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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Accessing and sharing information about customers, vendors, or employees from your ERP or CRM systems is effortless through a SharePoint portal. The system ensures data security by only showing pertinent information to authenticated users. By utilizing the Office 365 platform, which serves as the backbone for all DynamicPoint portals, businesses can integrate workflows alongside data collection forms, streamlining entire operations. With self-service capabilities available around the clock, customer satisfaction is bound to improve significantly. Additionally, partners can connect directly with your team, allowing for immediate responses to queries in real-time without the need for phone calls or emails. Our portal serves as a gateway to the business data housed within your ERP and CRM systems, eliminating the need for data replication or synchronization. The information is presented in real-time, ensuring accuracy and timeliness. Built on the Microsoft Office 365 platform, users can also take full advantage of the suite's offerings, including Microsoft Power Automate for enhanced workflow automation. This seamless integration not only maximizes productivity but also fosters a collaborative environment that can adapt to evolving business needs.

Description

Introducing a secure, self-service board management platform designed specifically for small to medium-sized businesses, without any binding contracts. Our cloud-based solution allows you to manage every facet of your board meetings seamlessly, including the storage of documents, agenda preparation, board pack compilation, and the digitization of minutes, among other features. Say goodbye to fragmented tools and the hassle of searching through buried emails or chaotic SharePoint folders; your team will have timely access to critical information whenever needed. With the Future Directors Board Portal, you can oversee, engage in, and streamline all governance activities from a singular location. Since many of the most significant cyber threats target boards, it’s essential to stop sharing sensitive information through email. Our secure platform empowers you to manage how information is shared and who has visibility into it. Avoid expensive software subscriptions and instead enjoy our user-friendly service that helps you save costs. Equip company secretaries with the necessary tools to perform their roles effectively, while maintaining complete control over access to sensitive company data and the ability to make necessary changes. By consolidating all these functionalities, you can enhance governance efficiency and security.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP
Epicor CMS
Exact
Key2Act
MIP Cloud
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Entra ID
Microsoft Power Automate
Microsoft SharePoint
Microsoft Teams
NetSuite
Oracle Cloud Infrastructure
QuickBooks Online
SAP Cloud Platform
SQL Server

Integrations

Acumatica Cloud ERP
Epicor CMS
Exact
Key2Act
MIP Cloud
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Entra ID
Microsoft Power Automate
Microsoft SharePoint
Microsoft Teams
NetSuite
Oracle Cloud Infrastructure
QuickBooks Online
SAP Cloud Platform
SQL Server

Pricing Details

$500 per month
Free Trial
Free Version

Pricing Details

$30 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

DynamicPoint

Country

United States

Website

www.dynamicpoint.com/customer-and-vendor-portal/

Vendor Details

Company Name

Future Directors

Founded

2015

Country

Australia

Website

www.futuredirectors.com

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Product Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Company Secretarial

Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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