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Agile CRM vs workbooks.com: 2024 Ultimate Comparison Guide

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.

"I chose Agile because of their value and incredible superior customer service. They really care about small-to-medium sized organizations like ours, whether you're very CRM experienced or lightly so. Every business needs a CRM these days. Compared t...o HubSpot or Fusion Marketing, they really present a better value and are quite robust yet simple to use. Very pleased! " - Drew Edwards

"Even with Discounted Licence Prices, the Cost of Staying With Salesforce Was Quickly Becoming Prohibitive. So We Had to Look for a More Cost-effective and Superior Solution and a Crm Consultant Recommended Workbooks. " - Craig Abrahart

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 Agile CRM

Focus area

Agile CRM is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Agile CRM for

Software Failure Risk

  • low

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


contact list management

enriching contact list

creating contact list


communication management

sending & publishing communications

tracking & monitoring communications



engagement management

engaging and following up


campaign analytics

campaign monitoring


social media management

social media analytics

scheduling post to social media

managing social media account

engaging on social media

monitoring social media




sales call management

meeting management


generation of new leads


lead qualification

lead qualification: behavioural

lead qualification: demographic

lead qualification: technographic



training & onboarding





relationship management


sales document management

proposal & quote management

contract management


social media marketing




promotion management


discount management


knowledge management



conversion management




customer feedback management

measuring customer satisfaction


content management




pipeline management




subscription management


category management


conference call management


lifetime value management


products & pricelist management


database marketing


segmentation and targeting


loyalty management

identify target customers

customise loyalty program



revenue cycle management




account management



follower management


sales review & feedback




billing and invoice management



customer case management


opportunity management



business development


competitive intelligence


rating and review management


trade show marketing


performance management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve efficiency

  • Grow market share

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Improve ROI

  • Launch new products

  • Improve brand engagement

  • Improve digital and social presence

  • Improve internal communications

  • Improve stakeholder relations

  • Build brand awareness

  • Reduce bounce

  • See 13 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

high

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

low

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medium

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Migration Risk

medium

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low

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Business Setting