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Zendesk Sell

Zendesk Sell
Formerly Base CRM

Starting at $19 per seat/month billed annually
View Pricing

Overview

What is Zendesk Sell?

Zendesk Sell (formerly Base CRM) is a CRM that aims to give reps access to integrated tools that provide the full context of a customer account. This keeps them in the loop and allows them to capitalize on opportunities. Zendesk…

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Recent Reviews

Zendesk Sell FTW

10 out of 10
March 02, 2020
Incentivized
We're currently using Zendesk Sell to track inbound and outbound sales across our organization. Our business development, support, and …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Interaction tracking (15)
    7.9
    79%
  • Custom fields (15)
    7.8
    78%
  • Integration with email client (e.g., Outlook or Gmail) (15)
    6.9
    69%
  • Workflow management (15)
    6.1
    61%
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Pricing

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Sell Team

$19.00

Cloud
per seat/month billed annually

Reach prospecting enrichment add-on (requires a Sell Subscription)

$27.00

Cloud
Per User Per Month (billed annually)

Sell Professional

$49.00

Cloud
per seat/month billed annually

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.zendesk.com/pricing/sales

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Zendesk Sell Advanced Reporting & Analytics Demo

YouTube

[Comparison Demo] Salesforce vs Zendesk Sell

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

6.6
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

9
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

6.9
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

5.3
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.2
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

4.2
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

9.5
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

4
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

5.4
Avg 7.2

Platform

8
Avg 7.5
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Product Details

Zendesk Sell Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Zendesk Sell (formerly Base CRM) is a CRM that aims to give reps access to integrated tools that provide the full context of a customer account. This keeps them in the loop and allows them to capitalize on opportunities. Zendesk Sell can be extended with Reach, a lead generation and engagement tool that automates the process of finding and keeping leads interested, so reps can focus more on building relationships and crushing their quotas. Base CRM was founded in 2009, and acquired by Zendesk in 2018.

Pipeliner CRM, Insightly, and Sellf CRM are common alternatives for Zendesk Sell.

Reviewers rate Single sign-on capability highest, with a score of 9.9.

The most common users of Zendesk Sell are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(72)

Attribute Ratings

Reviews

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Tracks all of our sales leads. Multiple prospects can be related to their company and deals can be organized by a salesperson. The notes feature provides an area to store information not found in emails. Salespeople don't need to call each other to get details of a deal. Everything is in Zendesk Sell for easy access.
  • Splits deals by sales person.
  • Total possible revenue in the pipeline.
  • Store all email in one deal, regardless of source.
  • Creation of a deal from outlook (add-in).
  • Add tasks to outlook calendar.
  • Summary display deals by stage.
Zendesk Sell works best for deals that involve many points of contact and takes a long time to close. It may not be as necessary for a quicker sales cycle.
Sales Force Automation (9)
51.11111111111111%
5.1
Customer data management / contact management
90%
9.0
Workflow management
60%
6.0
Territory management
N/A
N/A
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
80%
8.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
90%
9.0
Case management
90%
9.0
Call center management
90%
9.0
Help desk management
90%
9.0
Marketing Automation (2)
30%
3.0
Lead management
60%
6.0
Email marketing
N/A
N/A
CRM Project Management (3)
50%
5.0
Task management
80%
8.0
Billing and invoicing management
N/A
N/A
Reporting
70%
7.0
CRM Reporting & Analytics (3)
83.33333333333334%
8.3
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
90%
9.0
Customization (4)
20%
2.0
Custom fields
80%
8.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
80%
8.0
Mobile access
80%
8.0
  • Automated leads from paper lists to data lists.
  • Reduced time needed for sales meetings. All details already in Zendesk Sell. No need to discuss.
The contact management system is better and the association between contacts and deals is a big improvement. Tracking emails in addition to notes is an improvement.
Microsoft SQL Server, Microsoft 365 (formerly Office 365), Redgate SQL Data Compare
The relation between contacts and deals is easy to understand. The association between deals and sales people make it easy to organize leads.
Reached out to support when started using Zendesk Sell. They provided a remote session to review our specific needs and explain how to get the program to work for us.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Prior to upgrading to Hubspot recently, I used Zendesk Sell (formerly Base CRM) for over 3 years. It was used by anyone involved in sales across the company during that timeframe. It was our primary CRM for contacts and leads.
We used it to manage the whole telemarketing process and move names from leads, to prospects, to demos, to contracts, and close.
  • It is very inexpensive to start.
  • It is relatively user friendly.
  • Gives you the ability to define your own categories to move through the sales process.
  • There was no ability to add prospects from a company domain or email to auto-fill any data.
  • You had to type in all of the data you gathered about that prospect.
  • The default only gave you two phone numbers for the company, too few.
I would say a six or seven, with the low cost of entry for a small or growing company as the overriding reason I would recommend it.

