PlanMaker

PlanMaker

SoftMaker
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About

XLSX is the default file format of PlanMaker 2021. This lets you skip the annoying import and export. You can open workbooks created with PlanMaker in Microsoft Excel, and vice-versa, directly, without conversion. With PlanMaker 2021, you can also edit XLS files and create high-quality PDF files from your workbooks. You can now also create archival PDFs in PDF/A format for the long-term preservation of your documents. If you have already worked with Excel, you'll pick up PlanMaker 2021 immediately. You neither need to re-accustom yourself to a new user interface nor to new calculation functions, it is all compatible with Excel. PlanMaker 2021 allows up to one million rows per worksheet. To conquer these huge data sets, you use pivot tables, data consolidation, scenarios, data grouping, autofilter, and special filters. Thanks to multiple real-time calculations in the status bar, you are always kept abreast of the latest data changes.

About

Workbooks joins up your entire business, helping everyone work better, work together, and work in the right way with a single cloud-based CRM solution. Marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. With secure anytime, anywhere access across all devices and seamless integration with your current systems, Workbooks gives your teams a single 360-degree view of your customers that helps them focus on the right things and get the real-time insights they need to make decisions. Workbooks helps you put customers at the heart of your business and build lasting, profitable relationships that grow long-term revenue in a sustainable way. 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 grow better, grow together, and grow in the right way.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professionals and all types of users in search of a solution to create and manage spreadsheets

Audience

Join up your business with a single cloud-based CRM solution and lower the cost of your CRM project with co-funded implementation.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$16.50 per year
Free Version
Free Trial

Pricing

$39.00 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

SoftMaker
Germany
www.softmaker.de/softmaker-office-planmaker

Company Information

Workbooks
Founded: 2007
United Kingdom
www.workbooks.com

Alternatives

TextMaker

TextMaker

SoftMaker

Alternatives

BIGContacts

BIGContacts

ProProfs
xlCompare

xlCompare

Spreadsheet Tools
HubSpot CRM

HubSpot CRM

HubSpot
GatorMail

GatorMail

Workbooks

Categories

Categories

CRM Features

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 Features

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 Features

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 Features

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 Features

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

Integrations

Microsoft 365
Adobe Acrobat Sign
Campaign Monitor
Dubb
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Lead Forensics
Mailchimp
Microsoft Azure
Microsoft Excel
MySQL
QuickBooks Online
SQL Server
Sage 50
Spotler
XaitCPQ
Xinix
Zotero

Integrations

Microsoft 365
Adobe Acrobat Sign
Campaign Monitor
Dubb
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Lead Forensics
Mailchimp
Microsoft Azure
Microsoft Excel
MySQL
QuickBooks Online
SQL Server
Sage 50
Spotler
XaitCPQ
Xinix
Zotero
Claim PlanMaker and update features and information
Claim PlanMaker and update features and information
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