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Zendesk Sell Reviews

Reviews summary

Pros

Our team really liked this tool over salesforce. There are a ton of really great options and features, along with a pretty easy to use UI.

Anonymous Reviewer

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The overall experience with Zendesk sell has been really good, I would recommend it.

Anonymous Reviewer

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I loved the ability to log the GPS for site visits. This feature was way ahead of the competition.

B. W. B.

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Cons

Zendesk has the worst customer service, which is crazy because they are a customer service platform. Not many third-party integrations.

Brenden S.

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I've tried many different CRM softwares until I found my favorite. This one would be on the worst side of the list.

Amel S.

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Does not support SaaS business model. Very overpriced in comparison to other options in the market.

Gabriel F.

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Overall rating

5

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1

70

40

8

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87%
positive reviews
91%
would recommend this app

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127 reviews

recommended

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Former User, Would use again

Reviewed 2 years ago

I think I well described it above but it was always positive. I loved connectivity through different regions with closers and it truly made scheduling easier.

Pros

We used base software when setting leads for Solar appointments. There was a really nice connectivity between me and the closers when I was using base. I love the idea that I can put notes on homes and have connectivity that I normally would not have had when we were using the paper method we used to use. I can slip appointments in between already scheduled appointments, just a solid product overall.

Cons

In relation to sales rabbit and other sales softwares, I loved the ability to see homes more clearly, I thought that was one thing I didn't have as much with base, it was still better in other ways though that outweighed the pros that sales rabbit brought. I would take this still over any other sales appointment software and calendaring out there.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Great Product with GPS

Reviewed 3 months ago

Zendesk is a great product at a great price and is a value to anyone who uses it. I liked almost everything about it, but we had a compatibility issue that was not their fault. They even have a free version if you are only using the phone app. How cool is that?

Pros

I loved the ability to log the GPS for site visits. This feature was way ahead of the competition.

Cons

My email runs through a corporate cloud service and we couldn't get the email to integrate through the phone app.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Long time user

Reviewed a year ago

In the beginning when it was BaseCRM it was a nice system to use. After it became Zendesk sell all the extra functions become more expensive and there are better systems to use.

Pros

It's easy to store clients and manage your deals.

Cons

It's not very well integrated and we found a better system to use. Sinds 2013 we had a subscription and this was still active till April. When I wanted to delete my account on time, my complete account was deleted right away and that's it. No money refund when you pay for 7 years in a row prepaid and no access anymore for the period you paid for. This is how they treat customers who want to try something different after being a customer for 7 years .

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend8/10

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Powerful and simple sales management tool

Reviewed 2 years ago

I mostly used Zendesk Sell when it was the Base CRM, though they've both worked and functioned very similarly. They have created a super easy-to-use interface that makes keeping track of and interacting with clients both simple and easy. Being able to read whole past interactions as well as see relevant sales data makes it a perfect choice for a small business. I don't know how well suited it would be to a large business, but one can hope it would work well.

Pros

- Simple input for contact information for different clients and potential clients - Super easy to create deals and potential purchases for clients - Schedule appointments, set reminders, and send emails all from within the program - Check metrics and numbers of different members of the sales team for different times and situations. - Allows others to quickly catch up on what has happened in client interactions by reading through the emails that have been sent previously - Easily sort through customer lists to find people who are relevant under different categories

Cons

- Sometimes too easy to change things that have been set by others - Contact uploading/downloading in .csv files is a bit of a pain at first, but not terrible to get used to.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Good CRM That Integrate with CRM

Reviewed a year ago
Pros

Been using it since it came out as a beta months ago, It integrates very easily with Zendesk support ticketing and has all features as any other CRM. You can easily integrate with Pandadoc and send agreements. You can send texts, emails and calls from the CRM very easily and track agents productivity.

Cons

At first it didnt have all the features i needed and support when it was a beta but they fixed all that with time.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Solid SMB/SME CRM. Reports are lacking but otherwise great UX

Reviewed 4 years ago
Pros

- Direct mail integration (no bcc required) saves everyone a world of hassle - Very easy to create customized lists of deals - Mobile app is very, very good - Easy to customize deal page with relevant info including "smart links" to 3d party sites - Decent UI and easy to understand - Integrated Dialer would be great if we weren't already using Dialpad - Quick onboarding, decent SFDC import - Zapier integration

Cons

- Reporting is completely inadequate: - No good way to report on lead sources - No way to report on leads by assignee - No way to create new reports if the pre-made ones don't do enough for you - The UI is surprisingly slow. Like, a-full-second-for-a-simple-lookup slow. This is not a complete dealbreaker, but is pretty irritating - Associating contacts to deals doesn't associate your comms w/them to the same deal, so if you have a lot of back and forth with someone about a deal, but forgot to add them to that deal in Base, you won't see the communication on the page for that deal. -

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Very useful app !

Reviewed 5 years ago

For our micro-enterprise, we consider this App as an employee who helps us to coordinate customer records. Since we are working with Base, we lose fewer customers and time to acquisition. With Google Chrome plugIn, when we are working with LinkedIn, with a single click, add a contact to lead to our database in Base CRM. This prevents us from doing it manually as before.

Pros

Time saving for lead management. Followed best customer records. Android, calls are automatically tracked and recorded in base with an option to add a note of the conversation in order to remember it and therefore continue the discussion more effectively to the next call or email.

Cons

Creating quotes directly into Base and easily exportable to Xero has to be improved because it is a useful but incomplete integration to be really effective. Management contact book between Base CRM and Xero needs also improvement.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great Tool for Keeping All Your Clients Together

Reviewed 4 years ago
Pros

Really comprehensive. I found myself adding things to client profiles, interactions, and deals just to fill in and use all the features! Really fantastic for keeping everything related to a client and their deals organized.

Cons

Some things are too specific and didn't fit perfectly with my work flow or type of business. The Client Space, while a fantastic idea, needs work. It's a bit user unfriendly on the client side. Also, it's pretty ugly which is a shame since the rest of Base looks so good.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Great CRM, a ton of functionality and the user experience is quite seamless.

Reviewed 3 years ago

Great team collaboration and communication.

Pros

The user experience is quite seamless, also easy for new users to understand the platform with ease.

Cons

The pricing structure was disappointing, and not realistic for a lot of agencies that have a larger team.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Likelihood to recommend5/10

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One of the best CRM's around

Reviewed 2 years ago

We didn't want our entry level sales reps to have access to the information for CEO's and other C-level contacts. Our old CRM didn't let us assign access. Only what people could change within a contact.

Pros

We needed to find a CRM that would allow us to assign access at different levels. Other CRM's had fallen short for this.

Cons

It's a little more expensive than I like if you want to use all the features.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Base is the CRM I decided to commit to using, and overall, I'm very happy with it.

Reviewed 4 years ago

Base has helped motivate me. It makes making calls fun because you can see your goals and your progress toward them. Base keeps me on top of what's important. For example, I called a business to see if they were interested in my services. I was told they were interested but to call back when they planned their event in a year! It's easy to set the task to call the lead back in a year, and even better is that the phone call was recorded. I can listen back and when I follow up, know exactly what's going on. Base has also given me a clearer picture of which sources of leads are best so I'm able to focus on them first. I could go on and on about the benefits of using Base. It's a huge part of my business.

Pros

The best thing about Base is that it works. I tried free trial versions of a couple of other CRMs and my first big test was importing data and mapping it. The very first time I tried this with Base, it worked without a hitch. The other CRMs I tried hit some kind of a snag. I'm sure I could have contacted support or messed with them and gotten then to work, but what's the point when Base worked...

Cons

In my list of pros, I mentioned that everything you could want in a sales CRM is built into Base. However, on the marketing side, it leaves a lot to be desired. I'm a one-man operation so I'm doing all of the sales and marketing myself. My solution was to get the minimal ActiveCampaign account they offer and use it for my automation and marketing needs. Base and ActiveCampaign can work together...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Very streamlined and efficient, user-friendly and easy to customize, great customer service.

Reviewed 3 years ago

Base made it easy for me to customize a CRM to exactly my needs, as well as bring all the functions of my business - from calls and emails to tracking deals and closings - into one place.

Pros

I'm in the real estate field and I've used maybe a dozen different CRMs over the years, both for myself and at different companies. I've worked in Salesforce, Top Producer, and CINC extensively. I found Base on accident while I was trying out a handful of new CRMs to kick off a new independent venture, and it's easily the best one. It automatically logs a huge number of my activities so I don't have...

