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Compare Suitecrm vs workbooks.com

Comparison Summary

For Suitecrm vs workbooks.com comparison, Our AI algorithm looked at 5937 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Suitecrm and workbooks.com to solve their respective business needs.

Pros and cons of Suitecrm and workbooks.com

Suitecrm is more suited to businesses that require Engagement Management and Sales Document Management with Mobile where as workbooks.com is focused towards Sales Document Management and Engagement Management .

Both Suitecrm and workbooks.com are CRM software, peers recommend Suitecrm for contact list management where as workbooks.com is more known for order management and training & onboarding .

logo Suitecrm

Focus area

Suitecrm is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Suitecrm for

Software Failure Risk

  • low

About

Opensource CRM for businesses

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

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

67

79

Total Goals
(we found evidences for)

11

16

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


sales document management

proposal & quote management

contract management


contact list management


workflow management


communication management

tracking & monitoring communications

sending & publishing communications


campaign management

campaign monitoring

campaign analytics


relationship management




conversion management


customer feedback management

measuring customer satisfaction


generation of new leads


competitive intelligence



knowledge management


content management

content publishing



training & onboarding


pipeline management


opportunity management


loyalty management

identify target customers


sales call management


conference call management


customer case management


rating and review management


relationship marketing


social media management

social media analytics


helpdesk management




lead qualification

lead qualification: technographic


lifetime value management



segmentation and targeting


billing and invoice management


account management


business development




trade show marketing


performance management





sales review & feedback


follower management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Increase sales & revenue

  • Acquire customers

  • Grow market share

  • Improve internal communications

  • Improve ROI

  • Enter new markets internationally or locally

  • Improve consistency

  • Improve digital and social presence

  • Launch new products

  • Improve efficiency

  • See 8 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

medium

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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