One-size never fits all

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!

Customizable SharePoint CRM

Key Benefits of Flex

100% based in SharePoint

Outlook Integration

Maximizes Existing SharePoint Investment

Complimentary Up and Running Services Package

Highly Configurable

3rd Party Connections

Affordable Pricing Options

Secure, On-Premises Deployment

GDPR Compliant

Tailored to Client’s Unique Goals

Using Office 365 or SharePoint Online?

SharePoint Flex operates on SharePoint 2010, 2013, and 2016 for On-Premises or Private Cloud setups. For Flex Office 365 enquiries please register at our Contact Us page.

“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

Advantages of SharePoint Flex

Process communications within Outlook

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.

SharePoint CRM in SharePoint Flex

We’ll get you up and running

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.

Maximize Your SharePoint Investment

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.

Configure to your needs

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.

See SharePoint Flex in action
Sign up for a demo