Proactive Campaigns vs CRM and Deals

Send Bulk Emails, Customer Notifications & Order Updates Directly from Zendesk Your customers and tickets are already in Zendesk. Stop exporting contacts to external tools, like Mailchimp, just to reach your audience. Proactive Campaigns is the #1 native bulk email and SMS tool built inside Zendesk Support — no third-party integrations and data syncing. Segment your Zendesk mailing list or upload a CSV to bring in any external contacts. Then run mass email campaigns from Zendesk, automate follow-ups, send instant notifications, and scale outreach after AI-resolved tickets. 💡 Start your 14-day free trial today — install with one click. Want to get a personalized app setup? Book a 15-minute demo to customize Proactive Campaigns for your team and get started faster. Boost your Zendesk email marketing and start sending email newsletters today! ✅ The app is completely free for Sandbox accounts. Install it in the Sandbox first and validate your workflows before rolling it out to production. Why Zendesk Teams Switch to Proactive Campaigns? No extra tools. No extra cost. Unlike standalone email platforms, Proactive Campaigns lives inside Zendesk. Your campaigns, customer data, support tickets, and reports, all in one place, and for an affordable price. Built for proactive support, not just reactive tickets. Zendesk doesn't offer bulk emailing or mass notifications natively. Proactive Campaigns fills that gap by letting support managers, customer success teams, and marketing ops run full outreach campaigns. Branded templates with drag and drop ease. If you need to boost your email appearance, you can do it with Proactive Campaigns' top feature — the template builder. You no longer need coding or designer skills to create on-brand emails that catch attention and drive results. What Can You Do with Proactive Campaigns? 🚨 Mass notify customers of service incidents and outages For: Support, IT Support, DevOps, Incident Managers When downtime hits, every minute counts. Send mass email notifications to affected users in seconds, link the campaign directly to the problem ticket, and run automated SMS or email follow-ups with fixed delays until the incident is resolved. Proactive Campaigns is the go-to incident notification tool for Zendesk. 📬 Automate customer onboarding & success For: Customer Success Managers, SaaS Teams, E-commerce Segment your Zendesk user list by tags, dates, plan tier, or any other custom field, to automatically trigger personalized onboarding sequences. Guide every new customer through their journey without your CS team lifting a finger. 📲 Reduce churn with timely SMS reminders For: Subscription Businesses, E-commerce Schedule campaigns to automatically notify customers about subscription renewals, expiring services, or other important dates via email or SMS. Proactive Campaigns ensures you never miss a chance to stay top-of-mind and retain customers. 🔄 Proactive upsells & cross-sells directly in Support For: Sales-Support Hybrid Teams, E-commerce, SaaS Turn your support inbox into a revenue channel. Send personalized follow-ups based on customer behavior, track opens, clicks, replies, and unsubscribes, and A/B test subject lines and content to continuously improve results. 🛠 Streamline bulk ticket updates For: Zendesk Admins, Operations Teams Beyond messaging, Proactive Campaigns is a powerful bulk ticket updater. Update fields, statuses, tags, and internal notes across hundreds of tickets at once. No complex automation setups, no Zendesk triggers needed. Powerful Features Built for Your Team: Mass emailing and SMS from Zendesk, no third-party sync Import CSV lists or build segments from Zendesk users, tickets, or orgs Custom email templates: drag-and-drop, rich text, or HTML Email automations with scheduled timing Auto-insert placeholders for easy personalization A/B testing on subject lines, content, and calls to action Email tracking — opens, clicks, and unsubscribes per campaign Spam filter precheck before every send CSAT surveys embedded directly in campaigns Automatic follow-ups based on customer behavior Pay only for agents who have access to the app You're only charged for the agents who really use the app—no overpaying! Check out all pricing plans here. Want to see it in action? 👉 Install the app and activate your free trial now! How we handle your data Proactive Campaigns app accesses only the minimal data needed to deliver campaign features, fully following Zendesk guidelines. All actions happen entirely inside your Zendesk account. Your information is encrypted, stored securely on AWS, and never shared with third parties, keeping your data safe at all times. If you still have questions about the app, ask us at [email protected].

CRM and Deals for Zendesk Don’t want to leave Zendesk Support to manage sales? This app makes it real with full integration in your helpdesk. Zendesk CRM and Deals lets you capture sales opportunities that happen during a support process, move them through custom pipelines, and keep customer context in one place. Try it for free for 7 days. Simply install a plugin to your Zendesk. Want to get a personalized app setup? Book a 15-minute demo to customize CRM and Deals for your team and get started faster. What You Can Do with CRM for Zendesk Turn support tickets into sales opportunities When a support conversation reveals a potential sale, you don’t want to switch apps or copy information manually. With CRM and Deals, you can create a deal directly from the ticket view, automatically transferring customer and company details. Run your sales process the way your team works Every team has a unique sales workflow. Build custom pipelines and stages that match your process, move deals with drag-and-drop ease, and automate progression for deals that get stuck. Find the deals that need your attention fast When your pipeline grows, manually searching for deals wastes time. Use filters and quick search to instantly locate deals by assignee, stage, pipeline, or product. Collect the information that matters for each deal Use custom deal forms to collect the details you need, and link deals to specific products or services. Assign user statuses as contact, lead, prospect, or customer to track where each client is in your sales journey. Forecast revenue and focus on top opportunities The default deal form has one handy field called the Expected closing date. With its help, you can plan your sales and get an overview of your performance. Switch to a Forecast mode to see deals you’re expecting to close each month. Measure sales performance and improve results Understand won and lost deals, analyze trends, and review agent or group performance. Record reasons for lost deals and analyze them to identify patterns, improve your process, and prevent future losses. Downloadable reports let you measure results over custom periods and make informed decisions. A Zendesk-native, affordable CRM system CRM and Deals integration for Zendesk brings sales and support together in one place. It’s an affordable alternative to full CRMs like Zendesk Sell or Salesforce, designed specifically for small and mid-sized teams. Secure data practices CRM and Deals by GrowthDot accesses only the Zendesk data needed to deliver its features, follows Zendesk security guidelines, and respects existing roles and permissions. Customer data is processed securely and never shared or sold to third parties. Ready to start with your 7-day free trial? Install it now! P.S. The app is completely free for Sandbox accounts.