Zendesk Sell vs Insightly CRM (2024 Comparison)
Zendesk Sell offers advanced sales forecasting and comprehensive lead management, making it a powerful choice for businesses looking to enhance their sales processes.
- Advanced sales forecasting tools
- Comprehensive lead management
- Robust email tracking features
- May require time to master
- Higher cost for small teams
Free plan?
YesStarting price
$19 per month
Insightly CRM provides excellent project management tools and a user-friendly interface, making it an ideal choice for small businesses seeking an affordable CRM solution.
- Excellent project management tools
- User-friendly interface
- Affordable for small businesses
- Limited email tracking features
- Less comprehensive lead management
Free plan?
YesStarting price
$29 per user / monthWhat is Zendesk Sell?
Zendesk Sell is a powerful sales CRM designed to enhance productivity and streamline sales processes. It offers features like lead management, email tracking, and sales forecasting, making it an ideal choice for sales teams looking to improve efficiency. With its intuitive interface and robust integrations, Zendesk Sell helps sales professionals manage their pipeline effectively, ensuring no opportunity is missed. Whether you're a small business or a large enterprise, Zendesk Sell provides the tools you need to close deals faster and build stronger customer relationships.
What is Insightly CRM?
Insightly CRM is a versatile customer relationship management tool that helps businesses manage their contacts, sales, and projects in one place. It offers features like project management, workflow automation, and detailed reporting, making it a great choice for businesses looking to streamline operations. Insightly CRM is particularly beneficial for small to medium-sized businesses that need a comprehensive solution to manage customer interactions and drive growth. Its user-friendly interface and robust integrations make it easy to adapt to various business needs, ensuring you stay organized and efficient.
Pros and Cons of Zendesk Sell vs Insightly CRM
Pros & Cons of Zendesk Sell
- Zendesk Sell offers top-notch sales forecasting tools that provide accurate predictions and insights, helping sales teams plan effectively and optimize their strategies.
- With Zendesk Sell, managing leads is a breeze. Its advanced tools ensure that no opportunity is missed, making it a great choice for businesses focused on lead nurturing.
- Zendesk Sell's email tracking capabilities are robust, allowing sales teams to monitor interactions and follow up effectively, which is crucial for businesses relying on email communication.
- While Zendesk Sell offers a wealth of features, it may take some time for users to fully master its capabilities, especially for those new to CRM systems.
- Zendesk Sell's pricing may be on the higher side for small teams, making it less accessible for businesses with limited budgets.
Pros & Cons of Insightly CRM
- Insightly CRM excels in project management, offering comprehensive tools that help businesses manage projects and tasks efficiently, making it a versatile choice.
- Insightly CRM's user-friendly interface ensures that teams can adapt quickly, making it an ideal choice for businesses new to CRM systems.
- Insightly CRM offers affordable pricing plans, making it accessible for small businesses looking for a comprehensive CRM solution without breaking the bank.
- While Insightly CRM offers email tracking, its features may not be as comprehensive as those of other CRM systems, which could be a drawback for some businesses.
- Insightly CRM's lead management features, while solid, may not be as comprehensive as those offered by other CRM systems, which could be a limitation for businesses focused on lead nurturing.
Zendesk Sell vs Insightly CRM: At A Glance
Value to Price
Zendesk Sell offers a robust set of features at a competitive price, making it a great value for businesses looking to enhance their sales processes. Its comprehensive tools justify the investment, especially for larger teams. Insightly CRM, while slightly more affordable, offers a good balance of features for small to medium-sized businesses. If you're looking for a cost-effective solution with essential CRM functionalities, Insightly CRM is a solid choice.
Ease of Use
Insightly CRM shines with its user-friendly interface, making it easy for teams to adapt quickly. Its intuitive design ensures that even those new to CRM systems can navigate it with ease. Zendesk Sell, while also user-friendly, may require a bit more time to master due to its extensive features. If ease of use is your top priority, Insightly CRM might be the better option.
Functionality
Zendesk Sell excels in functionality, offering advanced features like sales forecasting and email tracking that cater to the needs of larger sales teams. Its comprehensive toolset ensures that all aspects of the sales process are covered. Insightly CRM, while functional, focuses more on project management and workflow automation, making it ideal for businesses that need a blend of CRM and project management tools. If you need advanced sales functionalities, Zendesk Sell is the way to go.
Scalability
Both Zendesk Sell and Insightly CRM offer scalable solutions, but Zendesk Sell is particularly well-suited for larger enterprises looking to expand their sales operations. Its robust infrastructure supports growth without compromising performance. Insightly CRM, on the other hand, is perfect for small to medium-sized businesses that anticipate moderate growth. If you're planning for significant expansion, Zendesk Sell is the better choice.
Integrations
Zendesk Sell offers a wide range of integrations, allowing seamless connectivity with other tools and platforms. This makes it a versatile choice for businesses that rely on multiple software solutions. Insightly CRM also provides solid integration options, but its library is not as extensive as Zendesk Sell's. If integrations are crucial to your operations, Zendesk Sell offers more flexibility.
Customer Support
Zendesk Sell provides excellent customer support, ensuring that users have access to assistance whenever needed. Its support team is responsive and knowledgeable, making it a reliable choice for businesses that prioritize customer service. Insightly CRM offers decent support, but it may not be as comprehensive as Zendesk Sell's. If top-notch customer support is essential, Zendesk Sell is the better option.
Security
Both Zendesk Sell and Insightly CRM prioritize security, offering robust measures to protect user data. Zendesk Sell, however, has a slight edge with its advanced security protocols and regular updates. Insightly CRM provides solid security features, but businesses with stringent security requirements might find Zendesk Sell more reassuring. If security is a top concern, Zendesk Sell is the safer bet.
