Comparison Summary
This comparison report of Zoho CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 27513 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Zoho CRM and workbooks.com
Zoho CRM, workbooks.com, HubSpot CRM, Hubspot Sales Hub, 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.
Zoho CRM covers Engagement Management, Contact List Management with E-Mail, Lead Management, Communication Management with E-Mail, etc.
workbooks.com focuses on Sales Document Management, Engagement Management, Lead Tracking, Contact List Management, etc.
"Our bottom line has increased by over $100K per year from the cost savings alone. That's not including the increased revenue due to our improved customer experience. The 10-year savings for a company with 100 employees is a million bucks. " - Alex Tolbert
"We were very keen to move to a system we could use straight out of the Box. We wanted something that would need one or two tweaks rather Than the heavily customised system we were used to. We knew that using A system that was as near standard as pos...sible would mean we’d be Able to keep it up to date much more easily. " - Jane Connors
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
Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are
Workbooks | A platform to manage your business, designed and priced for the mid-market
Age
1996
Financials
PRIVATE
SEED
Business Need
Total Processes
(we found evidences for)
130
79
Total Goals
(we found evidences for)
19
16
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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Scale best practices
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Enter new markets internationally or locally
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Improve efficiency
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Launch new products
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Improve stakeholder relations
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Improve digital and social presence
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Improve consistency
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Build brand awareness
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Improve brand engagement
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Shorten ramp up time
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Improve visibility
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Establish thought leadership
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Increase customer life time value
- See 16 more
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Enhance customer relationships
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Acquire customers
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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
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e-mail
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phone calls
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mobile
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offline
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website
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channel partners
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trade shows
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promotions
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user generated content
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blogs
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mobile app
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point of sale
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video
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on premises
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social media
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events
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chat
- See 14 more
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e-mail
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phone calls
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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?
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
