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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 GridCraft?

GridCraft is an open-source spreadsheet application that is both free to use and designed for comprehensive workbook management, including creation, editing, calculation, and analysis, available on desktop and web interfaces. The software includes a user-friendly interface featuring a ribbon, a formula bar, and sheet tabs, while offering a wide range of tools for formula management, dynamic arrays, tables, sorting, filtering, data validation, conditional formatting, charts, and PivotTables. It supports multiple workbook formats like XLSX, CSV, and TSV, and incorporates features such as comments, hyperlinks, printing options, and PDF exporting. Users can easily generate budgets, schedules, sales reports, and various data tables, facilitating the computation and visualization of results within a workbook. GridCraft is available for Windows, macOS, and Linux as desktop applications, in addition to a WebAssembly version that can be deployed on a static server. Furthermore, it includes a command-line interface, a JSON control channel, and a Model Context Protocol server, which empower developers and AI agents to programmatically view, modify, calculate, and format workbooks. It is important to note that GridCraft is currently in its pre-alpha phase, as indicated by its developers, which emphasizes its growth potential and future enhancements. This tool not only provides an accessible solution for users looking for a flexible spreadsheet experience, but it also encourages collaboration among users, enhancing productivity and data management.

Media

Media

Integrations Supported

Basecamp
Dropbox Sign
Dubb
HubSpot Customer Platform
HubSpot Marketing Hub
MIE Trak Pro
Mailchimp
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Exchange
Microsoft Outlook
QuickBooks Online
SAP ERP
Sage Intacct
Spotler
StarfishETL
Teldrip Insights
Xinix
Zapier

API Availability

Has API

API Availability

Has API

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

Free
Free, open-source software dual-licensed under MIT or Apache-2.0, with no subscription or license-server requirement.
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Windows
Mac
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Workbooks

Date Founded

2007

Company Location

United Kingdom

Company Website

www.workbooks.com

Company Facts

Organization Name

ArtCraft

Company Website

github.com/storytold/gridcraft

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

Spreadsheet

Not specified

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