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9.1

Spot Score

Zendesk Sell - CRM Software

Zendesk Sell Review: Is It The Right CRM Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

Free Trial Available

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Starts from $19 / User / Month when yearly

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SpotSaaS Analysis for Zendesk Sell

Zendesk Sell is a CRM platform tailored for sales representatives and customer success managers, particularly in small to medium-sized businesses. With a 4.5/5 rating from 475 reviews, it is broadly validated as a reliable choice for teams seeking an intuitive and accessible CRM solution.

Users highlight the platform's intuitive interface, which minimizes the learning curve, even for non-technical users. Its smooth integration with tools like Zendesk Support and G-Suite enhances workflow efficiency. However, a notable limitation is its restricted integration and extension options, particularly for bulk emails and advanced automation without relying on third-party tools.

Quick facts about Zendesk Sell

Rating4.5/5 (475 reviews) | SpotScore: 9.1/10Best forSales teams in SMBsPricingFree tier; paid plans availableDeploymentBrowser Based, Android, iOSTop strengthIntuitive and user-friendly platformWatch-outLimited integration and extension options

What is Zendesk Sell?

Zendesk Sell is the complete solution for selling online or in-person with any channel, product and pricing model. You can create offers, customize and personalize them, automate pricing based on specific triggers, set up and deploy pop-up carts or create a structured sales process from start to finish.

Pricing

  • Starts from $19 / User / Month when yearly

  • Free Trial available

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

SOC 2
GDPR
HIPAA
ISO 27001
  • SSO & MFA supported

  • Data residency:Global

Platform

  • Web + mobile app (iOS & Android)

Zendesk Sell Software Demo

Zendesk Sell was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Zendesk Sell

Use cases
Sales teams in SMBs, Customer support teams integrating CRM, Field sales and mobile sales teams
Team types
Sales representatives, Sales managers
Company size
1-50 employees, 51-500 employees
Workflow style
Simple and streamlined
Setup complexity
Low

Why teams choose Zendesk Sell

  • Intuitive and user-friendly interface with minimal learning curve

  • Seamless integration with Zendesk Support, G-Suite, Mailchimp, and PandaDoc

  • Robust automation features that reduce manual tasks

Is Zendesk Sell right for you?

Best for SMB sales teams needing easy, integrated CRM with automation.

Choose Zendesk Sell if

  • You want a simple, user-friendly CRM with minimal learning curve.
  • You need seamless integration with Zendesk Support and popular tools like G-Suite and Mailchimp.
  • You require robust automation to reduce manual sales tasks and streamline workflows.

Consider alternatives if

  • Your enterprise demands highly customizable workflows and advanced reporting.
  • You rely heavily on advanced bulk email or phone system integrations without third-party tools.

What buyers should know before shortlisting Zendesk Sell

Zendesk Sell (formerly Base CRM) has consistently received positive feedback for its intuitive and user-friendly interface, making it accessible even for beginners. Users universally appreciate its robust features, such as seamless integration with Zendesk Support, email syncing, and VoIP capabilities, which streamline workflows and centralize communication.

The platform excels in sales pipeline management, offering visual tools like dashboards, smart lists, and goal-tracking to enhance productivity and help teams stay organized. Its mobile app further allows users to work efficiently on the go, a feature particularly valuable for businesses with remote or traveling employees.

Gamification elements, customizable workflows, and integrations with services like G-Suite and Zapier add to its appeal as a comprehensive sales tool. That said, some users expressed a desire for greater customization options and more detailed automation, such as improved email flows based on pipeline stages.

Others noted minor issues like occasional performance glitches, a learning curve for full functionality, and limited extensions compared to larger CRMs like Salesforce. Nonetheless, these drawbacks are relatively minor compared to the overall benefits, making Zendesk Sell an excellent choice for small to mid-sized businesses seeking a powerful yet adaptable CRM solution.

Pros and cons

Zendesk Sell pros and cons

  • Zendesk Sell pros
  • Intuitive and user-friendly interface with minimal learning curve

  • Seamless integration with Zendesk Support, G-Suite, Mailchimp, and PandaDoc

  • Robust automation features that reduce manual tasks

  • Zendesk Sell cons
  • Limited customization options for reports and workflows

  • Performance issues such as occasional slowness and audio drops

4.5/5 rating
150 verified reviews
Free trial available

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Zendesk Sell reviews and ratings

Buyer sentiment

Users generally praise Zendesk Sell for its ease of use and integration capabilities but note limitations in customization and occasional performance issues.

What buyers like

  • Ease of use
  • Integration with other tools
  • Automation features

Common complaints

  • Limited customization
  • Performance reliability

4.5

Very Good

Based on 475 ratings & 150 reviews

Rating Distribution

Excellent

(117)

Very Good

(25)

Good

(7)

Poor

(0)

Poor

(1)

What users are saying

KM

Karla M

12/11/23

5 out of 5

"Great platform."

What do you like best about Zendesk Sell? It is an intuitive platform and easy to use. What do you dislike about Zendesk Sell?

AU

Anonymous User

07/01/23

5 out of 5

"Amazing experience"

What do you like best about Zendesk Sell? Easy to use and provide help from it to others What do you dislike about Zendesk Sell?

