Comparison Summary
This comparison report of Agile CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 11720 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Agile CRM and workbooks.com
Agile CRM, workbooks.com, Freshsales, Hubspot Sales Hub, 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.
Agile CRM covers Contact List Management with E-Mail, Communication Management with E-Mail, Helpdesk Management with E-Mail, Engagement Management with E-Mail, etc.
workbooks.com focuses on Sales Document Management, Engagement Management, Lead Tracking, Contact List Management, etc.
"What a great onboard session with @agilecrm!! Great product and a great experience. " - Leonel de Oliveira
"The service and support shortcomings of our previous CRM system were particularly frustrating. If we had an issue we’d have to email the support team and wait for a response. Because they were based on the US west coast, we’d usually get a reply in ...the middle of the night, which really slowed things down. " - Charlotte West
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
Agile CRM | Automate your sales, marketing, and service in one platform
Workbooks | A platform to manage your business, designed and priced for the mid-market
Age
2012
Financials
PRIVATE
SEED
Business Need
Total Processes
(we found evidences for)
103
79
Total Goals
(we found evidences for)
16
16
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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Scale best practices
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Improve efficiency
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Grow market share
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Increase customer life time value
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Enter new markets internationally or locally
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Improve ROI
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Launch new products
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Improve brand engagement
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Improve digital and social presence
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Improve internal communications
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Improve stakeholder relations
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Build brand awareness
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Reduce bounce
- See 13 more
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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
-
Improve efficiency
-
Scale best practices
-
Build brand awareness
-
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
Top Channels
Channels Used
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e-mail
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phone calls
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mobile
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offline
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website
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channel partners
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trade shows
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promotions
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user generated content
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blogs
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mobile app
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point of sale
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video
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on premises
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social media
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events
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chat
- See 14 more
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e-mail
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phone calls
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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?
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
