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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign
Box
Constant Contact Lead Gen & CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Jira
Kixie PowerCall & SMS
MIE Trak Pro
Mailchimp
Microsoft Dynamics 365
QuickBooks Online
SAP ERP
SQL Server
Sage 50
Spotler
Teldrip Insights
Xinix
Zapier

Integrations

Adobe Acrobat Sign
Box
Constant Contact Lead Gen & CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Jira
Kixie PowerCall & SMS
MIE Trak Pro
Mailchimp
Microsoft Dynamics 365
QuickBooks Online
SAP ERP
SQL Server
Sage 50
Spotler
Teldrip Insights
Xinix
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$39.00 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Discovery

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Gantt Chart

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Product 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

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