servis vs. Zendesk Sell

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
servis
Score 10.0 out of 10
N/A
servis.ai empowers businesses to transform customer-facing operations through streamlined automation and AI-enhanced insights. The platform centralizes complex workflows, allowing teams to deliver betterservice while boosting productivity and clarity across every interaction.
$90
per month per user
Zendesk Sell
Score 8.8 out of 10
N/A
Zendesk Sell (formerly Base CRM) is a CRM that aims to give reps access to integrated tools that provide the full context of a customer account. This keeps them in the loop and allows them to capitalize on opportunities. Zendesk Sell can be extended with Reach, a lead generation and engagement tool that automates the process of finding and keeping leads interested, so reps can focus more on building relationships and crushing their quotas. Base CRM was founded in 2009, and acquired by Zendesk…
$19
per seat/month billed annually
Pricing
servisZendesk Sell
Editions & Modules
Professional
$90
per month per user
Enterprise
$180
per month per user
Sell Team
$19.00
per seat/month billed annually
Reach prospecting enrichment add-on (requires a Sell Subscription)
$27.00
Per User Per Month (billed annually)
Sell Professional
$49.00
per seat/month billed annually
Sell Enterprise
$99.00
per seat/month billed annually
Sell Elite
$199.00
per seat/month billed annually
Offerings
Pricing Offerings
servisZendesk Sell
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details20% discount for annual pricing.
More Pricing Information
Community Pulse
servisZendesk Sell
Considered Both Products
servis
Zendesk Sell
Chose Zendesk Sell
The contact management system is better and the association between contacts and deals is a big improvement. Tracking emails in addition to notes is an improvement.
Chose Zendesk Sell
I am currently using Hubspot, which we upgraded to from Zendesk Sell.

I used SalesForce many years ago, but too long ago to comment on any current functionality.
Chose Zendesk Sell
We moved away from the platform above because integrations and reporting through Zendesk Sell (formerly Base CRM) are far better. Zendesk Sell (formerly Base CRM) is definitely a more modern approach to our ever-changing company. We needed a system that provided accurate and …
Chose Zendesk Sell
Simpler than most CRMs, which can be good if your sales team is not very tech savvy. We switched to Hubspot which provides a lot more value than Base did, but it isn't right for everyone. Hubspot is focused on capturing in-bound leads and has its own flaws and limitations, but …
Chose Zendesk Sell
Zendesk Sell is not as robust as other leading CRM tools I have used in the past like Salesforce. Salesforce is the market leader and is always leading the way in innovation. Salesforce objects management is better simpler and allows the user to customize different screens and …
Chose Zendesk Sell
It does everything salesforce was doing only easier and the mobile app was much better and cheaper. I have been able to both run a sales team and do the sysadmin and setup work on base as a sales manager.
Chose Zendesk Sell
Much more efficient and cleaner interface allows quicker and simpler contact/pipeline management for all members of staff regardless of seniority.

Additionally, it's a much simpler platform designed for sales compared to more traditional CRMs.
Chose Zendesk Sell
Let's face it, there's a lot of competition in the market of CRM systems. From Salesforce, Hubspot, and Zoho, which offer other modules that integrate other elements of the business into the CRM, to options like Sharpspring, CampaignerCRM, and SugarCRM that integrates marketing …
Chose Zendesk Sell
Much easier to use! It's more updated, more modern. It feels like using a Mac Laptop as opposed to using an IBM that runs Microsoft Office 1997.

The integration and windows for emails and tasks is much easier to use. Notes is something that anyone on the team can jump on and …
Chose Zendesk Sell
I have used Base CRM for 3 years now and I haven't looked back. Compared to Salesforce, Base is significantly more functional and intuitive.
