About CRM and Deals for Zendesk
Zendesk Kanban Pro is a CRM and deals software from Zendesk apps that supports sales pipeline management and performance analysis. It combines custom ordering and filtering of columns, a Kanban board, and deals management so users can manage tickets and sales simultaneously. The platform is trusted by many of the world's biggest brands and offers multilingual support, including English, Français, Deutsch, Español, and Português. Additionally, users have access to a Help Center and a referral program. Key capabilities: sales pipeline management performance analysis custom ordering and filtering multilingual support referral program Best for: sales teams that need to manage tickets and sales effectively.
CRM and Deals for Zendesk is a strategically designed application that extends the functionality of the Zendesk platform by embedding essential CRM tools directly into the support interface. Developed by Zendesk Apps, this solution allows businesses already using Zendesk Support to seamlessly incorporate sales pipeline management and CRM capabilities without resorting to third-party integrations or external systems. The concept of centralizing support and sales functions in one platform is not only cost-effective but also operationally efficient. This application seeks to bridge the gap between customer support and relationship management, enabling teams to manage sales opportunities and customer issues in a unified workspace. Its key features—including a visual sales pipeline, sales forecasting, customizable Kanban boards for ticket tracking, and direct email functionality—contribute to a robust and user-friendly CRM environment that builds on the familiar strengths of Zendesk. The interface of CRM and Deals for Zendesk benefits greatly from its native integration with Zendesk Support. Users who are already familiar with the Zendesk layout and navigation will find the transition to using its CRM features practically seamless.
Pros & Cons
- +Efficient Pipeline Organization: Helps teams track and filter workflows for support, sales, and billing.
- +Strong Ticket & Customer Management: Simplifies engagement tracking and issue resolution.
- +Centralized Customer Data: Enables a unified view of interactions and communication history.
- +User-Friendly for Deal Tracking: Enhances sales management processes.
- +Reliable Support Team: Responsive customer service improves the experience.
- −Limited Multilanguage Support: Could benefit from broader language options.
- −Feature Expansion Needed: Some users feel more useful functionalities should be added.
- −Initial Complexity: The learning curve can be steep for new users unfamiliar with CRM systems.
Features
Key features
- Integrated CRM and Kanban in Zendesk
- This application uniquely combines CRM for sales and deals management with Kanban boards for Zendesk ticket management within the Zendesk Support interface, eliminating the need for separate systems or syncing.
- Visual Sales Pipeline with Customizable Stages
- The Deals Management feature offers a visual representation of the sales process, allowing users to define and manage stages to track opportunities.
- Drag-and-Drop Zendesk Ticket Management on Kanban
- The Kanban board provides an intuitive way to manage Zendesk tickets by visually moving them across customizable status columns like Open, On Hold, and Solved.
- Sales Forecasting Tools
- The CRM includes features to predict short-term and long-term sales performance, enabling informed decision-making based on deal deadlines.
- Multi-Board Management for Different Workflows
- Users can create and manage multiple Kanban boards to organize various ticket types, teams, or projects, providing focused workflows without clutter.
- Agent Workload Balancing Visualization
- The Kanban board visually displays ticket distribution across agents, allowing for easy reassignment and prioritization to optimize workload and response times.
Additional features
- CRM Features
- General category of features related to customer relationship management.
- Kanban Features
- General category of features related to visual workflow management using Kanban boards.
- Deals Management
- Specific feature set for tracking sales opportunities and managing customer relationships.
- Kanban Board
- Visual interface for managing tasks or tickets using columns and cards.
- Drag and drop Zendesk tickets
- Ability to move tickets between statuses on the Kanban board.
- Customizable columns
- Users can define the stages or statuses represented by columns on the Kanban board.
- Set ticket statuses (Open, On Hold, Solved)
- Standard Zendesk ticket statuses that can be used on the Kanban board.
- Monitor progress of Zendesk tickets at a glance
- Visual overview of ticket status and movement.
- Visual sales pipeline
- Graphical representation of the stages in the sales process.
- Customizable stages (sales pipeline)
- Users can define the specific steps in their sales process.
- Visibility with pipelines (sales)
- Improved understanding of the sales process and deal flow.
- Prioritize deals using statuses
- Ability to focus on important deals based on their stage.
- Switch between views (CRM and Kanban)
- Users can toggle between the CRM/Deals view and the Kanban view within the same application.
- Pipeline management
- Organizing and overseeing the sales process.
- Sales forecasting
- Predicting future sales performance.
- Reporting and Insights (sales)
- Tools for analyzing sales data and identifying trends.
- Work with Status-Based Ticket Management
- Managing tickets based on their current status.
- Create Personal & Team Boards
- Option for individual or shared Kanban boards.
- Organize tickets on private boards
- Individualized workflow management.
- Shared boards for team collaboration
- Collaborative ticket handling.
