اختيار المناسب إدارة علاقات العملاء is like picking the best tool for a big project.
You’ve got Zendesk vs Insightly, and both are meant to make your business life easier.
But which one actually delivers? It’s tough to know which features matter.
Imagine dealing with messy customer data because your إدارة علاقات العملاء doesn’t fit your needs.
Frustrating, right?
This article breaks down Zendesk vs Insightly, showing you their key differences, pricing, and who they’re best for.
We’ll help you decide which إدارة علاقات العملاء wins in 2025.
لمحة عامة
To give you a clear picture, we’ve put both Zendesk and Insightly through their paces.
Our team tested key features, pricing, and ease of use.
We focused on real-world scenarios so you can see which إدارة علاقات العملاء truly fits your business.
Need a إدارة علاقات العملاء that goes beyond sales with robust project management tools? Insightly’s got you covered.
التسعير: It has a free trial. The premium plan starts at $29/month.
الميزات الرئيسية:
- إدارة المشاريع
- أتمتة سير العمل
- Relationship Linking
Ready to see if Zendesk is your perfect match? Check out our in-depth Zendesk review!
التسعير: It has a free trial. The premium plan starts at $19/month.
الميزات الرئيسية:
- Omnichannel support
- AI-powered bots
- التحليلات المتقدمة
What is Insightly?
Insightly? It’s a إدارة علاقات العملاء and project tool.
Helps with sales and managing projects. Good for growing teams.
استكشف أيضاً Insightly alternatives...
وجهة نظرنا
يُعد Insightly خيارًا قويًا للشركات التي تحتاج إلى نظام إدارة علاقات عملاء قابل للتطوير مع إمكانات إدارة المشاريع.
المزايا الرئيسية
- قابلة للتطوير من أجل النمو: قم بتكييف المنصة مع توسع نشاطك التجاري.
- ميزات إدارة المشروع: حافظ على مشاريعك منظمة وعلى المسار الصحيح.
- لوحات معلومات وتقارير قابلة للتخصيص: احصل على الرؤى التي تحتاجها لاتخاذ قرارات مستنيرة.
- التكامل مع التطبيقات الشائعة: تواصل مع أدوات العمل المفضلة لديك.
التسعير
- زائد: $29/مستخدم/شهر.
- محترف: $49/مستخدم/شهر.
- انتربرايز: $99/مستخدم/شهر.
الإيجابيات
السلبيات
What is Zendesk?
Zendesk? It’s all about customer support. Think tickets and live chat.
Makes dealing with customers smoother.
استكشف أيضاً بدائل Zendesk...
المزايا الرئيسية
Zendesk helps you make customers happy and helps your team work better.
- Makes Customers Happier: Businesses using Zendesk see customers get 25% happier. That’s a big deal!
- All Talks in One Spot: Handle all messages from one place. No more jumping around.
- Smart Help: It does easy tasks for you. This lets your team fix harder problems.
- Self-Help Guides: You can make a help page. Customers can find answers themselves. This reduces questions by 15%.
- AI Smart Tools: It uses smart computer help. This means quicker and better answers for customers.
التسعير
ستتم فوترة جميع الخطط سنوياً.
- Support Team: $19/شهر.
- Suite Team: $55/month.
- Suite Professional: $115/month.
- Suite Enterprise: Talk to Sales.
الإيجابيات
السلبيات
مقارنة الميزات
We’re going deep on nine key features. This section shows exactly what each tool does well.
No more guessing which platform is right for your team.
1. Core Service Focus
- Zendesk’s core is customer service software. It is designed around the ticketing system to handle support requests.
- Insightly’s focus is on the full customer relationship management. It helps your sales team and marketing teams track deals and projects.
2. Ticketing System
- Zendesk Support is famous for its ticketing systems. It lets support agents respond across multiple channels like email and social messaging.
- Insightly Service offers a ticketing system, too. However, zendesk’s customer support software is more robust and comprehensive.
3. Workflow Automation
- Zendesk uses triggers and macros to create custom workflows. This automation helps the support team work faster on support tickets.
- Insightly also provides automation. It is powerful for sales workflow like lead assignment and task creation for the sales pipeline.
4. إعداد التقارير والتحليلات
- Reporting and analytics Zendesk focuses on key customer satisfaction metrics. This includes reply time and ticket volume.
- Insightly offers broader reporting for sales, projects, and marketing. It gives more full-picture business analytics.
5. Project Management
- Insightly is unique because it includes strong project management. You can assign tasks and track progress right inside the CRM.
- Zendesk does not have native project management tools. It focuses purely on customer conversations and support.
6. Integrations and Marketplace
- Zendesk Marketplace has over 1,000 apps for deep integrations. This lets support agents connect to almost any other tools.
- Insightly also integrates with other CRMs and tools like Google Workspace. Zendesk, however, has a larger, more varied marketplace.
7. Multilingual Support
- Zendesk offers strong multilingual support. You can provide support and self-service knowledge base content in multiple languages.
- Insightly’s main platform is generally in English. This is a key difference for global businesses.
8. Security
- الأمن Zendesk offers features like two-factor authentication and compliance options. It handles sensitive information in support requests.
- Insightly also prioritizes security with role-based access. Both companies take البيانات protection seriously for many customers.
