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Neon CRM vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Neon CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 5050 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Neon CRM and workbooks.com

Neon CRM, workbooks.com, Blackbaud CRM, Kindful, 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.

Neon CRM covers Membership Management with Promotions, Event Management with Promotions, Engagement Management with Offline, Communication Management with E-Mail, etc.

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

"Events lists, membership, mailing lists…it was all tracked in spreadsheets. We bumped up against the max number of Excel columns. We needed something to deal with all these spreadsheets. " - Jim Parsons

"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 Neon CRM

Focus area

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Neon CRM for

Software Failure Risk

  • low

About

Nonprofit software solution that helps organizations do more

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

Age

2004

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

30

79

Total Goals
(we found evidences for)

4

16

Top Processes

Evidences indicate better relative satisfaction


membership management



engagement management

engaging and following up



communication management

sending & publishing communications

tracking & monitoring communications


helpdesk management


social media management

social media analytics

monitoring social media


training & onboarding



relationship management


contact list management

creating contact list


knowledge management


campaign management

campaign monitoring

campaign analytics


sales document management

contract management

proposal & quote management



generation of new leads


trade show marketing


workflow management



pipeline management


conversion management



opportunity management



sales call management


measuring customer satisfaction


measuring net promoter score


customer feedback management

measuring customer satisfaction

measuring net promoter score


business development


billing and invoice management


customer case management


performance management





account management




competitive intelligence



identify target customers


customise loyalty program


loyalty management

identify target customers

customise loyalty program


sales review & feedback


lifetime value management


segmentation and targeting


follower management


rating and review management


lead qualification: technographic


lead qualification

lead qualification: technographic


Top Goals

Goals Achieved

  • Scale best practices

  • Acquire customers

  • Improve internal communications

  • Enhance customer relationships

  • 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

medium

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low

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Security & Privacy Risk

No Data

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low

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Integration Risk

medium

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medium

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Migration Risk

medium

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low

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Business Setting