Zendesk vs. Pipedrive

The Zendesk sales CRM hits all of the functions you’d expect from CRM software, like reporting and analytics tools that can deliver key sales metrics with pre-built dashboards right out of the box. On top of that, you can use drag-and-drop widgets to create custom CRM reports with the data most important to your goals. With Pipedrive, users have access to visual reporting dashboards, but adding custom fields is limited to their Professional, Power, and Enterprise plans.

Zendesk for sales makes integrating with the tools you already use easy. Whether you want to integrate Slack for internal team communication or PandaDoc to send and track sales proposals, Zendesk supports easy-to-set-up app integrations to help boost employee productivity. Additionally, the Zendesk sales CRM seamlessly integrates with the Zendesk Support Suite, allowing your customer service and sales teams to share information in a centralized place.

Pipedrive offers access to app integrations built by Pipedrive and third-party vendors, including Zendesk. But unlike the Zendesk sales CRM, Pipedrive does not seamlessly integrate with native customer service software and relies on third-party alternatives.

Learn more about Pipedrive for Zendesk.

Zendesk supports sales team productivity by syncing with your email to provide valuable data, like when your prospect opens, clicks, or replies to your email. You can also use Zendesk to automatically track and record sales calls, allowing you to focus your full attention on your customer rather than taking notes.

Pipedrive also offers sales productivity tools, including email sync, a contact timeline, and scheduling features. Although, one user noted that the email sync feature isn’t always reliable. Users can use both Zendesk and Pipedrive to manage contacts and send mass emails— bulk email sends are limited to 100 contacts with Pipedrive and 300 with Zendesk.

Zendesk helps you manage and update your leads, analyze your pipeline, and create customizable reports on the go with our mobile CRM app. Plus, visit tagging and geolocation features allow your sales team to effortlessly log in-person sales visits, letting you monitor all your sales interactions in one centralized place. Pipedrive provides a mobile app to manage sales leads, view your calendar, and access your to-do list. And while Pipedrive’s mobile app can help you look at where your leads are on the map, you won’t be able to log sales visits using geolocation features.

Zendesk offers so much more than you can get from free CRMs or less robust options, including sales triggers to automate workflows. For example, you can set a sales trigger to automatically change the owner of a deal based on the specific conditions you select. That way, your sales team won’t have to worry about manually updating these changes as they work through a deal.

Pipedrive has workflow automation features, like setting triggers and desired actions, scheduling customer interactions, and automating lead assignment. However, one user noted that important features like automation are often down for an extensive amount of time.

With Zendesk, you can use lead tracking features to filter and segment your leads in real time. For example, you can create a smart list that only includes leads that haven’t responded to your message, allowing you to separate prospects for lead nurturing. You can then leverage customizable sequences, email automation, and desktop text messaging to help keep these prospects engaged.

Pipedrive also includes lead management features like automatic lead nurturing, labeling, and bulk imports. However, Pipedrive does not include native desktop text messaging features. One user noted that, in some cases, it can take Pipedrive at least eight hours to populate saved leads, making it difficult to quickly communicate with hot leads.

A sales CRM should also provide you with the benefits of pipeline management software. Zendesk gives you a bird’s-eye view of all of your deals in one place, allowing you to see what stage each deal is in and quickly identify any bottlenecks in your sales cycle that you may need to address. With Pipedrive, you’ll have access to pipeline visualization features that allow you to monitor your sales cycle and help determine ways your sales team can remove roadblocks and improve their performance.

Zendesk has sales forecasting features that leverage previous sales data to help predict future outcomes, including revenue growth, cash flow, and the likelihood of winning a deal. This data can help eliminate unwanted surprises and give your sales team valuable insights to improve their strategy. Users of Pipedrive may also use the CRM for sales forecasting. Pipedrive uses historical data to help predict cash flow and provide performance metrics for your sales team.

The last thing you want is your sales data or the contact information of potential customers to end up in the wrong hands. Because of this, you’ll want to make sure you’re selecting a cloud-based CRM, like Zendesk, with strong security features. Zendesk meets global security and privacy compliance standards and includes features like single sign-on (SSO) to help provide protection against cyberattacks and keep your data safe.

Pipedrive also has security measures baked into its solution, offering SSO for its users.

Yes, you can integrate Pipedrive with Zendesk to access information between the two services organized in one place.

Not natively. Pipedrive is limited to third-party customer service integrations and, unlike Zendesk, does not offer customer service software. On the other hand, users can effortlessly integrate the Zendesk sales CRM with Zendesk customer service software, providing the best of both worlds for your sales and support teams in one centralized place.