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Compare Copper vs workbooks.com

Comparison Summary

This comparison report of Copper vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 9167 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Copper and workbooks.com

Copper, workbooks.com, Pipeline 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.

Copper covers Engagement Management with E-Mail, Contact List Management with E-Mail, Lead Tracking, Lead Management, etc.

workbooks.com focuses on Sales Document Management, Engagement Management, Lead Tracking, Contact List Management, etc.

"We’re able to share a Google Calendar, so we know who from our team is available. Copper transformed the level of communication within our team and made our processes run smoothly. " - Virginia Trowbridge

"A Lot of Data Was Being Kept in People Head’s or in Personal Files. This Made Us Feel Vulnerable as a Business and It Became Clear That Act! Wasn’t Adequate as a Long Term Solution and It Wasn’t Scalable. " - Kevin Jones

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.


logo Copper

Focus area

Copper is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Copper for

Software Failure Risk

  • low

About

Copper | CRM Software Built for Google & G-Suite

Workbooks | A platform to manage your business, designed and priced for the mid-market

Financials

SEED

Business Need

Total Processes
(we found evidences for)

89

79

Total Goals
(we found evidences for)

13

16

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


contact list management

creating contact list



communication management

tracking & monitoring communications

sending & publishing communications



workflow management


generation of new leads



helpdesk management


business development


sales document management

contract management

proposal & quote management


training & onboarding


pipeline management


relationship management


opportunity management


conversion management


sales call management

meeting management


account management




lead qualification

lead qualification: technographic

lead qualification: demographic


social media management

social media analytics


follower management



campaign management

campaign monitoring


promotion management


discount management



customer feedback management

measuring customer satisfaction

measuring net promoter score




conference call management




competitive intelligence


products & pricelist management


sales review & feedback


rating and review management


content management





segmentation and targeting


relationship marketing


performance management





loyalty management

customise loyalty program


customer case management


billing and invoice management



trade show marketing


knowledge management


lifetime value management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Build brand awareness

  • Grow market share

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Improve digital and social presence

  • See 10 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve internal communications

  • Grow market share

  • Improve efficiency

  • Scale best practices

  • Build brand awareness

  • Improve stakeholder relations

  • Improve consistency

  • Improve visibility

  • Improve brand engagement

  • Enter new markets internationally or locally

  • Launch new products

  • Improve digital and social presence

  • See 13 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • channel partners

  • trade shows

  • promotions

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • video

  • on premises

  • social media

  • events

  • chat

  • See 14 more
  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • channel partners

  • trade shows

  • promotions

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • video

  • on premises

  • social media

  • events

  • chat

  • See 14 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

medium

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medium

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Migration Risk

medium

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low

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Business Setting