The tool is a good concept but at times falls short at times on delivery of true functionality. Customer service is responsive but issues resolution has been slow over all.

I'm not sure if I have any cautionary tales or advice- it's been a good experience all in all it's been a positive experience.

They also make it very difficult to cancel your subscription. Continued charging me for months after cancellation multiple times.

The ease of use and ability to share with clients and prospects. Updating files once across the library.

They acknowledged the issues we were having but refused to accommodate us.

Occasionally they have problems with uploading new content and their customer service is not always the fastest.

Clear slide is the Perfect Remote-presentation Tool.

The ability to store all the decks that we use and customer specific presentation is key. The integration into our CRM is also nice to have and bring everything into a closed loop environment.

Simple design, straightforward, and easy to use.

Increased sales, sped up sales cycle, reduced reliance on old software. Very minimal training or downloads required.

I like the ability to have multiple sales decks loaded, ability to go to a live window, and seamlessly bounce back and forth to provide the client with the best experience.

It's too easy to use and helps me close my deals.

Can sometimes be down without notice. Clients have trouble figuring out how to mute themselves on web platform.

We had to call them everyday for about a week before we got a hold of someone who could cancel our subscription after paying an entire extra year for no reason.

It was a PAIN to get a hold of anyone there to cancel our subscription ONE YEAR after we wanted to cancel because we missed the 90 day notice by a day.

Worse, they abuse their customers. I got locked into a yearlong deal by mistake and their reaction.

It integrates well with salesforce, the ability to track and see the time a person is key. Collaboration is super easy, mass email templates also easy to use.

Are your quotes and presentations a good fit for electronic distribution. Do you have products that will lend themselves to screen sharing demos.

Clearslide is a wonderful tool for sales people.

Clearslide is one of the most widely used tools in our sales team. The platform is easy to use and integrates seamlessly into salesforce.

User experience is straightforward and simple. Customer feedback is very positive.

Using this online can easily login to my clear slides and share my screen.

Zendesk Sell: Mobility and Integration Solution.

System has limited functionalities. It mainly doesnt support SaaS business model and lacks certain key and also unimportant features.

Simple input for contact information for different clients and potential clients. Super easy to create deals and potential purchases for clients.

You can't go wrong with the price. Price plans to meet your budget.

Zendesk Sell is easy to use, pushes notifications where needed, and is great for small teams.

Very friendly UI, great software and can be customized.

From a team leadership perspective, Base CRM's ability to collaboration and seamlessly integrate in various aspects of a sales team are truly outstanding.

Does not support SaaS business model. Very overpriced in comparison to other options in the market.

Lack commonly functionalities other CRMs have. Poor reporting and extremely expensive for the poor reporting.

Finally something new and interesting from Zendesk.

Very streamlined and efficient, user-friendly and easy to customize, great customer service.

A straightforward, simple tool that allows good lead and deal management. Not many integrations but you can do a lot with custom API.

Email Syncing is not working as intended (however this could be an isolated issue due to something on my end - currently troubleshooting).

When it was BASE CRM the customer service was flawless now since zendesk took over there is little to no support. We dont even have a number to call.

Will you outgrow this app quickly or will it serve your needs well over the long term.

Our team really liked this tool over salesforce. There are a ton of really great options and features, along with a pretty easy to use UI.

Being able to read whole past interactions as well as see relevant sales data makes it a perfect choice for a small business.

There can be frustrating roadblocks, such as when there are similar names or the CRM gets confused, however this can usually be smoothed out fairly quickly.

I loved the ability to log the GPS for site visits. This feature was way ahead of the competition.

It is a great sales and client communication tool. The best feature is the mobile app for Android that integrates with your text messaging.

The overall experience with Zendesk sell has been really good, I would recommend it.

The support team is also very good and friendly, it always wants to help you to solve all your problems and are online 24/7.

For other businesses, it is not a good option. The system is ok despite its limitations, but the price should be halved for it to be worth it.

Zendesk sell have been one of the best CRM software that I have tested and used in the past. It has very friendly UI and can be customized to your liking.

I've tried many different CRM softwares until I found my favorite. This one would be on the worst side of the list.

No money refund when you pay for 7 years in a row prepaid and no access anymore for the period you paid for.

Google apps sync is really bad, users all over the world complain about the very poor solution it.

I've been using Base now for the past four years. I've found it easy to use and intuitive.

Base is really simple to use and has invested a lot in continuously making the user interface clean and intuitive. We really like the visualness of watching deals move through the pipeline.

Zendesk has the worst customer service, which is crazy because they are a customer service platform. Not many third-party integrations.

We liked Base because it does not cost too much and it is good with history. It also plugs with dropbox which is a good feature.

Automatic email, call, and text tracking, great full-featured mobile app, powerful and super intuitive web interface.

US Dollar

ClearSlide is a web-based sales engagement platform intended to help increase sales teams’ efficiency and close deals. The solution offers quick access to content, insights and communication and helps in improving customer communication.


ClearSlide’s Live Pitch feature enables one click presentations comprised of high definition video that can be shared with clients or other users in real time. Other features supported by the software include drop-down lists that cater to questions and objections.


The system's Email Pitch feature allows the sharing of sales content via personalized emails. This feature also sends an alert when the email is viewed, and includes analytics to customize future conversations.


ClearSlide mobile apps allow sales professionals to address customer pain points on the go. ClearSlide Mail, meanwhile, includes features such as email, calendar and contacts for instant response and follow up. The solution also offers integration with other third party applications which include Dropbox, Box, iCloud, Salesforce, and more.



LongDescription

Engagement Tracking

Content Delivery

Personalization

Meeting Management

Presentation Tools

Performance Management

Sales Pipeline Management

Strategic Planning

Communication Management

Calendar Management

Collaboration Tools

Email Tracking

Opportunity Management

Content Management

Email Marketing

Audio File Management

Performance Metrics

Training Management

Workflow Management

Video Support

Activity Dashboard

Business Process Automation

For Sales Teams/Organizations

Interaction Tracking

Sales Onboarding & Training

Reporting/Analytics

Campaign Management

Prospecting Tools

Lead Management

For Insurance Industry

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

HP-UX

Solaris

Unix

IBM OS/400

Web browser (OS agnostic)

Windows 2000

Windows 8

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

ClearSlide

In Person

Live Online

Webinars

Documentation

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The system features a standalone sales automation module with options for integrated channel management and web self-service capabilities.


Zendesk Sell enables sales teams to capture, organize and properly track leads. Sales personnel can funnel leads from multiple sources including websites, spreadsheets or any marketing platform. Users can track sales and have full visibility into the sales pipeline with robust sales reporting feature.


Sales team leaders can monitor sales process by managing regions and teams through Base. Users can establish and monitor quotas and goals for specific teams and reps, all via smartphone or other mobile devices.


Zendesk Sell has native applications for iOS, Android and Windows phones. The solution can also integrate with MailChimp. The system is suitable for small to midsize companies across most industries looking for a mobile CRM solution.



Support Ticket Management

Cataloging/Categorization

Customer Surveys

Forecasting

Internal Chat Integration

Mobile Alerts

Lead Capture

Document Storage

Access Controls/Permissions

Activity Tracking

Data Synchronization

Customer Segmentation

Customer Service Analytics

Referral Tracking

Task Scheduling

Calendar/Reminder System

Auto-Dialer

Lead Distribution

Knowledge Management

Pipeline Management

Customer Database

Call Recording

Goal Management

Customizable Fields

Automated Routing

Activity Management

Sales Trend Analysis

Template Management

Data Import/Export

Customer Support

Lead Generation

Email Templates

Self Service Portal

Contact Management

XML/RSS

Configurable Workflow

Multi-Currency

Mobile Access

Sales Reports

Dashboard Creation

Real Time Data

Routing

Territory Management

Shared Contacts

Marketing Automation

Proposal Management

Role-Based Permissions

Request Escalation

Social Media Integration

Lead Segmentation

Real-Time Notifications

Real Time Updates

Email Management

Source Tracking

Website Integration

Event Triggered Actions

Visual Analytics

Alerts/Notifications

Reporting & Statistics

Predictive Analytics

Knowledge Base Management

Segmentation

Data Visualization

Reminders

Chat/Messaging

Customizable Templates

Calendar Sync

Lead Nurturing

Web Forms

Goal Setting/Tracking

Contact Database

Batch Processing

Prioritization

Lead Qualification

Customizable Forms

Quotes/Estimates

Drag & Drop

14-day free trial, no credit card required.

Starter: $45 per seat, per month

Professional: $95 per seat, per month

Enterprise: $145 per seat, per month

All plans are billed annually. Add-ons are also available for an additional cost.

ClearSlide vs Zendesk Sell

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