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Insightly CRM vs Zendesk Sell: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Zendesk Sell is based on a specific set of business needs and context. The comparison uses 14259 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Zendesk Sell

Insightly CRM, Zendesk Sell, Freshsales, Pipeline CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.

Zendesk Sell focuses on Communication Management with E-Mail, Engagement Management, Contact List Management with Phone Calls, Sales Call Management with Phone Calls, etc.

"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. " - Jamie Paton

"We are using Zendesk Sell and Support to make it easier for the entire organization to surface and act on relevant information. By giving our sales and support teams everything they need in one platform, they are able to effectively and efficiently ...collaborate and improve the customer experience. " - Simon Rodriguez

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Insightly CRM

Focus area

Insightly CRM is better than Zendesk Sell for

Software Failure Risk

  • medium

logo Zendesk Sell

Focus area

Zendesk Sell is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Zendesk Sell | Enhance productivity, processes, and pipeline visibility for sales teams

Age

2009

2007

Financials

SERIES C

IPO

Business Need

Total Processes
(we found evidences for)

108

89

Total Goals
(we found evidences for)

13

9

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up




communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



opportunity management


generation of new leads


conversion management


relationship management


pipeline management


campaign management

campaign monitoring




business development


helpdesk management


social media management

social media analytics

managing social media account


training & onboarding




sales call management

meeting management


products & pricelist management


knowledge management



customer feedback management

measuring customer satisfaction

measuring net promoter score



account management


competitive intelligence





follower management


rating and review management






customer case management




sales review & feedback


lifetime value management


revenue cycle management



loyalty management

identify target customers


trade show marketing



calendar management


advocacy management


sales commission management


discount management


promotion management




motivation management



renewal management


personalized marketing





content management


lead qualification

lead qualification: demographic


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition



performance management


social media marketing


influencer marketing


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Launch new products

  • Improve consistency

  • Improve efficiency

  • Scale best practices

  • Increase average basket value

  • See 10 more
  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve internal communications

  • Improve efficiency

  • Launch new products

  • Scale best practices

  • Improve navigation

  • Enter new markets internationally or locally

  • See 6 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • mobile

  • mobile app

  • offline

  • website

  • text SMS

  • point of sale

  • on premises

  • user generated content

  • blogs

  • social media

  • chat

  • newsletter

  • Slack

  • video

  • mass media

  • support groups

  • promotions

  • events

  • trade shows

  • omnichannel

  • See 19 more
  • phone calls

  • e-mail

  • mobile

  • mobile app

  • offline

  • website

  • text SMS

  • point of sale

  • on premises

  • user generated content

  • blogs

  • social media

  • chat

  • newsletter

  • Slack

  • video

  • mass media

  • support groups

  • promotions

  • events

  • trade shows

  • omnichannel

  • See 19 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting