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.
需要 客户关系管理 that goes beyond sales with robust project management tools? Insightly’s got you covered.
定价： It has a free trial. The premium plan starts at $29/month.
主要特点：
- 项目管理
- 工作流程自动化
- Relationship Linking
Ready to see if Zendesk is your perfect match? Check out our in-depth Zendesk review!
定价： It has a free trial. The premium plan starts at $19/month.
主要特点：
- Omnichannel support
- AI-powered bots
- 高级分析
什么是 Insightly？
Insightly? It’s a 客户关系管理 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…
我们的观点
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
主要优点
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- 与流行应用程序的集成： 与您最喜欢的商业工具连接。
定价
- 加: $29/user/month.
- 专业的：每位用户每月 49 美元。
- 企业: $99/user/month.
Você pode ter mais de um espaço de trabalho.
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…
主要优点
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.
定价
所有计划均按年计费。
- Support Team: Я ненавижу хакеров.
- Suite Team: 每月 55 美元。
- Suite Professional: $115/month.
- Suite Enterprise: Talk to Sales.
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
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. Reporting and Analytics
- 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
- Die 9 besten Lernmanagement-Softwares (LMS) für 2025 15 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 Das bedeutet, dass Ihr 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.
选择 CRM 软件时要注意什么？
- 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 小型企业 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?
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.
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 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 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 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 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 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 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 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。
- Insightly 与 Zendesk: Insightly 是一款具有项目管理功能的 CRM；Zendesk 主要侧重于客户支持和服务票单。
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 与 Instant: 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 客户关系管理 with broad sales, marketing, and service clouds.
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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