SoftwareGlimpse

Insightly vs Zendesk Sell

Insightly fits insightly fits many small-business crm evaluations; Zendesk Sell fits sales crm from zendesk for teams that want pipeline management alongside the broader zendesk customer experience stack.

Independently recommendedLast updated Sep 24, 20266 evidence sources13 screenshotsHow we compare
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Insightly logo

Insightly

6.9/10

CRM plus project management for service-oriented SMBs, with automation and AI on higher plans.

Best for

  • • Insightly fits many small-business CRM evaluations
  • • Insightly is evaluated here as a CRM/sales tool
  • • Insightly combines CRM and project management for service-oriented SMB teams

Starting from $29.00/user/mo

No free plan

VS

Our verdict

Our verdict

No universal winner

There is no universal winner between Insightly and Zendesk Sell. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.

Insightly is better for

  • ✓ Customization
  • ✓ Administration

Zendesk Sell is better for

  • ✓ Email capabilities
  • ✓ Reporting
  • ✓ Integrations

Tie

  • • Ease of use
  • • Pipeline management
  • • Sales automation

Choose Insightly if: Insightly fits many small-business CRM evaluations

Choose Zendesk Sell if: Sales CRM from Zendesk for teams that want pipeline management alongside the broader Zendesk customer experience stack

See detailed comparison ↓
Zendesk Sell logo

Zendesk Sell

6.8/10

Zendesk Sell CRM; Team $19 through Enterprise $169/agent/mo annual.

Best for

  • • Sales CRM from Zendesk for teams that want pipeline management alongside the broader Zendesk customer experience stack

Starting from $19.00/user/mo

No free plan

Quick verdict

Start here — then dig into the evidence below.

Choose Insightly if…

  • Insightly fits many small-business CRM evaluations
  • Insightly is evaluated here as a CRM/sales tool
  • Insightly combines CRM and project management for service-oriented SMB teams
  • You prioritize customization

Choose Zendesk Sell if…

  • Sales CRM from Zendesk for teams that want pipeline management alongside the broader Zendesk customer experience stack
  • You prioritize email capabilities
  • You prioritize reporting
  • You prioritize integrations

Overall recommendation

There is no universal winner between Insightly and Zendesk Sell. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.

Key trade-off

Insightly trades toward customization; Zendesk Sell trades toward email capabilities.

Winner by category

Only dimensions with researched evidence for this pair.

DimensionWinnerWhy
Ease of useTieInsightly and Zendesk Sell are close on ease of use (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
SalesTieInsightly and Zendesk Sell are close on pipeline management (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
AutomationTieInsightly and Zendesk Sell are close on sales automation (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Email capabilitiesZendesk Sell winsZendesk Sell leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ReportingZendesk Sell winsZendesk Sell leads on reporting (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
CustomizationInsightly winsInsightly leads on customization (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
IntegrationsZendesk Sell winsZendesk Sell leads on integrations (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
AdministrationInsightly winsInsightly leads on administration (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Enterprise suitabilityTieInsightly and Zendesk Sell are close on scalability (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

Side-by-side feature matrix

Normalized availability from product research — empty rows are not shown.

Core CRM

FeatureInsightlyZendesk Sell
Contact managementStrongStrong
Lead managementStrongStrong
Pipeline managementStrongStrong
Deal managementStrongStrong

Sales engagement

FeatureInsightlyZendesk Sell
Email syncStrongStrong
Email trackingNot evidencedStrong
Workflow automationStrongStrong
Sales automationStrongStrong

Reporting

FeatureInsightlyZendesk Sell
ReportingStrongStrong
ForecastingModerateNot evidenced

Platform

FeatureInsightlyZendesk Sell
IntegrationsStrongStrong
Custom fieldsStrongStrong
Custom pipelinesStrongStrong
Mobile appStrongStrong
AI assistanceModerateModerate

Pricing comparison

Pricing evidence last checked Aug 14, 2026.

Insightly logo

Insightly

From $29.00/user/mo

No free planFree trial available
  • Plus$29.00/user/mo
  • Professional$49.00/user/mo
  • Enterprise$99.00/user/mo
Zendesk Sell logo

Zendesk Sell

From $19.00/user/mo

No free planFree trial available
  • Team$19.00/user/mo
  • Growth$55.00/user/mo
  • Professional$115.00/user/mo
  • Enterprise$169.00/user/mo

Seat-count estimates

Labeled estimates from verified starting per-seat pricing — not invoices.

SeatsInsightlyZendesk Sell
5~$145.00/mo (Plus × 5)~$95.00/mo (Team × 5)
10~$290.00/mo (Plus × 10)~$190.00/mo (Team × 10)
25~$725.00/mo (Plus × 25)~$475.00/mo (Team × 25)
50~$1,450.00/mo (Plus × 50)~$950.00/mo (Team × 50)

Estimate from verified starting per-seat pricing — actual total depends on plan, annual discounts, and add-ons.

Researched list starting prices: Insightly from $29/user/mo; Zendesk Sell from $19/user/mo. Confirm live vendor pricing before buying.

Open cost calculator →

Best for

Scenario picks from researched strengths — not a universal ranking.

  • → Insightly

    Best for customization

    Insightly leads on customization (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Insightly

    Best for administration

    Insightly leads on administration (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Zendesk Sell

    Best for email capabilities

    Zendesk Sell leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Zendesk Sell

    Best for reporting

    Zendesk Sell leads on reporting (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Zendesk Sell

    Best for integrations

    Zendesk Sell leads on integrations (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

The differences that actually matter

Pair-specific analysis for Insightly vs Zendesk Sell — not generic category copy.

