Best for
Best for services and project-driven businesses that want a CRM with built-in project management to carry a deal through to delivery.
- Small and mid-sized
- Enterprise
CRM Comparison
Insightly vs. Zendesk Sell
At a glance
At a glance
Best for
Best for sales teams at companies already running Zendesk for support, who want the deal pipeline and the ticket history against one customer record.
- Small and mid-sized
- Enterprise
Cataleo does not name a winner. Both statements come from the vendors themselves.
Full Comparison
| Criterion | Insightly | Zendesk Sell |
|---|---|---|
| Starting price | From $29 / user / month Billed annually. Plus $29, Professional $49 and Enterprise $99 per user/month. Prices are in US dollars. | lower value Sell Team $19 / month Zendesk lists Sell Growth at 55, Sell Professional at 115 and Sell Enterprise at 169 US dollars per month on the same page. |
| Free trial | 14-day free trial, no credit card required | Not stated |
| API | Yes, REST API and AppConnect integrations | Yes, an open API with one-click Marketplace apps and a native Zendesk Support integration |
| Hosting | Cloud (SaaS) | Cloud (SaaS) |
| Contacts and companies | Yes, contacts and organizations as a single source of truth for every relationship | Yes, leads, contacts and account information in one platform, with smart lists for real-time segmentation and custom objects through Zendesk Sunshine |
| Deal pipeline | Yes, customizable pipelines to track, manage and nurture deals through their stages | Yes, deal management with pipeline analysis that identifies bottlenecks at each stage |
| Email and calendar | Yes, two-way email sync with visibility of every customer email interaction | Yes, existing email syncs into Sell with alerts, templates and automatic tracking, plus email and task sequences; appointments are tracked in activity reporting |
| Workflow automation | Yes, workflow automation for emails, reminders and onboarding processes | Yes, sales triggers for workflow automation, automated email and task sequences, a Task Player for routine activities and a power dialer for call lists |
| Reporting and forecasting | Yes, customizable dashboards, up to 100 on Professional and unlimited on Enterprise | Yes, pipeline analysis, forecasting for deal volume and revenue growth, activity reporting on calls, email outcomes and appointments, and drag-and-drop custom dashboards |
| Integrations and API | Yes, REST API and AppConnect integrations with Microsoft, DocuSign, Shopify and QuickBooks | Yes, an open API plus one-click Marketplace integrations and a native Zendesk Support integration |
| Deployment | Cloud (SaaS), Browser-based | Cloud (SaaS), Browser-based |
| Support | Email helpdesk, Phone, Chat | Not stated |
| Onboarding | Documentation and knowledge base, Video tutorials, Guided onboarding | Not stated |
| Company size | Small and mid-sized, Enterprise | Small and mid-sized, Enterprise |
| Integrations | more entries Microsoft, DocuSign, Shopify, QuickBooks | Zendesk Support, Zendesk Sunshine |
Add a tool
Adds a column to the table, from the tools in this category.
Row where the values differ The small markers point at the lower number, the longer list or the stated feature. They describe the data, they are not a verdict.
The short version
Key Differences
- Starting price Insightly From $29 / user / month Zendesk Sell Sell Team $19 / month
- API Insightly Yes, REST API and AppConnect integrations Zendesk Sell Yes, an open API with one-click Marketplace apps and a native Zendesk Support integration
- Contacts and companies Insightly Yes, contacts and organizations as a single source of truth for every relationship Zendesk Sell Yes, leads, contacts and account information in one platform, with smart lists for real-time segmentation and custom objects through Zendesk Sunshine
- Deal pipeline Insightly Yes, customizable pipelines to track, manage and nurture deals through their stages Zendesk Sell Yes, deal management with pipeline analysis that identifies bottlenecks at each stage
- Email and calendar Insightly Yes, two-way email sync with visibility of every customer email interaction Zendesk Sell Yes, existing email syncs into Sell with alerts, templates and automatic tracking, plus email and task sequences; appointments are tracked in activity reporting
Every line is one datapoint from the table above, picked automatically. Nothing here is written text.
The trade-offs
Strengths and Limitations
Insightly
Strengths
- CRM with built-in project management: convert a won deal into a project
- Two-way email sync, customizable pipelines and dashboards
- REST API and AppConnect integrations
Limitations
- No permanent free plan, only a 14-day trial
- Unlimited dashboards and the top features require Professional or Enterprise
Zendesk Sell
Strengths
- Shares a customer record with Zendesk Support, so sales and service see the same history
- Sales engagement built in: sequences, Task Player, power dialer and bulk outreach
- Pipeline analysis and forecasting with drag-and-drop custom dashboards
- Mobile apps for iOS and Android with full functionality plus geolocation
Limitations
- Lead and deal scoring and advanced permissions are reserved for the upper plans
- Most of the argument for it rests on already running Zendesk for support
Plans
Pricing
Insightly
- Plus $29 Per user/month billed annually.
- Professional $49 Per user/month billed annually.
- Enterprise $99 Per user/month billed annually.
Zendesk Sell
- Sell Team $19 Per month. Entry plan for organising leads, contacts and deals.
- Sell Growth $55 Per month. Adds advanced forecasting and analytics.
- Sell Professional $115 Per month. Adds task automation, lead and deal scoring and advanced permissions.
- Sell Enterprise $169 Per month. Adds multi-department support and enterprise features.
What users say
Review Scores · opens after launch
Insightly
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Be the first to review this tool. Every review is checked for fairness before it appears, and the vendor cannot have one removed.
Zendesk Sell
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Be the first to review this tool. Every review is checked for fairness before it appears, and the vendor cannot have one removed.
Where this comes from
Where this comes from
Insightly https://www.insightly.com · checked against the official source on 2026-08-19
Zendesk Sell https://www.zendesk.com/sell/ · checked against the official source on 2026-09-11
This table lists factual criteria taken from information the vendors publish themselves. For how we put it together, see the methodology.