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Pipedrive vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Pipedrive vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 23353 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pipedrive and workbooks.com

Pipedrive, workbooks.com, Salesforce Sales Cloud, HubSpot 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.

Pipedrive covers Engagement Management with E-Mail, Lead Tracking, Lead Management, Sales Document Management with E-Mail, etc.

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

"A small percentage of solar companies do everything from A to Z in terms of designing the systems, getting them permitted and ready to install, doing that install, and then sorting out maintenance and the warranty service down the line. We are one o...f those companies. " - Mitch Workman

"We were very keen to move to a system we could use straight out of the Box. We wanted something that would need one or two tweaks rather Than the heavily customised system we were used to. We knew that using A system that was as near standard as pos...sible would mean we’d be Able to keep it up to date much more easily. " - Jane Connors

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 Pipedrive

Focus area

Pipedrive is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Pipedrive for

Software Failure Risk

  • low

About

Sales CRM & Pipeline Management Software

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

Age

2010

Financials

SERIES C

SEED

Business Need

Total Processes
(we found evidences for)

128

79

Total Goals
(we found evidences for)

20

16

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



contact list management

creating contact list


generation of new leads






sales call management

meeting management



training & onboarding



promotion management


discount management



business development


campaign management

campaign analytics

campaign monitoring


relationship management


conversion management


social media management

social media analytics

scheduling post to social media

managing social media account


follower management


lead qualification

lead qualification: demographic

lead qualification: technographic

lead qualification: firmographic


account management


opportunity management


products & pricelist management






customer feedback management

measuring customer satisfaction

measuring net promoter score






content management


performance management



sales review & feedback


lifetime value management



revenue cycle management


loyalty management

identify target customers

customise loyalty program


rating and review management


knowledge management




calendar management



segmentation and targeting


competitive intelligence


touchpoint management


channel management





motivation management


international marketing


social media marketing



community building


conference call management


trade show marketing


outbound marketing


referral management




payment management



subscription management


sales commission management



community marketing


advocacy management


billing and invoice management


customer case management



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve efficiency

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Build brand awareness

  • Shorten ramp up time

  • Grow market share

  • Improve brand engagement

  • Launch new products

  • Establish thought leadership

  • Improve stakeholder relations

  • Improve navigation

  • Increase average basket value

  • Increase customer life time value

  • Improve digital and social presence

  • See 17 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

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

medium

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medium

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Migration Risk

low

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low

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Business Setting