CRM and Deals for Zendesk
By CRM and Deals for Zendesk
Why Choose CRM and Deals for Zendesk?
-
Unified Sales & Support Data
Keeps customer service and sales information in one platform, reducing tool switching and improving visibility. -
Improved Team Collaboration
Sales and support teams can share customer history, notes, and deal progress in real time. -
Better Customer Insights
Access to full ticket history, communications, and deal stages helps personalize sales conversations. -
Streamlined Deal Management
Built-in pipeline management simplifies tracking opportunities from lead to close.
Benefits of CRM and Deals for Zendesk
-
Increased Sales Productivity
Sales reps can manage leads and deals directly within Zendesk, saving time. -
Higher Conversion Rates
With full customer context, teams can identify upsell and cross-sell opportunities. -
Centralized Customer Records
All interactions — support tickets, calls, emails, and deals — are stored in one place. -
Better Reporting & Forecasting
Track revenue pipelines, deal stages, and sales performance with structured data.
How to Use CRM and Deals for Zendesk
-
Install & Configure the App
Add CRM and Deals from the Zendesk Marketplace and configure pipeline stages. -
Import or Create Contacts & Leads
Add customer information manually or import from existing databases. -
Create & Track Deals
Assign deals to sales reps, define deal values, and move them through stages (e.g., Lead → Proposal → Closed Won). -
Monitor & Analyze Performance
Use dashboards and reports to track deal progress, conversion rates, and revenue forecasts.
Features of CRM and Deals for Zendesk
-
Pipeline & Deal Management
Visual sales pipelines to manage opportunities across different stages. -
Contact & Company Management
Store and organize customer data with detailed profiles and interaction history. -
Task & Activity Tracking
Schedule follow-ups, calls, meetings, and reminders within Zendesk. -
Reporting & Revenue Forecasting
Generate insights into sales performance, projected revenue, and team productivity.
- ✓ List Management
- ✓ Customer Support
- ✓ Marketing Automation
- ✓ Project Management
- ✓ Lead Scoring
- ✓ Call Logging
- ✓ Contact Management
- ✓ Quotes (Proposals)
- ✓ Referral Tracking
- ✓ Product Catalog
- Control your pipelines A custom pipeline with up to 5 stages 2 custom fields Forecast view Detailed deal view
- A custom pipeline with up to 5 stages
- 2 custom fields
- Forecast view
- Detailed deal view
- Focus on your customers Customer list
- Customer list
- Track agent’s performance Sales Reports Lost reasons report
- Sales Reports
- Lost reasons report
- Control your pipelines A custom pipeline with up to 5 stages 2 custom fields Forecast view Detailed deal view
- A custom pipeline with up to 5 stages
- 2 custom
- Everything in Lite
- plus:
- Break the limits Unlimited access to pipelines and stages Unlimited custom fields
- Unlimited access to pipelines and stages
- Unlimited custom fields
- Control the communication Detailed customer view
- Detailed customer view
- Concentrate on teams’ performance Leaderboard Sales performance Deal forecast Funnel
- Leaderboard
- Sales performance
- Deal forecast
- Funnel
- Everything in Lite
- plus:
- Break the limits Unlimited access to pipelines and stages Unlimited custom fields
- Unlimited a
- Everything in Pro
- plus:
- Dedicated account manager
- Managed system setup and ongoing support
- Extra customization to suit your business
- Everything in Pro
- plus:
- Dedicated account manager
- Managed system setup and ongoing support
- Extra customization to suit your business
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CRM and Deals for Zendesk offers 3 pricing plan(s):
- Lite — USD6.00 /User/Month
- Pro — USD9.00 /User/Month
- Enterprise — USD59.00 /User/Month
CRM and Deals for Zendesk is a CRM Software solution. Top features include:
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Lead Scoring
CRM and Deals for Zendesk does not currently offer a free trial.
CRM and Deals for Zendesk provides Online (Ticket) support.
CRM and Deals for Zendesk is Cloud Hosted software.
CRM and Deals for Zendesk provides Help Guides,Video Guides,Blogs for training.
