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Insightly vs Zendesk Sell

Detailed side-by-side comparison

Insightly

Insightly

From $29/mo

Insightly is a comprehensive CRM and project management platform designed for small to mid-sized businesses looking to manage customer relationships, sales pipelines, and project delivery in one integrated system. It combines contact management, opportunity tracking, and workflow automation with built-in project management capabilities.

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Zendesk Sell

Zendesk Sell

From $19/mo

Zendesk Sell is a modern sales CRM designed to help sales teams maximize productivity, maintain pipeline visibility, and close more deals. It offers a clean interface with robust automation, email integration, and mobile capabilities tailored for B2B sales organizations.

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Features

Insightly

Contact and lead management with relationship linking
Sales pipeline and opportunity tracking
Integrated project management with task assignments
Workflow automation and custom business processes
Email tracking and integration with Gmail and Outlook
Custom reporting and dashboards

Zendesk Sell

Lead and contact management with activity tracking
Email integration and tracking with templates
Sales pipeline visualization and deal management
Task automation and workflow triggers
Mobile CRM app for iOS and Android
Reporting and analytics dashboards

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CRM

Pros & Cons

Insightly

Pros

  • + Unified CRM and project management in a single platform
  • + Strong integration capabilities with popular business tools
  • + Intuitive interface with relatively easy learning curve
  • + Flexible customization options for fields and workflows

Cons

  • - Can become expensive as team size grows
  • - Advanced features require higher-tier plans
  • - Mobile app functionality is limited compared to desktop version

Zendesk Sell

Pros

  • + Intuitive and user-friendly interface that's easy to adopt
  • + Seamless integration with Zendesk Support for unified customer data
  • + Strong mobile app for managing sales on the go
  • + Excellent email tracking and communication tools

Cons

  • - Limited customization options compared to enterprise CRMs
  • - Higher pricing tiers required for advanced features
  • - Reporting capabilities less robust than competitors like Salesforce