Chose Zendesk Sell
Base CRM is great for beginners, or small sales forces. API/integrations need help. As a CRM it works just fine, but could use some improvement, and backing. A lot of Base CRM users are great help, but there needs to be a more robust back end to help your customers implement …
Features
servisZendesk Sell
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
servis
10.0
Ratings
26% above category average
Zendesk Sell
6.6
Ratings
15% below category average
Customer data management / contact management10.00 Ratings8.90 Ratings
Workflow management10.00 Ratings6.10 Ratings
Territory management10.00 Ratings4.90 Ratings
Opportunity management10.00 Ratings7.90 Ratings
Integration with email client (e.g., Outlook or Gmail)10.00 Ratings6.90 Ratings
Contract management10.00 Ratings5.40 Ratings
Quote & order management10.00 Ratings3.90 Ratings
Interaction tracking10.00 Ratings7.90 Ratings
Channel / partner relationship management10.00 Ratings7.80 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
servis
10.0
Ratings
28% above category average
Zendesk Sell
9.0
Ratings
18% above category average
Case management10.00 Ratings9.00 Ratings
Call center management10.00 Ratings9.00 Ratings
Help desk management10.00 Ratings9.00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
servis
10.0
Ratings
27% above category average
Zendesk Sell
6.9
Ratings
9% below category average
Lead management10.00 Ratings6.00 Ratings
Email marketing10.00 Ratings7.80 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
servis
10.0
Ratings
27% above category average
Zendesk Sell
5.3
Ratings
36% below category average
Task management10.00 Ratings8.00 Ratings
Billing and invoicing management10.00 Ratings1.00 Ratings
Reporting10.00 Ratings7.00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
servis
10.0
Ratings
28% above category average
Zendesk Sell
8.2
Ratings
8% above category average
Forecasting10.00 Ratings7.80 Ratings
Pipeline visualization10.00 Ratings7.90 Ratings
Customizable reports10.00 Ratings9.00 Ratings
Customization
Comparison of Customization features of Product A and Product B
servis
10.0
Ratings
29% above category average
Zendesk Sell
4.2
Ratings
56% below category average
Custom fields10.00 Ratings7.80 Ratings
Custom objects10.00 Ratings4.90 Ratings
Scripting environment10.00 Ratings1.10 Ratings
API for custom integration10.00 Ratings3.00 Ratings
Security
Comparison of Security features of Product A and Product B
servis
10.0
Ratings
18% above category average
Zendesk Sell
9.5
Ratings
13% above category average
Single sign-on capability10.00 Ratings9.90 Ratings
Role-based user permissions10.00 Ratings9.00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
servis
10.0
Ratings
31% above category average
Zendesk Sell
4.0
Ratings
59% below category average
Social data10.00 Ratings1.00 Ratings
Social engagement10.00 Ratings6.90 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
servis
10.0
Ratings
31% above category average
Zendesk Sell
5.4
Ratings
30% below category average
Marketing automation10.00 Ratings9.80 Ratings
Compensation management10.00 Ratings1.00 Ratings
Platform
Comparison of Platform features of Product A and Product B
servis
6.0
Ratings
20% below category average
Zendesk Sell
8.0
Ratings
9% above category average
Mobile access6.00 Ratings8.00 Ratings
Best Alternatives
servisZendesk Sell
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.7 out of 10
Creatio
Creatio
Score 9.7 out of 10
Enterprises
Creatio
Creatio
Score 9.7 out of 10
Creatio
Creatio
Score 9.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
servisZendesk Sell
Likelihood to Recommend
10.0
(0 ratings)
10.0
(0 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(0 ratings)
Usability
10.0
(0 ratings)
8.9
(0 ratings)
Availability
-
(0 ratings)
10.0
(0 ratings)
Performance
-
(0 ratings)
10.0
(0 ratings)
Support Rating
-
(0 ratings)
8.8
(0 ratings)
Online Training
-
(0 ratings)
7.0
(0 ratings)
Implementation Rating
-
(0 ratings)
8.0
(0 ratings)
Configurability
-
(0 ratings)
10.0
(0 ratings)
Ease of integration
-
(0 ratings)
10.0
(0 ratings)
Product Scalability
-
(0 ratings)
10.0
(0 ratings)
Vendor post-sale
-
(0 ratings)
10.0
(0 ratings)
Vendor pre-sale
-
(0 ratings)
10.0
(0 ratings)
User Testimonials
servisZendesk Sell
Likelihood to Recommend
FreeAgent CRM allows a sales professional to be on top of their pipeline, sales funnel, activity, and projections! It's easy to use, easy to understand, and easy to navigate. It's very customizeable to your organization liking and organizations needs.
