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CRM and Deals for Zendesk

CRM and Deals for Zendesk

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What is CRM and Deals for Zendesk?

CRM and Deals for Zendesk is a sales-focused add-on built to extend the capabilities of Zendesk by adding customer relationship management (CRM) and deal-tracking functionality directly into the Zendesk environment. It allows support and sales teams to manage leads, contacts, companies, and sales pipelines without leaving Zendesk. By combining customer support data with sales activities, businesses gain a complete 360-degree view of each customer — from first inquiry to closed deal — improving collaboration between support and sales teams.

Pricing of CRM and Deals for Zendesk

Lite

USD 6.00

/User/Month

Buy Now

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

Pro

USD 9.00

/User/Month

Buy Now

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

Enterprise

USD 59.00

/User/Month

Buy Now

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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Key Features of CRM and Deals for Zendesk

Key Features:

Marketing Automation
Project Management
Lead Scoring
Customer Support
List Management
Product Catalog
Call Logging
Contact Management
Quotes (Proposals)
Referral Tracking

Key Specification

Other Categories:	CRM Software CRM Software For Individuals CRM Software For Small Business
Deployment:	Cloud Hosted
Customer Support:	Online (Ticket)
Customization:	Yes
Languages Support:	English

Who uses CRM and Deals for Zendesk

Personal

SMEs

Enterprises

Company Details

Company Name:	CRM and Deals for Zendesk
Headquarter:	NA,
Social Media:

CRM and Deals for Zendesk Description

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.