Comparison Summary
This comparison report of Close CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 7005 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Close CRM and workbooks.com
Close CRM, workbooks.com, Salesmate Sales CRM, Freshsales, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Close CRM covers Engagement Management with E-Mail, Sales Call Management with Phone Calls, Communication Management with E-Mail, Lead Management with E-Mail, etc.
workbooks.com focuses on Sales Document Management, Engagement Management, Lead Tracking, Contact List Management, etc.
"Close was a game changer for our sales process. I immediately saved hours of time by automating email follow ups with Email Sequences and closed more deals in 5 days than I ever had in a given month! " - Tim Griffin
"We Didn’t Find (Microsoft Dynamics) Particularly Good at Managing Relationships Between Organisations, Each With Different Business Units and Various Contacts Within Each. It Was a Nightmare to Navigate And Manage the Numerous Sales Contacts, Contra...cts and Licenses. We Needed to Find Another Solution - Our Business Was Growing in Scale And Complexity. " - John Glover
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Inside Sales Software CRM with Calling & Emailing
Workbooks | A platform to manage your business, designed and priced for the mid-market
Age
2013
Financials
SEED
SEED
Business Need
Total Processes
(we found evidences for)
89
79
Total Goals
(we found evidences for)
12
16
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
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Enhance customer relationships
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Scale best practices
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Improve internal communications
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Improve ROI
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Increase customer life time value
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Enter new markets internationally or locally
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Improve efficiency
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Grow market share
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Build brand awareness
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Manage risk
- See 9 more
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve ROI
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Improve internal communications
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Grow market share
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Improve efficiency
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Scale best practices
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Build brand awareness
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Improve stakeholder relations
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Improve consistency
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Improve visibility
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Improve brand engagement
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Enter new markets internationally or locally
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Launch new products
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Improve digital and social presence
- See 13 more
Top Channels
Channels Used
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e-mail
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phone calls
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mobile
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offline
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website
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channel partners
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trade shows
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promotions
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user generated content
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blogs
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mobile app
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point of sale
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video
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on premises
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social media
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events
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chat
- See 14 more
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e-mail
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phone calls
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mobile
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offline
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website
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channel partners
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trade shows
-
promotions
-
user generated content
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blogs
-
mobile app
-
point of sale
-
video
-
on premises
-
social media
-
events
-
chat
- See 14 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
