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Compare Odoo CRM vs workbooks.com

Comparison Summary

For Odoo CRM vs workbooks.com comparison, Our AI algorithm looked at 7322 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Odoo CRM and workbooks.com to solve their respective business needs.

Pros and cons of Odoo CRM and workbooks.com

Odoo CRM is more suited to businesses that require Sales Document Management and Helpdesk Management with Phone Calls where as workbooks.com is focused towards Sales Document Management and Engagement Management .

Both Odoo CRM and workbooks.com are CRM software, peers recommend Odoo CRM for helpdesk management where as workbooks.com is more known for lead tracking and forecasting .

logo Odoo CRM

Focus area

Odoo CRM is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Odoo CRM for

Software Failure Risk

  • low

About

Odoo CRM | Track leads, close opportunities and get accurate forecasts.

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

Age

2005

Financials

SERIES B

SEED

Business Need

Total Processes
(we found evidences for)

97

79

Total Goals
(we found evidences for)

13

16

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


helpdesk management


workflow management


training & onboarding


communication management

sending & publishing communications

tracking & monitoring communications


engagement management

engaging and following up


account management




products & pricelist management


contact list management


billing and invoice management



customer feedback management

measuring customer satisfaction


knowledge management


sales call management


campaign management

campaign monitoring


relationship management


social media management

social media analytics



community building



competitive intelligence


content management


promotion management


advocacy management


business development


calendar management


generation of new leads


loyalty management

identify target customers

customise loyalty program


conversion management



opportunity management




lead qualification

lead qualification: technographic


segmentation and targeting


rating and review management




performance management


payment management



pipeline management


distribution management




sales review & feedback


lifetime value management



trade show marketing





customer case management


follower management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve efficiency

  • Scale best practices

  • Improve ROI

  • Enter new markets internationally or locally

  • Grow market share

  • Improve digital and social presence

  • Improve internal communications

  • Increase average basket value

  • Launch new products

  • Improve brand engagement

  • 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

low

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low

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Integration Risk

low

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medium

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Migration Risk

medium

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low

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Business Setting