SuiteCRM vs Workbooks

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Our analysts compared SuiteCRM vs Workbooks based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

SuiteCRM Software Tool
Workbooks Software Tool

Product Basics

SuiteCRM is a customer relationship management (CRM) software that helps businesses of all sizes manage customer interactions and data throughout the customer lifecycle. It's a great choice for businesses wanting to improve customer relationships and integrate their CRM with other business applications. SuiteCRM is known for being easy to use, flexible, and affordable, making it a popular choice for businesses with varying levels of CRM experience.

Some of the popular features of SuiteCRM include contact management, lead management, opportunity management, and sales forecasting. SuiteCRM also offers integrations with other business applications such as email, marketing automation, and accounting. Users appreciate the flexibility and dependability of SuiteCRM, often using it as a central hub for customer care and sales automation. While SuiteCRM offers many useful features out-of-the-box, it's highly customizable to meet specific business needs.

SuiteCRM is open-source and free to use, with no limitations on users. This makes it a cost-effective alternative to other CRM solutions on the market. However, businesses should consider the potential costs of implementation, customization, and ongoing support when evaluating the total cost of ownership.

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Workbooks is a cloud-based solution that helps simplify organizational tasks. It provides end-to-end marketing, sales, order processing and customer support. Equipped with an NPS score, it helps companies identify loyal customers for optimum business growth. It also assists in understanding and catering to business metrics.

The product offers a wide range of benefits like improved revenue generation, enhanced customer experience, dynamic configuration and mobility. It also helps eliminate manual tasks and provides valuable insights so users can make informed decisions.

It’s suitable for small to medium-sized industries. Key capabilities include marketing, order processing, customer service, email and workflows, and social media management.

The overall sentiment about the product is positive. Users find it easy to use, but there’s a learning curve involved. They also speak highly of its customizability, support team and training. Some drawbacks include a clunky interface and limited scalability.

The product has three pricing editions. The cost ranges from $34 to $165 per user/month, with support included.

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$100 Monthly
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$34/User, Monthly, Plus Implementation
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Product Assistance

