Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Acumatica Cloud ERP
Yes
Epicor CMS
Yes
Exact
Yes
Key2Act
Yes
MIP Cloud
Yes
Microsoft 365
Yes
Microsoft Dynamics 365
Yes
Microsoft Dynamics 365 Business Central
Yes
Microsoft Dynamics 365 Finance
Yes
Microsoft Dynamics GP
Yes
Integrations
Acumatica Cloud ERP
No
Epicor CMS
No
Exact
No
Key2Act
No
MIP Cloud
No
Microsoft 365
No
Microsoft Dynamics 365
No
Microsoft Dynamics 365 Business Central
No
Microsoft Dynamics 365 Finance
No
Microsoft Dynamics GP
No
Pricing Details
$500 per month
Free Trial
No
Free Version
No
Pricing Details
$30 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
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
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
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
No
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
Product Features
Board Management
Agenda Time Management
No
Approval Process Management
No
Board Assessment
No
Calendar Management
Yes
Collaboration
No
D&O Questionnaires
No
Document Management
Yes
Electronic Signature
Yes
For Nonprofits
Yes
Member Directory
Yes
Minutes Management
Yes
Polls / Voting
Yes
Role-Based Permissions
No
Roles and Terms
No
Single Sign On
No
Skills Tracking
No
Company Secretarial
Annual Filings
No
Archiving & Retention
No
Company Formation
No
Company Register
No
Dividend Administration
No
Document Templates
Yes
Important Dates Reminders
No
Multi-Company
No
Officer Management
No
Shareholder Management
No
Portal
Chat
No
Collaboration
Yes
Content Management
No
Document Management
Yes
File Sharing
Yes
Search
Yes