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workbooks.com vs EveryAction: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of workbooks.com vs. EveryAction is based on a specific set of business needs and context. The comparison uses 5520 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing workbooks.com and EveryAction

workbooks.com, EveryAction, 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.

EveryAction focuses on Engagement Management with Offline, Communication Management with E-Mail, Helpdesk Management with Phone Calls, Event Management with Offline, etc.

"Although Spreadsheets Seemed Adequate at First, as Our Business Grew, It Became Apparent That We Needed a More Centralised System to Streamline Our Processes. " - John Gillespie

"I love being able to really target folks with this tool, and I loved the fantastic results we saw. It was the most successful email we’ve had and I think that was directly correlated to those very specific, strategic ask amounts. " - Melissa Murante

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 EveryAction for

Software Failure Risk

  • low

logo EveryAction

Focus area

EveryAction 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

Digital, Fundraising, & Organizing Tools on a Unified CRM.

Financials

SEED

PRIVATE

Business Need

Total Processes
(we found evidences for)

79

48

Total Goals
(we found evidences for)

16

9

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 management

campaign monitoring

campaign analytics


workflow management


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




advocacy 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
  • Enhance customer relationships

  • Increase sales & revenue

  • Improve ROI

  • Improve stakeholder relations

  • Improve digital and social presence

  • Scale best practices

  • Increase customer life time value

  • Improve internal communications

  • Acquire customers

  • See 6 more

Top Channels

Channels Used

  • e-mail

  • offline

  • causes and charity

  • phone calls

  • social media

  • website

  • newsletter

  • video

  • mobile

  • on premises

  • Facebook

  • omnichannel

  • trade shows

  • promotions

  • text SMS

  • events

  • See 13 more
  • e-mail

  • offline

  • causes and charity

  • phone calls

  • social media

  • website

  • newsletter

  • video

  • mobile

  • on premises

  • Facebook

  • omnichannel

  • trade shows

  • promotions

  • text SMS

  • events

  • See 13 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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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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Business Setting