Zendesk Sell is a sales CRM platform that helps teams manage their entire sales process from a single dashboard. The software combines pipeline management, contact organization, and automation tools to handle daily sales operations.
Built for sales teams of all sizes, this CRM solution offers features like custom dashboards, automated task management, and detailed pipeline analysis. Users can track leads, monitor deal progress, and analyze team performance through reporting tools. The platform includes a mobile app for managing sales activities on the go, with geolocation features that help reps plan client visits.
Integration with Zendesk Support allows companies to maintain consistent customer communication across departments. Sales teams can access complete customer histories, while support staff can view relevant sales information. This connection helps create smoother customer experiences and more informed interactions.
The software follows a tiered pricing structure, starting at $19 per user monthly for basic features. More advanced plans include additional capabilities like sales forecasting, lead scoring, and custom analytics. Enterprise solutions are available for larger organizations with specific needs.
The platform works best for companies already using other Zendesk products or those looking for straightforward CRM functionality. It uses a Kanban-style drag-and-drop interface that makes pipeline management visual and intuitive.
Zendesk Sell works for these types of teams and users:
Zendesk Sell fits naturally into the technology stacks of B2B companies, retail organizations, service providers, and financial firms where consistent customer relationships drive business growth.
Users praise Zendesk Sell for its intuitive interface, especially for sales teams new to CRM software. The mobile app gets frequent mentions as a standout feature for on-the-go sales management. Teams appreciate the visual sales pipelines and Kanban-style organization that helps everyone stay on track. Integration with Gmail, Outlook, and other sales tools works smoothly, and many users report positive experiences with customer support during onboarding.
The pricing is expensive compared to alternatives, particularly for small teams. Customization options are limited when compared to Salesforce. Reporting features don't go deep enough for some teams. Performance issues pop up occasionally with large data sets, including bugs and slowdowns. Non-enterprise users report slow customer support response times. Data migration from other CRMs can be cumbersome and time-consuming.
Zendesk Sell stands out with its native integration with Zendesk Support, creating a unified platform for tracking customers from prospect to loyal client. Unlike HubSpot's free tier, Sell starts at $19 monthly with paid-only access. Compared to Pipedrive, Sell offers features like the Task Player that automates routine sales activities and AI-powered lead scoring on higher tiers. Its straightforward UI makes it easy to adopt quickly. While HubSpot might offer more marketing features and Salesforce more customization, Sell focuses on delivering pipeline management that matches how salespeople actually work day-to-day.
Can I customize Zendesk Sell to fit my sales process?Yes, you can tailor Zendesk Sell to match your unique sales workflow. The platform lets you create custom dashboards using simple drag-and-drop widgets to track the metrics that matter most to your team. You can customize your sales pipeline stages, build personalized sales reports, and set up custom fields to capture the specific data your business needs. Sell also offers API access with an app marketplace of over 1,000 integrations, so you can connect it with your existing tech stack or build custom integrations. The flexibility extends to user roles and permissions too, letting you control exactly what different team members can see and do. Customization options are more limited compared to platforms like Salesforce.
How does the mobile app compare to the desktop version?The Zendesk Sell mobile app keeps your sales team connected when they're on the road. It includes core features like contact and lead management, deal tracking, and task management. A standout feature is geolocation, which helps reps plan routes when visiting clients. The mobile app doesn't have all the reporting and dashboard capabilities of the desktop version, but it focuses on the tools reps need most while away from their computers. The app syncs automatically with the desktop version, so your data stays current no matter which device you're using. Users consistently rate it as one of Sell's best features.
What kind of reporting capabilities does Zendesk Sell offer?Zendesk Sell provides reporting tools that give you insights into your sales process. You can track individual and team performance, monitor deal progress, and identify bottlenecks in your pipeline. The custom dashboard feature lets you build visual reports using pre-built dashboard templates to display the metrics that matter most to your business. Sales managers can track goal completion, forecast revenue, and analyze win rates. Advanced users will appreciate the activity reporting that shows exactly where reps are spending their time and which actions lead to closed deals. Some users note the reporting features don't go as deep as more analytics-focused CRMs.
Is there a free trial and what's included?Zendesk Sell doesn't offer a traditional free tier, but you can request a demo to see the platform in action. The Team plan starts at $19 per month and includes basic sales essentials like 1 custom pipeline, click-to-dial calling, email integration, and the mobile CRM. If you're running a startup with fewer than 50 employees and up to Series B funding, check out the Zendesk Startup Program, which gives you 6 months free followed by 15% off your first annual contract. Annual billing saves you about 20% compared to paying monthly across all tiers.



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