CRM Software
Top Companies in 2024
Insightly vs Zendesk Sell
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- 14-day free trial
- All-in-one solution available
- Mobile app availability
- Extensive integration capabilities
- Customizable reports
- Free trial
- Mobile application
- Webinars and training
- Sales trigger capabilities
- Deal and lead scoring
- Marketing and customer service as separate tools
- Complete workflow automation unavailable in basic plan
- No free plan
- Sales-specific solution
- Limited marketing features
- Advanced features are available in higher-tier plans
Founded in 2009 and based in San Francisco, Insightly is a trusted CRM provider for small to midsize businesses, offering a unique blend of features that make managing customer relationships effortless. With their intuitive design and customizable workflows, Insightly empowers businesses to streamline sales processes, nurture leads, and keep projects on track—all from one user-friendly platform. Insightly’s standout integrations with tools like Google Workspace mean your team stays connected and efficient without missing a beat. They focus on flexibility, allowing businesses to tailor the platform to their needs, unlike more rigid competitors. Additionally, with industry credentials like SOC 2, Type II, and HIPAA compliance, Insightly ensures your data stays secure and protected. Customer feedback often praises Insightly’s ease of use, sleek interface, and ability to bring order to the chaos of sales and customer management. However, some find the advanced features take a bit of getting used to, which could be worth it for the tools they deliver. Curious if Insightly could be the game-changer your business needs? Dive into our review and explore how this dynamic CRM could elevate sales, strengthen customer connections, and drive your business forward!
Zendesk, founded in 2007 in Copenhagen and now based in San Francisco, is a prominent software-as-a-service (SaaS) provider known for their innovative CRM and customer service solutions. Zendesk Sell, their flagship sales CRM, is designed to optimize sales processes with features like customizable pipelines, automation tools, and seamless integrations with popular platforms like Gmail and Slack. These features empower sales teams to manage leads more efficiently, improve communication, and gain valuable insights through advanced analytics. Zendesk Sell stands out with their strong focus on security, meeting high industry standards, including SOC 2 Type II and HIPAA compliance, and ensuring customer data is well protected. The platform’s intuitive interface and flexible customization options make it suitable for businesses of all sizes, while its powerful automation capabilities help streamline sales activities and boost productivity. Recognized by industry leaders like G2, Zendesk has earned a reputation for providing reliable, scalable solutions that meet the evolving needs of sales teams. With a range of subscription plans tailored to different business needs, Zendesk Sell offers a versatile approach to sales management, making them an attractive option for those looking to enhance their CRM strategy. Dive deeper into our review to see if Zendesk Sell aligns with your business goals.
- Cloud-Based Software : True
- Cost : $29 per user per month, billed annually, for their Plus plan
- Free Trial : Available
- Mobile App : True
- Business Size Supported : Small to midsize businesses
- Cloud-Based Software : True
- Cost : Starting at $19 per user per month when billed annually or $25 per user per month on a monthly subscription
- Free Trial : Available
- Mobile App : True
- Business Size Supported : Small to medium businesses
- Price quote generation
- Business card scanning
- Real-time data synchronization
- Automated power dialer
- Geolocation features
- Sales trigger capabilities
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription
- Activity Logging
- AI-Powered Tools—Undisclosed
- API & Developer Tools
- Automated Workflow Builder
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Activity Logging
- AI-Powered Tools
- API & Developer Tools
- Automated Workflow Builder
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management—Undisclosed
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)
- Two-Factor Authentication (2FA)
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)
- Two-Factor Authentication (2FA)
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
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