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design
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our software features two distinct visual designers aimed at enhancing user experience. The graphic designers and UI specialists dedicated their efforts to ensure that the workflow creation is not only straightforward and user-friendly but also visually appealing. The primary designer focuses on establishing the business logic of the process, which includes defining process phases, transitions, and the roles that participate in the workflow. This is distinct from the designer that manages automated tasks, such as sending emails, adding items to lists, or performing mathematical operations, and this division contributes to a clearer understanding of the business logic. Additionally, an integral component of the Datapolis Workflow Designer is the form wizard, which is incredibly user-friendly and facilitates the creation of straightforward forms by simply dragging and dropping form fields and adjusting their settings. Furthermore, the Datapolis Workflow Designer provides the flexibility to create an unlimited number of roles within the process, allowing for participants to be either individual SharePoint users or entire SharePoint groups, thereby enhancing collaboration and functionality within the workflow. This comprehensive approach ensures that users can effectively manage complex processes with ease.

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

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$18 per month
Free Trial Yes 
Free Version No 

Deployment

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

Datapolis

Founded

2001

Country

Poland

Website

www.datapolis.com/datapolisworkflow/

Vendor Details

Company Name

LookOut Software

Country

Spain

Website

sharepointflex.com

Product Features

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration 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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