Comparison Summary
This comparison report of workbooks.com vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 4729 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing workbooks.com and Referral Maker CRM
workbooks.com, Referral Maker 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.
Referral Maker CRM focuses on Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.
"We had our most successful year ever by a factor of 30% but we weren’t any busier as a result! " - Rory Dear
"The CRM system makes my life so much easier. All of my database is in one convenient place, I start it up in the morning and I look at my dashboard and it tells me who I need to call, write notes to and pop by to see. Additionally it keeps track of ...my business and helps in keeping me on track. It is so simple and easy to use. " - Debbie Jett Fredericksburg VA
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
Real estate CRM with lead generation tool offering realtor training and support
Financials
SEED
PRIVATE
Business Need
Total Processes
(we found evidences for)
79
35
Total Goals
(we found evidences for)
16
3
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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Enter new markets internationally or locally
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Grow market share
Top Channels
Channels Used
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phone calls
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e-mail
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video
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newsletter
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mobile
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mobile app
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print media
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magazine
- See 5 more
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phone calls
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e-mail
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video
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newsletter
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mobile
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mobile app
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print media
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magazine
- See 5 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
