Use SharePoint for CRM

Manage information related to relationships with customers, stakeholders, and everything in between with Flex. SharePoint Flex was designed to be configured and customized.

SharePoint Flex

What you can do

accounts

Manage Accounts

Keep track of all the information related to your relationships.

contacts

Manage Contacts

Build unique contact profiles and track related interactions and tasks.

projects

Manage Projects

Plan, execute and track the progress of projects. Achieve goals with Flex. 

leads

Manage Leads

Track the flow of unqualified prospects and turn them into quality leads.

contracts

Manage Contracts

Manage the progress, milestones, and amendments to contracts with Flex.

campaigns

Manage Campaigns

Centralize the management of information related to your Campaigns.

opportunities

Track Opportunities

Reach your goals. Don’t miss another opportunity you could’ve tracked with Flex.

interactions

Track Interactions

Know who is talking to who. Learn more about your people and your business.

goals

Track Goals

Create goals and set milestones related to Projects, Leads and more.

“Brilliant CRM software supported by a brilliant team.”

– Karen Branson, Director of IT Systems – Brady Services, United States

The essentials

Features and Functionality

See all features

Flex is one of a kind
Make Flex yours

What our customers are saying about us

"LookOut quickly got up-to-speed on our business requirements and offered solutions within the software to meet our custom needs."
Tracy DeCicco Business Intelligence Consultant, CBRE
"Great pre and after sales support, and care for the end result as well as genuine interest in the clients project, rare to find these days!"
Faheem Nusrat Intranet Development, Royal British Legion
"The product is solid, easy to use, SharePoint-based so easily supportable… and the company stands fully behind the product."
Kevin Hojnacki Global SharePoint Administrator, Alltech