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Intouch CRM vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Intouch CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 4970 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Intouch CRM and workbooks.com

Intouch CRM, workbooks.com, Karma CRM, Revamp 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.

Intouch CRM covers Helpdesk Management with Chat, Contact List Management with E-Mail, Lead Qualification, Billing And Invoice Management with E-Mail, etc.

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

"Matthew is extremely knowledgeable in sales and marketing technology. He demonstrated that to us loud and clear when he provided Sales Plus Profit with set up, training and consultancy on our InTouch system. He’s very approachable, nothing too much ...bother and above all of this he’s a thoroughly good guy. " - Matt Garman

"We Didn’t Find (Microsoft Dynamics) Particularly Good at Managing Relationships Between Organisations, Each With Different Business Units and Various Contacts Within Each. It Was a Nightmare to Navigate And Manage the Numerous Sales Contacts, Contra...cts and Licenses. We Needed to Find Another Solution - Our Business Was Growing in Scale And Complexity. " - John Glover

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 Intouch CRM

Focus area

Intouch CRM is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Intouch CRM for

Software Failure Risk

  • low

About

CRM system with full Sales and Marketing Features

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

Age

2005

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

45

79

Total Goals
(we found evidences for)

4

16

Top Processes

Evidences indicate better relative satisfaction


helpdesk management


contact list management


lead qualification

lead qualification: behavioural

lead qualification: technographic

lead qualification: firmographic

lead qualification: demographic


billing and invoice management



pipeline management


generation of new leads


calendar management



communication management

sending & publishing communications


conversion management



customer feedback management



discount management


promotion management


engagement management

engaging and following up









social media marketing



knowledge management


campaign management


customer case management


relationship management


workflow management



lifetime value management



business development


loyalty management

customise loyalty program


proposal & quote management


contract management


sales document management

proposal & quote management

contract management



training & onboarding



trade show marketing


opportunity management



sales call management


performance management



account management


competitive intelligence



sales review & feedback


segmentation and targeting


follower management


rating and review management


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve digital and social presence

  • See 1 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

No Data

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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