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Side-by-Side CRM Vendor Comparison

 

Company

CRM Features

Company Strengths

Cost

Workbooks

Suited For: Small, Mid-size Companies

Sales Force Automation (SFA), Marketing Automation, Sales Order Management, Customer Service and Support, Purchase Order Management, Invoicing and Cash Collection
  • Workbooks CRM improves the efficiency and effectiveness of marketing; increasing the flow of leads and measuring marketing ROI.
  • Sales force automation (SFA) within Workbooks CRM improves and measures sales team performance and boosts productivity by streamlining sales processes including quoting for new business.
  • The customer relationship management tools of Workbooks CRM streamline helpdesk organisations. Best practice customer support processes help to improve customer service whilst at the same time reducing delivery costs.
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Everest

Suited For: Companies
Link multiple tasks, Contact manager, Personal/company-wide calendar, Tasks/appointments/reminders, Intra company mail, Customer/vendor history calendar, Document history calendar, Auto preview and preview pane options in task browsers, Create tasks in a single click
  • All-in-one small business management solution including accounting software, inventory management, service, e-commerce, sales force automation, CRM, point of sale, and wireless connectivity for small and mid-size businesses.
  • one of the few vendors that provide software needed to run an entire small business and is best suited for enterprises with under 250 employees in the wholesale/distribution, retail, mail-order and e-commerce businesses
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