Zendesk vs Insightly: Which CRM Tool Wins in 2025?

von | März 24, 2025

Gewinner
Aufschlussreich
9.0
  • Pipeline-Management
  • Verfolgung von Leads
  • Automatisierung von Arbeitsabläufen
  • Projektmanagement
  • Einsichtiges Marketing
  • Kostenlose Testversion verfügbar
  • Kostenpflichtige Pläne ab 29 $/Monat
Zweiter
Zendesk
7.0
  • Massaging & Live Chat
  • AI & Automation
  • Data Privacy & Protection
  • Agent Workspace
  • Voice Provider
  • Kostenlose Testversion verfügbar
  • Kostenpflichtige Pläne ab 19 $/Monat
Zendesk vs Insightly

Die Wahl des richtigen Recherche et vérification d'e-mails, préchauffage des e-mails. 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 Recherche et vérification d'e-mails, préchauffage des e-mails. 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 Recherche et vérification d'e-mails, préchauffage des e-mails. Siege im Jahr 2025.

Überblick

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 Recherche et vérification d'e-mails, préchauffage des e-mails. truly fits your business.

Aufschlussreich

Trusted by over 25,000 businesses, it delivers powerful CRM & project management. See how it can boost your sales!

9von 10

Preise: It has a free trial. The premium plan starts at $29/month.

Hauptmerkmale:

  • Project Management.
  • Lead Scoring.
  • Workflow-Automatisierung.
Zendesk

Join over 100,000 businesses using Zendesk to enhance customer support. Experience streamlined service today!

7von 10

Preise: It has a free trial. The premium plan starts at $19/month.

Hauptmerkmale:

  • Ticket Management.
  • Live Chat.
  • Knowledge Base.

Was ist Insightly?

Insightly? It’s a CRM and project tool. 

Helps with sales and managing projects. Good for growing teams.

Entdecken Sie auch unsere beliebtesten Alternativen zu Insightly

Aufschlussreich
Aufschlussreich
9.0

Trusted by over 25,000 businesses, it delivers powerful CRM & project management. See how it can boost your sales!

Hauptvorteile

  • Manages over 25,000 businesses.
  • Increases sales conversion by 18%.
  • Automates 50+ workflow actions.
  • Tracks 10,000+ custom fields.
  • Streamlines project delivery times.

Preise

  • Insightly offers flexible plans for different needs and budgets. Check them out:
    • Plus: Starts at $29/user/month
    • Professional: Starts at $49/user/month
    • Unternehmen: Starts at $99/user/month
Aufschlussreiche Preise

Pros

  • Powerful project management tools.
  • Strong lead scoring features.
  • Workflow automation saves time.
  • Good for sales pipeline visibility.
  • Excellent customer relationship tracking.

Nachteile

  • Can be complex to learn.
  • Mobile app has limitations.
  • Berichterstattung can be overwhelming.
  • Pricing scales up quickly.

What is Zendesk?

Zendesk? It’s all about customer support. Think tickets and live chat.

Makes dealing with customers smoother.

Entdecken Sie auch unsere beliebtesten Zendesk-Alternativen

Zendesk
Zendesk
7.0

Join over 100,000 Unternehmen using Zendesk to enhance customer support. Experience streamlined service today!

Hauptvorteile

  • Handles over 100,000 support tickets daily.
  • Reduces average resolution time by 20%.
  • Integrates with 1000+ apps.
  • Boosts customer satisfaction scores by 15%.
  • Offers 24/7 self-service knowledge base.

Preise

Zendesk offers a variety of pricing plans to fit different business needs. Pricing varies depending on the features and the number of agents you need.

  • Support Team: $19/Monat
  • Suite Team: $55/month
  • Suite Professional: $115/month
  • Suite Enterprise: Individuelle Preise
zendesk pricing

Pros

  • Easy setup, quick start.
  • Strong ticket management tools.
  • Good for large support teams.
  • Many app integrations are available.
  • Reliable customer service platform.

Nachteile

  • Can get pricey quickly.
  • Reporting can feel complex.
  • Some features need upgrades.
  • Initial setup requires learning.

Funktionsvergleich

Let’s see how Zendesk and Insightly stack up. We’ll look at the key points. 

This will help you decide which one works best for your business needs.

1. Contact Management

  • Zendesk: Focuses on managing customer interactions via tickets and support requests. It excels in organizing conversations and tracking customer histories.
  • Einsichtsvoll: Offers a more traditional CRM approach. It allows you to track detailed information about contacts, including their roles and companies.

2. Pipeline Management

  • Einsichtsvoll: Provides robust pipeline management tools. You can visualize your sales process, track deals through different stages, and forecast revenue.
  • Zendesk: Primarily focuses on support ticket pipelines. It allows you to track the status of support requests and manage the flow of tickets.

3. Project Management

  • Einsichtsvoll: Includes project management features that allow you to plan, track, and manage projects. You can create tasks & assign them to team members.
  • Zendesk: Does not offer dedicated project management tools. While you can use tickets to track tasks, it lacks the project-specific features found in Insightly.
Personal experience with Zendesk

4. Workflow Automation

  • Zendesk: Automates support workflows through triggers and automation. You can set up rules to control tickets and send notifications.
  • Einsichtsvoll: Offers more comprehensive workflow automation for sales and marketing. You can automate tasks, send emails, and update records.

