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workbooks.com vs FreeAgent CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for workbooks.com low Failure Risk for FreeAgent CRM medium
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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.

"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

"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.


logo workbooks.com

Focus area

workbooks.com is better than FreeAgent CRM for

Software Failure Risk

  • low

logo FreeAgent CRM

Focus area

Software Failure Risk

  • medium

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

sales document management

Read Reviews (123)

Read Reviews (4)

proposal & quote management

Read Reviews (80)

Read Reviews (3)

contract management

Read Reviews (42)

Read Reviews (1)

engagement management

Read Reviews (101)

Read Reviews (20)

engaging and following up

Read Reviews (75)

Read Reviews (13)

contact list management

Read Reviews (72)

Read Reviews (4)

contacts history

Read Reviews (18)

Read Reviews (2)

tracking contacts

Read Reviews (4)

Read Reviews (0)

lead tracking

Read Reviews (65)

Read Reviews (2)

campaign management

Read Reviews (59)

Read Reviews (0)

campaign monitoring

Read Reviews (5)

Read Reviews (0)

campaign analytics

Read Reviews (4)

Read Reviews (0)

workflow management

Read Reviews (50)

Read Reviews (11)

helpdesk management

Read Reviews (49)

Read Reviews (7)

generation of new leads

Read Reviews (39)

Read Reviews (8)

communication management

Read Reviews (38)

Read Reviews (3)

sending & publishing communications

Read Reviews (29)

Read Reviews (0)

tracking & monitoring communications

Read Reviews (6)

Read Reviews (3)

training & onboarding

Read Reviews (29)

Read Reviews (6)

pipeline management

Read Reviews (28)

Read Reviews (1)

relationship management

Read Reviews (26)

Read Reviews (2)

conversion management

Read Reviews (22)

Read Reviews (1)

trade show marketing

Read Reviews (19)

Read Reviews (0)

opportunity management

Read Reviews (19)

Read Reviews (1)

sales call management

Read Reviews (17)

Read Reviews (0)

customer feedback management

Read Reviews (16)

Read Reviews (1)

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 (1)

knowledge management

Read Reviews (12)

Read Reviews (0)

performance management

Read Reviews (12)

Read Reviews (0)

account management

Read Reviews (7)

Read Reviews (1)

competitive intelligence

Read Reviews (5)

Read Reviews (0)

loyalty management

Read Reviews (4)

Read Reviews (1)

identify target customers

Read Reviews (2)

Read Reviews (0)

customise loyalty program

Read Reviews (2)

Read Reviews (1)

sales review & feedback

Read Reviews (3)

Read Reviews (2)

lifetime value management

Read Reviews (3)

Read Reviews (2)

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 (1)

lead qualification: technographic

Read Reviews (2)

Read Reviews (0)

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

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 more

Top Channels

Channels Used

  • e-mail

  • mobile

  • text SMS

  • promotions

  • phone calls

  • mobile app

  • See 3 more

  • e-mail

  • mobile

  • text SMS

  • promotions

  • phone calls

  • mobile app

  • See 3 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

{{{rsh_C_1}}}

medium

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Integration Risk

medium

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medium

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Migration Risk

low

{{{rsh_C_1}}}

medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting