Zendesk Sell Reviews

We used base software when setting leads for Solar appointments. There was a really nice connectivity between me and the closers when I was using base. I love the idea that I can put notes on homes and have connectivity that I normally would not have had when we were using the paper method we used to use. I can slip appointments in between already scheduled appointments, just a solid product overall.

In relation to sales rabbit and other sales softwares, I loved the ability to see homes more clearly, I thought that was one thing I didn't have as much with base, it was still better in other ways though that outweighed the pros that sales rabbit brought. I would take this still over any other sales appointment software and calendaring out there.

I loved the ability to log the GPS for site visits. This feature was way ahead of the competition.

My email runs through a corporate cloud service and we couldn't get the email to integrate through the phone app.

The layout is attractive, and adding custom fields is easy.

There were lots of opportunities for this software to be a lot better than it was, and Zendesk doesn't seem to be interested in improving it. The main reason we chose Zendesk Sell was because we wanted to integrate our sales and support instances, but we were never able to get it working. It's impossible to rearrange columns in reports and you can't filter on certain things. There are simple issues, like when you export a list the FIRSTNAME and LASTNAME fields are combined and can't be separated. Their support was AWFUL; they routinely took SIX WEEKS to respond to urgent requests from us, and even then they didn't fix the problem.

- Simple input for contact information for different clients and potential clients
- Super easy to create deals and potential purchases for clients
- Schedule appointments, set reminders, and send emails all from within the program
- Check metrics and numbers of different members of the sales team for different times and situations.
- Allows others to quickly catch up on what has happened in client interactions by reading through the emails that have been sent previously
- Easily sort through customer lists to find people who are relevant under different categories

- Sometimes too easy to change things that have been set by others
- Contact uploading/downloading in .csv files is a bit of a pain at first, but not terrible to get used to.

Easy to use and a full suite of features

Sometimes can be lacking some needed features

Been using it since it came out as a beta months ago, It integrates very easily with Zendesk support ticketing and has all features as any other CRM. You can easily integrate with Pandadoc and send agreements. You can send texts, emails and calls from the CRM very easily and track agents productivity.

At first it didnt have all the features i needed and support when it was a beta but they fixed all that with time.

- Direct mail integration (no bcc required) saves everyone a world of hassle
- Very easy to create customized lists of deals
- Mobile app is very, very good
- Easy to customize deal page with relevant info including "smart links" to 3d party sites
- Decent UI and easy to understand
- Integrated Dialer would be great if we weren't already using Dialpad
- Quick onboarding, decent SFDC import
- Zapier integration

- Reporting is completely inadequate:
- No good way to report on lead sources
- No way to report on leads by assignee
- No way to create new reports if the pre-made ones don't do enough for you
- The UI is surprisingly slow. Like, a-full-second-for-a-simple-lookup slow. This is not a complete dealbreaker, but is pretty irritating
- Associating contacts to deals doesn't associate your comms w/them to the same deal, so if you have a lot of back and forth with someone about a deal, but forgot to add them to that deal in Base, you won't see the communication on the page for that deal.
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Zendesk Sell is easy to use, pushes notifications where needed, and is great for small teams.

There can be frustrating roadblocks, such as when there are similar names or the CRM gets confused, however this can usually be smoothed out fairly quickly.

They good at show how time to spend on each prospect via Smart Status. Pipeline provide the specialization of each stage require you focus to move deal next stage. The UI:UX is modern and fresh. Its colorful then your eye will interact faster

Not have an overview for the pipeline, you should go to report to see. The left-sidebar only provide the information key-in with the Bold style so it may difficult to see and assumpt

A straightforward, simple tool that allows good lead and deal management. Not many integrations but you can do a lot with custom API

Leads and contacts are separate which can create duplicate issues. Email sequences can be improved.

The best thing about Base is that it works. I tried free trial versions of a couple of other CRMs and my first big test was importing data and mapping it. The very first time I tried this with Base, it worked without a hitch. The other CRMs I tried hit some kind of a snag. I'm sure I could have contacted support or messed with them and gotten then to work, but what's the point when Base worked right the first time?

