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CRM and Deals Reviews & Product Details

CRM and Deals for Zendesk — Streamlined Sales Management CRM and Deals for Zendesk is an innovative application seamlessly integrated with the Zendesk platform. It is designed to enhance CRM management and deal tracking directly within Zendesk Support. This all-in-one tool empowers teams with an intuitive interface, visual pipelines, centralized deal management, robust analytics, and seamless communication. 🔹 CRM Functionality: Focused Sales Pipeline Management Comprehensive Deal Management Store and manage all deal information in a centralized location, complete with templates, customizable reports, and automated workflows to ensure deals progress smoothly through each stage. Enhanced Communication Keep client communications connected within the deal interface, with access to relevant ticket information including previous and current interactions, public replies, internal notes, and attachments. Detailed Deal Insights Monitor deal progress with visual indicators such as progress bars, while accessing essential details including contact and company information, product details, custom fields, and reminders for planned emails. Advanced Sales Planning Leverage forecast mode and deal statistics to optimize sales planning. Features include writing product descriptions, uploading attachments, downloading reports, and reviewing scheduled events. Customizable Interface Tailor the app to your team’s workflow with extensive customization options, including pipeline modes, automation settings, table views, field customization, and more. Dedicated Support and Development Benefit from GrowthDot's responsive support team and expert developers, ready to assist with app usage, troubleshooting, and custom plugin development. CRM and Deals for Zendesk simplifies sales pipeline management, enhances communication, and provides actionable insights — all within your Zendesk environment.

Seller

GrowthDot

Discussions

CRM and Deals Community

Languages Supported

Czech, Danish, German, English, French, Latvian, Dutch, Norwegian, Portuguese, Spanish

Overview by

John Barnaby (Growthdot Marketing Manager)

Pricing

Pricing provided by CRM and Deals.

CRM

$6.00

1 Agent Per Month

Kanban

$6.00

1 Agent Per Month

View More Pricing Information

Top-Rated Alternatives

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CRM and Deals Media

Manage sales, track the progress, and close deals faster on your customizable sales pipelines.

Find all deal-related info, including tickets, details, user, and company, in one place.

See the estimated future revenue and make data-driven decisions with a forecasting mode.

CRM and Deals Demo - Kanban Ticket Board

Convert any Zendesk view into a visual board of tickets with a drag-and-drop functionality.

CRM and Deals Demo - Customizable Boards

Use advanced filtering options to create different types of boards and be on top of your tasks.

Solve customer requests directly from the board and leave internal comments for seamless collaboration.

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Desiree M.

Virtual Assistant

Small-Business (50 or fewer emp.)

5/24/2023

"Streamlining Customer Relationships and Sales with Zendesk"

5/5

What do you like best about CRM and Deals?

What I appreciate most about CRM and Deals for Zendesk is its seamless integration with the existing Zendesk ecosystem. It provides a centralized platform that not only streamlines customer relationship management, but also efficiently tracks and manages deals. Its easy-to-use interface allows for a clear overview of customer interactions, while its sophisticated analytics tools offer valuable insights to help optimize sales performance. The software is highly customizable, enabling businesses to tailor it to their specific needs. This, coupled with excellent customer support, makes CRM and Deals for Zendesk an invaluable asset for any business looking to elevate their customer service and sales efforts. Review collected by and hosted on G2.com.

What do you dislike about CRM and Deals?

While Zendesk's CRM and Deals platform offers a wealth of useful features, there are a few areas that could benefit from refinement. The software can occasionally feel complex for beginners, which could be mitigated with more robust, intuitive onboarding materials. Additionally, the level of customization, while generally a plus, can sometimes lead to confusion when setting up more intricate workflows. Lastly, although the analytics are insightful, users could benefit from more nuanced and customizable reporting features. Despite these minor drawbacks, Zendesk's CRM and Deals solution remains a valuable tool, and with a few tweaks, it could be truly exceptional. Review collected by and hosted on G2.com.

What problems is CRM and Deals solving and how is that benefiting you?

CRM and Deals for Zendesk addresses some of the most pressing challenges in managing customer relationships and sales. By centralizing all customer interactions and deal information into one accessible platform, it eliminates the need to toggle between multiple systems. This holistic view aids in understanding customer needs better and enhances our sales strategy.

