--- 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: '2026-08-07' 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 find the **ease of use** of CRM and Deals enhances tracking and pipeline management effortlessly. (1 reviews) - Users value the **easy tracking** capabilities of the CRM and Deals, enhancing efficiency in managing pipelines. (1 reviews) - Users praise the **best in class integration** with Zendesk, enhancing ticket tracking and pipeline management. (1 reviews) - Users value the **seamless integration** of CRM and Deals, enhancing tracking and pipeline maintenance effortlessly. (1 reviews) - [View CRM and Deals pricing details and edition comparison](https://www.g2.com/products/crm-and-deals/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+02%3A42%3A40+-0500&secure%5Bsession_id%5D=dc8a94be-0b84-4482-bc84-27755faef233&secure%5Btoken%5D=ae82176df8ad980c74234010605c408cf27b0db1ef78e555f5554014d01a8ea9&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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **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 - Workflow Management - Knowledge Base Management - Ticket Management - Call Center Management - Queue Management - Inbox Management - Support Ticket Management - Email Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **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 - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Mobile Access - Lead Generation **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice - Video Chat **Integration** - Data Import & Export Tools - Integration APIs - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Third-Party Integrations - Reporting - Activity Dashboard - Mobile Access **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation **Additional Functionality** - Automated Routing - Chatbot - Reporting & Statistics - Autoresponders - AI Copilot - Real-Time Monitoring - CRM - Gamification - Conversation Intelligence - Customizable Fields - Surveys & Feedback - Key Performance Indicators - Collaboration Tools - Multi-Channel Communication - Voice Recognition - Live Chat - Task Automation - IVR - Language Detection - Multiple Data Sources - Predictive Analytics - API - Alerts/Escalation - Data Security - Interaction Tracking - Prioritization - Secure Data Storage - Macros/Templated Responses - Performance Metrics - Single Sign On - Mobile App - Reporting/Analytics - Access Controls/Permissions - Email Templates - Real-Time Notifications - Automated Responses - Data Import/Export - Personalization - Workflow Automation ## Top CRM and Deals Alternatives - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - 4.5/5.0 (1,443 reviews) - [HighLevel](https://www.g2.com/products/highlevel/reviews) - 4.6/5.0 (636 reviews)