选择正确的 客户关系管理 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 客户关系管理 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.
我们将帮助您决定 客户关系管理 2025 年获胜。
概述
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 客户关系管理 truly fits your business.
Trusted by over 25,000 businesses, it delivers powerful CRM & project management. See how it can boost your sales!
定价： It has a free trial. The premium plan starts at $29/month.
主要特点：
- 项目管理。
- Lead Scoring.
- 工作流自动化。
Join over 100,000 businesses using Zendesk to enhance customer support. Experience streamlined service today!
定价： It has a free trial. The premium plan starts at $19/month.
主要特点：
- Ticket Management.
- Live Chat.
- Knowledge Base.
什么是 Insightly？
Insightly? It’s a CRM and project tool.
Helps with sales and managing projects. Good for growing teams.
此外，探索我们最喜欢的 Insightly 替代品…
Trusted by over 25,000 businesses, it delivers powerful CRM & project management. See how it can boost your sales!
主要优点
- Manages over 25,000 businesses.
- Increases sales conversion by 18%.
- Automates 50+ workflow actions.
- Tracks 10,000+ custom fields.
- Streamlines project delivery times.
定价
- Insightly offers flexible plans for different needs and budgets. Check them out:
- 加： Starts at $29/user/month
- 专业的： Starts at $49/user/month
- 企业： Starts at $99/user/month
优点
缺点
What is Zendesk?
Zendesk? It’s all about customer support. Think tickets and live chat.
Makes dealing with customers smoother.
此外，探索我们最喜欢的 Zendesk alternatives…
Join over 100,000 businesses using Zendesk to enhance customer support. Experience streamlined service today!
主要优点
- 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.
定价
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/月
- Suite Team: $55/month
- Suite Professional: $115/month
- Suite Enterprise: 定制定价
优点
缺点
功能比较
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.
- 真知灼见： Offers a more traditional CRM approach. It allows you to track detailed information about contacts, including their roles and companies.
2.管道管理
- 真知灼见： 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
- 真知灼见： 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.
- 真知灼见： 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.
- 真知灼见： Provides extensive customization options for fields, layouts, and workflows.
6.易于使用
- 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.
- 真知灼见： Due to its more comprehensive feature set, it can have a steeper learning curve. While powerful, it may require more training.
7. Forecast
- 真知灼见： 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.
选择 CRM 软件时要注意什么？
- 可扩展性： Can it grow with your business? Does it handle increased data and users?
- 一体化： Does it connect with your other tools? How easy is it to sync data?
- 报告： Can you get clear insights? Does it offer customizable reports?
- 移动访问： Can you use it on the go? How user-friendly is the mobile app?
- 支持： What kind of help is available? How responsive is their support team?
- 安全： How well does it protect your data? Does it meet industry compliance standards?
最终裁决
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 与 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.
关于 Insightly 的更多信息
以下是 Insightly 与这些软件解决方案的简要比较：
- Insightly vs Gohighlevel: Insightly 将客户关系管理与项目管理相结合，而 GoHighLevel 则是销售、营销和代理自动化的综合平台，提供更广泛的潜在客户生成工具。
- Insightly vs Pipedrive: Insightly 专注于具有集成项目管理功能的 CRM；Pipedrive 擅长可视化销售管道管理，通常是以销售为中心的团队的首选。
- Insightly vs Keap: Insightly 提供强大的客户关系管理功能和项目跟踪功能；Keap 提供强大的营销自动化、电子邮件营销活动和全面的销售功能。
- Insightly vs ActiveCampaign: Insightly 将客户关系管理与项目管理功能融为一体；ActiveCampaign 在高级营销自动化、电子邮件排序和潜在客户评分方面表现出色。
- Insightly vs HubSpot: Insightly 提供了强大的客户关系管理和项目管理功能，而 HubSpot 则为营销、销售和客户服务提供了一个庞大的一体化平台。
- Insightly vs Clickfunnels: Insightly 是一款具有项目管理功能的 CRM；ClickFunnels 主要是一款销售漏斗构建工具，用于创建着陆页和实现销售流程自动化。
- Insightly vs Folk: Insightly 是一款具有项目管理功能的综合客户关系管理软件；而 Folk 则是一款更加精简的协作式联系人管理工具。
- Insightly vs Instantly: Insightly 提供强大的客户关系管理（CRM）和项目管理解决方案；Instantly 专注于自动化的冷门电子邮件推广和潜在客户生成。
- 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 星期一: Insightly 将客户关系管理与项目管理相结合；Monday CRM 是一个高度可定制的工作操作系统，可满足各种客户关系管理需求。
- Insightly 与 Capsule CRM: Insightly 是一款功能更丰富的 CRM，具有项目管理功能，而 Capsule CRM 则是一款更简单、直接的联系人和销售机会跟踪器。
- Insightly vs Freshsales: Insightly 是一款功能强大的 CRM，具有项目管理功能；Freshsales CRM 提供先进的销售自动化、人工智能洞察力和多渠道沟通。
- Insightly vs Salesforce: Insightly 是一款集成了项目管理功能的综合性客户关系管理软件；Salesforce 则是一款企业级、高度可定制且扩展性强的客户关系管理解决方案。
常见问题
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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