Comparison Summary
This comparison report of workbooks.com vs. FreeAgent CRM is based on a specific set of business needs and context. The comparison uses 5003 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing workbooks.com and FreeAgent CRM
workbooks.com, FreeAgent CRM, 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.
FreeAgent CRM focuses on Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.
"We had our most successful year ever by a factor of 30% but we weren’t any busier as a result! " - Rory Dear
"FreeAgent helps a company to better solve customer service issues. New hires are able to jump in and use FreeAgent much more quickly than the old system. It reduces training time – the team can begin interacting with customers much sooner. We have... our whole team on FreeAgent, and everyone uses it a ton! Introducing new systems to the team can come with some challenges, but the change management with FreeAgent has been relatively easy. I feel FreeAgent is aligned with our values. It comes down to the people that I’ve worked directly as well as your aggressive goals to make the software better than it was yesterday. As we’ve had challenges, the team has been there for us along the way. " - Jeremy West
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.
About
Workbooks | A platform to manage your business, designed and priced for the mid-market
CRM and Work Management
Financials
SEED
SEED
Business Need
Total Processes
(we found evidences for)
79
35
Total Goals
(we found evidences for)
16
11
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve ROI
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Improve internal communications
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Grow market share
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Improve efficiency
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Scale best practices
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Build brand awareness
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Improve stakeholder relations
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Improve consistency
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Improve visibility
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Improve brand engagement
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Enter new markets internationally or locally
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Launch new products
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Improve digital and social presence
- See 13 more
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Enhance customer relationships
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Increase sales & revenue
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Improve efficiency
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Acquire customers
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Improve ROI
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Improve internal communications
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Improve stakeholder relations
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Improve brand engagement
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Establish thought leadership
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Scale best practices
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Increase customer life time value
- See 8 more
Top Channels
Channels Used
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e-mail
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mobile
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text SMS
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promotions
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phone calls
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mobile app
- See 3 more
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e-mail
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mobile
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text SMS
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promotions
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phone calls
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mobile app
- See 3 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