On a side note, it's been my experience with almost all software that you get what you pay for. Base isn't cheap, but I also never have a problem with it. Again, you could find a cheap or even free CRM and make it work, but at what cost? Time? Aggravation?

The second reason I chose Base is because voip is integrated without having to figure out some third party way of making calls, tracking the data, and recording them. With Base, you have everything you could want in terms of a sales CRM.

Lastly, the reports are awesome. They give you any kind of info you could want.

In my list of pros, I mentioned that everything you could want in a sales CRM is built into Base. However, on the marketing side, it leaves a lot to be desired. I'm a one-man operation so I'm doing all of the sales and marketing myself.

My solution was to get the minimal ActiveCampaign account they offer and use it for my automation and marketing needs. Base and ActiveCampaign can work together using Zapier.

If you choose a higher level ActiveCampaign account, it does include a CRM with lead scoring and pipeline tracking. However, it's Mickey Mouse stuff compared to what Base can do

For example, Base's AI will actually tell you when a deal is in trouble based on the language contained within emails. It works amazingly well so you'll know right away if a potential deal needs your attention.

Another problem with Base is that they haven't improved it much. There are little things they should be able to fix right away, like having a field for a lead's phone extension. That's right, if you have a number and an extension, there's no place to enter the extension!

The knowledge base is very limited but support is decent. You'll be writing them a lot, not with technical issues, but with questions about functionality.

There's no community to speak of to after you sign up for Base, you feel like you're the only one using it.

I'm in the real estate field and I've used maybe a dozen different CRMs over the years, both for myself and at different companies. I've worked in Salesforce, Top Producer, and CINC extensively. I found Base on accident while I was trying out a handful of new CRMs to kick off a new independent venture, and it's easily the best one. It automatically logs a huge number of my activities so I don't have to take notes, includes a built-in phone system so I can make all calls through my computer quickly (and automatically track them), and it's really intuitive and easy to customize. Funny enough, I think one of their smartest "features" is that they give you a 30-day free trial on a full-service version of the software up front. Because it's a really intuitive system, getting a chance to click around in the CRM and test out how I would set it up made it clear quickly it was going to be an excellent option. PS - the customer service is fantastic. I'm admittedly a bit of a high-maintenance client, and they always respond quickly and with clear answers.

There are a few places here and there in the Base CRM that are missing small features - for example, there's currently no "Previous Lead" or "Next Lead" button on each lead page, you just have to go back to your lead list (similar to Salesforce). That said, none of these little features have slowed me down any, and they are extremely receptive to feature feedbacks and requests - based on their responses I'm confident that this CRM is just going to continue getting better as they continue adjusting to client feedback and ideas.

As an independent sales representative for Medical Justice, we aimed to be both mobile and flexible for our clients. The company has then decided to dive into an all new CRM software that brings forth mobility and integration that would allow adoption and improvement from the representatives; this is how Zendesk Sell came into the picture. Zendesk Sell happen to offer and provide every detail the company needed for a CRM. It was perfect! It was our solution!

So far, it's has been helpful and we love the fact of how flexible it was to cater to our needs, therefore, there is nothing to dislike, nor cons that we could think of.

- Intuitive, User Friendly and generally refreshing to work with
- Great tutorials and educational content via their blog
- Support staff are attentive and helpful
- Offers office 365 email connectivity (BIG +++)

- Email Syncing is not working as intended (however this could be an isolated issue due to something on my end - currently troubleshooting)

Zendesk sell have been one of the best CRM software that I have tested and used in the past. It has very friendly UI and can be customized to your liking. The best part that i liked about Zendesk sell was that it was able to be linked with microsoft office which allowed connection to emails and calendars (sync and will remind you if you have a reminder placed). It also can be implemented onto mobiles which is useful at times and from experience, the mobile app is superb. No issues whatsoever with the mobile app and doesn't lack the functions it have on a desktop. Pricing for this product is very affordable for what its got to offer. Overall this product is great and I do highly recommend it to others.

The only thing that I dislike about this software is that it takes a long time to load up compared to other similar softwares.

Our team really liked this tool over salesforce. There are a ton of really great options and features, along with a pretty easy to use UI.

This is a new offering for Zendesk and the onboarding process left a lot to be desired. I do believe this will improve over time.

