HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40% This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15% Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15% This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15% This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15% Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40% This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15% Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15% This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15% This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15% Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
CRM Creatio
5 / 5
Pricing
$25 per user per month
Free Trial
14 days
Key Features
marketing automation, sales automation, no code customization
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40% This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15% Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15% This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15% This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15% Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Zendesk Sell is a modern sales CRM from Zendesk, a software-as-a-service (SaaS) provider that focuses on customer support, customer communications, and sales products. Zendesk Sell allows you to maximize your productivity, maintain your pipeline visibility, track sales activities, generate leads, and, ultimately, grow your revenue. The Zendesk Sell platform helps you build data-driven sales, marketing, and support teams that keep up with customer expectations, deliver better customer experiences, and close more deals.
Zendesk's suite of products includes Zendesk Sunshine Platform, Zendesk Marketplace, and Zendesk For Service, a complete service solution considered one of the best customer service software solutions in the market. To avoid confusion, this Zendesk Sell review will only focus on Zendesk’s “for sales” product.
What's new in Zendesk Sell?
The latest additions to Zendesk Sell revolve around artificial intelligence- or AI-powered enhancements. For one, there are AI-powered intents with conversation bots. These intents are drawn from a set of industry-specific topics developed by Zendesk using its own anonymized customer service data. These intents can be assigned to answers in order to help users save time and increase bot accuracy. Businesses can customize the tone of their bot and have it assume a persona for improved conversational experience.
Another addition to one of the best CRM software in the market today is the ability for businesses to infuse AI into their information technology (IT) and human resources (HR) operations. They can enhance employee self-service experiences by bringing conversational bots to Slack direct messages. They can also create a one-stop shop for employee support by securely integrating third-party apps with their help centers. Creating custom ticket statuses to match their employees' unique workflows is also possible.
Another feature that you should check out in this Zendesk Sell review is the addition of a new layout builder, which allows businesses to create custom agent workspace layouts based on different brands, workflows, and roles, among others. They can also pin their most used apps for quick access, consolidate work for agents into one unified home, and, with Generative AI, empower their agents to work smarter and deliver empathetic conversations while saving time.
How does Zendesk Sell support sales team collaboration and communication?
Zendesk Sell enhances collaboration and communication within sales teams, helping them coordinate efforts, streamline workflows, and close deals more efficiently. Here’s how it facilitates teamwork:
Shared Pipeline Visibility: Team members can access a centralized view of the sales pipeline, enabling real-time updates on deal status, activity, and progress. This shared visibility keeps everyone aligned on team priorities and goals.
Task Assignment and Tracking: Managers and team members can assign tasks to specific individuals, set deadlines, and track task completion. This feature helps ensure accountability and keeps team activities organized, with reminders and notifications to avoid missed opportunities.
Notes and Activity Logs: Zendesk Sell allows users to add notes and log activities related to each contact or deal. These logs are accessible to the entire team, allowing them to stay informed of past interactions and planned follow-ups, minimizing redundant communication and streamlining customer interactions.
Real-Time Notifications: Team members receive real-time notifications about changes in deals, tasks, or messages, helping them stay updated and quickly respond to time-sensitive matters. This feature ensures that everyone is informed about the latest developments in the sales cycle.
In-App Messaging: Zendesk Sell integrates with popular messaging and collaboration platforms like Slack and Microsoft Teams, enabling seamless communication. This integration allows sales reps to chat with team members without leaving the CRM, promoting immediate collaboration on deal strategies or issue resolution.
Mobile Access for Field Teams: The mobile app ensures that sales team members, especially those in the field, can stay connected and access up-to-date information from any location. The app’s geolocation feature allows field agents to plan visits and engage with customers based on their proximity, enhancing on-the-go collaboration.
Customizable Workflows for Team Coordination: Teams can customize Zendesk Sell workflows to match their specific sales processes, setting up custom stages, tasks, and permissions that suit their collaboration needs. This flexibility ensures a tailored approach to collaboration and workflow management.
