Comparison Summary
This comparison report of workbooks.com vs. Second CRM is based on a specific set of business needs and context. The comparison uses 5684 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing workbooks.com and Second CRM
workbooks.com, Second 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.
Second CRM focuses on Sales Document Management, Workflow Management with E-Mail, Engagement Management, Communication Management with E-Mail, etc.
"Although Spreadsheets Seemed Adequate at First, as Our Business Grew, It Became Apparent That We Needed a More Centralised System to Streamline Our Processes. " - John Gillespie
"It’s been a pleasant journey with Second CRM for the past few years. The team is extremely helpful, especially providing customization, support and advice to meet our requirements. Big thumbs up to the team for the great service! " - Jessica T
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 Solutions & Tools for Business Productivity. | SecondCRM
Financials
SEED
PRIVATE
Business Need
Total Processes
(we found evidences for)
79
63
Total Goals
(we found evidences for)
16
9
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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Increase sales & revenue
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Enhance customer relationships
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Acquire customers
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Scale best practices
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Improve efficiency
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Launch new products
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Improve brand engagement
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Build brand awareness
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Improve ROI
- See 6 more
Top Channels
Channels Used
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e-mail
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phone calls
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text SMS
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offline
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social media
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point of sale
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website
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omnichannel
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on premises
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chat
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promotions
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mobile
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mobile app
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events
- See 11 more
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e-mail
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phone calls
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text SMS
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offline
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social media
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point of sale
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website
-
omnichannel
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on premises
-
chat
-
promotions
-
mobile
-
mobile app
-
events
- See 11 more
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
