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Compare workbooks.com vs ClickUp

Comparison Summary

For workbooks.com vs ClickUp comparison, Our AI algorithm looked at 11501 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using workbooks.com and ClickUp to solve their respective business needs.

Pros and cons of workbooks.com and ClickUp

workbooks.com is more suited to businesses that require Sales Document Management and Engagement Management where as ClickUp is focused towards Workflow Management and Collaboration .

Both workbooks.com and ClickUp are CRM and Project Management software, peers recommend workbooks.com for sales document management and relationship management where as ClickUp is more known for helpdesk management and content management .

logo workbooks.com

Focus area

workbooks.com is better than ClickUp for

Software Failure Risk

  • low

logo ClickUp

Focus area

ClickUp 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

One app to replace tasks, docs, chat, goals, & more

Age

2017

Financials

SEED

SERIES C

Business Need

Total Processes
(we found evidences for)

79

75

Total Goals
(we found evidences for)

16

11

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


engagement management

engaging and following up

engaging with scheduling & cadence


contact list management



campaign management

campaign monitoring

campaign analytics



helpdesk 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


products & pricelist management




content 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
  • Improve internal communications

  • Acquire customers

  • Enhance customer relationships

  • Launch new products

  • Increase sales & revenue

  • Improve visibility

  • Scale best practices

  • Improve efficiency

  • Enter new markets internationally or locally

  • Establish thought leadership

  • Improve navigation

  • See 8 more

Top Channels

Channels Used

  • e-mail

  • website

  • social media

  • chat

  • video

  • mobile

  • Slack

  • offline

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • promotions

  • phone calls

  • text SMS

  • on premises

  • games

  • Skype

  • review sites

  • Amazon

  • Facebook

  • causes and charity

  • See 19 more
  • e-mail

  • website

  • social media

  • chat

  • video

  • mobile

  • Slack

  • offline

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • promotions

  • phone calls

  • text SMS

  • on premises

  • games

  • Skype

  • review sites

  • Amazon

  • Facebook

  • causes and charity

  • See 19 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

low

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high

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Integration Risk

medium

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medium

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Migration Risk

low

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medium

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Business Setting