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workbooks.com vs Keela: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of workbooks.com vs. Keela is based on a specific set of business needs and context. The comparison uses 5762 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing workbooks.com and Keela

workbooks.com, Keela, 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.

Keela focuses on Engagement Management with Offline, Communication Management with E-Mail, Contact List Management with E-Mail, Campaign Management with E-Mail, 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

"Keela made it simple to track donations, follow up with donors, and keep track of our progress. It provided support by allowing us not to have to worry about donor communications, [that’s] one less thing to worry about. " - Emily-Anne King

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 Keela for

Software Failure Risk

  • low

logo Keela

Focus area

Keela 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

The Fundraising CRM for Nonprofits

Financials

SEED

SEED

Business Need

Total Processes
(we found evidences for)

79

42

Total Goals
(we found evidences for)

16

7

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


engagement management

engaging and following up


contact list management

creating contact list



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


membership 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
  • Increase sales & revenue

  • Improve internal communications

  • Enhance customer relationships

  • Scale best practices

  • Improve brand engagement

  • Improve stakeholder relations

  • Increase average basket value

  • See 4 more

Top Channels

Channels Used

  • e-mail

  • offline

  • causes and charity

  • website

  • mobile

  • social media

  • point of sale

  • on premises

  • user generated content

  • blogs

  • promotions

  • phone calls

  • mobile app

  • events

  • trade shows

  • See 12 more
  • e-mail

  • offline

  • causes and charity

  • website

  • mobile

  • social media

  • point of sale

  • on premises

  • user generated content

  • blogs

  • promotions

  • phone calls

  • mobile app

  • events

  • trade shows

  • See 12 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

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medium

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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