--- title: CRM and Deals Reviews meta_title: 'CRM and Deals Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 15 reviews by the users' company size, role or industry to find out how CRM and Deals works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 15 scale: '5' date_modified: '2026-07-13' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # CRM and Deals Reviews **Vendor:** GrowthDot **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 15 ## About CRM and Deals 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. ## CRM and Deals Pros & Cons **What users like:** - Users praise the **ease of use** of the CRM and Deals product, facilitating effortless tracking and management. (1 reviews) - Users value the **easy tracking** feature, simplifying management of tickets and pipelines for better business and customer interaction. (1 reviews) - Users value the **best-in-class integration** with Zendesk, which enhances tracking and pipeline management. (1 reviews) - Users value the **seamless integration** with Zendesk, enhancing ticket tracking and pipeline management effortlessly. (1 reviews) ## CRM and Deals Reviews ### 1. Streamlining Customer Relationships and Sales with Zendesk **Rating:** 5.0/5.0 stars **Reviewed by:** Desiree M. | Virtual Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **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. **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. **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. ### 2. Ease of Use at the tip of your fingertips **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2024 **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. **What do you dislike about CRM and Deals?** Nothing comes to mind. No significant downside. **What problems is CRM and Deals solving and how is that benefiting you?** The basid needs of my job as customer support. The data it provides is helpful ### 3. Efficient Sales management and Time saver **Rating:** 5.0/5.0 stars **Reviewed by:** Ankit P. | Business Development Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 03, 2023 **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. **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. **What problems is CRM and Deals solving and how is that benefiting you?** It's gives us a proper understanding of piples with systamatic data ,It have very attractive features for sales . It's saving time. ### 4. A great tool for a specific need **Rating:** 4.0/5.0 stars **Reviewed by:** John C. | Sr. Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2023 **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 **What do you dislike about CRM and Deals?** I have found nothing negative at the moment. **What problems is CRM and Deals solving and how is that benefiting you?** It doesn't let me have any deal fall through the cracks! ### 5. A Time saver and efficient sale leads software **Rating:** 5.0/5.0 stars **Reviewed by:** James R. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2023 **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 **What do you dislike about CRM and Deals?** Support in other additional languages would have do the job much more easier. **What problems is CRM and Deals solving and how is that benefiting you?** Effective handling of leads and to keep a followup in order to nurture clients and businesses for a successful outflow ### 6. customer support **Rating:** 5.0/5.0 stars **Reviewed by:** WASIM A. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2023 **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. **What do you dislike about CRM and Deals?** Searching of option isn't handy will take time to search **What problems is CRM and Deals solving and how is that benefiting you?** Resolving customers queries, connection between us and customers are easy ### 7. Best tool for the customer service and relationship **Rating:** 5.0/5.0 stars **Reviewed by:** Govind U. | Business Development Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2023 **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 **What do you dislike about CRM and Deals?** Not much for disliking but sometimes get stuck s **What problems is CRM and Deals solving and how is that benefiting you?** Resolve much issues in few time and easy to maintain customer ### 8. Ease to Roll up **Rating:** 4.5/5.0 stars **Reviewed by:** Yogendra S R. | Assistant Manager Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2023 **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 **What do you dislike about CRM and Deals?** User interface can be improved and made much user friendly **What problems is CRM and Deals solving and how is that benefiting you?** Not so user friendly ### 9. crm **Rating:** 5.0/5.0 stars **Reviewed by:** Likith D. | Operations Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2023 **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 **What do you dislike about CRM and Deals?** Options are not handy when needed something **What problems is CRM and Deals solving and how is that benefiting you?** Resolving customer's issues via text and clarifying every doubts ### 10. Great for early stage companies **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2023 **What do you like best about CRM and Deals?** It is user friendly, I have used other sales tools. HubSpot Salesforce and I would have to say zendesk for sales is great **What do you dislike about CRM and Deals?** Nothing comes to mind about things I Dislike because as I said before it is much easier than other tools **What problems is CRM and Deals solving and how is that benefiting you?** It is how we manage our prospects and customers ### 11. A very useful tool for Sales purpose **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about CRM and Deals?** It is very useful tool for sales that is also affordable when compared to its competitors. **What do you dislike about CRM and Deals?** Nothing much to say about since I did not see any flip side of it. **What problems is CRM and Deals solving and how is that benefiting you?** Capturing the sales process could be a tedious task. But, CRM and Deals for Zendesk helps me in overcoming this. ### 12. Great application to track the deals **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2023 **What do you like best about CRM and Deals?** It really helps in creating pipelines for sales strategy. It is user friendly and provides best customer support to track deals. Also the interface is easy to integrate and use. It manages connection history nicely. **What do you dislike about CRM and Deals?** I face problem in upgrading the account. **What problems is CRM and Deals solving and how is that benefiting you?** It helps in managing services and sales. ### 13. Customer Service Associate **Rating:** 4.0/5.0 stars **Reviewed by:** Ken Ernest A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2023 **What do you like best about CRM and Deals?** It is easy to use and easy to understand **What do you dislike about CRM and Deals?** I don't think that I don't have anything as of now **What problems is CRM and Deals solving and how is that benefiting you?** Streamlining in answering our work emails ### 14. Zendesk CRM Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Lillian C. | Head Of Customer Service, Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2023 **What do you like best about CRM and Deals?** It has a detailed and robust reporting for KPIs **What do you dislike about CRM and Deals?** A bit complex for a simple user with no CRM tool knowledge **What problems is CRM and Deals solving and how is that benefiting you?** Being able to adequately respond to customers and having all their queries in one platform for easy communication ### 15. A great way to provide customer service! **Rating:** 5.0/5.0 stars **Reviewed by:** Isabel P. | Instacart Specialized Customer Support, Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2022 **What do you like best about CRM and Deals?** Zendesk is easy to navigate. It makes it easy to create tickets for customers and merge them into one. It's a great way to keep track of tickets. Unlike other competitors, zendesk helps the company save time by using the quick tools that zendesk has. **What do you dislike about CRM and Deals?** I'm not a big fan of the random bugs that zendesk will have once in a while. Sometimes the magnifying glass in the quick tools will often disappear. I would love to see these bugs decrease. **What problems is CRM and Deals solving and how is that benefiting you?** Zendesk has allowed me to quickly answer my customer's answers by navigating the articles without having to bother my coworkers. My businesss performance has increased. - [View CRM and Deals pricing details and edition comparison](https://www.g2.com/products/crm-and-deals/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-13+22%3A52%3A49+-0500&secure%5Bsession_id%5D=a740c7ae-0962-4cd6-9970-4046ce444f45&secure%5Btoken%5D=714321e892b374510892bbea3a90a385a8388f685cd833f54d6a27e55d248ebc&format=llm_user) ## CRM and Deals Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Product & Price List Management - Quote & Order Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Ticket and Case Management** - Ticket creation user experience - Ticket response user experience - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Generative AI** - AI Text Generation - AI Text Summarization **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice **Integration** - Data Import & Export Tools - Integration APIs **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Integration - Reporting - Dashboards ## Top CRM and Deals Alternatives - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,042 reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - 4.6/5.0 (1,253 reviews) - [HighLevel](https://www.g2.com/products/highlevel/reviews) - 4.6/5.0 (631 reviews)