Workbooks
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.
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Excel-to-Word Document Automation
The Excel-to-Word Document Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, lists, tables, images, and charts. It also makes it easy to link/map the “dynamic” content to be updated. Update any new or existing Word or PowerPoint document with content from any new or existing Excel workbook. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks and your documents as templates -- any Word or PowerPoint document "linked" to the workbook using the core add-in can be used as a template The add-in makes it easy to link, test, upload, and manage document templates and associated Excel-based tools.
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GatorMail
Part of the Workbooks suite, Workbooks GatorMail is an advanced email marketing tool enabling you to easily send automated, targeted marketing messages via email to any mailing list no matter how complex or dynamic. With Workbooks, you get CRM and email in one solution, out of the box! Segment your contacts based on their needs and interests, and easily target them with personalized and highly relevant messages that are going to close the deal. Get insight into who is a cold lead and who is a hot prospect and drive nurturing programs accordingly. Drip compelling content to leads either over time or via dynamic events to turn your stagnant CRM data into a sales generator. Drive your contacts to take action with an email message, and learn more about them as they respond and go to your website. Track their behavior as they browse – with Workbooks Web Insights, and gain valuable information that can help you follow-up in the most meaningful way, driving efficiency and sales.
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QueryStorm
Use SQL, C#, and VB.NET right inside Excel to process data, build custom functions and automate workbooks. Code completion, syntax highlighting, code fixes, and much more. With QueryStorm's IDE, writing code is a breeze! Share your functions and automated workbooks with clients and colleagues. All they need to use them is the QueryStorm Runtime. Create your own Excel functions using SQL, C#, or VB.NET. Use them yourself, or publish them to share them with colleagues and clients! Add business logic to your workbooks to give them rich interactive behavior powered by .NET and SQL code. Make use of smart workbooks and custom functions built by your team as well as useful Excel extensions built by the community. Employ your technical skills in Excel to process data, build smart workbooks and write and share custom functions.
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