KS

Kishan Singh T

04/27/23

5 out of 5

"I am using Zendesk form past 2 year in my organization"

What do you like best about Zendesk Sell? user-friendly easy to use all good for now What do you dislike about Zendesk Sell?

AD

Adam D

11/29/22

5 out of 5

"Zendesk is a solid all around platform that is extremely easy to use and navigate through"

What do you like best about Zendesk Sell? Simplified navigation makes it easy to train and skill ups are fairly seamless. What do you dislike about ...

Read more

AH

Aubryone H

09/27/22

5 out of 5

"Zendesk has helped solve resident concerns easily!"

What do you like best about Zendesk Sell? What I like most about Zendesk is the freedom we can give residents, prospects and vendors the forum to ...

Read more

GU

Gemma U

08/26/22

5 out of 5

"Helpful especially when used with Zendesk Support"

What do you like best about Zendesk Sell? The CRM is user-friendly and does not require many instructions. However, much assistance is available ...

Read more

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What are the features of Zendesk Sell?

59%

Feature coverage

29 of 49 tracked features

Alert Notifications are an essential feature of software that provide users with real-time updates and important information. These notifica…

An invoice and a bill are documents that convey the same information about the amount owing for the sale of goods or services. Still, a comp…

The process of analyzing, organizing, and monitoring a company's or organization's costs and expenditures is known as Budget management. Man…

Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…

The process of listening in on employee calls to improve communication and customer service is known as call monitoring. It's most typically…

The practice of collecting and managing cash flows is known as cash management. Individuals and businesses both benefit from good cash manag…

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…

Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…

A personalized invoice, even one that is only semi-stylized, is an opportunity to improve your company's image. Customizing invoices adds a…

Storing a document, usually, a digital document, in a document management system is known as document storage (DMS). We now employ electroni…

Keeping track of your expenses is a crucial component of building a budget for your small business. The financial health of your budget is i…

Financial management is a process of planning, organizing, regulating, and monitoring financial resources to meet the goals and objectives.…

Invoice is time-stamped commercial document that itemizes and records a transaction between a buyer and a seller. If products or services we…

Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…

Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…

Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…

Your firm will be able to hold funds in multiple currencies if you have a multi-currency bank account. When conducting a business across bor…

Online invoicing allows you to create and deliver invoices to your vendors via email rather than printing and mailing physical copies. You c…

Trading money electronically is known as online payment. Computer networks, the internet, and digital stored value systems are commonly used…

Percent Complete is a field calculated based on Actual Duration and Duration, and it shows how far the project or tasks have progressed. Whe…

A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product charac…

Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…

A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…

Referral tracking entails gathering information throughout the entire referral process, from a customer registering to become a referrer to…

Spend management is the tried-and-true method of monitoring all supplier connections and company purchasing to identify and maximize every d…

A chat survey is a method of gathering customer feedback to access their overall experience across channels such as the website, mobile apps…

The process of recording and tracking hours spent and expenses related to projects is known as time and expense. Multiple timesheet and expe…

The time tracking feature is primarily used by businesses that bill customers based on the time it takes to resolve a problem. Staff can qui…

When conversing with clients, live chat software gives agents capabilities that make it easier to help one another. If they require assistan…

Security & Compliance

Zendesk Sell security and data handling

Key compliance certifications and security features for IT and security teams evaluating Zendesk Sell.

Certifications

SOC 2✓ Certified
GDPR✓ Certified
HIPAA✓ Certified
ISO 27001✓ Certified
PCI DSS✓ Certified

Security features

Single Sign-On (SSO)✓ Yes
Multi-Factor Authentication✓ Yes
Data Encryption✓ Yes
Audit Logs✓ Yes

Developer & data

Data residency
🌐

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Zendesk Sell Customers

Intermind-logo

Intermind

Stapples-logo

Stapples

Freshly-logo

Freshly

Standard Beverage-logo

Standard Beverage

Help & Contact

Zendesk Sell Support Options

Customer Service24/7 (Live rep)Business HoursOnline
LocationSan Francisco, California

Frequently Asked Questions About Zendesk Sell

Common questions buyers ask before choosing Zendesk Sell.

Zendesk Sell is a CRM Software. Zendesk Sell offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Referral Tracking and many more functionalities.

Zendesk Sell is a strong fit if: You want a simple, user-friendly CRM with minimal learning curve.; You need seamless integration with Zendesk Support and popular tools like G-Suite and Mailchimp.. Consider alternatives if: Your enterprise demands highly customizable workflows and advanced reporting.; You rely heavily on advanced bulk email or phone system integrations without third-party tools..

Buyers commonly note the following limitations of Zendesk Sell: Limited customization options for reports and workflows; Performance issues such as occasional slowness and audio drops; Confusing documentation and unclear plan-specific feature details.

Some top alternatives to Zendesk Sell includes Bigin by Zoho CRM, Hubspot Marketing Hub, ClickUp, Zoho CRM and Pipeline CRM.

Zendesk Sell offers Free Trial, Subscription pricing models

We don't have information regarding integrations of the Zendesk Sell as of now.

The starting price of Zendesk Sell is $19/User/Month when yearly

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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