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workbooks.com vs BUSINESSNEXT (formerly CRMNEXT): 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of workbooks.com vs. BUSINESSNEXT (formerly CRMNEXT) is based on a specific set of business needs and context. The comparison uses 7999 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing workbooks.com and BUSINESSNEXT (formerly CRMNEXT)

workbooks.com, BUSINESSNEXT (formerly CRMNEXT), Maximizer CRM, Suitecrm, 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.

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

BUSINESSNEXT (formerly CRMNEXT) focuses on Lead Management with E-Mail, Service Management, Social CRM with Social Media, Collaboration with Social Media, etc.

"A Lot of Data Was Being Kept in People Head’s or in Personal Files. This Made Us Feel Vulnerable as a Business and It Became Clear That Act! Wasn’t Adequate as a Long Term Solution and It Wasn’t Scalable. " - Kevin Jones

"We partnered with CRMNEXT for its proven implementations in banking, out-of-box functional capabilities, and strong integration capabilities. Their deep insights and intuitive digital solutions have paved the way for us to become the preferred finan...cial solutions partner. We have successfully simplified the entire banking experience, mapped the exact customer requirements, and optimized customer service turnaround time greatly. Working as one team, we look forward to scripting a great success story of our digital transformation and driving tangible business impact for our customers. " - Avinash Raghavendra

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 workbooks.com

Focus area

workbooks.com is better than BUSINESSNEXT (formerly CRMNEXT) for

Software Failure Risk

  • low

logo BUSINESSNEXT (formerly CRMNEXT)

Focus area

BUSINESSNEXT (formerly CRMNEXT) is better than workbooks.com for

Software Failure Risk

  • low

About

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

The #1 CRM For Banking And Insurance

Financials

SEED

SERIES A

Business Need

Total Processes
(we found evidences for)

79

24

Total Goals
(we found evidences for)

16

5

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


engagement management

engaging and following up


contact list management



campaign monitoring


workflow management





generation of new leads


communication management

sending & publishing communications

tracking & monitoring communications


training & onboarding


pipeline management


relationship management


conversion management



trade show marketing


opportunity management



sales call management


customer feedback management

measuring customer satisfaction

measuring net promoter score


business development


billing and invoice management


customer case management


knowledge management


performance management






account management




competitive intelligence



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

lead qualification: technographic


social media management





calendar management


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

  • Improve efficiency

  • Improve ROI

  • Enhance customer relationships

  • Improve brand engagement

  • See 2 more

Top Channels

Channels Used

  • social media

  • e-mail

  • text SMS

  • offline

  • mobile

  • See 2 more
  • social media

  • e-mail

  • text SMS

  • offline

  • mobile

  • See 2 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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No Data

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Security & Privacy Risk

low

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No Data

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Integration Risk

medium

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low

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Migration Risk

low

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low

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Business Setting