Insightly vs. Zendesk Sell

Insightly

824 Reviews and Ratings

Zendesk Sell

73 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Insightly	Score7.4 out of 10	N/A	Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.	$348 per year per user
Zendesk Sell	Score8.8 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

Insightly

Zendesk Sell

Plus: $29
per month (billed annually) per user
Professional: $49
per month (billed annually) per user
Enterprise: $99
per month (billed annually) 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

Pricing Offerings
Insightly	Zendesk Sell
Free Trial
Yes	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
Yes	No

No setup fee

No setup fee

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Community Pulse
Key User Insights
	Insightly	Zendesk Sell
Considered Both Products	Unbounce Leonardo Hernandez sap dev engineer in Professional Services at Satrack (Computer Software, 51-200 employees) Chose Insightly Insightly CRM could stand to offer more functionality for larger organizations. But what Insightly CRM does, it does very well, with a few minor caveats. The user interface (UI) is easy to follow, and there are plenty of customizations and integrations. However, it cannot … Incentivized Helpful? Alvaro Satrustegui President and CEO in Corporate at EXSEL UNDERWRITING AGENCY SL (Insurance, 1-10 employees) Chose Insightly Insightly is more comprehensive than the others except for maybe for Vtiger. Price/quality relation is better in Insightly. The learning curve is lower with Insightly. Incentivized Helpful? Vince McConville Advisor / Director at Consiliosa Ltd (Information Technology and Services, 1-10 employees) Chose Insightly For me, Insightly works for the Basic price point subscription (lucky to have been on this subscription level before they closed it to new customers). Also, like the Gmail interface and the ability to manage both sales and projects. Incentivized Helpful? Younes El-Kojok Director of Sales in Sales at Leap To Success FZ LLC (Human Resources, 11-50 employees) Chose Insightly Best web based cloud CRM available [as of] today. Incentivized Helpful? Andrew Tomkinson Founder & Director in Marketing at Damson Brook Limited (Retail, 1-10 employees) Chose Insightly I use a combination of both. Base CRM is good for logging calls as it integrates with calls on your phone. After placing a call to a contact, it brings up a screen asking you to make a note of call content and outcome. Insightly would be even better if it did this. Insightly has … Incentivized Helpful? Dwight Zwiener Vice President of Strategic Planning and Marketing in Marketing at BA Designs, LLC (Furniture, 11-50 employees) Chose Insightly We have only used Insightly at our company. Incentivized Helpful?	Zendesk No answer on this topic
	Would buy again
	No answers on this topic	No answers on this topic
	Delivers good value for the price
	No answers on this topic	No answers on this topic
	Happy with the feature set
	No answers on this topic	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic	No answers on this topic
	Implementation went as expected
No answers on this topic	No answers on this topic

Features

Insightly

Zendesk Sell

Comparison of Sales Force Automation features of Insightly and Zendesk Sell
Feature	Insightly 7.3 400 Ratings	Zendesk Sell 6.6 15 Ratings
Customer data management / contact management	8.6383 Ratings	8.914 Ratings
Workflow management	6.6351 Ratings	6.115 Ratings
Territory management	6.874 Ratings	4.98 Ratings
Opportunity management	8.7349 Ratings	7.913 Ratings
Integration with email client (e.g., Outlook or Gmail)	6.7357 Ratings	6.915 Ratings
Contract management	6.521 Ratings	5.410 Ratings
Quote & order management	8.364 Ratings	3.97 Ratings
Interaction tracking	5.8312 Ratings	7.915 Ratings
Channel / partner relationship management	7.724 Ratings	7.811 Ratings

Comparison of Customer Service & Support features of Insightly and Zendesk Sell
Feature	Insightly 7.1 13 Ratings	Zendesk Sell 9.0 12 Ratings
Case management	7.011 Ratings	9.07 Ratings
Call center management	7.28 Ratings	9.08 Ratings
Help desk management	7.19 Ratings	9.011 Ratings