Cons

There are a few places here and there in the Base CRM that are missing small features - for example, there's currently no "Previous Lead" or "Next Lead" button on each lead page, you just have to go back to your lead list (similar to Salesforce). That said, none of these little features have slowed me down any, and they are extremely receptive to feature feedbacks and requests - based on their responses I'm confident that this CRM is just going to continue getting better as they continue adjusting to client feedback and ideas.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Zendesk Sell: Mobility and Integration Solution!

Reviewed a year ago

Zendesk Sell was well rounded and flexible to cater to our needs. It has various features that we are able to utilize, and smoothen up the sales process, such as customization of sales deals, automation of tasks and roles, forecasting sales, deal customization, even the organization of smart lists, and yeilding reports.

Pros

As an independent sales representative for Medical Justice, we aimed to be both mobile and flexible for our clients. The company has then decided to dive into an all new CRM software that brings forth mobility and integration that would allow adoption and improvement from the representatives; this is how Zendesk Sell came into the picture. Zendesk Sell happen to offer and provide every detail the company needed for a CRM. It was perfect! It was our solution!

Cons

So far, it's has been helpful and we love the fact of how flexible it was to cater to our needs, therefore, there is nothing to dislike, nor cons that we could think of.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Very friendly UI, great software and can be customized

Reviewed 2 years ago
Pros

Zendesk sell have been one of the best CRM software that I have tested and used in the past. It has very friendly UI and can be customized to your liking. The best part that i liked about Zendesk sell was that it was able to be linked with microsoft office which allowed connection to emails and calendars (sync and will remind you if you have a reminder placed). It also can be implemented onto mobiles which is useful at times and from experience, the mobile app is superb. No issues whatsoever with the mobile app and doesn't lack the functions it have on a desktop. Pricing for this product is very affordable for what its got to offer. Overall this product is great and I do highly recommend it to others.

Cons

The only thing that I dislike about this software is that it takes a long time to load up compared to other similar softwares.

Overall Rating

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    Intuitive, User Friendly GUI and Great Service Personnel

    Reviewed 7 years ago

    I felt one of the reviews was unfair and unhelpful. I hope this will help people in their decision making. To keep the review in context, I am part of a smaller business in financial services, where client numbers aren't in the multitudes. First off, I want to say that their customer contact personnel and support team are absolute stars. Very polite and attentive, they called me up within 2 minutes...

    Pros

    - Intuitive, User Friendly and generally refreshing to work with - Great tutorials and educational content via their blog - Support staff are attentive and helpful - Offers office 365 email connectivity (BIG +++)

    Cons

    - Email Syncing is not working as intended (however this could be an isolated issue due to something on my end - currently troubleshooting)

    Overall Rating
    • Ease of use
    • Features
    • Likelihood to recommend7/10

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    Finally something new and interesting from Zendesk

    Reviewed a year ago

    The overall experience with Zendesk sell has been really good, I would recommend it.

    Pros

    Our team really liked this tool over salesforce. There are a ton of really great options and features, along with a pretty easy to use UI.

    Cons

    This is a new offering for Zendesk and the onboarding process left a lot to be desired. I do believe this will improve over time.

    Overall Rating
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

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    BASE CRM: Love it!

    Reviewed 5 years ago
    Pros

    BASE is clean and simple, yet powerfully effective as a CRM. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. It allows you to tailor your database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited / private, or made public for the entire team to access. I feel like it's hip and cutting edge product; not at all stuffy.

    Cons

    The one complaint I have is when you do talk to a team member over the phone, there's a lot of background noise in their office. I also wish some of the commonly-used fields would transfer to new Contacts, like Phone Number and Industry so that those don't have to be retyped with new contact entry.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

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    Easy to use, full-featured CRM

    Reviewed 4 years ago

    Flexible, scalable, intuitive CRM. I like that it integrates with a variety of other services and is easy to use. It stores a lot of information on our clients and has different alerts to remind you of events and task.

    Pros

    I've been using Base now for the past four years. I've found it easy to use and intuitive. It integrates with several other systems. One feature I really appreciate is how it picks up and stores emails that are sent into a person's profile wether they are sent or received either internally or externally from Base. The ability to follow a sale through its different phases is also easy to use. The mobile app works interfaces icely with an iPhone and allows you to record Actions after the call. It is well organized, scalable and offers everything a small business needs in a CRM

    Cons

    I wish there was an easier way to add photos to your contacts. It can pick a photo up if you have some social media information, but I have found the process cumbersome.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support

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    The Base CRM app is for the truly organized.

