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Vtiger Sales CRM vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Vtiger Sales CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 6631 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Vtiger Sales CRM and workbooks.com

Vtiger Sales CRM, workbooks.com, Vtiger all-in-one CRM, Daylite, 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.

Vtiger Sales CRM covers Opportunity Management, Forecasting with E-Mail, Lead Nurturing, Capturing Leads, etc.

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

"We were looking for an intuitive CRM solution that could accommodate all of our business needs. And Vtiger worked perfectly for us " - Sanjay Ray Chowdhury

"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 Vtiger Sales CRM

Focus area

Vtiger Sales CRM is better than workbooks.com for

Software Failure Risk

  • low

logo workbooks.com

Focus area

workbooks.com is better than Vtiger Sales CRM for

Software Failure Risk

  • low

About

Vtiger CRM | Sell. Effortlessly, Close more deals, boost sales team productivity, and reduce time to make a sale

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

Age

2003

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

26

79

Total Goals
(we found evidences for)

3

16

Top Processes

Evidences indicate better relative satisfaction


opportunity management





sales document management

proposal & quote management

contract management


workflow management


contact list management




engagement management

engaging and following up


communication management

sending & publishing communications


pipeline management


calendar management



generation of new leads




sales call management

meeting management




conversion management


campaign monitoring


campaign analytics


campaign management

campaign monitoring

campaign analytics


helpdesk management


training & onboarding


relationship management



trade show marketing


measuring customer satisfaction


measuring net promoter score


customer feedback management

measuring customer satisfaction

measuring net promoter score


business development


billing and invoice management


customer case management


knowledge management


performance management






account management



competitive intelligence


identify target customers


customise loyalty program


loyalty management

identify target customers

customise loyalty program


sales review & feedback


lifetime value management


segmentation and targeting


follower management


rating and review management


lead qualification: technographic


lead qualification

lead qualification: technographic


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • 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

No Data

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low

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Integration Risk

low

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medium

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Migration Risk

No Data

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low

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Business Setting