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Compare Workbooks CRM vs Adobe Sign vs PandaDoc

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Overview

Description

Workbooks CRM is a comprehensive Customer Relationship Management solution for small to medium businesses. It allows you to manage your prospects and customers, call management, marketing, ... Read More

Adobe Sign streamlines the process of obtaining signatures, wherever and on whatever device necessary. The platform facilitates electronic document signing and tracking, ultimately aiding ... Read More

Entry Level Pricing
  • Starts from $39
  • Not Available
Free Trial Availability
Spotsaas Score

9.0/10

8.8/10

User Ratings
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Software Demo

Demo

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Features

Total Features

17 Features

13 Features

Unique Features
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      Pricing

      Pricing Option
          Starting From
          • $39
          • Not Available
          Pricing Pans
          • Not Available
          • Not Available
          Pricing Pageworkbooks-crm pricingadobe-sign pricing

          Other Details

          Organization Types supported
          • Freelancers
          • Large Enterprises
          • Medium Business
          • Small Business
          • Individuals
          • Freelancers
          • Large Enterprises
          • Medium Business
          • Small Business
          • Individuals
          Platforms Supported
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          Modes of support
          • 24/7 (Live rep)
          • Business Hours
          • Online
          • 24/7 (Live rep)
          • Business Hours
          • Online
          API Support
          • Available
          • Available
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          User Reviews

          User Ratings
          Rating Distribution

          Excellent

          91

          Very Good

          57

          Good

          15

          Poor

          0

          Terible

          0

          Excellent

          140

          Very Good

          49

          Good

          14

          Poor

          3

          Terible

          5

          Expert's Review generated by AI

          Workbooks has emerged as a versatile, robust, and highly customizable CRM solution, particularly well-suited for small to medium-sized enterprises (SMEs). Praised for its flexibility, ...Read more

          Adobe Acrobat Sign and Adobe Document Cloud have received overwhelmingly positive feedback from users in the past 12 months. Users appreciate the seamless electronic signing process that enhances ...Read more

          Pros and Cons
          • Highly customizable platform, enabling users to tailor the CRM to fit specific business processes and goals.

          • Affordable and ideal for small to medium-sized businesses, with no hefty costs for essential functionalities.

          • Streamlines business operations across departments, connecting sales, marketing, and finance on one unified platform.

          • Intuitive user interface, making it easy to learn and navigate, even for non-tech-savvy users.

          • Excellent data organization and accessibility, allowing user-friendly reporting and real-time insights for smarter decision-making.

          • Configuration and setup can be time-consuming, and a learning curve exists, especially for creating customized reports.

          • Limited out-of-the-box integrations with popular tools like Tableau, SurveyMonkey, or BI platforms, which restricts advanced connectivity.

          • Mobile app performance is suboptimal compared to the desktop version, with slow processing and occasional bugs.

          • Streamlines the document signing process, making it quick and efficient.

          • Provides ease of tracking documents, ensuring better organization and management.

          • Offers integration with various devices and platforms, allowing flexibility in document signing.

          • User-friendly interface with helpful features such as templates and mass-send options.

          • Secure and legally compliant, providing peace of mind for users.

          • Some users may find subscription models challenging, leading to difficulties in cancellation.

          • Limited customization options in certain areas, potentially hindering specific needs.

          • Intimidating for new users without proper guidance due to a wide range of features and functionalities.

          Positive Reviews

          No reviews available for the product

          No reviews available for the product

          Customers

          Customers
          Rotary

          Rotary

          TCMM

          TCMM

          No Customers information available.

          Media and Screenshots

          Screenshots
          Finance Screen

          4 Screenshots

          No screenshots available.

          Videos
          video-0

          3 Videos

          video-0

          3 Videos

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          Frequently Asked Questions (FAQs)

          Stuck on something? We're here to help with all the questions and answers in one place.

          Yes, both Workbooks CRM and Adobe Sign offer a Free Trial.

          Workbooks CRM is designed for Medium Business and Small Business.

          Adobe Sign is designed for Freelancers, Large Enterprises, Medium Business and Small Business.

          The starting price of Workbooks CRM begins at $39/User/Month, while pricing details for Adobe Sign are unavailable.

          Some top alternatives to Workbooks CRM includes Salesforce Sales Cloud, Pipedrive, Thryv, Vendasta, ClickUp, Zoho CRM, Salesforce, SalesCRM, SimpleCRM, CRM.me, Second CRM, MyBusiness CRM, DigitalCRM.com, Cool Life CRM, LOGICRM and CRM.io by 500apps.

          Some top alternatives to Adobe Sign includes PandaDoc, Signaturit, Signable, DocuSign, signNow, Docu Signer, Document eSign, E-Sign and eSign by SquidSoft.

          Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].