cuspera logo CUSPERA

Unanet CRM by Cosential vs workbooks.com: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Unanet CRM by Cosential vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 5769 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Unanet CRM by Cosential and workbooks.com

Unanet CRM by Cosential, workbooks.com, TeamGram, TopBuilder construction CRM, 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.

Unanet CRM by Cosential covers Sales Document Management, Business Development, Workflow Management, Contact List Management, etc.

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

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 Unanet CRM by Cosential

Focus area

Unanet CRM by Cosential is better than workbooks.com for

Software Failure Risk

  • low

logo workbooks.com

Focus area

workbooks.com is better than Unanet CRM by Cosential for

Software Failure Risk

  • low

About

Commercial CRM for Construction, Architecture

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

Age

1999

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

42

79

Total Goals
(we found evidences for)

7

16

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


business development


workflow management


contact list management

creating contact list


training & onboarding


communication management

sending & publishing communications



relationship management


engagement management

engaging and following up


customer feedback management



pipeline management


generation of new leads



opportunity management


database marketing


helpdesk management





knowledge management


campaign management

campaign monitoring


sales review & feedback


performance management



competitive intelligence



sales call management


conversion management



trade show marketing


billing and invoice management


customer case management




account management





identify target customers


customise loyalty program


loyalty management

identify target customers

customise loyalty program


lifetime value management


segmentation and targeting


follower management


rating and review management


lead qualification: technographic


lead qualification

lead qualification: technographic


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Scale best practices

  • Increase sales & revenue

  • Grow market share

  • Enter new markets internationally or locally

  • Improve internal communications

  • Acquire customers

  • See 4 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

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Business Setting