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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 PlanMaker?

PlanMaker 2021 utilizes the XLSX format as its default, which simplifies the process of file management by removing the need for conversion when working with Microsoft Excel. This ensures that users can effortlessly open and edit workbooks created in either program. Moreover, PlanMaker 2021 allows users to modify XLS files and produce high-quality PDF documents directly from their spreadsheets. Among its new features is the capability to create archival PDFs in PDF/A format, which is ideal for long-term document preservation. Users transitioning from Excel will appreciate the familiar interface and the lack of necessity to learn new calculation functions, guaranteeing complete compatibility. With support for up to one million rows per worksheet, this software is well-equipped to handle substantial datasets. To effectively manage these large data collections, tools like pivot tables, data consolidation, scenarios, grouping, autofilter, and specialized filters are available. Additionally, real-time calculations are conveniently displayed in the status bar, keeping users updated on any changes and thereby improving workflow efficiency. Consequently, PlanMaker 2021 is not only a powerful tool for advanced users but also highly accessible for beginners. As a result, it caters to a wide range of user needs and enhances productivity across various tasks.

Media

Media

Integrations Supported

Microsoft 365
Adobe Acrobat Sign
Basecamp
Constant Contact Lead Gen & CRM
HubSpot CRM
HubSpot Customer Platform
Lead Forensics
Microsoft Azure
Microsoft Exchange
Microsoft Outlook
MySQL
SAP ERP
Sage 50
Spotler
StarfishETL
XaitCPQ
Xinix
Zotero

Integrations Supported

Microsoft 365
Adobe Acrobat Sign
Basecamp
Constant Contact Lead Gen & CRM
HubSpot CRM
HubSpot Customer Platform
Lead Forensics
Microsoft Azure
Microsoft Exchange
Microsoft Outlook
MySQL
SAP ERP
Sage 50
Spotler
StarfishETL
XaitCPQ
Xinix
Zotero

API Availability

Has API

API Availability

Has API

Pricing Information

$39.00 per user per month
Free Trial Offered?
Free Version

Pricing Information

$16.50 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Workbooks

Date Founded

2007

Company Location

United Kingdom

Company Website

www.workbooks.com

Company Facts

Organization Name

SoftMaker

Company Location

Germany

Company Website

www.softmaker.de/softmaker-office-planmaker

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

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
Artificial Intelligence
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 Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
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 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

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

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