How Zendesk Sell Integrates with Customer Support and Other Business Tools
One of the defining strengths of Zendesk Sell is its seamless integration capabilities, which enhance cross-functional efficiency and foster a unified workflow across sales, customer support, and other business operations. Zendesk Sell is designed to work effortlessly with tools already critical to many organizations, ensuring teams can access the information they need in real-time without unnecessary platform switching.
For example, Zendesk Sell integrates with the broader Zendesk Suite, enhancing customer relationship management by bridging sales and customer support. This synergy allows businesses to keep customer service reps informed of ongoing sales activities and enables sales teams to access customer service histories. Such connectivity ensures both teams can deliver consistent and personalized experiences to clients.
Additionally, businesses can tailor their workspace by integrating Zendesk Sell with third-party apps like email platforms, team communication tools, and even accounting software. Popular integrations include connecting with productivity tools like Google Workspace and Microsoft 365, which streamline scheduling, email tracking, and document sharing. Similarly, project management tools such as Trello and Asana can align sales initiatives with broader organizational goals.
For customers seeking even deeper insights or alternative solutions, leading customer support software platforms provide myriad options, catering to businesses of all sizes and industries. These integrations reinforce Zendesk Sell’s functionality within diverse operational ecosystems, positioning it as a dynamic CRM solution designed to amplify productivity and drive customer satisfaction.
How can you ensure a smooth implementation of Zendesk Sell?
Implementing Zendesk Sell effectively requires a detailed roadmap that aligns with your organization’s processes and goals. Begin with a thorough needs analysis to define essential integrations, workflows, and areas for customization. Establish a dedicated transition team responsible for data migration, system configuration, and comprehensive user training to minimize disruptions. Clear communication of upcoming changes and realistic milestone setting are vital for strong user adoption. Regularly monitor progress by collecting actionable feedback—many organizations utilize survey software solutions to assess user satisfaction during the rollout. Integrating proactive technical support with business operations further ensures that any challenges are swiftly addressed, facilitating a seamless implementation.
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40% This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15% Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15% This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15% This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15% Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40% This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15% Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15% This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15% This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15% Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
CRM Creatio
5 / 5
Pricing
$25 per user per month
Free Trial
14 days
Key Features
marketing automation, sales automation, no code customization
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40% This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15% Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15% This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15% This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15% Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
monday.com Sales CRM is a customizable platform designed to streamline sales processes, enhance team collaboration, and improve pipeline visibility. Its intuitive interface enables users to manage leads, track deals, and automate repetitive tasks with ease. The CRM integrates seamlessly with popular tools like Gmail, Slack, and HubSpot, ensuring a centralized workflow. Features like customizable dashboards, automated follow-ups, and advanced analytics help sales teams stay organized and focused on closing deals. With scalability in mind, monday.com caters to businesses of all sizes, offering flexible pricing plans and robust customer support. It’s an excellent choice for teams seeking efficiency and adaptability.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Zoho CRM
5 / 5
Pricing
$7 per user per month billed annually
Free Trial
15 days
Key Features
lead generation, sales pipeline management, workflow automation
Zoho CRM is a flexible and comprehensive customer relationship management platform designed to help businesses manage and grow their customer relationships effectively. With tools for lead generation, sales pipeline management, workflow automation, and analytics, Zoho CRM is suitable for businesses of all sizes across a variety of industries.
Zoho CRM enables teams to streamline sales processes by capturing leads from multiple channels, tracking interactions, and managing every stage of the sales cycle. The platform offers customizable dashboards and reports, providing insights into sales performance and customer behaviors to help make data-driven decisions. With powerful automation features, Zoho CRM allows businesses to set up workflows for routine tasks like follow-ups, lead scoring, and email notifications, reducing manual work and enhancing productivity. The platform integrates with popular tools, including the Zoho suite, Microsoft 365, and G Suite, enabling a seamless connection across teams.