9. Customer Interactions
- Zendesk is built to unify customer interactions into a single agent workspace. It manages all customer conversations from multiple channels.
- Insightly focuses on tracking all customer interactions across the sales and project lifecycle. It gives your organization a full view of the customer.
ما الذي تبحث عنه عند اختيار برنامج CRM؟
- Total Cost and Zendesk’s Pricing
- What is the final total cost per users, billed annually?
- Are there hidden fees for custom apps or advanced services?
- Core Functionality and Ability
- Does it handle contact management and task management well?
- Does the new version offer the new features your team member needs?
- Sales and Marketing Focus
- Can you easily track sales opportunities and view the opportunities dashboard?
- Are specialized tools like Insightly Marketing or Insightly Products available?
- Customer Service (Desk Software)
- Does it include strong ticket systems or desk software like Zendesk Suite?
- Can you create a help center and center articles for self-service?
- User Experience and Productivity
- Is the interface easy for الشركات الصغيرة to adopt quickly?
- Can your managers monitor team’s performance and boost productivity?
- Data and Customization
- Can you customize dashboards and records to show key details?
- Does the app work well on mobile and in a browser?
- Long-Term Value
- Will it help improve your overall customer experience?
- Do modern crm teams love using the platform day-to-day?
الحكم النهائي
Okay, let’s wrap this up. After a close comparison, we pick Insightly. Why?
It packs more punch for growing teams. Its CRM and project tools work well together.
Yes, Zendesk is great for support. But, for overall business growth, Insightly CRM wins.
It handles sales, projects, and contacts better. Plus, its integration options are solid.
While Zendesk sell might be good for focused sales teams, Insightly gives a wider view.
Consider the price, but the value is there. We hope this gives you some insight and information.
More of Insightly
Here’s a brief comparison of Insightly with these software solutions:
- Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
- Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
- Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
- Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
- Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
- Insightly vs ClickUp: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
- Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
- Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
More of Zendesk
Here’s a brief comparison of Zendesk with these software solutions:
- Zendesk vs Pipedrive: Zendesk excels in comprehensive customer service and support, while Pipedrive is a sales-centric CRM with visual pipeline management.
- Zendesk vs Gohighlevel: GoHighLevel helps marketing groups and small business owners. It’s a full sales tool. It helps your own business grow. Zendesk is mostly a customer help tool. It helps your support team handle customer questions.
- Zendesk vs Keap: Zendesk specializes in robust customer support and ticketing; Keap offers extensive sales and marketing automation for small businesses.
- Zendesk vs ActiveCampaign: Zendesk is a dedicated customer support platform with ticketing; ActiveCampaign specializes in email marketing automation, lead nurturing, and CRM integration.
- Zendesk vs HubSpot: Zendesk provides strong customer service and support ticketing, whereas HubSpot is a comprehensive suite that encompasses sales, marketing, and service hub features.
- Zendesk vs Clickfunnels: Zendesk is a customer service solution with ticketing and live chat; ClickFunnels is a sales funnel builder for creating landing pages and automating sales.
- Zendesk vs Folk: Zendesk offers powerful customer support for diverse interactions; Folk emphasizes collaborative contact organization and streamlined relationship management.
- Zendesk vs Instantly: Zendesk focuses on customer support and ticket management; Instantly specializes in automated cold email campaigns and lead generation.
- Zendesk vs ClickUp: Zendesk is a customer support system, while ClickUp is a versatile work management platform that can function as a CRM, project management tool, and task tracker.
- Zendesk vs Monday CRM: Zendesk is a customer service platform with ticketing; Monday CRM is a highly visual and customizable workflow management tool with CRM capabilities.
- Zendesk vs Capsule CRM: Zendesk provides robust customer support and ticketing; Capsule CRM is a simplified contact management and sales tracking system.
- Zendesk vs Insightly: Zendesk focuses on customer support and service tickets; Insightly is a more comprehensive CRM with strong sales pipeline and project management features.
- Zendesk vs Freshsales: Zendesk emphasizes strong customer support solutions, while Freshsales CRM is designed for sales automation, deal tracking, and lead management.
- Zendesk vs Salesforce: Zendesk offers a specialized customer service platform; Salesforce is an extensive enterprise-level إدارة علاقات العملاء with broad sales, marketing, and service clouds.
الأسئلة الشائعة
How do Insightly CRM and Zendesk Sell compare?
A: Insightly CRM excels in lead management, offering robust tools for scoring and tracking leads. Zendesk Sell focuses more on sales pipelines. Both offer lead management, but Insightly provides greater depth in this area.
What are the key differences for automation?
Insightly provides comprehensive automation for sales and project workflows. Zendesk focuses on customer support automation, like ticket routing. Insightly’s workflow automation is more versatile for business processes.
Which CRM software offers better analytics?
Insightly offers strong analytics for sales and project data. You can generate detailed reports and forecasts. Zendesk provides support-focused analytics. For broader business insights, Insightly is typically stronger.
How user-friendly is the interface in 2025?
Zendesk generally has an easier, more intuitive interface. Insightly’s interface, while powerful, can have a steeper learning curve. In 2025, both will be more user-friendly, but Zendesk will maintain an edge.
Are these CRMs a good fit for customer support?
Zendesk is designed primarily for customer support, with strong ticketing and live chat features. Insightly can manage customer relationships, but its core strength is in sales and project management.
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