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Compare workbooks.com vs BoldTrail

Failure Risk Guidance Security Report ?

Failure Risk for workbooks.com low Failure Risk for BoldTrail medium
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Comparison Summary

For workbooks.com vs BoldTrail comparison, Our AI algorithm looked at 6586 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using workbooks.com and BoldTrail to solve their respective business needs.

Pros and cons of workbooks.com and BoldTrail

workbooks.com is more suited to businesses that require Sales Document Management and Engagement Management where as BoldTrail is focused towards Generation Of New Leads with Website and Engagement Management .

Both workbooks.com and BoldTrail are CRM software, peers recommend workbooks.com for forecasting and pipeline management where as BoldTrail is more known for drip marketing and social media management .

logo workbooks.com

Focus area

workbooks.com is better than BoldTrail for

Software Failure Risk

  • low

logo BoldTrail

Focus area

BoldTrail is better than workbooks.com for

Software Failure Risk

  • medium

About

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

Real estate platform with next-gen solution for modern brokerages and enterprises

Financials

SEED

M&A

Business Need

Total Processes
(we found evidences for)

79

69

Total Goals
(we found evidences for)

16

9

Top Processes

Evidences indicate better relative satisfaction

sales document management

Read Reviews (123)

Read Reviews (13)

proposal & quote management

Read Reviews (80)

Read Reviews (4)

contract management

Read Reviews (42)

Read Reviews (7)

engagement management

Read Reviews (101)

Read Reviews (154)

engaging and following up

Read Reviews (75)

Read Reviews (148)

contact list management

Read Reviews (72)

Read Reviews (49)

contacts history

Read Reviews (18)

Read Reviews (9)

tracking contacts

Read Reviews (4)

Read Reviews (2)

lead tracking

Read Reviews (65)

Read Reviews (21)

campaign management

Read Reviews (59)

Read Reviews (9)

campaign monitoring

Read Reviews (5)

Read Reviews (1)

campaign analytics

Read Reviews (4)

Read Reviews (0)

workflow management

Read Reviews (50)

Read Reviews (4)

helpdesk management

Read Reviews (49)

Read Reviews (19)

generation of new leads

Read Reviews (39)

Read Reviews (209)

communication management

Read Reviews (38)

Read Reviews (42)

sending & publishing communications

Read Reviews (29)

Read Reviews (31)

tracking & monitoring communications

Read Reviews (6)

Read Reviews (9)

training & onboarding

Read Reviews (29)

Read Reviews (8)

pipeline management

Read Reviews (28)

Read Reviews (0)

relationship management

Read Reviews (26)

Read Reviews (7)

conversion management

Read Reviews (22)

Read Reviews (11)

trade show marketing

Read Reviews (19)

Read Reviews (0)

opportunity management

Read Reviews (19)

Read Reviews (0)

sales call management

Read Reviews (17)

Read Reviews (2)

customer feedback management

Read Reviews (16)

Read Reviews (0)

measuring customer satisfaction

Read Reviews (8)

Read Reviews (0)

measuring net promoter score

Read Reviews (2)

Read Reviews (0)

business development

Read Reviews (16)

Read Reviews (0)

billing and invoice management

Read Reviews (14)

Read Reviews (0)

customer case management

Read Reviews (14)

Read Reviews (0)

knowledge management

Read Reviews (12)

Read Reviews (0)

performance management

Read Reviews (12)

Read Reviews (0)

account management

Read Reviews (7)

Read Reviews (0)

competitive intelligence

Read Reviews (5)

Read Reviews (1)

loyalty management

Read Reviews (4)

Read Reviews (0)

identify target customers

Read Reviews (2)

Read Reviews (0)

customise loyalty program

Read Reviews (2)

Read Reviews (0)

sales review & feedback

Read Reviews (3)

Read Reviews (1)

lifetime value management

Read Reviews (3)

Read Reviews (0)

segmentation and targeting

Read Reviews (3)

Read Reviews (0)

follower management

Read Reviews (3)

Read Reviews (0)

rating and review management

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (2)

Read Reviews (8)

lead qualification: technographic

Read Reviews (2)

Read Reviews (7)

social media management

Read Reviews (1)

Read Reviews (35)

content management

Read Reviews (1)

Read Reviews (9)

promotion management

Read Reviews (0)

Read Reviews (3)

social media marketing

Read Reviews (0)

Read Reviews (8)

distribution management

Read Reviews (0)

Read Reviews (2)

discount management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • 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

  • Acquire customers

  • Enhance customer relationships

  • Improve ROI

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Scale best practices

  • Launch new products

  • Build brand awareness

  • Improve digital and social presence

  • See 6 more

Top Channels

Channels Used

  • website

  • social media

  • e-mail

  • phone calls

  • Facebook

  • video

  • text SMS

  • user generated content

  • blogs

  • offline

  • mobile

  • promotions

  • on premises

  • point of sale

  • mobile app

  • Instagram

  • Facebook at work

  • events

  • trade shows

  • See 16 more

  • website

  • social media

  • e-mail

  • phone calls

  • Facebook

  • video

  • text SMS

  • user generated content

  • blogs

  • offline

  • mobile

  • promotions

  • on premises

  • point of sale

  • mobile app

  • Instagram

  • Facebook at work

  • events

  • trade shows

  • See 16 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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low

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Migration Risk

low

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting