SharpSpring Vs. Infusionsoft A Research Guide For Marketers

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SharpSpring vs. Infusionsoft2017 COMPETITIVE ANALYSIS REPORTSharpSpring vs. InfusionsoftA Research Guidefor MarketersSharpSpringInfusionsoftLaunched in 2014 to deliver powerful andInfusionsoft is all-in-one management platformaffordable marketing automation, SharpSpringfor micro-businesses. It’s a closed system. Use ofis a flexible platform that integrates easily withits built-in CRM is mandatory since it doesn’tother tools. SharpSpring is month to month andallow 3rd party CRM integration. Infusionsoft hasis an open system that grows with youra low entry price point with add-on costs. Ancompany.annual contract is required. It's ranked low on3rd party review sites.FeaturesReviewsTermsAnnual Cost20K Contacts(Get Started)Comparable8.1/105/56.1/103.7/5Trust RadiusMarTechTrust RadiusMarTechMonth to month 9,600( 2,600 Get Started)Annual 8,187 - 9,588( 1,599 - 3,598 Get Started)

What one SharpSpring client says:“I've used other automated marketing platforms at another agency, howeverthey are wildly expensive and more geared towards large business.SharpSpring was affordable enough for our agency and our business clients.SharpSpring is by far my favorite 3rd party vendor. Truthfully it is theproduct as a whole that really made us decide we NEEDED to use it.”Steve Buck, Black Tie Digital MarketingReal ResultsGetIT Comms is a fast-growing B2Bmarketing agency that operates in 19countries, providing regional services tosome of the world’s leading technologyorganizations. After implementingSharpSpring for its clients, GetIT Commsexperienced an average revenue increaseof 20-30% per client.WWW.SHARPSPRING.COMDemodia is a digital marketing agency thatspecializes in demand generation, digitalmarketing, website development, andchannel enablement. The agency got upand running with SharpSpring for leadgeneration in just over one month, andthen began using it for clients and gettingresults in under three months.SHARPSPRING VS INFUSIONSOFT 2017COMPETITIVE ANALYSIS REPORT2

Pricing & Terms20k Contact PlanTeam Plan 2,600 8,187 - 9,588Month to MonthAnnualMonthly Cost 800/mo. 599/mo.Annual Cost 9,600 8,187 - 9,588Onboarding(One Time) 1,800 999- 2,99920K20KUnlimited1025K100KCommitment At SigningTermsContactsUsersEmails Included Per MonthCompare what’s included and what’s not.Infusionsoft has a slight edge over SharpSpring in 8,187 - 9,588terms of annual pricing. However, in addition torequiring an annual contract, Infusionsoft requires 2,600upsells and upgrades to “get the most out of it,”whereas SharpSpring’s pricing is all-inclusive.WWW.SHARPSPRING.COMDUE AT SIGNING FOR 20K CONTACTSSHARPSPRING VS INFUSIONSOFT 2017COMPETITIVE ANALYSIS REPORT3

EmailFeaturesFeaturesEmailAll PlansTOTALTeam Plan8/86/8Drag-And-Drop EditorWYSIWYG InterfaceDynamic ContentResponsive TemplatesAfter-The-Click TrackingRender TestingA/B TestingRSS Email SyndicationMore features give SharpSpring an advantage.SharpSpring has the clear advantage here with built-in emailfeatures and capabilities. Infusionsoft is able to make up someground by integrating with 3rd-party apps or leveraging “tagging” tosimulate true A/B testing, but it falls decidedly short in ease of useas delivered.WWW.SHARPSPRING.COM8/86/8EMAIL FEATURESSHARPSPRING VS INFUSIONSOFT 2017COMPETITIVE ANALYSIS REPORT4

AutomationFeaturesEmail FeaturesAll PlansTOTALTeam Plan9/97/9Unlimited Workflows and TasksTriggers and FiltersBranching WorkflowsTime-Based AutomationsBehavior-Based AutomationsDynamic ListsAdvanced SegmentationDynamic Landing PagesPersonasParity in automation, but an edge to SharpSpring.Both platforms offer intuitive automation features, but Infusionsoftquickly becomes limited in terms of options. Tagging and otherfeatures can be incorporated to maximize functionality, but thiscan mean additional costs, either in terms of custom developmentor third-party integrations.WWW.SHARPSPRING.COM9/97/9AUTOMATION FEATURESSHARPSPRING VS INFUSIONSOFT 2017COMPETITIVE ANALYSIS REPORT5

Form FeaturesAll PlansTOTALTeam Plan12/1310/13Drag-And-Drop Form BuilderDynamic FormsUse CSS To Match Your SiteCustom Calls To ActionAuto-CompleteProgressive ProfilingForm AnalyticsHidden Fields SupportedReferral Forms/FieldsThird-Party Forms SupportedThird-Party Post-BackNative GoToWebinar IntegrationNative WebEx IntegrationMore features available in SharpSpring.SharpSpring emerges as the clear winner with more form features in itsplatform. Some of these features are available in Infusionsoft via third-partyintegrations, but SharpSpring includes all of them in its base price.WWW.SHARPSPRING.COM12/1310/13FORM FEATURESSHARPSPRING VS INFUSIONSOFT 2017COMPETITIVE ANALYSIS REPORT6

ContactTrackingEmail FeaturesAll PlansTOTALTeam Plan6/65/6Identify Anonymous Site VisitorsContact Info from AnonymousVisitors (ZoomInfo)Track Behavior History OfKnown LeadsTimeline Of Lead InteractionsDaily Email Of Site VisitorsImportant Page Visit TrackingMore info about anonymous visitors with SharpSpring.Both SharpSpring and Infusionsoft allow you to see contact activityand trigger messaging according to the parameters you choose.Both also offer reverse IP look-up so you can identify who’s visitingyour site, but SharpSpring takes it a step further by providingpotential contact data that you can use to pursue warm leads.6/65/6CONTACT TRACKINGREQUEST A DEMOWWW.SHARPSPRING.COMSHARPSPRING VS INFUSIONSOFT 2017COMPETITIVE ANALYSIS REPORT7

LandingPageBuilderEmailFeaturesAll PlansTOTALTeam Plan7/75/7Drag-and-Drop EditorWYSIWYG InterfaceDynamic ContentLibrary Of Responsive TemplatesOptimize For MobileBuild Single Landing PagesBuild Landing Page FunnelsSharpSpring wins with funnels.SharpSpring offers pre-built and customizable funnels – series oflanding pages that work together to convert visitors into leads. Thisfeature is not available in Infusionsoft.7/75/7LANDING PAGE BUILDERREQUEST A DEMOWWW.SHARPSPRING.COMSHARPSPRING VS INFUSIONSOFT 2017COMPETITIVE ANALYSIS REPORT8

Blog BuilderAll PlansTOTALTeam Plan7/7Drag-and-Drop EditorWYSIWYG InterfaceDynamic ContentLibrary Of Responsive TemplatesRSS Email SyndicationAdvance Post SchedulingSocial Sharing Widget0/7SharpSpring’s blog builder is built in.Infusionsoft’s platform does not include a blog builder, whileSharpSpring offers a comprehensive set of tools to help you buildyour blog. This means you’ll have one less service to manage. If analternative CMS is desired, SharpSpring offers universal compatibility.7/70/7BLOG BUILDERAGENCYFEATURESREQUEST A DEMOWWW.SHARPSPRING.COMSHARPSPRING VS INFUSIONSOFT 2017COMPETITIVE ANALYSIS REPORT9

Social Media FeaturesAll PlansTOTALTeam Plan3/54/5Social-CRM IntegrationSocial ProfilingSocial Media Monitoring/InteractionsSocial Media PublishingSocial Media ConversionsEdge to Infusionsoft with social.Infusionsoft has a slight advantage over SharpSpring when it comesto social media features. Infusionsoft offers publishing andmonitoring capabilities, which are on SharpSpring’s roadmap.3/54/5SOCIAL MEDIA FEATURESREQUEST A DEMOWWW.SHARPSPRING.COMSHARPSPRING VS INFUSIONSOFT 2017COMPETITIVE ANALYSIS REPORT10

Sales-Focused FeaturesAll PlansTOTALTeam Plan5/63/6Built-In CRMAdvanced Lead ScoringSalesforce IntegrationBuilt-In Shopping CartShopping Cart IntegrationBuilt-In Call TrackingSales teams will like the features of SharpSpring.SharpSpring has the clear advantage when it comes tosales-focused features. While it’s worth noting that SharpSpringdefers to a third party specifically for shopping cart integration,Infusionsoft once again depends on third parties to fill the void formultiple features in this area.5/63/6SALES-FOCUSED FEATURESREQUEST A DEMOWWW.SHARPSPRING.COMSHARPSPRING VS INFUSIONSOFT 2017COMPETITIVE ANALYSIS REPORT11

Platform FeaturesAll PlansTOTALTeam Plan6/64/6Universal CMS CompatibilityOpen APIZapier IntegrationsMultiple Device TrackingThird-Party/Native Form CompatibiltyNative Salesforce IntegrationAn open platform vs. a closed system.Since it’s a closed system, Infusionsoft does not have a nativeintegration with Salesforce, the top CRM on the market. Bothplatforms provide a built-in CRM, but SharpSpring also plays nicewith other CRMs, including offering a native Salesforce integration.6/64/6PLATFORM FEATURESREQUEST A DEMOWWW.SHARPSPRING.COMSHARPSPRING VS INFUSIONSOFT 2017COMPETITIVE ANALYSIS REPORT12

Customer SupportAll PlansTOTALTeam Plan5/51/5Phone & Email SupportIn-App Contextual Support VideosOngoing Training SessionsPlatform Migration Support IncludedDedicated Customer SuccessManager IncludedCosts can add up with Infusionsoft.While Infusionsoft certainly provides quality support for its coreproduct, this remains a fertile ground for pulling revenue fromcustomers. Infusionsoft’s website and support/onboarding processesare rife with “up-sell” propositions. SharpSpring adopts a holisticapproach to customer support, including in its pricing everything from5/51/5CUSTOMER SUPPORTinitial migration to help with third-party integrations.REQUEST A DEMOWWW.SHARPSPRING.COMSHARPSPRING VS INFUSIONSOFT 2017COMPETITIVE ANALYSIS REPORT13

Drive More Leads.Convert Leads to Sales.Optimize Your Spend.REQUEST A DEMOFeaturesReviewsTermsAnnual Cost20K Contacts(Get Started)WWW.SHARPSPRING.COMComparable8.1/10Trust Radius5/5MarTechMonth to month 9,600( 2,600 Get Started)6.1/103.7/5Trust RadiusMarTechAnnual 8,187 - 9,588( 1,599 - 3,598 Get Started)SHARPSPRING VS INFUSIONSOFTJANUARY 2017

integration with Salesforce, the top CRM on the market. Both platforms provide a built-in CRM, but SharpSpring also plays nice with other CRMs, including offering a native Salesforce integration. Platform Features WWW.SHARPSPRING.COM 12 SHARPSPRING VS INFUSIONSOFT 2017 COMPETITIVE AN