From the beginning of sales automation, we soon realized that no two organizations were alike! We have worked hard to design a software that takes advantage of existing infrastructure, enables in-house configuration if desired, and can scale to support a huge array of operational situations. If managing sales, relationships and information on SharePoint is a process you would like to improve, you have come to the right place!
100% based in SharePoint
Maximizes Existing SharePoint Investment
Complimentary Up and Running Services Package
Highly Configurable
Secure, On-Premises Deployment
GDPR Compliant
Tailored to Client’s Unique Goals
– Kathy Podlasiak, Executive Assistant – Alcohol, Drug and Mental Health Board of Franklin County
Make SharePoint Better
Let’s be honest, professionals live in Outlook, so CRM without proper integration with Outlook is a major barrier to adoption success. That’s why we’ve designed our Outlook Plugin to process vital email communications directly into Flex, so your CRM can support your workflow rather than disrupt it.
CRM implementations don’t have to be difficult; let us help you. Check out our complimentary Up and Running Services package to see how we’ll help get you up and running.
Flex enhances the value and functionality of SharePoint by utilizing your existing infrastructure, intelligence, licensing, and resources. Simply put, SharePoint Flex was built for those who want to extend the capabilities of SharePoint.
In the old days when you mentioned customization, worry lines would enter the Finance Director’s brow! However, Flex was designed to be configured with its own set of configuration features and functions. It was built from the ground up with this leading principle. If you have the skills in-house, then you will be on your way with our support tools. If you would like us to take care of your configuration, we can do that too, but it doesn’t stop there. Flex takes advantage of many third-party SharePoint products and of course existing Office products. As we like to say “You are only limited by your imagination.” Flex takes SharePoint to new heights.