For businesses aiming to improve customer engagement, close deals faster, and enhance team collaboration, Zoho CRM delivers a scalable, user-friendly solution to drive sales and customer satisfaction.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40% This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15% Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15% This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15% This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15% Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Salesforce CRM
5 / 5
Pricing
By quote
Free Trial
Yes
Key Features
Lead Management, Contact Management, Workflow Automation
Salesforce CRM is a leading customer relationship management platform known for its robust functionality, scalability, and extensive customization options, making it suitable for businesses of all sizes, from startups to large enterprises. Built to streamline sales, marketing, customer service, and analytics, Salesforce CRM empowers teams to manage customer interactions, optimize workflows, and drive growth from a single, cloud-based platform.
Salesforce CRM provides a complete view of customer data, enabling teams to track interactions, manage leads, and automate tasks throughout the sales pipeline. With powerful tools for reporting and analytics, Salesforce offers insights into sales performance, customer trends, and campaign effectiveness, allowing teams to make data-driven decisions. The platform’s automation capabilities reduce manual workloads with customizable workflows, automated follow-ups, and lead scoring, ensuring a smooth customer journey. Integrations with thousands of third-party applications, along with its own suite of services, make Salesforce a highly adaptable solution for businesses looking to connect their CRM with other tools.
For organizations focused on enhancing customer engagement, improving team efficiency, and scaling their operations, Salesforce CRM delivers a powerful and versatile solution tailored to support long-term business growth.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40% This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15% Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15% This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15% This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15% Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
How much does Zendesk Sell cost?
Zendesk Sell: Top CRM Software
4.25 / 5
The Zendesk Sell pricing scheme requires you to choose between a monthly subscription term or an annual one. The annual subscription term offers discounts and savings.
You can then pick from four Zendesk Sell pricing plans: Sell Team, Sell Growth, Sell Professional, and Sell Enterprise.
Sell Team
Monthly: $25 per agent
Annual: $19 per agent per month; $228/year for 1 agent
Inclusions:
Customizable sales pipeline; up to 2
Email and calendar integrations
Task and appointment setting
Call tracking and recording, and text messages
Pre-built sales dashboards
Robust APIs—core
Sell Growth
Monthly: $69 per agent
Annual: $55 per agent per month; $660/year for 1 agent
Inclusions:
Customizable sales pipeline; up to 10
Email and calendar integrations
Task and appointment setting
Call tracking and recording, and text messages
Pre-built sales dashboards
Robust APIs—core + premium
Product and price book
Advanced and custom sales reports
Sales forecasting and goals tracking
Prospecting and enrichment credits
Sell Professional
Monthly: $149 per agent
Annual: $115 per agent per month; $1,380/year for 1 agent
Inclusions:
Customizable sales pipeline; up to 20
Email and calendar integrations
Task and appointment setting
Call tracking and recording, and text messages
Pre-built sales dashboards
Robust APIs—core + premium
Product and price book
Advanced and custom sales reports
Sales forecasting and goals tracking
Prospecting and enrichment credits
Lead and deal scoring
Task automation
Advanced roles and permissions
Company hierarchy
Sell Enterprise
Monthly: Starting at $219 per agent
Annual: Starting at $169 per user per month
You can tailor Zendesk Sell to fit your business needs with added customization, unlimited pipelines and sequences, and more - for unlimited users.
What sets Zendesk Sell apart?
What makes Zendesk Sell unique is its position as an open and flexible CRM software. This flexibility allows for access to huge amounts of customer data, which, in turn, makes it possible to accommodate critical use cases like customer interactions, asset and device management, product and orders, product troubleshooting, and user and account management. These cases are what modern customer experiences are made of.
Of course, this Zendesk Sell review won’t be complete without giving you a list of Zendesk Sell pros and cons.
Pros of Zendesk Sell
User-friendly, simple interface
Great pricing options
Drag-and-drop custom analytics dashboards
Excellent visibility of all customer interactions
Access to all information in a single place, including sales pipelines, performance metrics, and detailed customer profiles
Helpful native integration with support tools
Time-saving sales email automation and personalization
Advanced features only available in higher-priced plans
Zendesk Sell Core Features
Zendesk Sell: Top CRM Software
4.25 / 5
In this section of this Zendesk Sell review, we look at a wide range of features that sales and marketing agents can use to improve customer relationships and ultimately achieve revenue growth in scalable, repeatable, and measurable ways.
