One size doesn’t fit all

SharePoint CRM that aligns with your unique processes? That’s powerful.

Customizable SharePoint CRM

Centralize your data

SharePoint Flex is a centralized business intelligence hub. Structure information, manage business processes, and leverage SharePoint to gain insight into your organization’s operations. Flex makes it easy to visualize, connect, and track the data that matters to you.

Connect to the tools you 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 contact lists to MailChimp
  • Outlook – Process emails and attachments from Outlook to SharePoint Flex
  • Third-party integrations – Connect to third-party apps
Outlook CRM SharePoint
SharePoint CRM in SharePoint Flex

Use SharePoint as a CRM

The value of SharePoint Flex is that it can be configured to strategically align with your unique business processes and how you use information. With hundreds of features and infinite configuration options, Flex makes it easier than ever before to enhance the value and functionality of your existing SharePoint environment.

“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

Make SharePoint Better

Key benefits

visibility

Gain visibility into operations

Increase visibility into the who, what, where, when and why of your operations. Spot trends and address issues before they become problems.

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one-spot

Avoid information chaos

Avoid information chaos with a centralized system that has all the tools your team needs to make informed decisions.

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leverage

Leverage your investment

SharePoint Flex increases the value and functionality of your existing SharePoint environment to help you leverage your investment in SharePoint.

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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. Let your data help you strategize better business decisions.

teamwork

Increase collaboration

Flex helps your users increase collaboration across departments so that you can work smarter, not harder.

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.

See SharePoint Flex in action
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