Zendesk vs Insightly: Which CRM Tool Wins in 2025?

Choosing the right CRM 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 CRM 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 CRM wins in 2025.

Overview

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 CRM truly fits your business.

What is Insightly?

Insightly? It’s a CRM and project tool. 

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

Also, explore our favorite Insightly alternatives…

Key Benefits

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

Pricing

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

What is Zendesk?

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

Makes dealing with customers smoother.

Also, explore our favorite Zendesk alternatives…

Key Benefits

• 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.

Pricing

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/month
• Suite Team: $55/month
• Suite Professional: $115/month
• Suite Enterprise: Custom Pricing

Feature Comparison

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.
• Insightly: Offers a more traditional CRM approach. It allows you to track detailed information about contacts, including their roles and companies.

2. Pipeline Management

• Insightly: 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

• Insightly: 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.

4. Workflow Automation

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

5. Customization

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

6. Ease of Use

• 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.
• Insightly: Due to its more comprehensive feature set, it can have a steeper learning curve. While powerful, it may require more training.

7. Forecast

• Insightly: 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.

What to Look For When Choosing CRM Software?

• Scalability: Can it grow with your business? Does it handle increased data and users?
• Integration: Does it connect with your other tools? How easy is it to sync data?
• Reporting: Can you get clear insights? Does it offer customizable reports?
• Mobile Access: Can you use it on the go? How user-friendly is the mobile app?
• Support: What kind of help is available? How responsive is their support team?
• Security: How well does it protect your data? Does it meet industry compliance standards?

Final Verdict

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.

More of Insightly

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

• Insightly vs Gohighlevel: Insightly combines CRM with project management, while GoHighLevel is a comprehensive platform for sales, marketing, and agency automation, offering broader tools for lead generation.
• 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 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.

Frequently Asked Questions