BASE is clean and simple, yet powerfully effective as a CRM. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. It allows you to tailor your database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited / private, or made public for the entire team to access. I feel like it's hip and cutting edge product; not at all stuffy.

The one complaint I have is when you do talk to a team member over the phone, there's a lot of background noise in their office. I also wish some of the commonly-used fields would transfer to new Contacts, like Phone Number and Industry so that those don't have to be retyped with new contact entry.

Time saving for lead management.
Followed best customer records.
Android, calls are automatically tracked and recorded in base with an option to add a note of the conversation in order to remember it and therefore continue the discussion more effectively to the next call or email.

Creating quotes directly into Base and easily exportable to Xero has to be improved because it is a useful but incomplete integration to be really effective.
Management contact book between Base CRM and Xero needs also improvement.

I've been using Base now for the past four years. I've found it easy to use and intuitive. It integrates with several other systems. One feature I really appreciate is how it picks up and stores emails that are sent into a person's profile wether they are sent or received either internally or externally from Base. The ability to follow a sale through its different phases is also easy to use. The mobile app works interfaces icely with an iPhone and allows you to record Actions after the call. It is well organized, scalable and offers everything a small business needs in a CRM

I wish there was an easier way to add photos to your contacts. It can pick a photo up if you have some social media information, but I have found the process cumbersome.

I bought this in the iTunes App store a few years ago and remember it was a really good app. The only issue is its for the truly organized. I realize that I was not the type of salesman for this app. This app is for a salesman who truly sets appointments and needs to care about and follow up with his/her leads. It has goals and everything imaginable. I was just a simple windshield replacement guy who came for a one stop close and moved on. I also attempted using this for my sales as a home security guy but it never stuck with me. The reality is this is for larger sales and more "qualified" and traditional salesmen and businessmen. Check it out. If it is right for you you will appreciate it 100%. All that I said will make sense when you actually see it. It was cheap enough to have no money wasted .

The mobile app syncs with each team member's phone and creates activity reports for each client. At any given moment you can check to monitor all communications, email, and calls sent to each client by your team. The activity stream allows the admin to monitor all communications for each team member in one place and creates a log to archive client interaction historically.

Base CRM works with a 3rd party quoting software integration. Which can be confusing during the transition with your team. The third party does offer email tracking to see if the clients are opening the emails and the actual proposal allows clients to choose from a selection of optional items that auto calculates into the final total as they decide which work to complete out of a list.

great mobile app. ability to see the number of times a client has viewed an email! Easy to use deals/opportunities function. Love that it automatically logs calls/emails to the relevant contact.

I wish it had better integrations with other softwares. It has several that it integrates with, but the integrations are minimal at best and completely non-functional at worst. Better integration with accounting and digital marketing softwares would be nice for me and might be critical for other industries

It's easy to use. You can sync on mobile devices and desktop computer. It's great for groups and team work. Base works very well on a mobile phone, in my case an iPhone. It's very easy to navigate between the dashboard, to the leads, contacts deals tasks calendars and reports. you can even enter your email setting to save every email in the system regardless of where you send it from. Even when emailing from your computer software like Outlook or Mail, Base will grab this email and include it in your Base database.

Google apps sync is really bad, users all over the world complain about the very poor solution it

Base's Support Team is fantastic. They flew out members of their team to get us set up. They gave shirts and other swag, and were a delight to deal with. Online support is fantastic, and quick. Base itself is easy to use, and has a streamlined work Flow. There software is very user friendly and modern. You can get up and running in a matter of days. Reach out to them and find out if their software will fit your needs. Either way, I'm sure they will be warm and welcoming to your team.

We ultimately moved away from base because there was no way to create some key API integrations that we needed in our industry. I occasionally imported a doc that resulted in a few hundred duplicate users. They could be cleaned up quickly, but still inconvenient. :(

Unlike Salesforce, Base CRM was created in the cloud. It is a great sales and client communication tool. The best feature is the mobile app for Android that integrates with your text messaging.

Base CRM is a bit more pricey than its competitors. Additionally, you have to pay for each employee that uses it as compared to paying for a group of individuals to have access.