Zendesk Sell vs Insightly

Salesforce Sales Cloud

Basecamp

Zoho CRM

HubSpot CRM

Pipedrive

ActiveCampaign

Compare Zendesk Sell and Insightly based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. 

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

Auto-Dialer

Batch Processing

Calendar Management

Calendar Sync

Calendar/Reminder System

Call Recording

Campaign Management

Catalog Management

Channel Management

Chat/Messaging

Client Tracking

Collaboration Tools

Contact Database

Contact Management

Customer Database

Customer Segmentation

Customizable Fields

Customizable Templates

Dashboard Creation

Data Import/Export

Data Visualization

Deal Management

Document Management

Document Storage

Drag & Drop

Email Management

Email Marketing

Email Sequences

Email Templates

Email Tracking

Event Triggered Actions

For Financial Institutions

For Insurance Industry

For iPad Devices

For Sales Teams/Organizations

For Startups

Forecasting

Goal Management

Goal Setting/Tracking

Interaction Tracking

Internal Chat Integration

Knowledge Management

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Segmentation

Live Chat

Marketing Automation

Meeting Management

Mobile Access

Mobile Alerts

Mobile App

Multi-Currency

Opportunity Management

Performance Management

Performance Metrics

Pipeline Management

Pipeline Reports

Predictive Analytics

Prioritization

Prospecting Tools

Quotes/Estimates

Real-Time Data

Real-Time Notifications

Referral Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Role-Based Permissions

Sales Forecasting

Sales Onboarding & Training

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Search/Filter

Segmentation

Self Service Portal

Shared Contacts

Social Media Integration

Source Tracking

Tagging

Task Management

Task Scheduling

Template Management

Territory Management

Third-Party Integrations

Visual Analytics

Web Forms

Web-based Deployment

Website Integration

Workflow Management

Zendesk Sell

Android

Web-based

iPad

iPhone

Marketing Manager

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

Marketing Coordinator

If you are already a Zendesk user, then I definitely recommend choosing Zendesk Sell as a way to expand reach and get higher quality leads. As with Zendesk, I love the simplicity of the program.

President

We liked Base because it does not cost too much and it is good with history. It also plugs with dropbox which is a good feature.

Google apps sync is really bad, users all over the world complain about the very poor solution already since 2013 but base doesn't do anything about it.

Base CRM has the best mobile apps seamless integrations with phonecalls, emails. Best feautures are Contactclipper, Outlook plugin, gmail support and superb integrations with other webbased apps.

Business Development Manager

Wanted to give this system a chance but the code is so bad and the amount of times things break or functionality doesn't work is shocking. Upgraded our service and half the stuff stopped working.

Sales & Product

Good overall experience, nice tool that does what is needed.

Director Of Customer Care

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

Realtor

PS - the customer service is fantastic. I'm admittedly a bit of a high-maintenance client, and they always respond quickly and with clear answers.

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

Account Manager

I love the ease of use to convert leads to contacts and deals.

Owner

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.

ICT Management Trainee

The glowing response by our sales team makes it hard to dislike the software. However, new users find it tiresome to upload and download contacts in CSV format.

You could get a good understanding of all the interactions with a customer from one screen.

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.

Zendesk sell has vastly improved the productivity of our sales team who concentrate more on making deals rather than writing reports.

Owner & Operator

I don't know how well suited it would be to a large business, but one can hope it would work well.

Its easy to use but lacks common functionality.

Zendesk Sell screenshot: Geolocation allows users to identify leads and contacts by locations

Zendesk Sell screenshot: Real-time notifications provide insights into the sales pipeline in real time

Zendesk Sell screenshot: Log in-person interactions with one tap on a map view

Zendesk Sell screenshot: Deal cards provide all important information about a deal in one easy to navigate space

Zendesk Sell screenshot: Base for Android: Manage contacts from a mobile device

Zendesk Sell screenshot: Smart Lists: highly customizeable reports that can filter on any dimension and feature real-time editing capabilities

Zendesk Sell screenshot: Base for iOS: Access and manage leads from iOS devices

Zendesk Sell screenshot: Reports: get rich, out of the box reports with actionable insights in just one click

Zendesk Sell screenshot: Base for iOS: designed specifically for tablets

Zendesk Sell screenshot: Team Dashboard: a real-time feed of all team activity with critical information available at a glance

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Basecamp is a comprehensive project management software that helps teams stay organized and on track. Trusted by millions, Basecamp puts everything needed to get work done in one place, providing a structured way to manage projects, collaborate with clients, and communicate company-wide

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly is trusted by more than a million users worldwide.

Zendesk Sell vs Insightly Comparison (2026)

Zendesk Sell

Insightly

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives