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Data and Process Automation

Conga X-Author for Excel

Get more out of your CRM system

Improve efficiency and cut manual CRM processes

With Conga X-Author for Excel, turn Microsoft Excel into a complete user interface for your CRM system. Save hours of administrative work by automating manual processes while still maintaining the permissions, rules, and security of your CRM system. 

Achieve 100% CRM user adoption

Dramatically boost productivity and user adoption using Excel as an interface for CRM. Quickly update opportunities, forecasts, or campaigns in Excel then sync changes automatically to your CRM with a single click.

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Act on data up to 80% faster

Migrate data for any number of objects simultaneously without worrying about duplicate records. You can also quickly run full or partial master data loads across functions and orgs to keep your complex data in sync.

Powerful features to streamline business

  • One-click control

    manages any number of records with ease.

  • Work offline

    then easily sync changes when back online.

  • Data migration

    for any number of objects simultaneously.

  • Templates

    can be reused to save you time and effort.

  • Reports

    automatically created with real-time data.

Conga X-Author plays well with others.

Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end.

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Conga CLM

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Get a demo

Sometimes, you just need to see solutions in action. We have a demo for those occasions and we’d like to show it to you.

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