5. Anpassung

  • Zendesk: Allows you to customize ticket forms, fields, and views. You can control the platform to your specific support needs.
  • Einsichtsvoll: Provides extensive customization options for fields, layouts, and workflows.

6. Benutzerfreundlichkeit

  • Zendesk: It is known for its user-friendly interface and intuitive design. It’s relatively easy to set up and use, even for users with limited technical experience.
  • Einsichtsvoll: Due to its more comprehensive feature set, it can have a steeper learning curve. While powerful, it may require more training.
Benefits of Insightly

7. Forecast

  • Einsichtsvoll: Provides robust sales forecasting tools. You can generate reports and analyze trends to predict future sales performance. 
  • Zendesk Does not offer sales forecasting capabilities. Its focus is on support, and it lacks the reporting and analysis tools needed for sales forecasting.

Worauf ist bei der Auswahl einer CRM-Software zu achten?

  • Skalierbarkeit: Can it grow with your business? Does it handle increased data and users?
  • Saleshandy contre UpLead Does it connect with your other tools? How easy is it to sync data?
  • Berichterstattung: Can you get clear insights? Does it offer customizable reports?
  • Mobiler Zugriff: Can you use it on the go? How user-friendly is the mobile app?
  • Unterstützung: What kind of help is available? How responsive is their support team?
  • Sicherheit: How well does it protect your data? Does it meet industry compliance standards?

Instantanément vs UpLead

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 Zendesk

Here’s a brief comparison of Zendesk with these software solutions:

  • Zendesk vs Gohighlevel: Zendesk focuses on customer support and ticketing, providing multi-channel communication; GoHighLevel is a broader platform offering sales, marketing, and CRM tools, with advanced automation.
  • Zendesk vs Pipedrive: Zendesk excels in comprehensive customer service and support, while Pipedrive is a sales-centric CRM with visual pipeline management.
  • 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 CRM with broad sales, marketing, and service clouds.

Mehr von Insightly

Hier ist ein kurzer Vergleich von Insightly mit diesen Softwarelösungen:

  • Insightly gegen Gohighlevel: Insightly kombiniert CRM mit Projektmanagement, während GoHighLevel eine umfassende Plattform für die Vertriebs-, Marketing- und Agenturautomatisierung ist und umfassendere Tools für die Lead-Generierung bietet.
  • Insightly vs. Pipedrive: Insightly konzentriert sich auf CRM mit integriertem Projektmanagement; Pipedrive ist auf die visuelle Verwaltung der Vertriebs-Pipeline spezialisiert, die häufig von vertriebsorientierten Teams bevorzugt wird.
  • Insightly vs. Keap: Insightly bietet ein robustes CRM mit Projektverfolgung; Keap bietet leistungsstarke Marketingautomatisierung, E-Mail-Kampagnen und umfassende Vertriebsfunktionen.
  • Insightly vs. ActiveCampaign: Insightly verbindet CRM mit Projektmanagement-Funktionen; ActiveCampaign zeichnet sich durch fortschrittliche Marketing-Automatisierung, E-Mail-Sequenzierung und Lead-Scoring aus.
  • Insightly vs. HubSpot: Insightly bietet ein leistungsfähiges CRM mit Projektmanagement, während HubSpot eine umfassende All-in-One-Plattform für Marketing, Vertrieb und Kundenservice bereitstellt.
  • Insightly vs. Clickfunnels: Insightly ist ein CRM mit Projektmanagement; ClickFunnels ist in erster Linie ein Sales Funnel Builder zur Erstellung von Landing Pages und zur Automatisierung von Verkaufsprozessen.
  • Einsichtsvoll vs. Folk: Insightly ist ein umfassendes CRM mit Projektmanagement-Funktionen; Folk ist ein rationalisiertes, kollaboratives Kontaktmanagement-Tool.
  • Einsichtsvoll vs. Unmittelbar: Insightly bietet eine robuste CRM- und Projektmanagementlösung; Instantly konzentriert sich auf die automatisierte Kaltakquise per E-Mail und die Lead-Generierung.
  • Insightly vs. Clickup: Insightly integriert CRM und Projektmanagement; ClickUp ist eine vielseitige Arbeitsmanagement-Plattform, die für CRM-Aufgaben konfiguriert werden kann.
  • Einsichtsvoll vs. Montag: Insightly kombiniert CRM mit Projektmanagement; Monday CRM ist ein hochgradig anpassbares Arbeitssystem, das sich an verschiedene CRM-Bedürfnisse anpassen lässt.
  • Insightly vs. Capsule CRM: Insightly ist ein funktionsreicheres CRM mit Projektmanagement, während Capsule CRM ein einfacheres, unkompliziertes CRM für Kontakte und Verkaufschancen ist.
  • Insightly vs. Freshsales: Insightly bietet ein robustes CRM mit Projektmanagement; Freshsales CRM bietet fortschrittliche Vertriebsautomatisierung, KI-Einsichten und Multikanal-Kommunikation.
  • Insightly im Vergleich zu Salesforce: Insightly ist ein umfassendes CRM mit integriertem Projektmanagement; Salesforce ist eine unternehmenstaugliche, hochgradig anpassbare und umfangreiche CRM-Lösung.

Häufig Gestellte Fragen

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.