For this Zendesk Sell review, we establish the following core features:
Email integration. You can synchronize your existing email to the Sell platform and work more efficiently with templates, alerts, and automatic tracking.
Sales engagement tools. You can build a targeted list of prospects and custom-create email sequences to follow up on your leads automatically.
Task player. You can work through routine sales activities without interruption.
Smart lists and templates. You can segment and filter your leads and deals in real time while also saving the lists of your most frequented data views.
Subscriptions. You can track the recurring revenue of an account and view historical records and subscription end dates in smart lists.
Mobile app. You can stay connected to your prospects and customers from anywhere at any given time through your portable device. The mobile app also has additional features, such as geolocation.
Pipeline analysis. You can analyze the progression of a lead and deal and identify bottlenecks quickly across each stage of your pipeline.
Advanced analytics. You can gain actionable insights using many customization options and view sales metrics right away with Zendesk Sell's pre-built dashboards.
Activity reporting and performance metrics. You can get access to reports that examine metrics such as email outcomes, calls that were made, and appointments that were held. You can also improve the visibility of your pipeline with pre-calculated sales performance metrics such as loss reasons and deal source performance.
Zendesk Sell also boasts a capacity to integrate with other business and work-related tools that you may already be using, such as project management and messaging apps and payroll software for small business.
As you would expect, there are many additional productivity tools, pipeline visibility, and customer experience features that this Zendesk Sell review was not able to include.
Benefits of Using Zendesk Sell
CRM tools, in general, keep customer information secure and in one place, making them organized, accessible, and useful for businesses as they provide relevant insight. As such, CRM software solutions offer a place for businesses to cultivate relationships with their customers. Zendesk Sell does exactly that.
But because this is a Zendesk Sell review, let's focus on the benefits of using this particular CRM for customers, employees, and management.
Personalization. With Zendesk Sell, you can reflect on how well you know your customers, including what they like and what they dislike, and personalize what they see when they enter your site. This is one way to let your customers know they are valued and to keep them happy.
Great customer interaction. Omnichannel and automation go hand in hand to give customers great support interactions. You can save previous conversations across any channel, whether it is email, messaging apps, or social media. You don't need to make customers repeat the same information over and over again. Automated chatbots support the process by collecting basic information and escalating cases when needed.
Centralized marketing information. For staff, using Zendesk means convenience. Members can access sales, support, and marketing information in one place complete with all the details, so they don't have to log in to separate systems.
Time-efficient and stress-free. Zendesk saves time for employees and reduces stress.
Streamlined internal communication. This CRM allows your support team to view the progress of a certain support issue and easily flag any problems. You can also highlight marketing messages, opportunities for cross-selling, and offers for customers in real time. As such, customer service can be responsive and proactive
Oversight. Management is able to see a customer's journey from beginning to end, monitor pain points, as well as see busy periods and staffing levels. Therefore, managers can make adjustments as needed, look after their team, and evaluate the convenience and efficiency of innovative workplace solutions.
Data analysis. Managers can leverage data-driven insights, analyze data across the organization, and get a real-time snapshot of how the business is performing. This ultimately helps spot trends, set strategies, and do top-level decision-making.
Secure customer information. Zendesk makes sure customer information is secure and data protection protocols are followed. It allows you to send automated screens, forms, and checklists to customers and employees, so it is easy to spot if anything is missing and you can address issues quickly.
Cost-efficient. Streamlining your organization with Zendesk can benefit you financially. Automation can promote work efficiency, reduce headcount, and allow work across time zones for a wider market reach. And because everything is in one place, you would not need to pay for separate platforms, subscriptions, and providers when it comes to duplicative functions.
How does Zendesk Sell support sales team collaboration and communication?
