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features
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support

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Description

As part of the Workbooks suite, Workbooks GatorMail serves as a sophisticated email marketing platform that allows you to effortlessly deliver automated, targeted marketing communications through email to any type of mailing list, regardless of its complexity or dynamism. With Workbooks, you have an integrated solution that combines both CRM and email functionalities right from the start! You can categorize your contacts based on their preferences and requirements, enabling you to send tailored and highly relevant messages aimed at sealing the deal. Understand who among your contacts is a cold lead and who is a hot prospect, allowing you to create nurturing programs that cater to their specific needs. By delivering engaging content to your leads over time or in response to dynamic events, you can transform stagnant CRM data into a powerful tool for generating sales. Encourage your contacts to take action through email communications, while simultaneously learning more about them as they engage with your content and visit your website. Utilize Workbooks Web Insights to monitor their online behavior, thereby gathering crucial information that can guide your follow-up efforts in a more impactful manner, ultimately enhancing both efficiency and sales outcomes. This comprehensive approach ensures that your marketing efforts are not just efficient, but also highly effective in driving results.

Description

The default file format for PlanMaker 2021 is XLSX, which eliminates the hassle of importing and exporting files. This compatibility allows you to seamlessly open workbooks created in PlanMaker using Microsoft Excel and vice versa, without any need for conversion. Additionally, PlanMaker 2021 enables the editing of XLS files and the creation of high-quality PDF documents from your spreadsheets. New features also include the ability to generate archival PDFs in PDF/A format for long-lasting document storage. Users familiar with Excel will find it easy to transition to PlanMaker 2021, as there is no need to adjust to a different interface or learn new calculation functions, ensuring full compatibility with Excel. This software supports up to one million rows per worksheet, making it suitable for handling large datasets effectively. To manage these extensive data sets, you can utilize pivot tables, data consolidation, scenarios, data grouping, autofilter, and specialized filters. Furthermore, real-time calculations displayed in the status bar keep you informed of any data updates, enhancing your workflow efficiency. Overall, PlanMaker 2021 stands out as a versatile tool for both novice and advanced users alike.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Excel No 
Workbooks Yes 
Zotero No 

Integrations

Microsoft 365 Yes 
Microsoft Excel Yes 
Workbooks No 
Zotero Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$16.50 per year
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Workbooks

Founded

2007

Country

United Kingdom

Website

www.workbooks.com/us/products/gatormail/

Vendor Details

Company Name

SoftMaker

Country

Germany

Website

www.softmaker.de/softmaker-office-planmaker

Product Features

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance No 
Customer Surveys No 
Drip Campaigns No 
Dynamic Content No 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms Yes 
Mailing List Management No 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Product Features

Spreadsheet

Analytics No 
Audit Trail No 
Calculators No 
Charting No 
Multi-User Collaboration No 
Templates No 

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