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Average Ratings 0 Ratings

Total
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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
NetSuite Yes 
Oracle Cloud Infrastructure Yes 
QuickBooks Online Yes 
SAP Cloud Platform Yes 
SQL Server 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 
Microsoft Power Automate No 
Microsoft Power BI No 
Microsoft SharePoint No 
Microsoft Teams No 
NetSuite No 
Oracle Cloud Infrastructure No 
QuickBooks Online No 
SAP Cloud Platform No 
SQL Server 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 

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