Zendesk Sell enhances collaboration and communication within sales teams, helping them coordinate efforts, streamline workflows, and close deals more efficiently. Here’s how it facilitates teamwork:
Shared Pipeline Visibility: Team members can access a centralized view of the sales pipeline, enabling real-time updates on deal status, activity, and progress. This shared visibility keeps everyone aligned on team priorities and goals.
Task Assignment and Tracking: Managers and team members can assign tasks to specific individuals, set deadlines, and track task completion. This feature helps ensure accountability and keeps team activities organized, with reminders and notifications to avoid missed opportunities.
Notes and Activity Logs: Zendesk Sell allows users to add notes and log activities related to each contact or deal. These logs are accessible to the entire team, allowing them to stay informed of past interactions and planned follow-ups, minimizing redundant communication and streamlining customer interactions.
Real-Time Notifications: Team members receive real-time notifications about changes in deals, tasks, or messages, helping them stay updated and quickly respond to time-sensitive matters. This feature ensures that everyone is informed about the latest developments in the sales cycle.
In-App Messaging: Zendesk Sell integrates with popular messaging and collaboration platforms like Slack and Microsoft Teams, enabling seamless communication. This integration allows sales reps to chat with team members without leaving the CRM, promoting immediate collaboration on deal strategies or issue resolution.
Mobile Access for Field Teams: The mobile app ensures that sales team members, especially those in the field, can stay connected and access up-to-date information from any location. The app’s geolocation feature allows field agents to plan visits and engage with customers based on their proximity, enhancing on-the-go collaboration.
Customizable Workflows for Team Coordination: Teams can customize Zendesk Sell workflows to match their specific sales processes, setting up custom stages, tasks, and permissions that suit their collaboration needs. This flexibility ensures a tailored approach to collaboration and workflow management.
How Zendesk Sell Integrates with Customer Support and Other Business Tools
One of the defining strengths of Zendesk Sell is its seamless integration capabilities, which enhance cross-functional efficiency and foster a unified workflow across sales, customer support, and other business operations. Zendesk Sell is designed to work effortlessly with tools already critical to many organizations, ensuring teams can access the information they need in real-time without unnecessary platform switching.
For example, Zendesk Sell integrates with the broader Zendesk Suite, enhancing customer relationship management by bridging sales and customer support. This synergy allows businesses to keep customer service reps informed of ongoing sales activities and enables sales teams to access customer service histories. Such connectivity ensures both teams can deliver consistent and personalized experiences to clients.
Additionally, businesses can tailor their workspace by integrating Zendesk Sell with third-party apps like email platforms, team communication tools, and even accounting software. Popular integrations include connecting with productivity tools like Google Workspace and Microsoft 365, which streamline scheduling, email tracking, and document sharing. Similarly, project management tools such as Trello and Asana can align sales initiatives with broader organizational goals.
For customers seeking even deeper insights or alternative solutions, leading customer support software platforms provide myriad options, catering to businesses of all sizes and industries. These integrations reinforce Zendesk Sell’s functionality within diverse operational ecosystems, positioning it as a dynamic CRM solution designed to amplify productivity and drive customer satisfaction.
How can you ensure a smooth implementation of Zendesk Sell?
Implementing Zendesk Sell effectively requires a detailed roadmap that aligns with your organization’s processes and goals. Begin with a thorough needs analysis to define essential integrations, workflows, and areas for customization. Establish a dedicated transition team responsible for data migration, system configuration, and comprehensive user training to minimize disruptions. Clear communication of upcoming changes and realistic milestone setting are vital for strong user adoption. Regularly monitor progress by collecting actionable feedback—many organizations utilize survey software solutions to assess user satisfaction during the rollout. Integrating proactive technical support with business operations further ensures that any challenges are swiftly addressed, facilitating a seamless implementation.
Key Insights
AI-Powered Enhancements: Zendesk Sell incorporates AI-powered features such as conversation bots with industry-specific intents, enhancing automation and improving user experience. This addition helps businesses save time and increase accuracy.
