cuspera logo CUSPERA

Close CRM vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Close CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 7005 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Close CRM and workbooks.com

Close CRM, workbooks.com, Salesmate Sales CRM, Freshsales, 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.

Close CRM covers Engagement Management with E-Mail, Sales Call Management with Phone Calls, Communication Management with E-Mail, Lead Management with E-Mail, etc.

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

"Since we've started using Close, we've QUADRUPLED our average revenue per user. " - Sara Archer

"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

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 Close CRM

Focus area

Close CRM is better than workbooks.com for

Software Failure Risk

  • low

logo workbooks.com

Focus area

workbooks.com is better than Close CRM for

Software Failure Risk

  • low

About

Inside Sales Software CRM with Calling & Emailing

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

Age

2013

Financials

SEED

SEED

Business Need

Total Processes
(we found evidences for)

89

79

Total Goals
(we found evidences for)

12

16

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


sales call management

meeting management


communication management

sending & publishing communications

tracking & monitoring communications


workflow management



generation of new leads



contact list management



training & onboarding


sales document management

contract management

proposal & quote management



pipeline management



knowledge management


relationship management




account management



content management




products & pricelist management


social media management

social media analytics


conversion management


competitive intelligence




sales review & feedback


customer feedback management

measuring customer satisfaction


lead qualification

lead qualification: technographic


campaign management

campaign analytics







rating and review management


business development




motivation management


helpdesk management


opportunity management


segmentation and targeting


lifetime value management


trade show marketing


customer case management


billing and invoice management


performance management





identify target customers


customise loyalty program


loyalty management

identify target customers

customise loyalty program


follower management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Improve internal communications

  • Improve ROI

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Improve efficiency

  • Grow market share

  • Build brand awareness

  • Manage risk

  • See 9 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

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Business Setting