Read full review
I think that for a company that creates any sales and needs to house their client information, the Base is perfect. The price of the program makes it completely worth the investment. And to be able to use customizations makes it possible for any business that does sales use Base for their orders. I would say for companies that use legal contracts or binding contracts for their business, Base may be too simple for their needs. We work in tandem with a company that always has contracts going back and forth, and the build out of the customizations here weren't really going to work for them.
Read full review
Pros
  • Pipeline View
  • Task Management
  • Sales Funnel Evaluation
  • Sales Projection
Read full review
  • Integrates well with FullContact, Slack via Zapier, and Gmail and google calendar.
  • Excellent mobile app for iPhone lets salespeople have data at their fingertips and enter notes at conferences, in elevators, wherever.
  • Does all the basic things a salesperson needs to be productive, contacts capture, deal capture, documents, smart linking of contacts to deals, and nice reminder features.
Read full review
Cons
  • Emailing compatibility from the platform
  • Calling compatibility from the platform
  • A more automated Task logging process
Read full review
  • There was no ability to add prospects from a company domain or email to auto-fill any data.
  • You had to type in all of the data you gathered about that prospect.
  • The default only gave you two phone numbers for the company, too few.
Read full review
Likelihood to Renew
No answers on this topic
The integration with the other Zendesk products is key. Allows other people in the company, such as support, to be involved in the sales process.
Read full review
Usability
It's easy to use, very customizable, and very effective!
Read full review
I received about two hours worth of training on Zendesk Sell (formerly Base CRM). I will say it's a clean look and the ability to change views is extremely helpful. I do wish there were other features that allowed the views to be more simplistic. Some views can be overwhelming to look at. Nevertheless with the minimum training, I am still able to navigate through Zendesk Sell (formerly Base CRM) successfully due to the ease of usability.
Read full review
Reliability and Availability
No answers on this topic
Always available and easy connection from Zendesk Support
Read full review
Performance
No answers on this topic
Never any latency issues
Read full review
Support Rating
No answers on this topic
Due to the ease of the product, I have not had the chance to reach out to support yet. I’ve had no reason. The resources provided to clients are extremely helpful and detailed. So far my questions have been pretty basic and I generally just ask my colleague or teammate. They're able to assist with the answer.
Read full review
Online Training
No answers on this topic
This product has a great backing of users, but needs more options direct from Base CRM on all operations of the software. YouTube videos do a great job of helping implement, and the back end support is a great help as well. The CRM is a great free option, and should be treated as such.
Read full review
Implementation Rating
No answers on this topic
Simple, and straight forward.
Read full review
Alternatives Considered
I have not used previous CRMS.
Read full review
Zendesk Sell is not as robust as other leading CRM tools I have used in the past like Salesforce. Salesforce is the market leader and is always leading the way in innovation. Salesforce objects management is better simpler and allows the user to customize different screens and have different dashboards for reporting reasons. This is definitely a good alternative to Salesforce especially if you are currently using any other Zendesk products like Zendesk support.
Read full review
Scalability
No answers on this topic
Always on, always available.
Read full review
Return on Investment
  • FreeAgent CRM has allowed me to be on top of my pipeline, which has led to countless closed deals.
  • FreeAgent CRM has given me the understanding of my true activity, allowing for me to make adjustments to my sales processes, leading to more sales.
  • FreeAgent CRM has allowed me to be on top of the larger enterprises and has led to closed deals with larger accounts.
Read full review
  • Increased efficiency with a central hub for all of our customer data.
  • Workflows are easy to set up and beneficial for us.
  • Received minimum training, therefore it's easy to navigate.
  • Reduced employee costs. Employees can spend more time completing other important tasks.
Read full review
ScreenShots