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Zendesk Sell Reviews: 4.2/5 — Solid Choice
A modern sales CRM designed to improve sales productivity, visibility into pipeline stages, lead/contact/deal tracking, workflow automation, revenue forecasting, and communication tools. It's positioned for teams looking to streamline the full sales cycle.
| Company | Zendesk, Inc. |
|---|---|
| Year founded | 2007 |
| Company size | 1001-5000 employees |
| Headquarters | San Francisco, California, United States |
| Social Media |
| Capabilities |
AI
API
CLI
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPhone |
| Support | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation, Videos |
| Languages | English |
Zendesk Sell Pros and Cons
- All-in-one sales CRM with communication tracking (calls, texts, emails) and task management.
- Rich API ecosystem: Core, Sync, Firehose, Search support for integrations and event streams.
- Progressive feature set: teams can start small and scale with higher tiers.
- Best practices and developer tools (ZCLI, custom objects) for extensibility.
- Good pipeline visibility, forecasting and reporting.
- Advanced features (lead scoring, deal scoring, multiple pipelines, roles & permissions) are locked to higher (more expensive) tiers.
- AI-powered features / intelligent automation are more present in Suite/Support rather than core Sell; ambiguity around exact AI included in Sell tiers.
- No self-hosting, no open-source version.
- Language / locale support for Sell itself not clearly documented.
- Potential cost escalation for growing teams due to per-seat pricing and expensive higher tiers.
Compare Zendesk Sell with other popular tools in the same category.
I love the simplicity and integration with our tools and applications, we are exploring new features and ways to take the Sell advantage, we can track sales anywhere and be more accurate.
That they don't have a Desktop App to have access to data and progress.
Our customer data and business evolution.
It is extremely easy to take notes while going door to door with the GPS tracking and satellite view.
The android app doesn't always sync up with the web version.
Tracking door to door activity.
This is basically a business planner (dating myself) and a spreadsheet wrapped up in one package, with reminders and data reports to prompt action
I really haven't found many things to dislike
For me, it provides a couple of things, one is organization of clients in a way that is easy to access and quantifies that in a way that helps prioritize my action. Secondly, it provides real time feedback on how I'm doing and how my team is doing.
Organizational structure and custom capabilities.
Could use more customized features and transferable data points.
Lead Tracking/Reporting.
I like the ease-of-use. Simple to add leads, convert leads, and see all of my clients deal details.
Nothing so far. I’ve had a great experience and haven’t run into any issues. It works well from my iPad which is my primary access point.
Sales pipeline, install pipeline. I have an easy time keeping my customers updated without bogging down others over the phone.
I like the ability to filter and tag so that searching for a lead or a contact is simple.
I dislike that it is not that rare that emails don't send, or pages don't refresh, or calls don't go through.
I often times have to refresh the page to get a call to go through. However, I have been realizing the benefits of some less obvious features like adding fields and tags.
What I like best about Base CRM is the tagging feature + being able to write out tasks. I love being able to send bulk emails I absolutely love this product! I would definitely recommend to a friend. I like how it saves us so much time!
What is dislike is that there are sometimes some glitches that occur. For example--where more than 1 employee is assigned a contact/lead/deal. However I have had a great experience with the tech support staff on Base and am very grateful for the immediate helpfulness.
Essentially, the biggest business problems we are solving revolves around time management. We are able to reach out to a lot more leads/contacts/deals in a timely manner. I love being able to insert templates into emails and to mass send those emails- what a game changer! The main benefits have been related to working smart and streamlining our processes.
I like base because it provides a super easy and intuitive user interface.
There isn't anything within Base I do not like.
Tracking slow sales cycle projects.
I really enjoy how easy it it to browse through software. I enjoy being able to track activity monthy, weekly and even daily.
Sometimes it takes a little too long for someone from their team to reply to a question or issue.
Mostly sales tracking activity. The benefits with these is that I am able to track actually see percentage improved.
Its really helping in day to day operation in terms of keeping a good record of my deals and my clients and my sales figures
Nothing so far. It is helpful in every prospect so I dont have anything to say any negative
customer relationship and their business records
Base gave me a good start when I started in Sales. It helps me to organize and track my activities, client records and helped me to build my time management.
So far I do not have an issue at all in using this software
Track of activities, records of my sales, figuring out my goal plans and many more
it keeps everyone on the team up to date with all information and keeps everyone accountable
So far we have not had any features with Base that we do not like,
Information was getting lost and leads were being forgotten about. Base has solved those issues because it provides a place to store contact information, project information and track our leads and projects.
I like how easy it is to sort pending, on the go, and completed projects. Being able to view a weeks, months or quarters sales at the click of a button is extremely helpful.
I would like an easier way to mass email customers.
Base provides easy customer tracking and has improved our customer follow up.
I really like the filter options. This allows you to see the people you want to contact and help be more productive.
Nothing I can think of. Some of the reporting doesn't apply to our industry so not many of the reports are very useful.
I am solving a very common problem of lack of production using Base. With the ability to create tasks, set reminders, log calls, take notes it is almost impossible to not have the production you're looking for.
