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Insightly VS Zendesk

Compare Insightly VS Zendesk and see what are their differences

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Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide

Zendesk logo Zendesk

Zendesk is a beautiful, lightweight help-desk solution.
Visit Website
  • Insightly Landing page
    Landing page //
    2023-07-14
  • Zendesk Landing page
    Landing page //
    2024-05-06

Insightly features and specs

  • User-Friendly Interface
    Insightly features a straightforward and intuitive interface, making it easy for users to navigate through the platform and manage their tasks efficiently.
  • Integration Capabilities
    Insightly seamlessly integrates with a wide range of third-party applications such as Google Workspace, Microsoft Office, and various marketing automation tools, facilitating smoother workflow integration.
  • Customizable
    The platform offers a high degree of customization options for dashboards, fields, and workflows, allowing organizations to tailor the CRM to meet their specific needs.
  • Project Management Features
    In addition to CRM functionalities, Insightly provides robust project management tools that help teams manage projects, tasks, and deadlines within the same platform.
  • Mobile Accessibility
    Insightly offers a mobile app that ensures users can access CRM data anytime and anywhere, adding a layer of flexibility for on-the-go professionals.

Possible disadvantages of Insightly

  • Limited Custom Reports
    The reporting functionalities can be somewhat limited, particularly for creating complex custom reports, which could hinder advanced data analysis needs.
  • Learning Curve
    While generally user-friendly, some advanced features and customization options require a steeper learning curve, and users might need time to get fully acquainted.
  • Price
    Insightly's pricing can be on the higher side, especially for smaller businesses or startups that might have limited budgets for CRM solutions.
  • Customer Support
    Some users have reported that the customer support response times can be slow, and the quality of support varies, which might pose challenges when urgent issues arise.
  • Feature Limitations on Lower Tiers
    Some of the more advanced CRM and project management features are only available on higher-tier plans, which may limit functionality for users on basic or lower-tier packages.

Zendesk features and specs

  • User-Friendly Interface
    Zendesk offers an intuitive and easy-to-navigate interface, making it accessible for users of varying technical expertise. This reduces the learning curve and increases efficiency.
  • Multi-Channel Support
    Zendesk supports various customer interaction channels, including email, chat, phone, and social media. This allows businesses to provide consistent support across multiple platforms.
  • Customizability
    The platform is highly customizable with options to create custom workflows, automate repetitive tasks, and integrate with a wide range of third-party applications.
  • Robust Reporting and Analytics
    Zendesk offers powerful reporting and analytics tools, enabling businesses to track key performance metrics, analyze customer interactions, and make data-driven decisions.
  • Scalability
    The platform is designed to grow with your business, offering various tiers of service and options that cater to both small businesses and large enterprises.

Insightly videos

+ Add

Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

Zendesk videos

+ Add

Zendesk Overview Demo

More videos:

  • Review - Introduction to Zendesk Support (for beginners)
  • Review - Zendesk Review
  • Review - ZenDesk vs FreshDesk - Which One Is Better?
  • Review - Zendesk Review: Customer Service Made Easier
  • Review - Zendesk Review
  • Review - Ultimate Zendesk Review 2024 | What Does It Do? [1/10]

Category Popularity

0-100% (relative to Insightly and Zendesk)

Insightly

Zendesk

CRM
53 53%
CRM
47% 47
Customer Support
0 0%
Customer Support
100% 100
Sales
100 100%
Sales
0% 0
Help Desk
0 0%
Help Desk
100% 100

User comments

Share your experience with using Insightly and Zendesk. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Insightly and Zendesk

Insightly Reviews

  1. HeidLewis
    Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

Zendesk Reviews

  1. stu14
    Clunky & awful customer service

    Would give them 0/5 if I could!

    🏁 Competitors: HubSpot, Freshdesk
    👎 Cons:    Customer support|Ux/ui|Limited features
10 Best Freshdesk Alternatives for Businesses in 2024
Zendesk is a robust customer support software suitable for enterprise companies. It is a customer service and engagement platform that provides various tools and software solutions to help businesses manage customer support, interactions, and relationships.
Source: www.bolddesk.com
Top 11 Freshdesk Alternatives for 2024 (Ranked & Rated)
Zendesk is a great customer satisfaction software for enterprise, but there could be better options for small businesses. If you have a small business or want something a bit more personal, then our breakdown of the best Zendesk alternatives can help you find the right software for you.
Source: www.helpscout.com
9 Best ManyChat Alternatives & Competitors in 2024
Zendesk is the second-largest live chat technology company by market share. This ManyChat competitor offers one of the most diverse ranges of features and one of the largest selections of languages to choose from. It also provides integrations with Salesforce and Microsoft Teams for easier connectivity between software if your company is already using these systems.
Source: www.tidio.com
Top 13 Freshdesk alternatives and competitors for 2024
Companies choose Zendesk over Freshdesk because Zendesk is a trusted solution and an authority in customer service software. Our software is CX-centered and we understand what it takes to deliver an exceptional and personalized customer experience. Our Zendesk vs. Freshdesk page provides deeper information about how they compare.
Source: www.zendesk.com
Best 25 Software Documentation Tools 2023
Zendesk is a cloud-based knowledge management and self-service help center software that allows teams to create, organize, and share documentation and knowledge base articles for customer support.
Source: www.uphint.com

Social recommendations and mentions

Based on our record, Zendesk seems to be more popular. It has been mentiond 7 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Insightly mentions (0)

We have not tracked any mentions of Insightly yet. Tracking of Insightly recommendations started around Mar 2021.

Zendesk mentions (7)

  • The Ultimate Guide to Building Internal Tools in 2024
    Popular solutions ****include Zendesk and Help Scout. - Source: dev.to / over 1 year ago
  • is this scam
    That's not a reddit a url. zendesk.com is the url, whatever the hell that is. Source: over 2 years ago
  • [HELP] Can't log in to upload SSL due to expired SSL
    Had my new SSL delivered at around the same time as my old one expired and now I can't log in due to it having expired. Is there an alternative URL I can get to, to log in? I've tried zendesk.com and hoped for a backend route through there but no cigar. Source: over 2 years ago
  • Special trick to get support for battery replacement ?
    Seven hours later and I have still not received a new email from "BOOXHelp help@boox.com via zendesk.com" (or other boox/onyx email). The last human-generated email I got from there was two days ago (Wed, Aug 31, 3:15 PM). Source: over 2 years ago
  • Here's how I'd figure out the go-to-market for a Customer Support SaaS
    My way of doing marketing starts with figuring out what my overall project will (or will not) be. In this case, I looked at the vendors like Zendesk, Intercom, Freshdesk, or Help Scout. They all have whizbang features such as live-chat, collaboration stuffs, automations and workflows. They bill per contact and addons. I’d emphasize a straightforward, fuss-free angle instead. Source: almost 3 years ago
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What are some alternatives?

When comparing Insightly and Zendesk, you can also consider the following products

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Freshdesk - Freshdesk is a cloud-based customer support software that lets you support customers through traditional channels like phone and email, social channels like Facebook and Twitter, and your own branded community

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Intercom - Intercom is a customer relationship management and messaging tool for web businesses. Build relationships with users to create loyal customers.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

LiveAgent - LiveAgent is a fully-featured web-based live chat and help desk software. It harnesses the power of a universal inbox, real-time live chat, built-in call center, and a robust customer service portal. Start your free 1 month trial today!

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