    Reviewed 3 years ago

    Base CRM is a customer relation mangement tool with a low price tag and high return. Check it out.

    Pros

    I bought this in the iTunes App store a few years ago and remember it was a really good app. The only issue is its for the truly organized. I realize that I was not the type of salesman for this app. This app is for a salesman who truly sets appointments and needs to care about and follow up with his/her leads. It has goals and everything imaginable. I was just a simple windshield replacement guy who...

    Cons

    No cons were added to this review

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7/10

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    Base Crm

    Reviewed 4 years ago

    The base is a great client tracking software. Offering high-level reporting, whole team call, and email monitoring, and a very good integrated mobile app Base gets the job done for keeping track of your internal communications.

    Pros

    The mobile app syncs with each team member's phone and creates activity reports for each client. At any given moment you can check to monitor all communications, email, and calls sent to each client by your team. The activity stream allows the admin to monitor all communications for each team member in one place and creates a log to archive client interaction historically.

    Cons

    Base CRM works with a 3rd party quoting software integration. Which can be confusing during the transition with your team. The third party does offer email tracking to see if the clients are opening the emails and the actual proposal allows clients to choose from a selection of optional items that auto calculates into the final total as they decide which work to complete out of a list.

    Overall Rating
    • Ease of use
    • Features
    • Likelihood to recommend10/10

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    Easiest CRM for on-the-go use

    Reviewed 4 years ago
    Pros

    great mobile app. ability to see the number of times a client has viewed an email! Easy to use deals/opportunities function. Love that it automatically logs calls/emails to the relevant contact.

    Cons

    I wish it had better integrations with other softwares. It has several that it integrates with, but the integrations are minimal at best and completely non-functional at worst. Better integration with accounting and digital marketing softwares would be nice for me and might be critical for other industries

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

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    BASE

    Reviewed 4 years ago
    Pros

    It's easy to use. You can sync on mobile devices and desktop computer. It's great for groups and team work. Base works very well on a mobile phone, in my case an iPhone. It's very easy to navigate between the dashboard, to the leads, contacts deals tasks calendars and reports. you can even enter your email setting to save every email in the system regardless of where you send it from. Even when emailing from your computer software like Outlook or Mail, Base will grab this email and include it in your Base database.

    Cons

    Google apps sync is really bad, users all over the world complain about the very poor solution it

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

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    Fantastic CRM

    Reviewed 5 years ago
    Pros

    Base's Support Team is fantastic. They flew out members of their team to get us set up. They gave shirts and other swag, and were a delight to deal with. Online support is fantastic, and quick. Base itself is easy to use, and has a streamlined work Flow. There software is very user friendly and modern. You can get up and running in a matter of days. Reach out to them and find out if their software will fit your needs. Either way, I'm sure they will be warm and welcoming to your team.

    Cons

    We ultimately moved away from base because there was no way to create some key API integrations that we needed in our industry. I occasionally imported a doc that resulted in a few hundred duplicate users. They could be cleaned up quickly, but still inconvenient. :(

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Likelihood to recommend9/10

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    I highly recommend you to try Base CRM and to implement it in the daily working process

    Reviewed 2 years ago
    Pros

    I really like new features of Base CRM, for example, smart emails, calls, and notifications. Also, the way you can get all the necessary insights, how flexible is Base CRM and how easy you can implement it to every use, all these features are amazing and make work with this platform a pleasure. The support team is also very good and friendly, it always wants to help you to solve all your problems and are online 24/7.

    Cons

    When I sometimes need more than one Base CRM to be opened at the same time, it starts to slow down. Also, It was hard first 2 or 3 days to get used to this program and to understand how things are working and, of course, to learn all the features and how to get more benefits from them.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

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    I Love This CRM!

    Reviewed a year ago
    Pros

    I have used this CRM for 5+ years now and have tried a lot of other CRM's over the years and keep coming back to this. Its simple, easy to use, the layout makes sense for how a relationship progresses over time, it integrates into a lot of other software. I just love this in every way.

    Cons

    I honestly have no cons with Zendesk Sell. I love this software.

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