Salesforce vs. Zendesk: Which tool is right for you

Make an informed decision about your customer support platform with our comprehensive comparison of Salesforce and Zendesk. Learn about their features, pricing, and more.

You've probably come across the term ‘CRM’ before. Standing for customer relationship management, it's all about managing interactions with customers.

But have you ever thought about how a CRM system actually benefits your business? By replacing the chaos of spreadsheets, databases, and various apps, CRMs offer a streamlined way to manage your customer data. 

It's a powerful tool that helps sales, marketing, and customer service teams work more efficiently while improving both team time management and organisation. With happy and even impressed clientele, the benefits of a CRM system stretch beyond just your company’s internal workings. So what are these other CRM benefits?

  • Improved customer experience: By tapping into the power of customer data, a CRM helps you truly get to know your customers, and even anticipate their future needs.
  • Streamline your sales process: A CRM is like a trusty sidekick that helps you better manage your leads as well as opportunities – so you can focus on closing deals.
  • Boost sales: With a better understanding of your customers, you can tailor your sales approach to customers’ needs and preferences. 
  • Automate lead routing: With lead routing, you automatically send new leads straight to your CRM system from any chatbot, popup, form, or live chat interaction. 

If you're looking to save time and streamline your lead management, using a CRM for your business is good business. But with countless options available, how do you know which is the best fit for you? Narrow the choices down, let's take a closer look at popular CRMs Salesforce and Zendesk so you can determine which CRM meets your needs.

Salesforce and Zendesk both offer tools that simplify team management, even for those without technical expertise. Both platforms also provide a range of features that cater to different requirements, giving you the flexibility to experiment with various management options.

What is Salesforce?

Salesforce's sales management tools enable businesses to manage their sales pipeline, leads, and opportunities effectively. With its powerful suite of sales, service, marketing, and analytics tools, Salesforce is transforming the way businesses interact with their customers in addition to managing their workload in-house.

With intuitive dashboards, businesses get an overview of their sales performance in real time to better optimise their sales process and drive revenue growth. Salesforce's service management tools also help businesses provide world-class customer support. 

Salesforce's marketing automation tools even help businesses create, track, and optimise their marketing campaigns across channels. From email marketing to social media advertising, Salesforce ultimately gives businesses the tools they need to drive both engagement and conversions with their target audience.

What is Zendesk?

Zendesk is a customer service software that helps businesses of all sizes build stronger relationships with their customers. With its automation capabilities, businesses save time and also streamline their support processes, allowing their support agents to focus on delivering exceptional customer service.

Zendesk's tool suite is designed to cater to the diverse needs of businesses, regardless of their size or industry. From email to social media support, businesses can manage customer enquiries across channels and critically provide consistent support experiences. 

With its analytics tools, businesses can moreover gain valuable insights into customer support metrics and identify areas for improvement.

Salesforce Zendesk
Additional features Offers contact management, lead management, and email tracking.
Pipeline management.
Offers businesses a platform to manage customer support requests, cases, and service-level agreements.
Offers contact management, lead management, and email tracking.
Pipeline management.
Allows businesses to create and manage a knowledge base to help customers self-serve and find answers to their own questions.
Free trial period 30-day free trial period. 14-day free trial period.
Free version - -
Pricing Professional package starting at $75 per user per month. Professional package starting at $99 per user per month.
Integrations Integrates with third-party applications, including Zendesk, Dropbox, and Mailchimp. Integrates with a wide range of third-party applications, including Salesforce, Slack, and Jira.
Reporting and analytics Customisable dashboards, reports, and data visualisation tools. Dashboards, custom reports, and advanced analytics.
Reviews and ratings Has a 4.4 ⭐rating from 17,555 reviews on Capterra.
Has a 4.3 ⭐rating from 13,582 reviews on G2.
Has a 4.4 ⭐rating from 3,565 reviews on Capterra.
Has a 4.3 ⭐rating from 5,502 reviews on G2.
Customer support Live chat, email, and phone customer support. Email, videos, webinar, phone, and 24/7 customer chat support.
Best suited for Large enterprises with complex sales and customer service processes that require scalable and customisable solutions. Suitable for small to medium-sized businesses that require a flexible, easy-to-use customer support platform.

Haven’t found what you’re looking for? 


Are you searching for a project management CRM that not only manages leads but connects team members across functions? Try Flex, Serviceform's all-doing xRM with project management and email marketing features. Flex xRM is an all-in-one, super flexible management tool that helps you manage leads, sales, tasks, and even billing. The 'x' in xRM stands for anything you need it to, making it a truly customisable solution for your business needs.

Our team
More about Serviceform’s Flex xRM
Additional features Manage sales, customer success, marketing, development, HR, and finance all in one place.
Update customer status, assign onboarding and optimisation meetings, and track customer happiness.
Manage day-to-day tasks like design, content creation, and scheduling.
Manage sprints and backlogs while keeping bugs in check.
Manage job applicants and job posts.
Handle billing and invoices.
Create unlimited project spaces and views.
Track team activities and performance in real time.
Track and combine department data.
See your team as they edit in real-time.
Experience 10x faster speed compared to competitors.
A true all-in-one platform that not only let you manage customers or projects, but also build website conversion tools and schedule meetings.
Need more than a CRM? Also create Smart popups, Floating bars, Dynamic forms, and 5 different Chatbots types like our trending Full-page chatbot – all on one platform!
Free template library with 500+ templates.
Free version The free version of Serviceform lets you manage a good number of contacts and projects with an unlimited number of users.
Pricing Serviceform has flexible pricing that suits your needs depending on how many contacts, projects, reports, and customisations you want to have.
Integrations Seamlessly integrate your Flex xRM with 1000s of websites and ecommerce platforms. Check out our integrations library to learn more.
Analytics Say goodbye to third-party analytics tools because Serviceform's platform comes equipped with built-in website analytics and tool statistics. You'll never again need another tool for tracking data!
Who should use Serviceform We offer a versatile product suite for professionals of technical and nontechnical backgrounds. With our easy-to-use, no-code xRM, literally anyone can benefit from the next evolution in CRMs and quickly.

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“Within six months, we were able to increase our lead generation by 100+ leads every month. It's very easy and convenient, the people are nice, you’ll get answers super fast whenever you need help. The results are good, so try them.”
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