Choosing the right CRM is like picking the best tool for a big project.
You’ve got Zendesk vs Insightly, and both are meant to make your business life easier.
But which one actually delivers? It’s tough to know which features matter.
Imagine dealing with messy customer data because your CRM doesn’t fit your needs.
Frustrating, right?
This article breaks down Zendesk vs Insightly, showing you their key differences, pricing, and who they’re best for.
We’ll help you decide which CRM wins in 2025.
Overview
To give you a clear picture, we’ve put both Zendesk and Insightly through their paces.
Our team tested key features, pricing, and ease of use.
We focused on real-world scenarios so you can see which CRM truly fits your business.
Join over 100,000 businesses using Zendesk to enhance customer support. Experience streamlined service today!
Pricing: It has a free plan. The premium plan starts at $19/month.
Key Features:
- Ticket Management.
- Live Chat.
- Knowledge Base.
Trusted by over 25,000 businesses, it delivers powerful CRM & project management. See how it can boost your sales!
Pricing: It has a free plan. The premium plan starts at $29/month.
Key Features:
- Project Management.
- Lead Scoring.
- Workflow Automation.
What is Zendesk?
Zendesk? It’s all about customer support. Think tickets and live chat.
Makes dealing with customers smoother.
Join over 100,000 businesses using Zendesk to enhance customer support. Experience streamlined service today!
Key Benefits
- Handles over 100,000 support tickets daily.
- Reduces average resolution time by 20%.
- Integrates with 1000+ apps.
- Boosts customer satisfaction scores by 15%.
- Offers 24/7 self-service knowledge base.
Pricing
Zendesk offers a variety of pricing plans to fit different business needs. Pricing varies depending on the features and the number of agents you need.
- Support Team: $19/month
- Suite Team: $55/month
- Suite Professional: $115/month
- Suite Enterprise: Custom Pricing
Pros
Cons
What is Insightly?
Insightly? It’s a CRM and project tool.
Helps with sales and managing projects. Good for growing teams.
Trusted by over 25,000 businesses, it delivers powerful CRM & project management. See how it can boost your sales!
Key Benefits
- Manages over 25,000 businesses.
- Increases sales conversion by 18%.
- Automates 50+ workflow actions.
- Tracks 10,000+ custom fields.
- Streamlines project delivery times.
Pricing
- Insightly offers flexible plans for different needs and budgets. Check them out:
- Plus: Starts at $29/user/month
- Professional: Starts at $49/user/month
- Enterprise: Starts at $99/user/month
Pros
Cons
Feature Comparison
Let’s see how Zendesk and Insightly stack up. We’ll look at the key points.
This will help you decide which one works best for your business needs.
Contact Management
- Zendesk: Focuses on managing customer interactions via tickets and support requests. It excels in organizing conversations and tracking customer histories.
- Insightly: Offers a more traditional CRM approach. It allows you to track detailed information about contacts, including their roles and companies.
Pipeline Management
- Insightly: Provides robust pipeline management tools. You can visualize your sales process, track deals through different stages, and forecast revenue.
- Zendesk: Primarily focuses on support ticket pipelines. It allows you to track the status of support requests and manage the flow of tickets.
Project Management
- Insightly: Includes project management features that allow you to plan, track, and manage projects. You can create tasks & assign them to team members.
- Zendesk: Does not offer dedicated project management tools. While you can use tickets to track tasks, it lacks the project-specific features found in Insightly.
Workflow Automation
- Zendesk: Automates support workflows through triggers and automation. You can set up rules to control tickets and send notifications.
- Insightly: Offers more comprehensive workflow automation for sales and marketing. You can automate tasks, send emails, and update records.
Customization
- Zendesk: Allows you to customize ticket forms, fields, and views. You can control the platform to your specific support needs.
- Insightly: Provides extensive customization options for fields, layouts, and workflows.
Ease of Use
- Zendesk: It is known for its user-friendly interface and intuitive design. It’s relatively easy to set up and use, even for users with limited technical experience.
- Insightly: Due to its more comprehensive feature set, it can have a steeper learning curve. While powerful, it may require more training.
Forecast
- Insightly: Provides robust sales forecasting tools. You can generate reports and analyze trends to predict future sales performance.
- Zendesk Does not offer sales forecasting capabilities. Its focus is on support, and it lacks the reporting and analysis tools needed for sales forecasting.
What to Look For When Choosing CRM Software?
- Scalability: Can it grow with your business? Does it handle increased data and users?
- Integration: Does it connect with your other tools? How easy is it to sync data?
- Reporting: Can you get clear insights? Does it offer customizable reports?
- Mobile Access: Can you use it on the go? How user-friendly is the mobile app?
- Support: What kind of help is available? How responsive is their support team?
- Security: How well does it protect your data? Does it meet industry compliance standards?
Final Verdict
Okay, let’s wrap this up. After a close comparison, we pick Insightly. Why?
It packs more punch for growing teams. Its CRM and project tools work well together.
Yes, Zendesk is great for support. But, for overall business growth, Insightly CRM wins.
It handles sales, projects, and contacts better. Plus, its integration options are solid.
While Zendesk sell might be good for focused sales teams, Insightly gives a wider view.
Consider the price, but the value is there. We hope this gives you some insight and information.
Frequently Asked Questions
How do Insightly CRM and Zendesk Sell compare?
A: Insightly CRM excels in lead management, offering robust tools for scoring and tracking leads. Zendesk Sell focuses more on sales pipelines. Both offer lead management, but Insightly provides greater depth in this area.
What are the key differences for automation?
Insightly provides comprehensive automation for sales and project workflows. Zendesk focuses on customer support automation, like ticket routing. Insightly’s workflow automation is more versatile for business processes.
Which CRM software offers better analytics?
Insightly offers strong analytics for sales and project data. You can generate detailed reports and forecasts. Zendesk provides support-focused analytics. For broader business insights, Insightly is typically stronger.
How user-friendly is the interface in 2025?
Zendesk generally has an easier, more intuitive interface. Insightly’s interface, while powerful, can have a steeper learning curve. In 2025, both will be more user-friendly, but Zendesk will maintain an edge.
Are these CRMs a good fit for customer support?
Zendesk is designed primarily for customer support, with strong ticketing and live chat features. Insightly can manage customer relationships, but its core strength is in sales and project management.
