Fixed Contact CRM overview: Is it proper for your online business?

In 2021, it acquired SharpSpring and rebranded it to Fixed Contact Lead Gen & CRM, which expanded Fixed Contact’s CRM capabilities. Under, we’ll dig into all the things you should find out about Fixed Contact, and whether or not it’s match for your online business.

Fixed Contact CRM

Value:	Beginning at $80.00
Free trial size:	0
Free plan out there:	No

Execs and Cons

Execs

• Advertising automation makes it straightforward to automate repetitive duties like electronic mail campaigns based mostly on contact conduct
• Combine electronic mail advertising and marketing along with your CRM for constant messaging
• Lead scoring
• Exercise feed to indicate hottest leads

Cons

• It doesn’t have as many CRM options as its competitors
• Restricted integrations
• It’s nonetheless a bit clunky
• Pricing isn’t clear, requiring you to join a demo to get particulars

Who’s Fixed Contact CRM good for?

Whereas primarily geared towards companies that wish to handle their electronic mail advertising and marketing campaigns, Fixed Contact helps by way of all phases of the client lifecycle from prospecting to acquisition and follow-up. It’s a superb choice for anybody who desires to take care of common communication with its contacts. For instance, you may run focused electronic mail campaigns based mostly on buyer conduct and interactions, which personalizes the expertise in your contact additional.

Who shouldn’t use Fixed Contacts CRM?

Fixed Contact won’t be a fantastic match for bigger organizations or for many who have extra refined CRM wants. Whereas it has a ton of choices, most of them are centered round electronic mail advertising and marketing with a facet of CRM moderately than it being its bread and butter.

Regardless of including SharpSpring to its lineup of CRM capabilities, its integration remains to be in transition, which may very well be a bit clunky for companies of all sizes. It doesn’t but have intensive third-party integrations or superior predictive analytics like a lot of its competitors, which suggests it’s not well-suited for multilayered, advanced organizations, regardless of its premium beginning worth that makes it not as nice for startups or small companies.

Moreover, they maintain all pricing particulars locked behind a required demo, so when you’re trying to get issues going rapidly, or are on a finances, look elsewhere.

View Supply

at Skilled Market

Fixed Contact service plan overview

To enroll in Lead Gen & CRM, you will need to undergo a gross sales demo so the consultant has an thought of what varieties of options you want in a plan. Every providing is totally custom-made to your wants, equivalent to an Enterprise-level plan as opponents would. Its plans begin at $299 monthly and might embody options, equivalent to gross sales experiences, an exercise feed, lead group, name recordings by way of its Gross sales Dialer, Conferences, and extra.

Different companies Fixed Contact gives 

• Gross sales Dialer: This allows you to place outbound calls proper from a contact’s particulars, and allows you to report calls.
• Alternative Drawer: That is the place you’ll maintain all of your contacts organized. You possibly can schedule duties, create new alternatives, make and pin notes, add merchandise, and create customized fields.
• Conferences: Join with workforce members or contacts in particular person, by way of telephone, or by way of Zoom (supplied you’ve obtained that built-in). 
• Reviews: These experiences embody pipeline worth, alternative well being, conversion evaluation, won-loss, gross sales efficiency, gross sales optimizer, exercise, and follow-up.
• CRM migration: When you’ve got one other CRM account you wish to migrate to Fixed Contact, you are able to do so with a comma-separated values (CSV) file.

The Fixed Contact platform and buyer help

Discovering the data you want on the Fixed Contact web site is a lesson in persistence, particularly because it pertains to the Lead Gen & CRM product. Whereas this may need been difficult by its acquisition of SharpSpring’s companies, it’s been three years since that buy and for issues to be this clunky past its first yr is a bit irritating. 

For instance, when clicking on the Fixed Contact Lead Gen & CRM pricing, you’re taken to a demo web page that provides zero details about pricing. Nonetheless, there’s a menu button on the prime that lists pricing on that web page however, whenever you click on on it, you’re taken to pricing for its electronic mail advertising and marketing stuff, which could be deceptive as that is considerably cheaper than its precise CRM pricing. To get the worth, I needed to contact its chat help, which informed me that all the things is customized however begins at $299 monthly. 

Help is out there by way of reside chat on weekdays from 3 a.m. to eight p.m. Japanese time. Telephone help is out there Monday by way of Saturday, though these hours differ by division. It’s also possible to search its information base, attain out to its person group, watch video tutorials, or attend free webinars with reside Q&A classes for extra help. 

Is Fixed Contact safe?

There’s one notable breach of safety with Fixed Contact and several other smaller account-specific breaches:

• In Could 2021, Russian-linked group NOBELIUM compromised USAID’s Fixed Contact account to launch a spear phishing marketing campaign focusing on over 7,000 accounts throughout numerous international organizations, together with nongovernmental organizations (NGOs), intergovernmental, and authorities organizations.
• Some customers report their accounts have been compromised. For instance, phishing emails disguised as authentic invoices had been despatched from their Fixed Contact accounts. Others say their multifactor authentication (MFA) was bypassed and the account then compromised. 

Fixed Contact person evaluations

Fixed Contact’s CRM portion has 865 evaluations on G2, with 4.5 out of 5 stars. The sentiment is that the platform is simple to make use of, nice for electronic mail advertising and marketing, they usually love its drag-and-drop options. Integrations make it simpler to get issues achieved. Some customers are pissed off with Fixed Contact’s customization limitations, automation options, bugs, and the restrictive pricing construction.

Examine Fixed Contact options

Fixed Contact	Zoho	Zendesk Promote
Base month-to-month value per person	Base month-to-month value per person	Base month-to-month value per person
Beginning at $80.00	Beginning at $20.00	Beginning at $25.00
Most variety of customers	Most variety of customers	Most variety of customers
Limitless (with premium plan)	Limitless	Limitless
Free trial size	Free trial size	Free trial size
0	15 days	14 days
Be taught extra	Be taught extra	Be taught extra
View supply at Skilled Market	View supply at Zoho CRM	View supply at Skilled Market

Is Fixed Contact best for you?

Fixed Contact is good for a midsized enterprise with out intensive customization wants.  These companies will discover it straightforward to make use of due to its built-in advertising and marketing instruments and help. Nonetheless, giant organizations that want advanced automations or lots of third-party integrations ought to look elsewhere. Its lack of pricing transparency is a serious difficulty. In spite of everything, with out figuring out which options you’re paying for, how are you going to determine when you want extra or fewer options to suit your finances? Because of this, it will probably work for small companies however be ready to shell out for it. 

Incessantly requested questions