Zendesk has simple and straightforward pricing. There are four core plans which are divided based on usage limits and the features that are available to individual customers.

Sell Team

The Sell Team plan starts at $19/month per user when paid annually. It allows customers to have up to three paid users, duplicate detection, a single sales pipeline that can be customized, task management, appointment setting, email integration, and call tracking.

Sell Professional

The next plan starts at $49/month per user when paid annually. It removes the three-user limit and introduces additional features such as round robin distribution, bulk emailing, unlimited email templates, lead forms, exporting data, access to the Zendesk API, sales forecasting, and goal tracking.

Sell Enterprise

The Sell Enterprise plan is $99/month per user when paid annually. It adds a total of two customized sales pipelines, lead scoring and deal scoring, product books, the ability to customize notifications, task automation, scripts for calls, power dialing automation, more integrations, and activity reports.

Sell Elite

The largest plan that Zendesk offers is $199/m when paid annually. It removes the limits on sales pipelines, access to the specialized APIs, a performance dashboard for individual reps, a more robust sales insights report, and even a success insights report.

Zendesk Sell’s price is in line with other CRM platforms. The major drawback is the limitation placed on all but the largest plan when it comes to the number of sales pipelines that can be made.

Zendesk is a well-known giant in the customer service space founded in 2007 by Mikkel Svane, Morten Primdahl, and Alexander Aghassipour. In recent years, it has made inroads into the CRM space with its product called Sell. It’s designed for small, medium, and large businesses that are keen on increasing efficiency and streamlining their sales processes.

Zendesk Sell brings together the most important CRM features and tries not to fall for the feature bloat many mature CRMs have. You’re able to track emails, store and edit contact information, automate certain tasks, and much more with the platform.

Email automation

Sell allows you to automate email creation by including merge tags in your templates and cutting down on manual errors. You can even set up a series of emails to go out and tasks to trigger based on the activities performed by leads. The end result is more personalized campaigns that boost conversions.

Call management

Sales often requires in-person meetings and phone calls before the deal can be closed. With Sell, calling is done with a single click, and all call activity is tracked so you can create a more comprehensive contact profile. You can even upload and save scripts for sales reps to use when interacting with your clients. You also have access to relevant call analytics to better understand performance and outcomes produced.

Enrichment and prospecting

One of the most challenging aspects of sales is prospecting. Entire teams are dedicated to the discipline – especially in larger organizations. Zendesk Sell has the ability to enrich contact data and find the right kind of prospect through its database of over 20 million businesses and 200 million professionals.

Zendesk Sell has its own nuances that need to be mastered before you can use it to its full potential. There were a lot of kinks and issues previously but the team behind the product has been working to smooth them out.  As far as usability, there is a learning curve so you’ll need to dedicate a bit of time and energy to understanding how Zendesk Sell does certain things. The documentation is helpful in this regard so you shouldn’t be lost when figuring out some of the more advanced features. To put it simply, it’ll take a few hours to get set up and a few days to become proficient with the platform. If you’ve never used a CRM before you can extend those time frames.

The contacts section in Zendesk is relatively straightforward. You have a master list of contacts when you open the desired interface. If you click on an individual contact, you can edit the contact record, include more information, and create custom fields to each contact record to save important information.

The pipelines follow a standard process of incoming, qualified, etc. These individual stages can be changed and additional steps added to your pipeline to reflect the sales process in your business. When you click on a specific pipeline stage, the relevant prospects are highlighted and you can things like potential value, name, and other simple details before drilling down into the contact record.

The CRM has integration with Zendesk Support right out the gate. If you want more advanced integrations, you’ll need to upgrade to the higher plans. Those plans include integrations with platforms like HubSpot, Mailchimp, Zapier, and even the core API.

Zendesk Sell also comes with multiple ways to slice and dice your data. There are two dozen charts and graphs that can be used to visualize information, you’re able to forecast using multiple criteria, and access multiple pre-built sales metrics. Of course, you can customize which reports you see to only get the data that matters to you.