Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Jolene.pro serves as an advanced AI tool designed for analyzing spreadsheets in Excel and CSV formats. It efficiently processes entire workbooks, encompassing multiple sheets and distinct tables, to generate insightful questions and requests for answers articulated in straightforward English. Each output is linked back to the source cells, providing a clear explanation of the calculations involved, which facilitates easy verification of the results. In addition, Jolene.pro has the capability to produce charts, transform valuable findings into reusable dashboard widgets, and store analyses for future reference when new files are uploaded weekly or monthly. Furthermore, it offers read-only snapshot links that allow team members to access the same insights without needing to register for an account. Targeted towards finance professionals, operations teams, MIS departments, FP&A specialists, corporate development experts, consultants, and managers, Jolene.pro is specifically designed to help users comprehend intricate business spreadsheets without the necessity of reorganizing the workbook beforehand. With its user-friendly interface and powerful analytical tools, it streamlines the process of data interpretation and decision-making for various business functions.

Description

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Basecamp No 
COZYROC SSIS+ Suite No 
Constant Contact No 
Dropbox Sign No 
Dubb No 
Google Sheets Yes 
HubSpot Customer Platform No 
HubSpot Data Hub No 
MIE Trak Pro No 
Mailchimp No 
Microsoft Azure No 
Microsoft Dynamics 365 Business Central No 
Microsoft Excel Yes 
Microsoft Exchange No 
SAP ERP No 
Sage 50 No 
Spotler No 
XaitCPQ No 
Xinix No 
Zapier No 

Integrations

Basecamp Yes 
COZYROC SSIS+ Suite Yes 
Constant Contact Yes 
Dropbox Sign Yes 
Dubb Yes 
Google Sheets No 
HubSpot Customer Platform Yes 
HubSpot Data Hub Yes 
MIE Trak Pro Yes 
Mailchimp Yes 
Microsoft Azure Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Excel No 
Microsoft Exchange Yes 
SAP ERP Yes 
Sage 50 Yes 
Spotler Yes 
XaitCPQ Yes 
Xinix Yes 
Zapier Yes 

Pricing Details

$20/month/user
Free Trial No 
Free Version Yes 

Pricing Details

$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 Trial Yes 
Free Version Yes 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Jolene.pro

Founded

2026

Country

United States

Website

jolene.pro/

Vendor Details

Company Name

Workbooks

Founded

2007

Country

United Kingdom

Website

www.workbooks.com

Product Features

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

CRM

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

Email Marketing

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

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Sales Tracking

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

Social Media Management

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

Alternatives

Pine AI Reviews

Pine AI

PINEXL Ltd.

Alternatives

XLSX Reviews

XLSX

XLSX.com
BIGContacts Reviews

BIGContacts

ProProfs
HubSpot CRM Reviews

HubSpot CRM

HubSpot