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HomeFinanceFixed Contact CRM overview: Is it proper for your corporation?

Fixed Contact CRM overview: Is it proper for your corporation?

Finest generally known as an electronic mail advertising platform, Fixed Contact presents buyer relationship administration (CRM) options, comparable to contact administration, sign-up varieties, and segmentation. Launched in 1998, it now has 600,000 worldwide prospects from small companies and solopreneurs to governmental companies, comparable to NASA. It’s usually well-liked, with greater than 2,700 Capterra critiques placing it at 4.4 stars, and greater than 5,700 critiques on G2 for an general star ranking of 4.0.

In 2021, it acquired SharpSpring and rebranded it to Fixed Contact Lead Gen & CRM, which expanded Fixed Contact’s CRM capabilities. Beneath, we’ll dig into every part you should learn about Fixed Contact, and whether or not it’s match for your corporation. All charges and costs are present as of June 5, 2024, and are topic to vary. 

Fixed Contact CRM

Worth: Beginning at $299
Free trial size: 0
Free plan obtainable: No


  • Advertising automation makes it straightforward to automate repetitive duties like electronic mail campaigns primarily based on contact habits
  • Combine electronic mail advertising along with your CRM for constant messaging
  • Lead scoring
  • Exercise feed to point out hottest leads


  • 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

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

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

Regardless of including SharpSpring to its lineup of CRM capabilities, its integration continues to be in transition, which may very well be just a little clunky for companies of all sizes. It doesn’t but have in depth 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 hold all pricing particulars locked behind a required demo, so in case you’re trying to get issues going shortly, or are on a finances, look elsewhere.

Fixed Contact service plan overview

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

Different companies Fixed Contact presents 

  • 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 hold 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 staff members or contacts in particular person, through telephone, or through Zoom (offered you’ve bought that built-in). 
  • Studies: These studies embody pipeline worth, alternative well being, conversion evaluation, won-loss, gross sales efficiency, gross sales optimizer, exercise, and follow-up.
  • CRM migration: In case you have one other CRM account you need to migrate to Fixed Contact, you are able to do so with a comma-separated values (CSV) file.

The Fixed Contact platform and buyer assist

Discovering the data you want on the Fixed Contact web site is a lesson in endurance, particularly because it pertains to the Lead Gen & CRM product. Whereas this may need been sophisticated 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. Nevertheless, there’s a menu button on the high that lists pricing on that web page however, once you click on on it, you’re taken to pricing for its electronic mail advertising stuff, which could be deceptive as that is considerably cheaper than its precise CRM pricing. To get the value, I needed to contact its chat assist, which instructed me that every part is customized however begins at $299 monthly. 

Help is offered through dwell chat on weekdays from 3 a.m. to eight p.m. Japanese time. Cellphone assist is offered Monday by 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 dwell Q&A periods for added assist. 

Is Fixed Contact safe?

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

  • In Might 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 reliable 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 critiques

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

Evaluate Fixed Contact alternate options

Fixed Contact The Zoho logo.Zoho Zendesk Sell LogoZendesk Promote
Base month-to-month price per person Base month-to-month price per person Base month-to-month price per person
Beginning at $299 Beginning at $20 Beginning at $25
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
Study extra

Is Fixed Contact best for you?

Fixed Contact is right for a midsized enterprise with out in depth customization wants.  These companies will discover it straightforward to make use of due to its built-in advertising instruments and assist. Nevertheless, massive organizations that want advanced automations or a number of third-party integrations ought to look elsewhere. Its lack of pricing transparency is a serious concern. In spite of everything, with out figuring out which options you’re paying for, how will you resolve in case you want extra or fewer options to suit your finances? Because of this, it could actually work for small companies however be ready to shell out for it. 

Regularly requested questions

Does Fixed Contact supply CRM?

In 2021, Fixed Contact acquired SharpSpring’s identify and model. The CRM portion of Fixed Contact is known as Lead Gen & CRM and has separate pricing from its electronic mail advertising platform.

How a lot is Fixed Contact CRM?

Pricing for Fixed Contact’s Lead Gen & CRM is custom-made to every enterprise however begins at $299 monthly. To get a customized quote, it’s essential to schedule a demo with its gross sales staff. 

Does anybody nonetheless use Fixed Contact?

From small companies and nonprofits to main companies and governmental organizations like NASA, Fixed Contact is a well-liked electronic mail advertising platform. Its CRM portion was acquired in 2021, making it one of many latest additions to its arsenal, but it surely’s nonetheless extensively utilized by numerous forms of companies. 

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