Comparison Summary
This comparison report of workbooks.com vs. Wealthbox CRM is based on a specific set of business needs and context. The comparison uses 5109 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing workbooks.com and Wealthbox CRM
workbooks.com, Wealthbox 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.
Wealthbox CRM focuses on Collaboration with Offline, Workflow Management, Contact List Management with Website, Conference Call Management with Offline, etc.
"We Didn’t Find (Microsoft Dynamics) Particularly Good at Managing Relationships Between Organisations, Each With Different Business Units and Various Contacts Within Each. It Was a Nightmare to Navigate And Manage the Numerous Sales Contacts, Contra...cts and Licenses. We Needed to Find Another Solution - Our Business Was Growing in Scale And Complexity. " - John Glover
"The collaborative enterprise features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox. " - Rachel Daniels
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
Modern CRM for financial advisors
Financials
SEED
Business Need
Total Processes
(we found evidences for)
79
40
Total Goals
(we found evidences for)
16
4
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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Acquire customers
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Enhance customer relationships
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Grow market share
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Improve digital and social presence
- See 1 more
Top Channels
Channels Used
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offline
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e-mail
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social media
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events
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trade shows
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mass media
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website
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video
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Twitter
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phone calls
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user generated content
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blogs
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point of sale
- See 10 more
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offline
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e-mail
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social media
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events
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trade shows
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mass media
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website
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video
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Twitter
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phone calls
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user generated content
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blogs
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point of sale
- See 10 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
