cuspera logo CUSPERA

HubSpot CRM vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of HubSpot CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 46248 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing HubSpot CRM and workbooks.com

HubSpot CRM, workbooks.com, Hubspot Sales Hub, Zoho 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.

HubSpot CRM covers Communication Management with E-Mail, Engagement Management with E-Mail, Contact List Management with E-Mail, Lead Tracking with E-Mail, etc.

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

"Our franchisees are their own LLCs, and they wanted more access, control, and input into sales and marketing, They wanted to see email performance and analyze contacts. But we were very limited in what we could do. " - Haley Irwin

"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 HubSpot CRM

Focus area

HubSpot CRM is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than HubSpot CRM for

Software Failure Risk

  • low

About

HubSpot CRM | For Sales Leaders

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

Age

2006

Financials

IPO

SEED

Business Need

Total Processes
(we found evidences for)

145

79

Total Goals
(we found evidences for)

19

16

Top Processes

Evidences indicate better relative satisfaction


communication management

tracking & monitoring communications

sending & publishing communications


engagement management

engaging and following up

engaging with scheduling & cadence


contact list management

creating contact list

enriching contact list



social media management

social media analytics

scheduling post to social media

engaging on social media

monitoring social media

managing social media account




sales call management

call transcription


generation of new leads


content publishing

searching for content


campaign monitoring

campaign analytics


training & onboarding





sales document management

proposal & quote management

contract management






conversion management


relationship management




promotion management


discount management


social media marketing


business development


lead qualification

lead qualification: behavioural

lead qualification: demographic

lead qualification: technographic

lead qualification: firmographic




knowledge management

creating knowledge base



account management


customer feedback management

measuring customer satisfaction

measuring net promoter score




opportunity management


sales review & feedback


database marketing


follower management


performance management



competitive intelligence


loyalty management

identify target customers

customise loyalty program


products & pricelist management




calendar management



segmentation and targeting


personalized marketing


courses & assessment

create learning path

track learning progress



rating and review management





trade show marketing



lifetime value management


outbound marketing


touchpoint management



revenue cycle management



conference call management


channel management



category management


advocacy management



motivation management




distribution management


community marketing



customer case management



international marketing





merger and acquisition



community building


billing and invoice management


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve ROI

  • Scale best practices

  • Grow market share

  • Improve internal communications

  • Enter new markets internationally or locally

  • Improve digital and social presence

  • Improve stakeholder relations

  • Improve efficiency

  • Build brand awareness

  • Improve visibility

  • Launch new products

  • Shorten ramp up time

  • Establish thought leadership

  • Improve consistency

  • Improve brand engagement

  • Increase customer life time value

  • See 16 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

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Business Setting