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workbooks.com vs YetiForce CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of workbooks.com vs. YetiForce CRM is based on a specific set of business needs and context. The comparison uses 5017 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing workbooks.com and YetiForce CRM

workbooks.com, YetiForce 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.

YetiForce CRM focuses on Contact List Management with Phone Calls, Sales Document Management, Helpdesk Management with Phone Calls, Workflow Management, 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

"In my opinion, simply the best of the open-source alternatives I've seen. Very customizable and a out-of-the-box fully usable featured solution. I've seen and used a lot of free alternatives, but this one takes the cake. A fully featured suite with ...all you'll ever need. If your business is small like mine, you can slim it down to suit your needs. Highly customizable with a very large and supportive community. " - Rui Strecht

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 YetiForce CRM for

Software Failure Risk

  • low

logo YetiForce CRM

Focus area

Software Failure Risk

  • low

About

Workbooks | A platform to manage your business, designed and priced for the mid-market

An open source application that is constantly being improved

Financials

SEED

PRIVATE

Business Need

Total Processes
(we found evidences for)

79

29

Total Goals
(we found evidences for)

16

4

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


engagement management

engaging and following up


contact list management



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


products & pricelist 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
  • Enhance customer relationships

  • Improve efficiency

  • Increase sales & revenue

  • Acquire customers

  • See 1 more

Top Channels

Channels Used

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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low

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Integration Risk

medium

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low

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Migration Risk

low

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medium

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Business Setting