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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Ensure that mobile and field workers have access to the necessary content, irrespective of their connectivity status, by utilizing offline caching capabilities. Users can access, edit, upload, and share various types of SharePoint content, including documents, images, and emails. Enhance the productivity of mobile workers and encourage collaboration through intuitive search and sharing tools. The Briefcase SharePoint desktop application allows users to monitor site activities and access all content stored within the Microsoft 365/SharePoint server, irrespective of their online status. SmartSync technology automatically identifies and resolves conflicts, ensuring that users always have access to the most current content, even when working offline. Enable a Bring Your Own Device (BYOD) policy without sacrificing compliance with information management standards. Administrators can centrally manage user and sync settings, as well as distribute content to specific user groups, streamlining the entire process. This comprehensive system empowers teams to work efficiently, no matter their location or internet access.

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

Microsoft 365 Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 

Integrations

Microsoft 365 No 
Microsoft SharePoint No 
Microsoft Teams No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

$18 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Colligo

Founded

2000

Country

Canada

Website

www.colligo.com/sharepoint-app/sharepoint-mobile-app/

Vendor Details

Company Name

LookOut Software

Country

Spain

Website

sharepointflex.com

Product Features

Enterprise Content Management (ECM)

Archiving & Retention Yes 
Collaboration Tools Yes 
Content Lifecycle Management Yes 
Digital Asset Management No 
Document Management Yes 
Electronic Signature No 
Information Governance No 
Mobile Access Yes 
Search No 
Version Control No 
Workflow Management No 

Mobile Content Management System

Data Synchronization No 
Document Management No 
File Sharing No 
Mobile Capture No 
Offline Access No 
Permission Management No 
Personalization No 
Search No 
Templates No 
Version Control No 

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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