What users are saying about
3 Ratings
43 Ratings
3 Ratings
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Score 9.5 out of 100
43 Ratings
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Score 5.4 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

Zendesk Sell

Zendesk sell is best for organizations that want a clean and simple, yet powerfully effective CRM tool. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. Great for institutions that have a need to tailor their database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited/private or made public for the entire team to access. Not as costly as some of the competing products, so if you are on a tight budget this may be the tool for you.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
Zendesk Sell
4.1
Customer data management / contact management
17hats
9.0
Zendesk Sell
6.4
Workflow management
17hats
9.0
Zendesk Sell
3.8
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Zendesk Sell
5.8
Contract management
17hats
10.0
Zendesk Sell
4.8
Quote & order management
17hats
10.0
Zendesk Sell
2.0
Interaction tracking
17hats
8.0
Zendesk Sell
5.6
Territory management
17hats
Zendesk Sell
1.8
Opportunity management
17hats
Zendesk Sell
5.0
Channel / partner relationship management
17hats
Zendesk Sell
2.0

Customer Service & Support

17hats
8.0
Zendesk Sell
2.5
Case management
17hats
8.0
Zendesk Sell
2.0
Call center management
17hats
Zendesk Sell
1.9
Help desk management
17hats
Zendesk Sell
3.7

Marketing Automation

17hats
8.0
Zendesk Sell
4.5
Lead management
17hats
8.0
Zendesk Sell
4.9
Email marketing
17hats
Zendesk Sell
4.1

CRM Project Management

17hats
9.5
Zendesk Sell
2.8
Task management
17hats
9.0
Zendesk Sell
4.2
Billing and invoicing management
17hats
10.0
Zendesk Sell
2.0
Reporting
17hats
Zendesk Sell
2.3

Customization

17hats
8.0
Zendesk Sell
4.1
Custom fields
17hats
8.0
Zendesk Sell
6.5
Custom objects
17hats
Zendesk Sell
2.2
Scripting environment
17hats
Zendesk Sell
2.3
API for custom integration
17hats
Zendesk Sell
5.3

Security

17hats
9.5
Zendesk Sell
3.6
Single sign-on capability
17hats
10.0
Zendesk Sell
1.8
Role-based user permissions
17hats
9.0
Zendesk Sell
5.4

Integrations with 3rd-party Software

17hats
8.0
Zendesk Sell
3.5
Marketing automation
17hats
8.0
Zendesk Sell
5.2
Compensation management
17hats
Zendesk Sell
1.8

Platform

17hats
8.0
Zendesk Sell
5.5
Mobile access
17hats
8.0
Zendesk Sell
5.5

CRM Reporting & Analytics

17hats
Zendesk Sell
3.9
Forecasting
17hats
Zendesk Sell
3.5
Pipeline visualization
17hats
Zendesk Sell
4.7
Customizable reports
17hats
Zendesk Sell
3.5

Social CRM

17hats
Zendesk Sell
1.9
Social data
17hats
Zendesk Sell
2.0
Social engagement
17hats
Zendesk Sell
1.8

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Zendesk Sell

  • My favorite piece is the Tasks connected to the Clients OR the Deals themselves that keep the process moving with the right steps, and helps our team from doubling our work, or missing a piece that is crucial for the completion of the sale.
  • The email integration helps to keep all things housed in one place also, so that you're not bouncing back and forth in multiple platforms to stay on top of the orders.
  • Customizations are a HUGE part of why we use Base CRM right now. We can make sure we are recording all of the right information, and not wasting time by having to fill in or skip over content that doesn't apply to our business model.
  • I also like the ability to tied Deals to multiple people, especially as Referrals come across, so we don't forget how we got in touch with different clients.
bryan robison | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

Zendesk Sell

  • My manager and I both tried the trial before we purchased Zendesk Sell. We had multiple and reoccurring times of signing in problems. Zendesk support was confused a handful of times as well. This got to be very old when one just wants to sign and start working
  • Customer support was very helpful at other times but when we finally needed to cancel as the login just never seemed to smooth out, and some other using options had cliches, we wouldn't just cancel over the phone OR via email. SO we had to keep and pay $59 for three more months, though never using the program.
  • I do not recommend them. We had several glitches that snagged the work flow and productivity. We are in process of finding a new CRM.
Faerie Grace | TrustRadius Reviewer

Likelihood to Renew

17hats

No score
No answers yet
No answers on this topic

Zendesk Sell

Zendesk Sell 3.0
Based on 1 answer
We have moved on to a more robust option of CMS.
Jeremy Doyle | TrustRadius Reviewer

Usability

17hats

No score
No answers yet
No answers on this topic

Zendesk Sell

Zendesk Sell 7.0
Based on 1 answer
It really is easy to use, but just not enough behind it.
Jeremy Doyle | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

Zendesk Sell

Zendesk Sell 6.0
Based on 1 answer
The support team is good, but not great.
Jeremy Doyle | TrustRadius Reviewer

Online Training

17hats

No score
No answers yet
No answers on this topic

Zendesk Sell

Zendesk Sell 7.0
Based on 1 answer
This product has a great backing of users, but needs more options direct from Base CRM on all operations of the software. YouTube videos do a great job of helping implement, and the back end support is a great help as well. The CRM is a great free option, and should be treated as such.
Jeremy Doyle | TrustRadius Reviewer

Implementation Rating

17hats

No score
No answers yet
No answers on this topic

Zendesk Sell

Zendesk Sell 8.0
Based on 1 answer
Simple, and straight forward.
Jeremy Doyle | TrustRadius Reviewer

Alternatives Considered

17hats

No answers on this topic

Zendesk Sell

Simpler than most CRMs, which can be good if your sales team is not very tech savvy. We switched to HubSpot which provides a lot more value than Base did, but it isn't right for everyone. HubSpot is focused on capturing in-bound leads and has its own flaws and limitations, but overall it's a better fit for our needs.
Matt Suozzo | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Zendesk Sell

  • Using Base has allowed us to double the number of active sales and partner engagements that we can keep track of and make progress on.
  • This has led to us being able to follow up on many smaller deals that were falling through the cracks.
Matt Meinel | TrustRadius Reviewer

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

17hats Editions & Modules

Edition
Starting Price$45.001
  1. Per Month
Additional Pricing Details

Zendesk Sell

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Zendesk Sell Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

17hats
9.0
Zendesk Sell
4.2

Likelihood to Renew

17hats
Zendesk Sell
3.0

Usability

17hats
Zendesk Sell
7.0

Support Rating

17hats
8.0
Zendesk Sell
6.0

Online Training

17hats
Zendesk Sell
7.0

Implementation Rating

17hats
Zendesk Sell
8.0

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