- Create your Custom Workflows (Kanban)
- Setting up boards with tailored columns and filters.
- Filters based on your Zendesk Admin Setting (Kanban)
- Utilizing existing Zendesk configurations for Kanban boards.
- Multi-Board Management for Different Workflows
- Managing multiple Kanban boards for various purposes.
- Separate different ticket types, teams, or projects
- Organizing tickets based on different criteria.
- Agent Workload Balancing Visualization
- Visual representation of ticket assignment to agents.
- Gain insight into agent workloads
- Understanding how tickets are distributed.
- Quickly reassign or reprioritize tickets
- Efficiently managing agent tasks.
- Perform lead and deal management
- Core CRM functionality for sales.
- Easily manage your leads and deals
- Streamlined interface for sales management.
- Access everything you need at your fingertips (sales info)
- Centralized access to sales-related data.
- Send your emails immediately (from Zendesk)
- Direct email functionality within the integrated system.
- Utilize Zendesk mailbox for emails
- Leveraging existing Zendesk email setup.
- Sell omnichannel
- Access to all Zendesk support channels within the CRM.
- Continue communicating with customers as usual
- Maintaining existing communication workflows.
- Free 7-day trial
- Opportunity to test the application.
- Custom pipeline (CRM Plan)
- Tailored sales pipeline configuration.
- More than 5 pipelines (CRM Plan)
- Ability to manage multiple sales pipelines.
- Stages creation (CRM Plan)
- Defining the steps in the sales process.
- More than 10 stages (CRM Plan)
- Higher limit on the number of sales stages.
- Automated deal movements (CRM Plan)
- Automatic progression of deals through the pipeline.
- Deals forecasting (CRM Plan)
- Predicting future sales outcomes.
- Custom fields (CRM Plan)
- Ability to add user-defined fields to deal records.
- 5 custom fields (CRM Plan)
- Limit on custom fields in the base CRM plan.
- Detailed customer view (CRM Plan)
- Comprehensive information about customers.
- Detailed product view (CRM Plan)
- Comprehensive information about products.
- Set lost reasons (CRM Plan)
- Tracking why deals are lost.
- Upload attachments (CRM Plan)
- Ability to add files to deal records.
- Data export (CRM Plan)
- Option to export sales data.
- Event tracking (CRM Plan)
- Monitoring key sales-related events.
- PUSH notifications (CRM Plan)
- Real-time alerts for sales activities.
- CSV backup export (CRM Plan)
- Option to export data in CSV format.
- Managed system setup and ongoing support (CRM Plan)
- Assistance with initial setup and continuous support.
- Dedicated account manager (CRM Plan - likely higher tier)
- Personalized support contact.
- More than 5 Statuses (Kanban Plan)
- Higher limit on the number of ticket statuses on Kanban boards.
- More than 10 Boards (Kanban Plan)
- Ability to create a larger number of Kanban boards.
- Integration with Zendesk tickets (Kanban Plan)
- Core functionality of the Kanban feature.
- Restrictions Management (Kanban Plan)
- Controls over who can access and modify Kanban boards.
- Option to switch between interfaces (CRM and Kanban Plan)
- Key feature of the combined plan.
- Free onboarding and trainings (CRM and Kanban Plan)
- Included support for new users.
Pricing
Monthly plans
CRM Plan
USD 6
Countries & Languages
Interface languages
Billing currencies
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About CRM and Deals for Zendesk
Zendesk Kanban Pro is a CRM and deals software from Zendesk apps that supports sales pipeline management and performance analysis. It combines custom ordering and filtering of columns, a Kanban board, and deals management so users can manage tickets and sales simultaneously. The platform is trusted by many of the world's biggest brands and offers multilingual support, including English, Français, Deutsch, Español, and Português. Additionally, users have access to a Help Center and a referral program. Key capabilities: sales pipeline management performance analysis custom ordering and filtering multilingual support referral program Best for: sales teams that need to manage tickets and sales effectively.
CRM and Deals for Zendesk Details
CRM and Deals for Zendesk's In-App Market Place
Does CRM and Deals for Zendesk have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
CRM Plan
USD 6
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥)
Pros & Cons
- Efficient Pipeline Organization: Helps teams track and filter workflows for support, sales, and billing.
- Strong Ticket & Customer Management: Simplifies engagement tracking and issue resolution.
- Centralized Customer Data: Enables a unified view of interactions and communication history.
- User-Friendly for Deal Tracking: Enhances sales management processes.
- Reliable Support Team: Responsive customer service improves the experience.
- Limited Multilanguage Support: Could benefit from broader language options.
- Feature Expansion Needed: Some users feel more useful functionalities should be added.
- Initial Complexity: The learning curve can be steep for new users unfamiliar with CRM systems.
CRM and Deals for Zendesk's Support Options
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