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Product Insights

  • Reduced Costs:  Add-ons are available for extra charges. The premium plan can cut costs by over 80% when compared to other CRM software available in the market. 
  • 360-Degree View:  Get complete visibility business operations, important customer information and insightful data to improve selling, marketing and service. 
  • Customer Self-Service:  SuiteCRM offers a premium customer service package. The free version offers a community-based customer support forum and documentation for troubleshooting. 
  • Flexible Modeling of Business Processes:  Businesses can create flexible and customizable process models to help employees adhere to tested execution and decision-making methods. 
  • Integrations:  RESTful API allows third-party integrations as required. 
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  • Generate Revenue Effectively: Grow sales and marketing outcomes with the help of insights and add value to the business. Gain visibility and effective control to improve performance.
  • Improve Customer Experience: Integrated tools help manage the entire customer journey, assisting users with project delivery, order fulfillment and customer support to support a positive customer experience.
  • Enhance Revenue Insight: Understand what investments to make, which of those will give results, what deliveries will cost and which strategic approach is best. Engage in automated, simplified and streamlined business processes.
  • Take Calculated Decisions: Evaluate data across the business to understand and extract patterns and trends that identify issues. Gain insights to build and cater to opportunities.
  • Enjoy Configuration and Mobility: Highly customizable, the software handles all business processes. Product development and implementation enable businesses to build success.
  • Eliminate Manual Tasks: Remove manual handoffs, reduce data entry to eliminate duplicates and decrease lead report length. It also aids receipt generation in exchange for cash from customers.
  • Access an Intuitive Interface: Use an intuitive interface that enables quick and easy adoption for users. Migrate data, add users and customize settings easily.
  • Save Money: The company claims to be affordable and that its licenses and total cost of ownership are priced 50-70% less compared to alternatives like Salesforce and Microsoft Dynamics.
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  • Contact and Account Database:  Store details of all contacts, including leads, opportunities and customers centrally. Contacts can be grouped, segmented and searched using tags, custom fields and filters. Contacts belonging to a single organization can be organized as Accounts. 
  • Document Management:  Store, review, revise and share documents for internal references and client-facing usage. 
  • Call Management:  Schedule, log and record inbound and outbound calls associated with any contact. Call records can be used to review and improve customer communications. 
  • Email Management:  Teams can leverage shared inboxes and integrate individual email accounts to compose, send, receive, view and store emails. 
  • Campaign Management:  Manage, track and evaluate marketing campaigns at each stage of the pipeline. Get a detailed view of all marketing campaigns related to a contact, along with engagement rates. 
  • Catalog and Quote Management:  Create catalogs with product prices and availability of all products and services. Catalogs can be used to create, share and track professional quotes, including product specifications and estimated delivery times. 
  • Invoice Management:  Create, issue, share and track invoices using quotes as a baseline. 
  • Workflow Automation:  Set up flexible and customizable rule-based workflows that automate activities and tasks. Reminders and notifications can be set wherever required. 
  • Activity Management:  Managers can assign tasks to team members and track their execution. Users can also maintain to-do lists to ensure tasks are completed. 
  • Contract Management:  Create, share and manage contracts related to an account or a case, with details about SLAs, warranties, and renewals. 
  • Case Management:  Record and manage customer interactions regarding product or service issues, bugs and other concerns to improve customer experiences. 
  • Knowledge Base Management:  Create, store and share support documents, guides and template responses for use with the Case Management module. 
  • Reports:  Standard reports for all modules help keep users on top of business activities. With data-based insights, users can evaluate their strategies, goals, and execution in an informed manner. 
  • User Access Control:  Admins can define organizational hierarchies and configure role-based access. 
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  • Marketing: Access marketing tools such as lead generation, campaign management, data insights, segmentation and target accuracy. Get lead capturing, web analytics, lead management, lead scoring and supplier management capabilities.
  • ROI: Evaluate estimations to set budgets and forecast sales and marketing metrics.
  • Sales Performance: Identify opportunities, execute tasks, close more deals and grow revenue with real-time reporting, analytics and tracking. Automated workflows and pipeline visibility aid strategy. Access sales-specific features such as subscription and renewal monitoring, field representative mapping, and contact information enrichment.
  • Order Processing: Generate contacts and sales quotes, take orders, and integrate digital signatures for an easy buying experience. Sync information with ERP systems for maximum visibility and performance. Configure currencies by defining exchange rates and periods and select a home currency for global transactions.
  • Customer Service: Manage cases, answer customer queries, track activity and boost in-house productivity by automating repetitive tasks, accurately measuring service-level agreements (SLAs) and providing personalized solutions to customers. Capabilities include ticketing, customer sentiment monitoring, case allocation and addressing reoccurring issues.
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Product Ranking

#59

among all
CRM Software

#55

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 93 reviews
Great User Sentiment 258 reviews
84%
of users recommend this product

SuiteCRM has a 'great' User Satisfaction Rating of 84% when considering 93 user reviews from 3 recognized software review sites.

85%
of users recommend this product

Workbooks has a 'great' User Satisfaction Rating of 85% when considering 258 user reviews from 4 recognized software review sites.

n/a
5.0 (12)
4.2 (44)
4.34 (108)
4.2 (44)
4.3 (109)
4.2 (5)
3.3 (29)