The software's ability to track every stage of the sales process streamlines our workflows significantly, making it easier to identify opportunities and close deals faster. Moreover, the robust analytics offered provide valuable insights that allow us to optimize our sales and customer engagement efforts.

The greatest benefit, however, is the seamless integration with other Zendesk tools. This allows us to provide a unified, high-quality customer experience across all touchpoints. In essence, CRM and Deals for Zendesk has helped us improve efficiency, increase sales, and elevate the overall customer experience in our organization. Review collected by and hosted on G2.com.

Verified User in Consumer Services

Mid-Market (51-1000 emp.)

5/24/2024

"Ease of Use at the tip of your fingertips"

5/5

What do you like best about CRM and Deals?

It is easy to use. Does not require a lot of brain power to utilize it. Review collected by and hosted on G2.com.

What do you dislike about CRM and Deals?

Nothing comes to mind. No significant downside. Review collected by and hosted on G2.com.

Ankit P.

Business Development Executive

Mid-Market (51-1000 emp.)

10/3/2023

"Efficient Sales management and Time saver"

5/5

What do you like best about CRM and Deals?

It's very Useful and amazing CRM , where we can have proper tracking of everything . They have their own separate pipeline, I am using it frequently and it's really easy to use.I appreciate their customer support services. Review collected by and hosted on G2.com.

What do you dislike about CRM and Deals?

It would be more good , if they add one more features of multiple languages. It's bit complex for beginners. Review collected by and hosted on G2.com.

John C.

Sr. Account Manager

Small-Business (50 or fewer emp.)

10/27/2023

"A great tool for a specific need"

4/5

What do you like best about CRM and Deals?

While many of it's features did not appeal to my type of sales, I do like the automation features. In a slower pace sales environment, this is a great way to stay in touch with the prospect and keep the deal moving forward Review collected by and hosted on G2.com.

What do you dislike about CRM and Deals?

I have found nothing negative at the moment. Review collected by and hosted on G2.com.

James R.

Small-Business (50 or fewer emp.)

11/1/2023

"A Time saver and efficient sale leads software"

5/5

What do you like best about CRM and Deals?

It helps in effective sales pipeline, helps to easy analysis of positive leads and follows for successful conversions Review collected by and hosted on G2.com.

What do you dislike about CRM and Deals?

Support in other additional languages would have do the job much more easier. Review collected by and hosted on G2.com.

WASIM A.

Mid-Market (51-1000 emp.)

10/31/2023

"customer support"

5/5

What do you like best about CRM and Deals?

Mainly problem resolving software between us and customers, easy to use for chat procress and i use it frequent for customer support. Review collected by and hosted on G2.com.

What do you dislike about CRM and Deals?

Searching of option isn't handy will take time to search Review collected by and hosted on G2.com.

Govind U.

Business Development Executive

Mid-Market (51-1000 emp.)

10/9/2023

"Best tool for the customer service and relationship"

5/5

What do you like best about CRM and Deals?

It's easy to use, easy to understand, and best in class integration with Zendesk.

Great way of tracking ticket.easy to maintain pipeline for the business and customer Review collected by and hosted on G2.com.

What do you dislike about CRM and Deals?

Not much for disliking but sometimes get stuck s Review collected by and hosted on G2.com.

Yogendra S R.

Assistant Manager Business Development

Small-Business (50 or fewer emp.)

10/16/2023

"Ease to Roll up"

4.5/5

What do you like best about CRM and Deals?

It help to manage the inventory and data with much sorted way you can easily use filter to have much accurate results Review collected by and hosted on G2.com.

What do you dislike about CRM and Deals?

User interface can be improved and made much user friendly Review collected by and hosted on G2.com.

Likith D.

Operations Executive

Mid-Market (51-1000 emp.)

10/5/2023

"crm"

5/5

What do you like best about CRM and Deals?

One-stop solutions for customer support, Easy to use and very much helpful, supportive, easy access and extraordinary features Review collected by and hosted on G2.com.

What do you dislike about CRM and Deals?

Options are not handy when needed something Review collected by and hosted on G2.com.