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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

A flexible project management system that adapts to your team. Create powerful no-code apps without sacrificing the spreadsheet features you already know. Sales Build your own CRM Manage compensation plans Track products and inventory Marketing Manage content calendars Plan launches and events Create budgets for it all Product Plan roadmaps and releases Track bugs and issues Organize research and feedback Finance Create project budgets Build connected models Share financial statements HR Build your own ATS Manage onboarding and reviews Create hiring plans IT Track and manage assets Create a ticketing system Manage facilities

Description

WorktreeX is a productivity solution built to eliminate the frustration of managing linked Excel spreadsheets. It transforms complex reporting structures into a clear, interactive workflow map that shows exactly how files and data sources connect. Financial teams can quickly roll reports forward to a new period without manually reconnecting every link. The system intelligently suggests updated source files based on time-aware prompts, helping users move from one reporting cycle to the next seamlessly. Instead of navigating deep folder structures and editing links one by one, updates can be completed in just a few clicks. Built-in automation preserves workbook relationships, ensuring that structural integrity is never compromised. Users can monitor file changes in real time and receive alerts to prevent missed updates. An integrated audit trail records modifications, making validation and compliance easier. The tool works alongside Excel rather than replacing it, enhancing existing workflows without requiring a full redesign. By cutting workflow production time dramatically, WorktreeX enables finance teams to focus on analysis rather than manual spreadsheet maintenance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Coda Yes 
Evernote Yes 
Gmail Yes 
Google Calendar Yes 
Google Forms Yes 
Google Sheets Yes 
Jira Yes 
Mailchimp Yes 
Microsoft Excel No 
Microsoft Teams Yes 
Notion Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Salesforce Yes 
Slack Yes 
Twilio Yes 
X (Twitter) Yes 
Zendesk Yes 

Integrations

Coda No 
Evernote No 
Gmail No 
Google Calendar No 
Google Forms No 
Google Sheets No 
Jira No 
Mailchimp No 
Microsoft Excel Yes 
Microsoft Teams No 
Notion No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Salesforce No 
Slack No 
Twilio No 
X (Twitter) No 
Zendesk No 

Pricing Details

$7/month
Free Trial Yes 
Free Version Yes 

Pricing Details

£20
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 No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Spreadsheet.com

Country

United States

Website

spreadsheet.com

Vendor Details

Company Name

Kleverin

Founded

2025

Country

United Kingdom

Website

www.kleverin.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Gantt Chart

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

Kanban

Collaboration Tools Yes 
Dependency Tracking Yes 
KPI Monitoring Yes 
Milestone Tracking Yes 
Multi-Board Yes 
Prioritization Yes 
Project Planning Yes 
Roadmapping Yes 
Supports Scrum Yes 
Task Management Yes 
Time Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Spreadsheet

Analytics Yes 
Audit Trail Yes 
Calculators Yes 
Charting Yes 
Multi-User Collaboration Yes 
Templates Yes 

Product Features

Spreadsheet

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

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