Synopsis of User Ratings and Reviews

Open-Source Flexibility: SuiteCRM's open-source nature empowers users to tailor the platform to their specific workflows and preferences, fostering greater control and customization compared to proprietary solutions.
Cost-Effectiveness: As a free and open-source CRM, SuiteCRM eliminates licensing fees, making it an attractive option for budget-conscious businesses and startups seeking a robust CRM solution without significant upfront costs.
Community Support: SuiteCRM boasts a vibrant and active community of users and developers who contribute to its ongoing development, provide support, and share knowledge, fostering a collaborative environment for troubleshooting and optimization.
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Customizable: The system can be tailored to user needs, according to 90% of reviewers.
Functionality: All the users who reviewed this pro praised the solution’s wide range of functionality and integration capability with several business processes.
Support: Regarding this benefit, 91% of users found the support team helpful and responsive.
Training: According to 100% of users who reviewed this aspect, the company provides extensive training and has a helpful knowledge base.
Reporting: 70% of users said that the reporting functionality was useful and up to par.
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Usability Challenges: The user interface can feel outdated and clunky, leading to a steeper learning curve compared to more modern CRM solutions. Navigating through the various modules and features may require additional training or support, especially for users who are accustomed to intuitive interfaces.
Customization Complexities: While SuiteCRM offers extensive customization options, implementing these changes often requires technical expertise or the involvement of developers. This can be a barrier for small businesses or teams with limited technical resources who need to adapt the CRM to their specific workflows.
Mobile App Limitations: The mobile app's functionality is not as comprehensive as the web-based version, which can hinder productivity for users who rely on mobile access to manage customer relationships and access data on the go.
Reporting Limitations: Generating complex or customized reports may require additional plugins or integrations, as the built-in reporting tools might not offer the level of flexibility and depth needed for advanced data analysis and visualization.
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Learning Curve: 42% of reviewers mentioned that it has a learning curve that can slow down processes.
Bugs: All the reviewers said that the software can be clunky and have bugs at times.
Scalability: According to 50% of users, the tool lacks scalability and doesn't offer unlimited storage.
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SuiteCRM has garnered a reputation as a robust and adaptable CRM solution, particularly among small and medium-sized businesses seeking an affordable alternative to pricier options like Salesforce. Users frequently highlight its open-source nature, extensive customization capabilities, and active community support as standout features. The ability to tailor the platform to specific business needs without breaking the bank is a major draw for organizations with unique workflows or industry requirements. However, some users note that the learning curve can be steeper compared to more user-friendly interfaces like HubSpot, and the lack of seamless integration with certain third-party applications can pose challenges. Additionally, while SuiteCRM offers a solid foundation, achieving advanced automation or complex reporting may require additional modules or custom development. SuiteCRM's sweet spot lies with businesses that value flexibility and cost-effectiveness over out-of-the-box simplicity. Its open-source architecture empowers organizations to mold the platform to their exact specifications, fostering a sense of ownership and control over their CRM system. The active community and readily available resources further contribute to its appeal, providing a support network for troubleshooting and knowledge sharing. However, for businesses prioritizing ease of use and seamless integrations, exploring options like Zoho CRM or Pipedrive might be a better fit. Ultimately, SuiteCRM's value proposition hinges on its ability to empower businesses to build a CRM solution that aligns perfectly with their unique needs and budget.

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Workbooks is a cloud-based system ideal for small and medium-sized businesses. It helps streamline sales operations and optimize team and individual performance. With features like marketing, order processing, customer service, email management, web analytics and social media management, it’s a great solution at an affordable price. The price starts from $43 per user/month. Compared to market leaders like Salesforce and Microsoft Dynamics, it offers a decent interface for the money.Workbooks helps generate revenue and improve customer satisfaction by enabling users to make informed decisions based on data. It also saves time on tedious, manual tasks. According to user reviews, it’s intuitive and easy to use. However, there’s a learning curve involved that can slow down processes and prove to be frustrating for new and/or non-technical users.The product has excellent training and knowledge base. The support team, in particular, is very responsive and helpful. The platform also offers a wide range of functionality and lets users easily collaborate with various business departments. The reporting functionality could be more customizable in minor aspects, but overall, it's satisfactory. Several reviews mentioned that the interface can be clunky at times and has bugs. However, it’s not too bad and is manageable. Overall, it’s a good choice for small or medium-sized businesses looking to upscale customer interactions and customize processes without burning a hole in their pocket.

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