Comparison Summary
This comparison report of Insightly CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 15663 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Insightly CRM and workbooks.com
Insightly CRM, workbooks.com, Freshsales, Pipeline 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.
Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.
workbooks.com focuses on Sales Document Management, Engagement Management, Lead Tracking, Contact List Management, etc.
"We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. " - Keith Gardner
"We Quickly Realised That We Needed to Implement a System That Could Act as a Job Database, Providing a Simple Way of Storing and Referencing Jobs. " - Gary Jordan
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
CRM Software for Gmail, G Suite and Outlook.
Workbooks | A platform to manage your business, designed and priced for the mid-market
Age
2009
Financials
PRIVATE
SEED
Business Need
Total Processes
(we found evidences for)
108
79
Total Goals
(we found evidences for)
13
16
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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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 internal communications
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve visibility
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Improve ROI
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Launch new products
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Improve consistency
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Improve efficiency
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Scale best practices
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Increase average basket value
- 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
-
Improve consistency
-
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
-
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
