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Description

You can either capitalize on your current investments in Power BI or utilize it as an independent application to its fullest potential. Create visually appealing dashboards for your SharePoint users by integrating the report viewer web part into your pages, enabling them to collaborate with precise data. Additionally, these SharePoint dashboards are accessible through mobile browsers, allowing for on-the-go querying. You have the flexibility to save your reports in multiple formats such as Word, Excel, PDF, and PowerPoint. With the feature of scheduled delivery, you can receive vital reports directly in your email or have them published to a document library for easy redistribution. The system is compatible with Microsoft SSRS 2008R2 and later, facilitating a seamless migration of your existing reports. Furthermore, if you ever decide to transition from the BI Service, it ensures full compatibility with Microsoft's Power BI Report Server. Reports and dashboards can also dynamically filter content based on the identity of the current user or their location within SharePoint, enhancing the user experience. This adaptability makes Power BI an excellent tool for organizations looking to optimize their data reporting and visualization capabilities.

Description

SharePoint Flex CRM caters to businesses of all sizes that utilize SharePoint, aiming to optimize the management of interconnected data. We build on SharePoint's strengths while addressing its shortcomings, ensuring that your organization can leverage our two decades of expertise in relationship management software for substantial benefits. With SharePoint Flex, you can enhance operational efficiency, streamline processes, cut costs, and boost productivity, all while working within your current SharePoint framework. This solution enables you to organize and oversee information effectively, providing valuable insights into your business operations. Specifically crafted to amplify the capabilities and worth of SharePoint, SharePoint Flex facilitates the swift creation of tailored and scalable information and relationship management tools. By capitalizing on your existing SharePoint investment with an affordable yet robust solution like Flex, you are making a wise choice for your business's future. Not only are users already familiar with SharePoint, but Flex simplifies their experience even further, ensuring a seamless transition to enhanced functionality. Ultimately, adopting SharePoint Flex could lead to significant improvements in both efficiency and overall business performance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

DataLumio Yes 
GEN-OPS1 Yes 
Inhubber Yes 
Kontainer Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Excel Yes 
Microsoft Power BI Yes 
Microsoft PowerPoint Yes 
Microsoft SharePoint Yes 
Microsoft Word Yes 
Oracle Cloud Infrastructure Yes 
ProjectSync Yes 
Quickwork Yes 
SAP Cloud Platform Yes 

Integrations

DataLumio No 
GEN-OPS1 No 
Inhubber No 
Kontainer No 
Microsoft 365 No 
Microsoft Azure No 
Microsoft Excel No 
Microsoft Power BI No 
Microsoft PowerPoint No 
Microsoft SharePoint No 
Microsoft Word No 
Oracle Cloud Infrastructure No 
ProjectSync No 
Quickwork No 
SAP Cloud Platform No 

Pricing Details

$100 per month
Free Trial Yes 
Free Version No 

Pricing Details

$18 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ThorApps

Founded

2012

Country

Australia

Website

www.thorapps.com/bi-service-ssrs-reports-sharepoint

Vendor Details

Company Name

LookOut Software

Country

Spain

Website

sharepointflex.com

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP Yes 
Report Export No 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

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