Comparison Summary
This comparison report of Follow Up Boss vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 6075 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Follow Up Boss and workbooks.com
Follow Up Boss, workbooks.com, Lasso CRM, Zurple, 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.
Follow Up Boss covers Engagement Management, Generation Of New Leads with E-Mail, Lead Engagement, Collaboration with Phone Calls, etc.
workbooks.com focuses on Sales Document Management, Engagement Management, Lead Tracking, Contact List Management, etc.
"We love Follow Up Boss because they play nice with virtually everybody out there...they'll integrate with everybody. Follow Up Boss is the hub of everything for us and then we add spokes from there. " - Kyle Whissel
"With Workbooks We Can Quickly and Easily Convert a Customer Quotation Into a Sales Order and Then Seamlessly Create a Supplier Purchase Order … We Can Now Process Orders in Half the Time. " - Lorraine Blackwell
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
Real Estate CRM and Lead Management Software to deliver an incredible customer experience
Workbooks | A platform to manage your business, designed and priced for the mid-market
Financials
NA
SEED
Business Need
Total Processes
(we found evidences for)
54
79
Total Goals
(we found evidences for)
7
16
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Improve ROI
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Enhance customer relationships
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Increase sales & revenue
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Acquire customers
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Improve efficiency
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Scale best practices
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Improve brand engagement
- See 4 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
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promotions
-
user generated content
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blogs
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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
