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Yardi Matrix vs workbooks.com: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Yardi Matrix vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 4586 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Yardi Matrix and workbooks.com

Yardi Matrix, and workbooks.com 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.

Yardi Matrix covers Market Research, Market Survey, Competitive Intelligence with Offline, Pipeline Management, etc.

workbooks.com focuses on Sales Document Management, Engagement Management, Lead Tracking, Contact List Management, etc.

"We have been using Yardi's service since 2004... ease of navigation makes it a breeze to utilize for the research necessary in our day-to-day business activities. We find that the service provides us with accurate information and answers to all of t...he questions our type of business needs to know to do our job correctly. In addition, their level of customer service is by far one of the highest in the industry. " - Christopher Bentley

"We can now monitor and evaluate all of our information, at the click Of a button … with workbooks we now have a full understanding of All the different stakeholders and the relationship they have with Caba. " - Natalie Worth

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 Yardi Matrix

Focus area

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Yardi Matrix for

Software Failure Risk

  • low

About

Yardi Matrix: Commercial Real Estate Data and Research

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

Financials

SEED

Business Need

Total Processes
(we found evidences for)

11

79

Total Goals
(we found evidences for)

5

16

Top Processes

Evidences indicate better relative satisfaction


competitive intelligence


pipeline management


communication management

sending & publishing communications


proposal & quote management


contract management


sales document management

proposal & quote management

contract management


engaging and following up


engagement management

engaging and following up




contact list management



campaign monitoring


campaign analytics


campaign management

campaign monitoring

campaign analytics


workflow management


helpdesk management




generation of new leads


training & onboarding


relationship management


conversion management



trade show marketing


opportunity management




sales call management


measuring customer satisfaction


measuring net promoter score


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





identify target customers


customise loyalty program


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: technographic


lead qualification

lead qualification: technographic


Top Goals

Goals Achieved

  • Grow market share

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Acquire customers

  • Improve efficiency

  • See 2 more
  • 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

Top Channels

Channels Used

  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • channel partners

  • trade shows

  • promotions

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • video

  • on premises

  • social media

  • events

  • chat

  • See 14 more
  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • channel partners

  • trade shows

  • promotions

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • video

  • on premises

  • social media

  • events

  • chat

  • See 14 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

medium

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medium

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Migration Risk

medium

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low

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Business Setting