CRM and Deals for Zendesk insite review
Updated May 17, 2025

CRM and Deals for Zendesk insite review

Ntombifuthi Zimba | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with CRM and Deals for Zendesk

CRM and Deals for Zendesk is a big part of the organization that I work for, We use Zendesk for tickets that need to be worked on and it helps a lot when we need to send out micros to our customers. CRM and Deals assists in making sure that the business process is always followed and the queries are attended to as soon and they come in.

Pros

  • Provide open tickets for customer queries
  • Helps the business create micros
  • Send out messages to cuctomers

Cons

  • Customers should be able to rate tickets
  • A feature to add alternative email address
  • Add notification to manager when there is a ticket with bad rating
  • Its positive impact is that you can create micros which saves the agents time
  • It easy to browse for tickets
  • It easy to add internal notes for other agents to have an understanding what has been done on that particular ticket
I would rate CRM and Deals for Zendesk a 10 because it is very easy to use, it also easy to find open tickets and it makes communication very easy because you can create micros which saves the agents a lot of time. CRM and Deals for Zendesk make the day to day operations of the business very easy.
Slack is mostly used for internal communicaction within the organization where else with CRM and Deals for Zendesk is used to communicate with customers and send micros. CRM and Deals for Zendesk help with tickets that need to be resolve when sent by customers and it makes it easy to follow process for the organisation.

Do you think CRM and Deals for Zendesk delivers good value for the price?

Yes

Are you happy with CRM and Deals for Zendesk's feature set?

Yes

Did CRM and Deals for Zendesk live up to sales and marketing promises?

Yes

Did implementation of CRM and Deals for Zendesk go as expected?

I wasn't involved with the implementation phase

Would you buy CRM and Deals for Zendesk again?

Yes

It is well suited when the business needs to send out communication to customers and it is fast and convenient and easy to use. It is very easy to find open tickets that the business needs to attend to. CRM and Deals for Zendesk makes it easy for day to day business communication.

CRM and Deals for Zendesk Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

Using CRM and Deals for Zendesk

250 - CRM and Deals for Zendesk functions are used in my organization to send out emails to customers and also to send internal requests to other departments. Is an easy tool to communicate with customers regarding any changes that have been made to their profile and it also assists in making sure that every query is dealt with on time.
250 - The type of people or skills that are required to support CRM and Deals for Zendesk are problem solving skills, one needs to be able to solve any issues that the customer has. People need to have clear communication skills and they also have to have product knowledge and strong time management.
  • Problem solving
  • Sending updates to customers
  • logging tickets internally
  • Manage customer interactions
  • Logging internal tickets
  • Tracking all customer communication
  • Improve customer experience
  • Enhancing sales strategies
  • Predictive analytics
I would likely recommend the organization to renew my use of CRM and Deals for Zendesk because it is very user friendly; it's is easy to understand and its also makes its easy communicate with customers and to keep track of all the customer interactions. CRM and Deals for Zendesk is a great tool for communication because its also allows you to personalize interactions.

Evaluating CRM and Deals for Zendesk and Competitors

  • Integration with Other Systems
  • Ease of Use
  • Other
The CRM should seamlessly integrate with existing systems, such as customer service platforms (like Zendesk), sales automation tools, and marketing platforms, to avoid data silos and enable smooth workflow. The system is very easy to use and its makes easy communication with the customers and you can keep track of all the conversations.
If I had to do it again I would not change my evaluation and selection process.

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