Comparison Summary
This comparison report of Freshsales vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 12816 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Freshsales and workbooks.com
Freshsales, workbooks.com, Pipeline CRM, Agile 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.
Freshsales covers Engagement Management with E-Mail, Communication Management with E-Mail, Workflow 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.
"Freshsales allows us to focus on converting our leads. The interface is so intuitive that our new sales staff do not require training on how to use Freshsales, they just hit the ground running. " - Chris Gaulin
"The administrator training was just right. It didn’t assume too much Prior knowledge – or too little. It was also really useful to chat to Other delegates about their pain points and find out how they dealt With them. It really enabled improved thin...king thereafter. " - Darren Roberts
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
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure
Workbooks | A platform to manage your business, designed and priced for the mid-market
Age
2010
Financials
SERIES H
SEED
Business Need
Total Processes
(we found evidences for)
107
79
Total Goals
(we found evidences for)
13
16
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Enhance customer relationships
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Acquire customers
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Improve efficiency
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Improve internal communications
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Improve ROI
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Improve visibility
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Scale best practices
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Enter new markets internationally or locally
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Improve stakeholder relations
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Grow market share
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Launch new products
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Shorten ramp up time
- See 10 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
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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
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
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offline
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website
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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
