Average Ratings 1 Rating
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Description
Pine BI makes it easy to create advanced charts, gauges, and other data in Excel. It can also transform an Excel Workbook into an engaging and dynamic dashboard that is ready to share and present. More than 25 of the most popular and complex visualizations for data analysis, project management, and data analysis are included. All visualizations can easily be displayed in PowerPoint and shared with others without the need for an add-in.
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
No
API Access
Has API
Yes
Integrations
Adobe Acrobat Sign
No
Basecamp
No
Box
No
COZYROC SSIS+ Suite
No
Constant Contact
No
GatorMail
No
HubSpot Customer Platform
No
HubSpot Marketing Hub
No
Lead Forensics
No
MIE Trak Pro
No
Integrations
Adobe Acrobat Sign
Yes
Basecamp
Yes
Box
Yes
COZYROC SSIS+ Suite
Yes
Constant Contact
Yes
GatorMail
Yes
HubSpot Customer Platform
Yes
HubSpot Marketing Hub
Yes
Lead Forensics
Yes
MIE Trak Pro
Yes
Pricing Details
No price information available.
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.
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
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
Yes
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
Yes
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
Pinexl
Founded
2018
Country
Bulgaria
Website
www.pinexl.com/pine-bi-excel-add-in
Vendor Details
Company Name
Workbooks
Founded
2007
Country
United Kingdom
Website
www.workbooks.com
Product Features
Dashboard
Annotations
Yes
Data Source Integrations
Yes
Functions / Calculations
Yes
Interactive
Yes
KPIs
Yes
OLAP
No
Private Dashboards
Yes
Public Dashboards
No
Scorecards
Yes
Themes
No
Visual Analytics
Yes
Widgets
Yes
Data Analysis
Data Discovery
Yes
Data Visualization
Yes
High Volume Processing
No
Predictive Analytics
No
Regression Analysis
No
Sentiment Analysis
No
Statistical Modeling
No
Text Analytics
No
Data Discovery
Contextual Search
No
Data Classification
No
Data Matching
No
False Positives Reduction
No
Self Service Data Preparation
No
Sensitive Data Identification
No
Visual Analytics
Yes
Data Visualization
Analytics
Yes
Content Management
No
Dashboard Creation
Yes
Filtered Views
No
OLAP
No
Relational Display
No
Simulation Models
No
Visual Discovery
Yes
Gantt Chart
Alerts/Notifications
No
Capacity Monitoring
No
Color Coding
Yes
Dependency Tracking
No
Drag & Drop
No
Milestone Tracking
Yes
Progress Tracking
Yes
Task Management
Yes
Templates
Yes
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