Flexible Customization: The new layout builder allows businesses to create custom agent workspace layouts based on different brands, workflows, and roles. This flexibility ensures that agents can work efficiently in a personalized environment.
Comprehensive Pricing Plans: Zendesk Sell offers various pricing plans—Sell Team, Sell Growth, Sell Professional, and Sell Enterprise—catering to different business sizes and needs. Annual subscriptions offer discounts and savings.
User-Friendly Interface: The platform boasts a simple, intuitive interface with drag-and-drop custom analytics dashboards and real-time insights into sales metrics, making it easy for users to manage customer interactions and sales processes.
Extensive Integration: Zendesk Sell integrates with numerous third-party tools, including small business accounting software, project management apps, and payroll systems, ensuring seamless workflows and enhanced productivity.
Mobile Accessibility: The mobile app allows users to stay connected to prospects and customers from anywhere, offering features like geolocation and real-time updates on sales activities.
What business types use Zendesk Sell?
As this Zendesk Sell review shows, it is a versatile CRM software designed to cater to various types of businesses in various industries. It is used by organizations in consumer services, corporate services, education, financial services, energy and utilities, government, healthcare, manufacturing and resources, internet and mobile, media and entertainment, technology, non-profits and associations, transportation, telecommunications, travel and hospitality, and retail, wholesale, and distribution.
Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.
2
NetSuite CRM
5 / 5
NetSuite CRM delivers a comprehensive platform that consolidates customer information across multiple channels, granting teams instant access to up-to-date data on preferences, transactions, and interactions in one centralized hub. By automating routine sales, marketing, and service activities, it boosts operational efficiency and frees staff to concentrate on cultivating stronger customer relationships. Its cloud-based design facilitates seamless connectivity from any device, enabling collaboration among dispersed teams while providing real-time sales tracking and pipeline visibility to accelerate deal closures. Additionally, advanced forecasting and analytics tools harness historical and predictive data, empowering businesses to enhance decision-making and optimize resource management for sustained growth.
3
monday sales CRM
4.45 / 5
Monday Sales CRM stands out for its exceptional adaptability, allowing users to customize dashboards, columns, and sales workflows to perfectly suit their distinct business requirements. This level of flexibility is ideal for companies with unique processes or niche operations, enabling them to modify the platform effortlessly without needing advanced technical skills. Additionally, the CRM offers automation features that streamline repetitive tasks like follow-up reminders and status updates, thereby minimizing manual workload and lowering the chance of mistakes. Coupled with integrated communication tools and AI-powered capabilities for email composition and data analysis, monday ensures teams remain coordinated and equipped to make data-driven decisions.
HubSpot CRM is a cloud-based customer relationship management platform designed to help businesses manage and analyze customer interactions throughout the sales and marketing lifecycle. It provides tools for contact and lead management, email tracking, pipeline management, marketing automation, and performance analytics. The system is known for its user-friendly interface and seamless integration with other HubSpot tools, making it particularly popular among small to medium-sized businesses. HubSpot CRM is available in a free version with basic features, while more advanced capabilities—such as sales forecasting, custom reporting, and AI-powered insights—are accessible through paid tiers. The platform emphasizes ease of use, scalability, and centralized data, enabling teams to align their sales, marketing, and customer service efforts more effectively.
Pipedrive stands out as a versatile CRM solution designed to simplify and optimize sales workflows by automating routine tasks like lead distribution, follow-up scheduling, and deal tracking. Its high level of customization allows businesses to shape sales pipelines and data fields to suit their specific needs, accommodating a wide range of industries and company sizes. By consolidating customer information and communications through integrations with common email and calendar tools, Pipedrive enhances team collaboration and reduces the hassle of juggling multiple platforms. Furthermore, the platform’s clear visual pipeline offers sales teams an intuitive way to oversee deal progress and quickly spot any obstacles in the sales process.
Frequently Asked Questions (FAQs)
What is Zendesk Sell used For?
