Keep Sell running
Day-to-day admin so the team can keep selling until the move.
- User and access changes
- Pipeline and field tidy-ups
- Reports kept working
- Data kept clean and ready to move
Zendesk Sell setup & management
setup · admin · automation
Zendesk Sell CRM Management
Zendesk Sell retires on 31 August 2027. We keep it running cleanly until you move, then plan and carry out the migration.
- Keep Sell running — Day-to-day admin so the team can keep selling until the move.
- Migration planning — A plan built around your process and the retirement date.
- Migration — The move itself, checked before anything is switched off.
- Setup of the new CRM — The destination configured so the team can start straight away.
From $100 a month Month to month, no minimum term
Works with 
Zendesk Sell retires 31 August 2027Full access until thenData deleted when the subscription endsPipedrive migration tooling offeredWritten scope and price before you start
What we do on Zendesk Sell
Zendesk Sell setup, management and automation
Pick one of them or all of them.
Migration planning
A plan built around your process and the retirement date.
- Destination CRM compared against your process
- Field and stage mapping
- Notes and activity history plan
- Timeline well before retirement
Migration
The move itself, checked before anything is switched off.
- Full data export
- Trial migration on a copy
- Checked by your team
- Agreed cut-over date
Setup of the new CRM
The destination configured so the team can start straight away.
- Pipelines and fields
- Users and permissions
- Integrations reconnected
- A walkthrough for your team
Onboarding
How we start on Zendesk Sell
Including how access is granted in Zendesk Sell.
-
Tell us your timeline
Where Sell is used today and when you want to move.
-
Access for an inventory
A user who can see every pipeline, field and integration that has to move.
-
Trial migration
A test move on a copy, checked by your team before the real one.
-
Cut-over and after
An agreed cut-over date, then ongoing management of the new CRM if you want it.
Real situations
When teams bring us in on Zendesk Sell
We heard Zendesk Sell is being retired
The team uses Sell every day and needs to know what to move to, and by when.
What we doWe keep Sell running cleanly for now and write a migration plan with a target CRM, a timeline and a data map.
We are not sure what data we have
Years of deals, notes and custom fields sit in Sell, and not all of it is worth moving.
What we doWe list what is in Sell, agree with you what moves, and clean it before it goes.
Sales cannot stop while we switch
Changing CRM mid-quarter feels risky for a team that is still selling.
What we doWe move in stages, try the new CRM with a pilot group first, and switch everyone over when it is ready.
From Zendesk Sell’s own documentation
- Being retired Zendesk has announced that Sell will be retired on 31 August 2027. Access continues until then; Sell data is deleted when the subscription ends or from that date. Source ↗
- Migration path Zendesk has partnered with Pipedrive, which provides migration tooling for Sell customers. Source ↗
Cost
Priced for a small team, and it stays that way
One monthly fee for Zendesk Sell, with no minimum term.
From
$100/month
The starting price, for a single pipeline and a small team. Most teams this size need nothing more.
Not included — so there are no surprises
- Your Zendesk Sell licence — you keep your own account and billing
- Building new integrations to other systems — a separate one-off project
- Data migration from another system
- Bespoke development inside Zendesk Sell beyond configuration
Your price in writing within 2 working days.
Zendesk Sell limits
The Zendesk Sell limits that decide how it should be run
From Zendesk Sell’s own documentation, with sources.
Checked September 2026. Plans change.
Free download
The CRM clean-up checklist
12 checks to find duplicates, dead deals and broken automations, and stop them coming back.
Dialers that integrate with Zendesk Sell
Integrate Zendesk Sell with your dialer
Still typing call notes into Zendesk Sell? We connect Zendesk Sell to any of these 22 dialers, phone systems and AI voice agents once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
CRM
HubSpot vs Pipedrive for a small sales team
Pipedrive is built around the pipeline; HubSpot around one shared database for sales and marketing. A practical comparison of the limits and quirks that decide it.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
Zendesk Sell CRM management — common questions
When is Zendesk Sell being retired?
Zendesk has announced that Sell will be retired on 31 August 2027. Customers keep full access until then.
What happens to our Zendesk Sell data?
Sell data is deleted under Zendesk’s data deletion policy when the Sell subscription ends or from 31 August 2027, whichever comes first — so export has to happen before then.
Is there a recommended migration path from Zendesk Sell?
Zendesk has partnered with Pipedrive, which provides migration tools for Sell customers. It is one option; the right destination depends on your process and other systems.
Should we keep managing Sell until we migrate?
If it still runs your pipeline, yes. Clean data migrates faster and with fewer surprises than data that has been left to drift.
How much does Zendesk Sell management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
Free 30-minute call · no obligation
Talk to us about Zendesk Sell
Thirty minutes on what you need from Zendesk Sell, whether it is on this list or not.
- Keep Sell running — Day-to-day admin so the team can keep selling until the move.
- Migration planning — A plan built around your process and the retirement date.
- Migration — The move itself, checked before anything is switched off.
Zendesk SellSetup & management
Scope and priceIn writing, within 2 working days
No minimum term30 days’ notice
✓ FREE SCOPE CALL · NO COMMITMENT
Book a Free 30-Minute Call
Get a custom integration plan for your exact CRM + Dialer stack.
📅 Pick a Time
📧 Leave My Email
Pick any slot that suits you. The calendar opens in a new tab and shows times in your own timezone; Calendly sends the invite.
See available times →Nothing suitable there? Use the email tab and we will offer times that work.
🔒 No spam · Zero commitment · Secure & private
✓
You’re booked!
Check your inbox for the confirmation.
We’ll review your stack before the call so we walk in with a plan.
We value your privacy
Analytics cookies only with your OK. Cookie Policy
We use essential cookies to make this website work. With your permission, we would also like to use analytics and marketing cookies to understand how the site is used and improve it. You can change your mind at any time from Cookie settings at the bottom of every page. Cookie Policy
Cookie settings
Choose which cookies we can use. Strictly necessary cookies are always on because the website needs them. Your choice applies to this browser and lasts 6 months. Read our Cookie Policy for full details.
Always on
Needed for the website to work and to remember your cookie choices. These cannot be switched off.
| Name | Purpose | Duration |
|---|---|---|
| wr_consent | Remembers your cookie choices so we do not ask again on every page. | 6 months |
| wordpress_*, wp-settings-* | Keeps site administrators signed in. Only set if you log in to the site. | Session to 1 year |
| __cf_bm, _calendly_session | Set by Calendly, and only once you open the booking calendar, so the scheduler works and your booking is kept with you. | Session to 30 minutes |
Remember choices you make on the site, such as not showing the same message again during your visit.
We do not use any functional cookies at the moment. If we add them, they will only run after you agree.
Help us understand which pages are useful and where visitors get stuck, using anonymous, combined statistics.
| Name | Purpose | Duration |
|---|---|---|
| _ga | Tells apart one visitor from another so we can count visits, without identifying anyone. | 2 years |
| _ga_* | Keeps the state of a visit, for example which page it started on. | 2 years |
Measure whether our adverts work and show you more relevant adverts on other websites.
We do not use any marketing cookies at the moment. If we add them, they will only run after you agree.