Docparser vs Workbooks

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Docparser

Category: Task Management Tool

Industries: Education, Marketing, Social Media

Pricing

Starter

$32.50

100 Credits Per Month

Professional

$61.50

250 credits Per Month

Business

$133.00

1000 credits Per Month

Workbooks

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$34.00 /month

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Most popular feedback for Docparser

Docparser has solved a major problem of getting data out of pdf documents, this has saved us so much money and time, plus the added benefit of accuracy. We no longer have to have somebody manually importing invoices. I have dealt with their support team and found them to be very helpful and quick to respond.

Peter K.

About Docparser

Docparser is the most advanced cloud based document parsing and automation tool in the market today. Extract data from your documents - extract data from your recurring documents such as PDFs, Word docs and scanned image files. Send your data anywhere - direct download to Excel, CSV, JSON and XML, use native integrations such as Google Sheets and Salesforce, or make use of 3rd party favourites such as Zapier, Integromat or MS Power Automate to connect to 100's of endpoint options.

Most popular feedback for Workbooks

I have always loved working with Workbooks. All of their staff have never failed to be as helpful as they can be, and they are very quick to support us with any issues or queries that we may have. Their CRM package is very different to the kind of platform that a company like TDS would require but they have always helped us customize our databases so that we are able to support our products as best we can. Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

Abigail D.

About Workbooks

Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. With Workbooks, marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. And with software and services from a single supplier, you get co-funded implementation to make sure you get a made-to-measure CRM for an off-the-shelf price.

Docparser reviews

Time and money saved by automating the input of sales lead information into our CRM with Salesforce. It's awesome.

- Scott K. Branch Manager

The information that I was scraping was very tricky for similar products to accurately scrape. I was very pleased to find out that Docparser gave me the control to scrape my PDFs in unique ways to get as much of the information off as possible. It was easy to use and absolute perfect for what I needed it for.

- Teresa M. Office Manager

I've email there support, i did receive additional funds for a test, but no answer what so ever. They say that one should email there support for additional help and improvement, but no answer, on several emails. (I did tried them for a year or two, still no changes.) I've bought a month for test... and still no answers/support.

- Rickard U. Account Manager

Workbooks reviews

Overall workbooks has helped me to reduce the time I spend maintaining all the details related to customers and sales. Now this tool has helped me to organise and bring out more details from that. The account management and forecast has really helped me to do planning.

- Ruban D. Member of Technical Staff 3

It helps me sell. We capture leads directly from our Website and track the prospect from initial enquiry right through to final sale and beyond using workbooks.

- Dianne M. Sales Director

We needed a specific function and were told that it would be available in a future release. We changed a process in the business and then the feature came out sooner.

- Rioghan B. Software Developer

Pros & cons

Docparser

Pros
I liked the fact that someone like me who doesn't have a computer science degree was able to get this up and running in a matter of a few hours
Docparser saves my team hundreds of hours and helps identify new business opportunities
This was a huge help to evaluate vs other products and help make our decision
Now that I have my parsing rules set up, it's extremely easy to run my big report once a month and distribute to my team
The best tool to structure your data from incoming documents."
Cons
My only complaint is that DocParser collects its fees in USD which is a bit inconvenient for us Canadians
I had a customer service question that got a response, but then the person never got back to me after the initial contact
The problem has apparently gone away, but I wasn't wild about the exchange
It was difficult to make custom filters if the PDFs were not redundant
Searching and splitting up this document manually was inefficient and we were missing out on important projects."

Workbooks

Pros
We have been working with Workbooks for 4 years and have been delighted with it
The on-boarding was easy, and has stood the test of time
They will work with you to perfect the system to be exactly like you want it to be
The best thing I like about this product is that its an efficient and easy way to keep all your contacts and prospects in one database
It is also free to use for up to 2 users, which is fantastic value for a voluntary project or small business
It was so easy to convert over the data from our existing Works database into Workbooks."
Cons
Lack of built in lead allocation functionality
Automated lead allocation would required custom php code
There is very little that i dis-like about this software as any issues can be raised and put into development
We are using GatorMail via Workbooks, we have had a few teething problems in rolling out the change
This drives me crazy because I run off of 3 screens and have to sign into 3 different workbooks windows
Also the modification costs can get really high since not very many programmers know Workbooks."

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