Base is a great way to track sales by salesman, keep all your contacts centralized, track performance and activity, and the customer services is super reliable, personal, and helpful.
The multitude of contacts we’ve accumulated needs a better smart sorting system.
Tracking performance by salesman is a really clear way to see who’s putting the work in by seeing their outreach and financial goals met.
The sales pipeline is my favorite feature. It allows me to view exactly what step I am in with every prospect and prepare me for my week ahead.
I wish there was a map view of prospects on the desktop version - There is one on the app.
Efficiency is why we needed a CRM system. Base gave us a simplified platform to collect and store data. In a sales role, it has allowed us to work better as a team and manage our daily activities.
This is the simplest, most cost efficient CRM I've ever used. It really doesn't require you to spend time training anybody to use it because it is so simple and self-explanatory.
I haven't found anything that I don't like about it.
One of my favorite features is the analytics page where you can see what percentages of leads and deals you convert to closed deals.
I like how easy it is to use and keeping track of where I am with my prospects, etc.
It is a little confusing at first when trying to identify agencies, companies, etc. I also don't like how you can't create an unqualified smart list, it appears too messy to me with all of the unqualified leads in with the other leads.
I am able to keep track of where I am with each business.
BASE allows for easy tracking of leads, and easy access to customer contact info, even when on the road. The mobile app is awesome!
Still getting use to the mobile version of the last update. The version prior to the last update was awesome, and I still use it on my iphone. Ipad had an auto update :-(
Easily track leads and deals. No more reminders written on post it notes.
Base allows for any permutation filtering options for any of your leads in your system. It's incredibly easy to pull a list of whatever data set you need to help see where leads are in the pipeline.
Deals and contacts are quite separate outside of sharing a connection. It makes pulling contact information based on where their deal is in your pipeline a bit of a hassle, but easily traversed with a couple vlookups. Additionally, it would be wonderful to export Smart Lists with First and Last name separated out!
Pipeline management and lead management. Before Base it was difficult to keep track of a snapshot of your current pipeline, and Base makes that not only easy to find, but visually easy to digest as well.
What's not to like? It keeps you organized, it helps you manage many accounts and keeps sales going through the process. The layout is wonderful and the technical features like knowing if your clients have reviewed their e-mails is a great feature.
No opportunity to add in a client photo for their lead/contact in BASE.
Again it keeps me organized and I love the mobile app. Such a great help and the ability to click on a client address in BASE and have it open the app, WAZE, is perfect.
Base was one of the easiest to use CRM's that I have ever had to implement or use. The UI was intuitive and our whole sales team had the same response. We had a level of service enabled us to have access to assigned Customer Success Manager from BASE. She was tremendously helpful in both strategic questions and work arounds (as no product does everything) on several occasions. It was hugely helpful.
Up until their "smartlist" feature release reporting was a challenge. However once they released that it made things really more efficient and helpful.
We needed a easy to use CRM for our small venture funded company. We wanted a lower price and just as powerful CRM to salesforce. We did not want an overly complex product that would take a lot of customization or time to get to know. We need something fast and really effective.
While it's no secret Base is an asset to managing our business, the support and partnership we get from our Account Manager sets the overall Base experience apart from others. Our reps are great fans of the app too!
Not much we've encounter that we dislike!
Utilizing the reports to analyze trends and gaps in our processes has been tremendously helpful as a young, growing company. We look forward to utilizing more of the functionality and integrations.
How intuitive and user friendly the system is .
Really bland colors, black and white... come on! Add some more color to liven it up.
High volume sales floor. Real estate tech.
Base is easily manipulable. Very modular and easy to work with. However it isn't overwhelming to the point where the core functions are detracted from.
There is a lot of fluff, which isn't necessarily a knock at base more of the configuration we have employed currently. But there are features that are unused and unnecessary that distract from the main tenants of information that we need.
It helps us track our interactions and holds us accountable for ensuring we are accountable for the follow-up we promised these stores.
Ease of use and mobile interfaces have been helpful
Takes awhile to completely take advantage of all features
Organizational issues and calendar support
Fully able to customize reporting, fields and deal stages. Excellent training and support with the CSM.
There is not a list of things I didn't like. It is just a matter of using it and customizing Base to your needs.
Tracking deals won, contacts emailed, visited and phoned. Base allows me to have a meaningful dialogue with direct reports on their pipeline and activity.
Base is very reliable and easy to use! We love the seamless communication between computers and cell phones!
Leads sometime take a bit to show up on cell phones.
With base being cloud based, we are able to communicate and easily transfer customer information and keep track of sales funnels with our whole team!
I absolutely feel Base is a necessity in any line of business. Its a great tool for communication, and to keep up with tasks to ensure all customers are handled properly by the sales rep.
It freezes every once in awhile, but that's rare
Almost anything and everything. Base has made me a better sales rep with allowing me to set reminders to following up with dealers and getting them handled properly
Base CRM is easy to use, well designed and integrates with all sales activities to essentially track all vital data and report it back in a digestible and practical manner
Some integrations in the works and reporting in custom calendar year not yet available
Identifying, quantifying and actioning pain points in our sales cycle