When you are working with a prospect on several contacts, I found it to work well in keeping all of those contracts straight with their various names and job titles.
Sales Force Automation (9)
35.55555555555556%
3.6
Customer data management / contact management
60%
6.0
Workflow management
50%
5.0
Territory management
50%
5.0
Opportunity management
30%
3.0
Integration with email client (e.g., Outlook or Gmail)
10%
1.0
Contract management
30%
3.0
Quote & order management
40%
4.0
Interaction tracking
40%
4.0
Channel / partner relationship management
10%
1.0
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
N/A
N/A
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
16.666666666666668%
1.7
Forecasting
20%
2.0
Pipeline visualization
30%
3.0
Customizable reports
N/A
N/A
Customization (4)
12.5%
1.3
Custom fields
50%
5.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
  • Low cost of entry.
  • Reasonable functionality.
  • No auto data input capability.
I am currently using Hubspot, which we upgraded to from Zendesk Sell.

I used SalesForce many years ago, but too long ago to comment on any current functionality.
The lack of ability to easily add data in an auto function either via email address or URL is severely lacking.
I did not have good luck with Zendesk's support.
Brittany Cooper | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It’s being used by my department mainly for our customer experience, customer success, and sales team. We needed a hub to funnel all of our customers through. Zendesk Sell (formerly Base CRM) has worked perfectly for that. We also needed a platform that integrated with a lot of our other systems (e.g., Microsoft Dynamics, Twitter, Facebook, etc.). It's so efficient that these systems are now integrated. It saves our team time now that everything is centrally located and we're not having 5+ browser tabs open at any given time.
  • Clean layout
  • Multiple views
  • Efficiently contact customers
  • Systems integration
  • More creative design layout (pretty basic to look at)
  • Have the option to view previous conversations when chatting with client. Currently I have to search an email to see previous conversations.
  • More creative text to use (e.g., emojis)
I would give Zendesk Sell (formerly Base CRM) a 9/10. It has been extremely efficient to funnel client communication. The integrations have worked out perfectly. We use JotForm, Microsoft Dynamics, and various social media websites on a daily basis. On the contrary, I do wish there were better search features of previous client conversations. Those are extremely helpful when working out of the platform.
Sales Force Automation (9)
50%
5.0
Customer data management / contact management
N/A
N/A
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
80%
8.0
Quote & order management
N/A
N/A
Interaction tracking
80%
8.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
33.333333333333336%
3.3
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
100%
10.0
Marketing Automation (2)
75%
7.5
Lead management
70%
7.0
Email marketing
80%
8.0
CRM Project Management (3)
50%
5.0
Task management
70%
7.0
Billing and invoicing management
N/A
N/A
Reporting
80%
8.0
CRM Reporting & Analytics (3)
33.333333333333336%
3.3
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
100%
10.0
Customization (4)
20%
2.0
Custom fields
30%
3.0
Custom objects
50%
5.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
90%
9.0
Role-based user permissions
100%
10.0
Single sign-on capability
80%
8.0
Social CRM (2)
35%
3.5
Social data
N/A
N/A
Social engagement
70%
7.0
Integrations with 3rd-party Software (2)
50%
5.0
Marketing automation
100%
10.0
Compensation management
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
  • Increased efficiency with a central hub for all of our customer data.
  • Workflows are easy to set up and beneficial for us.
  • Received minimum training, therefore it's easy to navigate.
  • Reduced employee costs. Employees can spend more time completing other important tasks.
We moved away from the platform above because integrations and reporting through Zendesk Sell (formerly Base CRM) are far better. Zendesk Sell (formerly Base CRM) is definitely a more modern approach to our ever-changing company. We needed a system that provided accurate and easily attainable reporting. In addition to that, we used tons of other systems that were not "integrated friendly" with the previous software. These reasons are what sealed the deal for our company to move on.
I received about two hours worth of training on Zendesk Sell (formerly Base CRM). I will say it's a clean look and the ability to change views is extremely helpful. I do wish there were other features that allowed the views to be more simplistic. Some views can be overwhelming to look at. Nevertheless with the minimum training, I am still able to navigate through Zendesk Sell (formerly Base CRM) successfully due to the ease of usability.
Due to the ease of the product, I have not had the chance to reach out to support yet. I’ve had no reason. The resources provided to clients are extremely helpful and detailed. So far my questions have been pretty basic and I generally just ask my colleague or teammate. They're able to assist with the answer.
