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C2CRM vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of C2CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 4977 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing C2CRM and workbooks.com

C2CRM, workbooks.com, Solve CRM, FreeAgent CRM, 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.

C2CRM covers Drip Marketing with Newsletter, Social Media Management with Mobile, Relationship Management, Sales Document Management with E-Mail, etc.

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

"What was needed was a software that could automate data entry into a system that easily tracks all of their requests while notifying all the stakeholders of the completion of every stage in the process. " - Jessica Kosty

"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 C2CRM

Focus area

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than C2CRM for

Software Failure Risk

  • low

About

Flexible CRM that manages client relationships throughout the sales cycle.

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

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

43

79

Total Goals
(we found evidences for)

9

16

Top Processes

Evidences indicate better relative satisfaction



social media management

social media analytics


relationship management


workflow management


sales document management

proposal & quote management



contact list management



products & pricelist management


helpdesk management


generation of new leads


knowledge management


campaign management


engagement management

engaging and following up


communication management

tracking & monitoring communications

sending & publishing communications



training & onboarding



customer feedback management

measuring customer satisfaction


lead qualification

lead qualification: technographic



customer case management


opportunity management


follower management


business development


loyalty management

customise loyalty program


lifetime value management


pipeline management


sales call management


account management


conversion management



trade show marketing


billing and invoice management


performance management







competitive intelligence



sales review & feedback


segmentation and targeting


rating and review management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Increase sales & revenue

  • Acquire customers

  • Enter new markets internationally or locally

  • Launch new products

  • Scale best practices

  • Improve stakeholder relations

  • Grow market share

  • Improve internal communications

  • See 6 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

low

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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