The CRM for SharePoint

SharePoint Flex manages relationships with customers, stakeholders, and everything in between.

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.

goals1

Track Goals

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

Everything you need to know – all in one place

SharePoint Flex is a customizable SharePoint CRM solution designed to help you manage information, relationships, and business processes. Flex gives your team one central spot for all your information.

With Flex, you can leverage your investment in SharePoint to manage more than just customer relationships. Whether you need to manage properties, stakeholders, projects, issues or any other business process, Flex can help.

The Essentials

Just a few of the features and functions of Flex

    • Account and Contact Management
    • Lead and Opportunity Tracking
    • Customizable Dashboards
    • Integration with Outlook
    • Charts, Graphs, and Custom Reports
    • Linkedin and MailChimp Integration
    • Quick Search
    • List Builder

Get a Free Demonstration

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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