Comparison Summary
This comparison report of workbooks.com vs. Forth CRM is based on a specific set of business needs and context. The comparison uses 4841 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing workbooks.com and Forth CRM
workbooks.com, Forth CRM, Maximizer CRM, Suitecrm, 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.
workbooks.com covers Sales Document Management, Engagement Management, Lead Tracking, Contact List Management, etc.
Forth CRM focuses on Sales Document Management, Lead Management, Performance Management, Direct Marketing, etc.
"The Sales Staff Dragged Their Feet Initially but After 2-3 Weeks We Started Getting a Lot of Praise From the Team and Have Had Really Good Feedback. The Workbooks Team Have Been Very Efficient and Responsive. Workbooks Has Gone Above and Beyond and ...It’s Been a Great Relationship for Us. " - Brett Kolinek
"Growing my business on the DebtPay platform has been everything I expected and hoped it would be. Their staff is knowledgeable and helpful. I made the best choice for our business. David S. Debt Settlement Company " - David S
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
Workbooks | A platform to manage your business, designed and priced for the mid-market
CRM to access your data, make smarter decisions and save time
Financials
SEED
PRIVATE
Business Need
Total Processes
(we found evidences for)
79
33
Total Goals
(we found evidences for)
16
2
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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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
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Acquire customers
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Improve digital and social presence
Top Channels
Channels Used
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phone calls
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e-mail
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text SMS
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phone calls
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e-mail
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text SMS
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
