharpSpring: marketing automation with lead scoring, a pipeline and visual workflows, sold through demos.

Constant Contact Lead Gen and CRM is a marketing automation and CRM platform for sales-led businesses that want lead capture, scoring, nurturing and a pipeline in one place. It is the platform Constant Contact, Inc. acquired as SharpSpring and renamed in 2023, and it is a different product from the company's small business email tool. Leads arrive from forms with postback URLs, landing pages on custom domains, Facebook Lead Ads and a website tracking code that ties visits to a known lead. Lead scoring rates each one on fit and engagement rules with decay, personas and custom fields describe them, and a sales pipeline with editable stages and opportunities moves them forward, with several pipelines when one is not enough. Automation comes in two forms: list-based Action Groups and the drag-and-drop Visual Workflows builder, whose actions include webhooks, and a Sales Optimizer that creates opportunities and tasks from pipeline rules. Email campaigns support A/B tests, RSS-triggered sends and Write With AI in the editor. A Content Calendar posts to Facebook, Instagram and LinkedIn, campaign attribution and won-or-lost reports tie revenue back to campaigns, and Salesforce, Gmail and Exchange sync, an open API and agency tools round it out. Constant Contact Lead Gen and CRM suits sales and marketing teams that want one CRM and automation platform, agencies managing client accounts through the Constant Contact partner program, teams comfortable with a technical automation tool, and businesses moving up from the core Constant Contact product. It is sold through a demo with a certified partner rather than from a price list. Once running, the platform scores and routes new leads to sales, manages the pipeline by stage, runs nurture sequences from visual workflows, hosts the landing pages and forms that capture leads, and reports which campaigns produced the revenue. It syncs with Salesforce, Gmail and Exchange and connects to other systems through webhooks and the API, so it sits beside the sales team's inbox and a company's existing CRM data rather than replacing them.