  • Pipeline management

    Tie

    Insightly and Zendesk Sell are close on pipeline management. Insightly and Zendesk Sell are close on pipeline management (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. Feature evidence also diverges on AI assistance (Insightly: Moderate; Zendesk Sell: Moderate).

  • Email capabilities

    Zendesk Sell ahead

    On email capabilities, Zendesk Sell is ahead. Insightly: Trails Zendesk Sell on this criterion. Zendesk Sell: Zendesk Sell leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing..

  • Sales automation

    Tie

    Insightly and Zendesk Sell are close on sales automation. Insightly and Zendesk Sell are close on sales automation (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • Reporting

    Zendesk Sell ahead

    On reporting, Zendesk Sell is ahead. Insightly: Trails Zendesk Sell on this criterion. Zendesk Sell: Zendesk Sell leads on reporting (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing..

  • Value for money

    Depends

    Value for money: Insightly — Insightly researched starting price $29/user/mo vs Zendesk Sell $19/user/mo. Better value depends on which features you need on that plan.. Zendesk Sell — Insightly researched starting price $29/user/mo vs Zendesk Sell $19/user/mo. Better value depends on which features you need on that plan..

Pros and cons

Product-specific for this pair — derived from researched outcomes and editorial notes.

Insightly logo

Insightly

Pros

  • Stronger on customization
  • Stronger on administration

Cons

  • Trails on email capabilities
  • Trails on reporting
  • Trails on integrations
Zendesk Sell logo

Zendesk Sell

Pros

  • Stronger on email capabilities
  • Stronger on reporting
  • Stronger on integrations

Cons

  • Trails on customization
  • Trails on administration

Implementation & learning curve

Based on researched setup / ease criteria for this pair.

Insightly

  • Comparable ease of use to Zendesk Sell
  • Stronger on administration: Insightly leads on administration (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

Zendesk Sell

  • Comparable ease of use to Insightly
  • Trails on administration relative to Insightly

Integrations

Overlaps and exclusives from product integration data when available.

Insightly: Strong. Zendesk Sell: Strong.

Who should not choose each product

Decision quality improves when we say who should walk away.

Don't choose Insightly if…

  • You need Zendesk Sell's stronger email capabilities more than Insightly's strengths
  • You need Zendesk Sell's stronger reporting more than Insightly's strengths
  • You need Zendesk Sell's stronger integrations more than Insightly's strengths
  • Your primary fit looks closer to: Sales CRM from Zendesk for teams that want pipeline management alongside the broader Zendesk customer experience stack

Don't choose Zendesk Sell if…

  • You need Insightly's stronger customization more than Zendesk Sell's strengths
  • You need Insightly's stronger administration more than Zendesk Sell's strengths
  • Your primary fit looks closer to: Insightly fits many small-business CRM evaluations
  • Your primary fit looks closer to: Insightly is evaluated here as a CRM/sales tool

Alternatives worth considering

When neither product is the right fit.

  • AI-powered customer platform with free forever CRM, plus paid Smart CRM seats and Sales/Marketing/Service hubs for growing teams.

  • Pipeline-first sales CRM for visual deal management, activity-based selling, and growing sales teams.

  • Small-business CRM with pipelines, marketing add-ons, and AI assistance on a clear per-user ladder.

Final verdict

Scenario-level close — not a repeat of the intro.

Insightly wins when…

Insightly fits many small-business CRM evaluations

Zendesk Sell wins when…

Sales CRM from Zendesk for teams that want pipeline management alongside the broader Zendesk customer experience stack

  • Best for customizationInsightly
  • Best for administrationInsightly
  • Best for email capabilitiesZendesk Sell
  • Best for reportingZendesk Sell

Which one should you choose?

Choose Insightly if:

  • Insightly fits many small-business CRM evaluations
  • Insightly is evaluated here as a CRM/sales tool
  • Insightly combines CRM and project management for service-oriented SMB teams

Choose Zendesk Sell if:

  • Sales CRM from Zendesk for teams that want pipeline management alongside the broader Zendesk customer experience stack

Product screenshots

Real product UI from our media library — no placeholders.

Insightly

  • Insightly CRM product banner from official Insightly homepage.
  • Insightly CRM software UI from official Insightly homepage.
  • Insightly marketing automation UI from official Insightly homepage.
  • Insightly customer service UI from official Insightly homepage.

FAQ

Is Insightly better than Zendesk Sell?
There is no universal winner between Insightly and Zendesk Sell. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Which CRM fits which team?
Insightly: Insightly fits many small-business CRM evaluations Zendesk Sell: Sales CRM from Zendesk for teams that want pipeline management alongside the broader Zendesk customer experience stack
Which is stronger for sales automation?
Insightly and Zendesk Sell are close on sales automation (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Does Insightly or Zendesk Sell have a free plan?
Insightly: No free plan. Zendesk Sell: No free plan.
How does Insightly vs Zendesk Sell pricing compare?
Insightly starts from $29.00/user/mo. Zendesk Sell starts from $19.00/user/mo. Confirm live vendor pricing before purchasing.
How did SoftwareGlimpse compare these products?
We map both products to the same category criteria, then evaluate trade-offs using verified product, pricing and feature evidence. Affiliate relationships never change outcomes.

Still deciding between Insightly and Zendesk Sell?

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  • No invented scores or prices
  • Affiliate links never change winners

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Affiliate disclosure: some links may be affiliate links. We may earn a commission at no extra cost to you. Rankings and scores are never based on commission. Full disclosure

Methodology disclosure: scores and recommendations follow SoftwareGlimpse evaluation criteria (version 1.0.0). Affiliate relationships do not determine rankings.

How we recommend: product claims are tied to recorded research where available.

AI-assisted disclosure: drafts may be AI-assisted from approved facts and assessments. Humans approve publishable editorial judgments. AI does not invent live prices or claim hands-on testing.

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