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.
"I’m drowning in list of tools I use, so it is important for me to have a better functionality; more tools in one toolbox. Having CRM and email marketing in one tool has accelerated the preparation of campaigns, as there is no extra data export/impor...t necessary. " - Viktors Pedcenko
"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.
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
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
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Enhance customer relationships
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Improve internal communications
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Improve efficiency
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Scale best practices
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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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Build brand awareness
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Shorten ramp up time
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Grow market share
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Improve brand engagement
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Launch new products
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Establish thought leadership
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Improve stakeholder relations
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Improve navigation
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Increase average basket value
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Increase customer life time value
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Improve digital and social presence
- See 17 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
-
Improve efficiency
-
Scale best practices
-
Build brand awareness
-
Improve stakeholder relations
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Improve consistency
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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
