Zendesk Sell Review - Features, Pricing & Deals

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 streamline 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 intuitive reporting tools. The platform also includes a mobile app for managing sales activities on the go.

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 customizable analytics. Enterprise solutions are available for larger organizations with specific needs.

While the platform offers comprehensive sales management tools, it works best for companies already using other Zendesk products or those looking for straightforward CRM functionality without complex customization requirements.

• Custom Dashboards: Create personalized performance dashboards with drag-and-drop widgets to monitor sales goals, track deal activity, and visualize team performance in real time.
• Task Player: Automate routine sales activities like outreach and follow-ups, displaying task context and related leads on a single page to boost productivity.
• Pipeline Analysis: Gain comprehensive visibility into sales processes, identify potential bottlenecks, and generate accurate revenue forecasts using advanced tracking tools.
• Power Dialer: Streamline calling processes with automated dialing, custom call lists, and integrated call summary features to maximize sales team efficiency.
• Sales Force Automation: Manage contacts, opportunities, tasks, and territories with comprehensive automation tools that simplify complex sales workflows.
• Marketing Automation: Execute targeted email campaigns, manage leads, and track engagement to seamlessly connect marketing and sales efforts.
• Mobile App: Access sales tools on-the-go with a flexible mobile application that lets you manage leads and contacts from anywhere with geolocation support.

• Sell Team plan costs $19 per agent monthly when billed annually, providing customizable sales pipeline, sales dashboards, API cores, and email and calendar integrations.
• Sell Growth plan is priced at $55 per agent monthly when billed annually, adding sales forecasting, appointment setting, and goal tracking to Team plan features.
• Sell Professional plan costs $115 per agent monthly when billed annually, offering advanced analytics, sales reports, lead and deal scoring, and advanced roles and permissions.
• Sell Enterprise plan starts at $169 per user monthly, providing customized features and requiring direct contact with Zendesk sales team for specific pricing.
• Zendesk offers both monthly and annual billing, with annual billing typically providing a cost-saving discount compared to monthly payments.

Zendesk Sell stands out with its seamless integration with Zendesk Support, creating a unified platform for tracking customers from prospect to loyal client. Unlike many competitors, Sell offers specialized features like the Task Player that automates routine sales activities and a Power Dialer with custom call lists. Its straightforward UI makes it easy to adopt quickly—most teams get it running in under eight weeks. While other CRMs might offer more features, Sell focuses on delivering a clean, conversational interface that matches how salespeople actually work day-to-day.

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, 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.

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 efficient routes when visiting clients. While the mobile app doesn't have all the reporting and dashboard capabilities of the desktop version, 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.

Zendesk Sell provides robust reporting tools that give you clear 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 10 different widget types to display the metrics that matter most to your business. Sales managers can easily 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.

Moving to Zendesk Sell is simpler than you might expect. The platform offers import tools that accept CSV files containing your contacts, leads, deals, and other data from most popular CRMs. The setup process is straightforward, with most teams getting up and running in less than two months. Zendesk provides migration guides and support to help smooth the transition. Your biggest challenge will likely be cleaning your existing data before import and training your team on the new system. The intuitive interface helps shorten the learning curve, and many users report that their teams adapt quickly to Sell's workflow.