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What is Workbooks?

At Workbooks, we accompany you throughout your entire journey, providing CRM software and services from one reliable source. When you choose Workbooks, we demonstrate our commitment to your success by co-funding your CRM project as you progress. This philosophy, which we refer to as Shared Success, means that your achievements are intertwined with ours. The goal of Shared Success is to minimize the likelihood of your CRM project encountering issues and to lower the costs associated with its implementation. Here’s how we facilitate this process: 1. We begin by hosting a co-funded workshop to help you identify what you need to meet your business objectives before you commit to purchasing software. 2. Once you decide to invest in Workbooks, we contribute to your implementation, ensuring you receive a tailored CRM solution at a competitive price. 3. Additionally, our co-funded customer success program ensures that your business processes are adaptable and that your CRM evolves alongside your growth. This unique approach contributes to our clients’ loyalty, with an average retention period of over 10 years, and more than 1,000 businesses globally rely on Workbooks to enhance collaboration, efficiency, and operational effectiveness. Ultimately, we believe that your success fuels our own, creating a mutually beneficial partnership.

What is BIChart?

BIChart serves as an all-encompassing enterprise software solution designed to aid businesses in the migration, modernization, and enhancement of their business intelligence systems, particularly in the transition from Tableau to Microsoft Fabric and Power BI. By automating numerous tasks, the platform simplifies the technical elements associated with converting Tableau content into Power BI. BIChart meticulously analyzes Tableau workbooks, published data sources, calculations, parameters, filters, relationships, visuals, and semantic logic, generating Power BI project files and semantic models specifically tailored for implementation within a Microsoft Fabric framework. This feature allows organizations to preserve their current business logic while significantly reducing the manual redevelopment typically required during a business intelligence migration. Beyond its core migration capabilities, BIChart also provides powerful tools for environment-level assessment and migration planning. Organizations can perform an exhaustive scan of their Tableau ecosystem to create a detailed inventory of workbooks, projects, data sources, usage patterns, metadata, dependencies, and Tableau Prep flows, ensuring a holistic understanding of their existing assets prior to the transition. By utilizing these valuable insights, businesses can effectively optimize their migration strategies and enhance their new business intelligence environment, ultimately leading to greater operational efficiency and improved decision-making processes. Moreover, this comprehensive approach not only facilitates a smoother transition but also positions organizations for future growth in their data analytics capabilities.

Media

Media

No images available

Integrations Supported

Basecamp
Box
Constant Contact Lead Gen & CRM
Dubb
GatorMail
Google Docs
HubSpot CRM
HubSpot Customer Platform
HubSpot Data Hub
Jira
Leadview.io
MIE Trak Pro
Mailchimp
Microsoft 365
Sage 50
Spotler
XaitCPQ
Zapier

Integrations Supported

Microsoft Fabric
Microsoft Power BI

API Availability

Has API

API Availability

Pricing Information

$39.00 per user per month
Licenses are displayed as £25 / $39 / €30 per user per month for Workbooks CRM, £55 / $78 / €65 per user per month for Workbooks Business and £125 / $167 / €145 for Workbooks Events.

Customers pay for their licenses on an annual basis, in advance. To clarify, customers should expect to pay an annual price of £300 / $468 / €360 per user for Workbooks CRM, £660 / $936/ €780 per user for Workbooks Business and £1,500 / $2,004 / €1,740 per user for Workbooks Events.
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Workbooks

Date Founded

2007

Company Location

United Kingdom

Company Website

www.workbooks.com

Company Facts

Organization Name

BIChart

Date Founded

2025

Company Location

United States

Company Website

bichart.ai/

Categories and Features

CPQ

Not specified

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing

Not specified

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales

Not specified

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social Media Management

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

Categories and Features

Data Migration

Not specified

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