Jeremy Doyle | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Base CRM is not being used anymore because we decided to go with a more robust option. Base CRM is a great option to use when an inexpensive resolution is needed. When we used it, it was used across the organization as a whole. It was an entire CRM option to track customers, along with our accounting software.
  • Free edition is great to start. This is important for smaller businesses, and appreciated as such.
  • Keeps customer records so everyone is always on the same page.
  • Easy to navigate.
  • Robust features are needed. More options for third party apps are needed as well.
  • A larger user-base would be nice, so the forum can flourish.
  • Integration with all calendars is needed.
The best case for Base CRM is at the free option for a small business. There are better options for companies with a larger marketing budget. Base CRM is a great add-on for a single salesperson to track their customers, but needs more improvements if it is to get to an enterprise level. Great free option!
Sales Force Automation (9)
47.77777777777778%
4.8
Customer data management / contact management
70%
7.0
Workflow management
60%
6.0
Territory management
20%
2.0
Opportunity management
60%
6.0
Integration with email client (e.g., Outlook or Gmail)
20%
2.0
Contract management
20%
2.0
Quote & order management
60%
6.0
Interaction tracking
70%
7.0
Channel / partner relationship management
50%
5.0
Customer Service & Support (3)
50%
5.0
Case management
50%
5.0
Call center management
50%
5.0
Help desk management
50%
5.0
Marketing Automation (2)
70%
7.0
Lead management
80%
8.0
Email marketing
60%
6.0
CRM Project Management (3)
40%
4.0
Task management
60%
6.0
Billing and invoicing management
30%
3.0
Reporting
30%
3.0
CRM Reporting & Analytics (3)
43.33333333333333%
4.3
Forecasting
30%
3.0
Pipeline visualization
40%
4.0
Customizable reports
60%
6.0
Customization (4)
57.5%
5.8
Custom fields
80%
8.0
Custom objects
70%
7.0
Scripting environment
40%
4.0
API for custom integration
40%
4.0
Security (1)
50%
5.0
Single sign-on capability
50%
5.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
40%
4.0
Mobile access
40%
4.0
  • Base CRM had no direct impact on ROI.
  • There are not enough metrics to rate based on ROI.
  • Base CRM is a great tool for salespeople.
Base CRM is great for beginners, or small sales forces. API/integrations need help. As a CRM it works just fine, but could use some improvement, and backing. A lot of Base CRM users are great help, but there needs to be a more robust back end to help your customers implement the product better.
1
Simple CRM. No robust features, API, or integrations are used.
1
Not many in-house people are needed to administer this CRM. There are better options if you have that payroll capabilities.
  • CRM
  • Customer Relations
  • Simple contact history
  • There are no innovative ways to use a CRM
  • This CRM is implemented as any other would be
  • Used for simply history of contact
  • With add-ons there are no limits
  • With API integration, and form building there would be much more use.
We have moved on to a more robust option of CMS.
Yes
We replaced SugarCRM with Base CRM. Base CRM was a better Free option. Having said that, SugarCRM is fine as well. Base CRM just seemed to be more elegant. We appreciated the ease of use, and the beautiful interface. Base CRM is stilled used on a regular basis by individual salespeople for their own records.
  • Price
  • Product Features
  • Third-party Reviews
It was free to try. The main reason we used Base CRM is because it was free to start, try, implement, and maintain. There was really no need for an on boarding process, and no back end support was needed. We implemented quickly, and efficiently ourselves. Great option!
Yes, we'd take a bit more time to research. Though we would probably or most likely choose Base CRM over most of the competition again because it is easy to use and familiar to the sales team as well. We do have a more robust option in place now, and for that we did extra research.
  • Implemented in-house
No
Change management was minimal
  • There were not issues during implementation.
Simple, and straight forward.
  • Online training
  • Self-taught
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.
The product was easy to learn without training, and our recommend approach to using would be to just begin putting in data, so that you can get trends, and a history of contact for records. This information is invaluable to the sales process, and is under appreciated in many CRMs, but not this one.
No
No need to pay for it.
The support team is good, but not great.
No
I can't describe a time specifically but all interactions were amicable.
  • Enter new leads
  • Contact history
  • Navigation
  • Integrations with other software
  • General comments on account.
  • Back end support
It really is easy to use, but just not enough behind it.
No such thing as integrations, and it was difficult to achieve.
  • We have moved options
  • We will not implement any more
I have no clue, we have switched at this point.
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