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Platformax CRM vs workbooks.com: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Platformax CRM medium Failure Risk for workbooks.com low
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Comparison Summary

This comparison report of Platformax CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 5179 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and workbooks.com

Platformax CRM, workbooks.com, SalesNexus, Claritysoft 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.

Platformax CRM covers Engagement Management with E-Mail, Helpdesk Management with Website, Communication Management with E-Mail, Contact List Management, etc.

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

"Platformax is helping us co-ordinate and keep track of our sales efforts in an efficient and organised manner. It takes a while to get into the habit but it is well worth it. " - Paromita Sanatani

"This Process Became Too Arduous and Time-consuming So We Wanted a System That Could Hold All of the Data and Enable Us to Quickly Find the Right People When We Needed to. " - Clive Stelfox

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 Platformax CRM

Focus area

Platformax CRM is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Platformax CRM for

Software Failure Risk

  • low

About

Inside sales CRM, generate more leads with prospecting and sales management

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

Age

2014

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

42

79

Total Goals
(we found evidences for)

3

16

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (29)

Read Reviews (101)

engaging and following up

Read Reviews (18)

Read Reviews (75)

helpdesk management

Read Reviews (25)

Read Reviews (49)

communication management

Read Reviews (20)

Read Reviews (38)

tracking & monitoring communications

Read Reviews (9)

Read Reviews (6)

sending & publishing communications

Read Reviews (4)

Read Reviews (29)

contact list management

Read Reviews (20)

Read Reviews (72)

contacts history

Read Reviews (3)

Read Reviews (18)

lead tracking

Read Reviews (17)

Read Reviews (65)

relationship management

Read Reviews (14)

Read Reviews (26)

pipeline management

Read Reviews (12)

Read Reviews (28)

generation of new leads

Read Reviews (11)

Read Reviews (39)

training & onboarding

Read Reviews (7)

Read Reviews (29)

workflow management

Read Reviews (5)

Read Reviews (50)

sales review & feedback

Read Reviews (4)

Read Reviews (3)

campaign management

Read Reviews (3)

Read Reviews (59)

campaign monitoring

Read Reviews (3)

Read Reviews (5)

sales call management

Read Reviews (3)

Read Reviews (17)

opportunity management

Read Reviews (2)

Read Reviews (19)

performance management

Read Reviews (2)

Read Reviews (12)

follower management

Read Reviews (2)

Read Reviews (3)

customer feedback management

Read Reviews (2)

Read Reviews (16)

measuring customer satisfaction

Read Reviews (2)

Read Reviews (8)

discount management

Read Reviews (2)

Read Reviews (0)

promotion management

Read Reviews (2)

Read Reviews (0)

segmentation and targeting

Read Reviews (1)

Read Reviews (3)

competitive intelligence

Read Reviews (1)

Read Reviews (5)

account management

Read Reviews (1)

Read Reviews (7)

knowledge management

Read Reviews (1)

Read Reviews (12)

proposal & quote management

Read Reviews (0)

Read Reviews (80)

contract management

Read Reviews (0)

Read Reviews (42)

sales document management

Read Reviews (0)

Read Reviews (123)

proposal & quote management

Read Reviews (0)

Read Reviews (80)

contract management

Read Reviews (0)

Read Reviews (42)

conversion management

Read Reviews (0)

Read Reviews (22)

trade show marketing

Read Reviews (0)

Read Reviews (19)

business development

Read Reviews (0)

Read Reviews (16)

billing and invoice management

Read Reviews (0)

Read Reviews (14)

customer case management

Read Reviews (0)

Read Reviews (14)

identify target customers

Read Reviews (0)

Read Reviews (2)

customise loyalty program

Read Reviews (0)

Read Reviews (2)

loyalty management

Read Reviews (0)

Read Reviews (4)

identify target customers

Read Reviews (0)

Read Reviews (2)

customise loyalty program

Read Reviews (0)

Read Reviews (2)

lifetime value management

Read Reviews (0)

Read Reviews (3)

rating and review management

Read Reviews (0)

Read Reviews (2)

lead qualification: technographic

Read Reviews (0)

Read Reviews (2)

lead qualification

Read Reviews (0)

Read Reviews (2)

lead qualification: technographic

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • 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

medium

{{{rsh_C_1}}}

low

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Integration Risk

low

{{{rsh_C_1}}}

medium

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Migration Risk

medium

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low

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting