One size doesn’t fit all

Your business processes are unique. Your software should be too.

Everything you need to know – all in one place

SharePoint Flex is the superior choice when it comes to On-Premises SharePoint CRM software. Easy to use and customize, but deeply powerful, SharePoint Flex will transform the way your organization manages and integrates information.

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Connect Flex to the tools you already use

Make the most of the tools you’re already using with out-of-the-box integrations for LinkedIn, MailChimp, Outlook, and more.

  • LinkedIn – Quickly connect and view LinkedIn profiles
  • MailChimp – Easily create and export lists to MailChimp
  • Outlook – Process emails and attachments from Outlook
  • Third-party integrations – Connect to third-party apps

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“Easy to use and almost the whole company is using it now.”

– Kathy Podlasiak, Executive Assistant – Alcohol, Drug and Mental Health Board of Franklin County

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Key benefits

Get more out of SharePoint

With more than 200 features and functions, and a comprehensive Outlook Plugin, SharePoint Flex substantially increases the value and functionality of your existing SharePoint infrastructure.

Leverage your investment in SharePoint by utilizing Flex to manage the information, relationships, and business processes that are important to the ongoing success of your organization.

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One spot for all your information

Give your team what they want – a centralized business intelligence hub packed with all the tools and information they need to make informed decisions and get the job done right.

Avoid information chaos and increase efficiency with a centralized information management system.

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Increase accountability and gain visibility into your operations

Without structure and a centralized information management system there is a lack of accountability and limited visibility into the who, what, where, when and why’s of your operations.

With Flex, you’ll get a window into every detail and gain the ability to spot trends and address issues before they become problems.

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“The nice thing about Flex is it works and keeps on working.”

– Mary Spaulding (Solutions Delivery Team, Department of Homeland Security)

Get the job done

Flex helps you do your best work

pie-chart

Visualize data

Manage your projects, contracts, campaigns, leads, and more. Get organized so you can gain visibility into your operations.

structure

Structure relationships

Keep track of contacts, interactions, tasks, and more. Stay in the loop and make better business decisions.

teamwork

Increase collaboration

Flex gives you a complete understanding of how your business is functioning so that you can plan your next move.

Frequently Asked Questions

We continually evaluate this option but at this time rewriting our software to fit the restrictive app model isn’t in line with our focus or our market. However, a hybrid solution is an option.

Yes. Flex is compatible with SharePoint 2010, 2013 and 2016 – Foundation, Standard and Enterprise.

No, Flex uses SharePoint’s SQL Content database.

Yes, you can create a myriad of custom lists for different business purposes and embed them into Flex’s relationship system.

The full version of Flex is accessible on tablets and laptops but for phones we recommend our mobile application.

Flex has powerful and comprehensive integration functionality for Outlook where, if preferred, users can do the majority of their communication processing.

You can use Flex more or less out of the box if your needs are met by the basic templates we offer. However, most businesses will benefit from configuring their systems to meet their unique needs. Flex was built from the ground up to be efficiently configurable and adaptable.

Flex can be used to build and store custom lists for marketing purposes. With Flex, you can send small batches of emails, but it is not a mass email tool.  However, Flex integrates with MailChimp for mass emailing purposes. Flex can be used for exporting lists for mail merges with Word or uploaded to third party email servers. Results of campaigns can be added into Flex for reporting analysis and ongoing access to activities.

Flex’s Importer enables Excel based data to be imported and connected to other related lists quickly and easily – thereby eliminating the need for reentry of data.

There are a variety of methods that can be deployed for external data sources to be connected to Flex.

No. Most Flex customers have personalized and configured their solutions for their business and they all update with the same package. Updates do not affect field, form, list, workflows or other configuration additions and modifications.

Yes. There are hundreds if not thousands of web parts available for SharePoint. Some are complimentary and some are not. Check with us before purchasing to be sure.

Yes, the SharePoint permission system is the base for Flex. However, we have added additional privileges and item level protection for companies that wish to have more control.

Yes, Flex has a translation module where any language or specific terminology can be applied to the application.

Flex can utilize any reporting software that can be used with SharePoint. We provide a complimentary copy of Pivot Point for Flex with each purchase for creating Charts and Tables.

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