Used For

• +**Your reps are juggling spreadsheets, sticky notes, and memory to track 47 deals** → Visual pipeline shows every deal stage, who's doing what, and what's been stalled for weeks
• +**You're manually dialing through call lists and leaving voicemails wastes half your day** → Power dialer skips voicemails automatically, cycles through prospects while you focus on actual conversations
• +**Follow-up emails get forgotten and prospects go cold** → Email sequences send personalized follow-ups automatically based on where deals sit in your pipeline
• +Smart lists filter leads in real-time - see "hot prospects who opened emails in last 7 days" without building complex reports
• +Call recording catches the details your reps forget to write down

Best For

• >Your sales team is losing deals because nobody knows who promised what
• >You're already using Zendesk Support and want customer service notes in your sales pipeline
• >Tried Salesforce, got overwhelmed - need something that works in 30 minutes, not 30 days

Not For

• -Solo founders or tiny sales teams - $19/month per person adds up fast when you're bootstrapping
• -Enterprise teams needing heavy customization - you'll hit the ceiling and need Salesforce anyway
• -Anyone wanting a free tier to test with real data - 14-day trial isn't enough to see if it fits your actual workflow

Pairs With

• *Zendesk Support (where customer service tickets show up in your sales pipeline so you know about angry customers before the sales call)
• *Gmail or Outlook (for email tracking and sequences that actually send from your real email address)
• *Slack (where deal notifications ping the team and managers ask why the big deal is still stuck in "proposal sent")
• *DocuSign (to close deals with e-signatures instead of chasing people for wet ink)
• *Zoom (for recorded sales calls that get automatically logged to deal records)
• *Google Calendar (for scheduling follow-ups that actually show up as tasks in your pipeline)

The Catch

• !The basic Team plan is missing email sequences and forecasting - the stuff that actually saves time costs extra
• !Add-ons like Reach have credit limits that burn through fast if you do serious prospecting (300 enrollments per user sounds like a lot until you hit it)
• !It's designed for teams already in the Zendesk ecosystem - without that, you're paying premium prices for average CRM features

Bottom Line

Zendesk's answer to Salesforce - simpler setup, smaller price tag, but you'll outgrow it faster than expected.