Overall Rating
Zendesk Sell scores higher overall due to its comprehensive features, excellent customer support, and robust security measures. It's an ideal choice for larger enterprises looking for a powerful sales CRM. Insightly CRM, while slightly lower in overall rating, is a great option for small to medium-sized businesses that need a versatile CRM with project management capabilities. If you're looking for a well-rounded CRM solution, Zendesk Sell is the top pick.
Zendesk Sell vs Insightly CRM: A Detailed Breakdown of Key Features
Lead Management
Zendesk Sell excels in lead management, offering advanced tools to track and nurture leads effectively. Its intuitive interface makes it easy to manage leads, ensuring no opportunity is missed. Insightly CRM also provides solid lead management features, but it may not be as comprehensive as Zendesk Sell's. If lead management is a priority, Zendesk Sell is the better choice.
Email Tracking
Zendesk Sell offers robust email tracking capabilities, allowing sales teams to monitor email interactions and follow up effectively. This feature is particularly useful for businesses that rely heavily on email communication. Insightly CRM provides basic email tracking, but it may not offer the same level of detail as Zendesk Sell. If email tracking is crucial to your sales process, Zendesk Sell is the superior option.
Sales Forecasting
Zendesk Sell's sales forecasting tools are top-notch, providing accurate predictions and insights to help sales teams plan effectively. This feature is invaluable for businesses looking to optimize their sales strategies. Insightly CRM offers sales forecasting as well, but it may not be as detailed as Zendesk Sell's. If precise sales forecasting is essential, Zendesk Sell is the better choice.
Project Management
Insightly CRM shines in project management, offering comprehensive tools to manage projects and tasks efficiently. Its integration of CRM and project management makes it a versatile choice for businesses. Zendesk Sell, while offering project management features, may not be as robust as Insightly CRM's. If project management is a key requirement, Insightly CRM is the better option.
Workflow Automation
Both Zendesk Sell and Insightly CRM offer workflow automation, but Insightly CRM has a slight edge with its customizable workflows. This feature is particularly beneficial for businesses looking to streamline operations. Zendesk Sell provides solid automation tools, but they may not be as flexible as Insightly CRM's. If workflow automation is a priority, Insightly CRM is the superior choice.
Reporting
Zendesk Sell offers detailed reporting tools, providing valuable insights into sales performance and trends. This feature is essential for businesses looking to make data-driven decisions. Insightly CRM also provides robust reporting capabilities, but they may not be as comprehensive as Zendesk Sell's. If detailed reporting is crucial, Zendesk Sell is the better option.
Pricing Comparison of Zendesk Sell and Insightly CRM
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Zendesk Sell and Insightly CRM. This comparison will highlight the best option for managing your sales and customer relationships.
Zendesk Sell Pricing Plans
- Basic sales tools for small teams to get started.
- Simple platform for managing sales activities efficiently.
- Essential features to boost team productivity.
- User-friendly interface for easy navigation and use.
- Manage complete sales process with full set of tools.
- Enhanced features for growing sales teams.
- Improved pipeline visibility and management.
- Automate tasks to keep sales reps on target.
- Lead and deal scoring for prioritizing opportunities.
- Advanced permissions and roles for better control.
- Comprehensive sales tools for scaling teams.
- Enhanced collaboration features for team efficiency.
- Best-in-class sales experiences for multi-department teams.
- Customizable platform to fit complex business requirements.
- Enhanced security and compliance features.
- Comprehensive support and integration options.
Insightly CRM Pricing Plans
- Project management tools to streamline business processes.
- Advanced reports for insightful data analysis.
- Pre-built business dashboards for quick access to metrics.
- Free 14-Day Trial to explore features before purchase.
- Workflow automation to reduce manual tasks.
- Custom page layouts for personalized user experience.
- Free 14-Day Trial to test advanced features.
- Enhanced data management with custom fields.
- Products, pricebooks, and quotes for sales management.
- Comprehensive audit logging for security and compliance.
- Contact sales for tailored solutions and pricing.
- Advanced integration capabilities with REST API.
Our Rating Methodology
We rigorously evaluate each CRM tool, focusing on key factors like functionality, ease of use, and customer support. By analyzing user reviews and conducting in-depth testing, we ensure our recommendations are reliable. Each factor is weighted by importance to deliver an accurate final rating, helping you make informed decisions.
Zendesk Sell or Insightly CRM: Which One Matches Your Business Needs?
Choose Zendesk Sell If You Need ...
- Advanced sales forecasting tools
If you need a CRM with advanced sales forecasting tools, Zendesk Sell is the ideal choice. Its top-notch forecasting capabilities provide accurate predictions and insights, helping sales teams plan effectively and optimize their strategies.
- Comprehensive lead management
If your business focuses on comprehensive lead management, Zendesk Sell is the better option. Its advanced tools ensure that no opportunity is missed, making it a great choice for businesses focused on lead nurturing.
Choose Insightly CRM If You Need ...
- Excellent project management tools
If your business requires excellent project management tools, Insightly CRM is the superior choice. Its comprehensive project management features help businesses manage projects and tasks efficiently, making it a versatile option.
- User-friendly interface
If ease of use is a priority, choose Insightly CRM for its user-friendly interface. Its intuitive design ensures that teams can adapt quickly, making it an ideal choice for businesses new to CRM systems.
Frequently Asked Questions
Which CRM is better for small businesses?
Does Zendesk Sell offer better sales forecasting?
Which tool offers more integrations?
Is Insightly CRM suitable for project management?
Which CRM provides better customer support?
Is Zendesk Sell more secure than Insightly CRM?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