Comparison of Marketing Automation features of Insightly and Zendesk Sell
Feature	Insightly 4.9 312 Ratings	Zendesk Sell 6.9 12 Ratings
Lead management	5.3298 Ratings	6.012 Ratings
Email marketing	4.4245 Ratings	7.89 Ratings

Comparison of CRM Project Management features of Insightly and Zendesk Sell
Feature	Insightly 6.2 385 Ratings	Zendesk Sell 5.3 13 Ratings
Task management	6.3374 Ratings	8.013 Ratings
Billing and invoicing management	6.039 Ratings	1.05 Ratings
Reporting	6.4321 Ratings	7.013 Ratings

Comparison of CRM Reporting & Analytics features of Insightly and Zendesk Sell
Feature	Insightly 7.5 343 Ratings	Zendesk Sell 8.2 15 Ratings
Forecasting	7.092 Ratings	7.812 Ratings
Pipeline visualization	8.0321 Ratings	7.914 Ratings
Customizable reports	7.5307 Ratings	9.014 Ratings

Comparison of Customization features of Insightly and Zendesk Sell
Feature	Insightly 6.2 345 Ratings	Zendesk Sell 4.2 15 Ratings
Custom fields	6.5344 Ratings	7.815 Ratings
Custom objects	6.0105 Ratings	4.910 Ratings
Scripting environment	6.86 Ratings	1.16 Ratings
API for custom integration	5.5178 Ratings	3.08 Ratings

Comparison of Security features of Insightly and Zendesk Sell
Feature	Insightly 8.0 295 Ratings	Zendesk Sell 9.5 14 Ratings
Single sign-on capability	7.8262 Ratings	9.912 Ratings
Role-based user permissions	8.2197 Ratings	9.011 Ratings

Comparison of Social CRM features of Insightly and Zendesk Sell
Feature	Insightly 7.4 90 Ratings	Zendesk Sell 4.0 5 Ratings
Social data	6.825 Ratings	1.04 Ratings
Social engagement	8.078 Ratings	6.95 Ratings

Comparison of Integrations with 3rd-party Software features of Insightly and Zendesk Sell
Feature	Insightly 6.0 146 Ratings	Zendesk Sell 5.4 7 Ratings
Marketing automation	6.9146 Ratings	9.87 Ratings
Compensation management	5.14 Ratings	1.03 Ratings

Comparison of Platform features of Insightly and Zendesk Sell
Feature	Insightly 4.8 310 Ratings	Zendesk Sell 8.0 13 Ratings
Mobile access	4.8310 Ratings	8.013 Ratings

User Ratings
	Insightly	Zendesk Sell
Likelihood to Recommend	7.1 (420 ratings)	10.0 (15 ratings)
Likelihood to Renew	9.2 (33 ratings)	9.0 (2 ratings)
Usability	7.4 (156 ratings)	8.9 (4 ratings)
Availability	9.0 (6 ratings)	10.0 (1 ratings)
Performance	7.9 (25 ratings)	10.0 (1 ratings)
Support Rating	8.9 (34 ratings)	8.8 (4 ratings)
In-Person Training	9.1 (1 ratings)	- (0 ratings)
Online Training	9.0 (8 ratings)	7.0 (1 ratings)
Implementation Rating	8.2 (26 ratings)	8.0 (1 ratings)
Configurability	9.9 (18 ratings)	10.0 (1 ratings)
Contract Terms and Pricing Model	8.4 (3 ratings)	- (0 ratings)
Ease of integration	9.0 (10 ratings)	10.0 (1 ratings)
Product Scalability	9.0 (9 ratings)	10.0 (1 ratings)
Professional Services	10.0 (1 ratings)	- (0 ratings)
Vendor post-sale	9.1 (3 ratings)	10.0 (1 ratings)
Vendor pre-sale	7.8 (3 ratings)	10.0 (1 ratings)