Zendesk Sell is a customer relationship management (CRM) tool used to build and manage relationships with customers. It enhances the productivity of sales, marketing, and support teams by providing tools for tracking sales activities, generating leads, and maintaining pipeline visibility.
Is Zendesk.com legit?
Yes, Zendesk is a legitimate software provider founded in Copenhagen, Denmark, and currently based in San Francisco, California. Zendesk.com is the company's official website.
Is Zendesk worth it?
Many businesses find Zendesk worth the investment due to its useful and effective tools and features. Despite its higher price, the platform's capabilities and positive user reviews make it a valuable CRM solution.
Can I use Zendesk For free?
Zendesk offers a free trial for new users across its various products. For example, its ticketing system provides qualifying early-stage startups with a six-month free trial, including unlimited access to all Zendesk products.
How much does Zendesk Sell cost?
Zendesk Sell offers four pricing plans: Sell Team at $25 per agent per month, Sell Growth at $69 per agent per month, Sell Professional at $149 per agent per month, and Sell Enterprise starting at $219 per agent per month. Annual subscriptions offer discounted rates.
What sets Zendesk Sell apart?
Zendesk Sell is distinguished by its open and flexible CRM software that integrates vast amounts of customer data, allowing for comprehensive customer interaction management. It also offers advanced customization options and robust integration capabilities.
What are the core features of Zendesk Sell?
Core features include email integration, sales engagement tools, task player, smart lists and templates, subscriptions tracking, a mobile app, pipeline analysis, advanced analytics, and activity reporting and performance metrics.
What are the benefits of using Zendesk Sell?
Benefits include improved customer interaction through omnichannel support and automation, centralized marketing information, time and stress efficiency, streamlined internal communication, oversight of customer journeys, data analysis capabilities, secure customer information, and cost efficiency.
What business types use Zendesk Sell?
Zendesk Sell is used by various industries, including consumer services, corporate services, education, financial services, healthcare, manufacturing, media and entertainment, technology, non-profits, telecommunications, travel and hospitality, and retail.
What are the best alternatives to Zendesk Sell?
The top five alternatives to Zendesk Sell are Salesforce Sales Cloud, Insightly CRM, Zoho CRM, HubSpot Sales Hub, and Freshsales. These platforms offer similar features and functionalities, making them viable options for businesses seeking different CRM solutions.
In evaluating SaaS software, a comprehensive and structured methodology
ensures a fair and accurate comparison across key metrics.
This approach focuses on the most critical aspects that affect user
experience, functionality, and business value.
The following metrics—general features, cost, customer service, integrations,
and mobile support—are evaluated to provide a holistic
view of each software solution’s strengths and weaknesses. These metrics
are selected based on their direct impact on software
usability, scalability, and long-term effectiveness for businesses.
General Features (40%)
This metric evaluates the core functionalities and tools the software offers.
It involves assessing the comprehensiveness of
the features, their relevance to the target users, and the ease of use.
This is important because robust and well-designed
features determine the software’s overall utility
and efficiency in solving user problems.
Cost (15%)
Cost analysis focuses on pricing models, value for money, and scalability.
It’s crucial to evaluate whether the software’s
features justify its price, considering different plans for small and
large organizations. This is vital for businesses to
ensure they invest in cost-effective solutions that fit their budget.
Customer Service (15%)
This evaluates the responsiveness, quality, and availability of customer
support, including channels like chat, email,
or phone. Good customer service is essential for troubleshooting and
ensuring smooth software usage, which reduces downtime
and frustration for users.
Integrations (15%)
This examines how well the software integrates with third-party tools
(e.g., CRM, payment systems, collaboration apps).
Seamless integrations are key for creating a unified workflow and
enhancing productivity by connecting multiple systems,
which is crucial for operational efficiency.
Mobile Support (15%)
Mobile support assesses the software’s functionality and performance on
mobile devices, including apps and mobile web versions.
With increasing remote work and on-the-go usage, strong mobile
support is critical to ensure users can access and utilize
the software effectively, regardless of location.