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What is SharePoint Flex?

SharePoint Flex CRM is designed for organizations of any scale that make use of SharePoint, with the goal of improving the oversight of interconnected data. By leveraging the advantages of SharePoint while effectively addressing its limitations, we ensure that your company can take full advantage of our extensive two decades of experience in relationship management software for remarkable gains. With SharePoint Flex, you have the opportunity to improve operational efficiency, streamline workflows, reduce expenses, and increase productivity without stepping outside your existing SharePoint environment. This solution empowers you to effectively structure and manage information, yielding critical insights into your business activities. Specifically engineered to enhance the functionality and value of SharePoint, SharePoint Flex allows for the quick development of customized and scalable tools for information and relationship management. By building upon your existing SharePoint investment with an economical yet powerful solution like Flex, you are making a strategic decision for the future of your business. Moreover, since users are already accustomed to SharePoint, Flex further simplifies their experience, promoting an effortless transition to improved functionalities. In conclusion, implementing SharePoint Flex can lead to considerable enhancements in efficiency and overall business outcomes, reinforcing its value as a strategic asset. Embracing this technology not only streamlines processes but also fosters a culture of continuous improvement in your organization.

What is Maximizer CRM?

Maximizer CRM Software boasts an array of features designed to enhance client management effectiveness! With your monthly subscription, you gain access to modules focused on Sales Management, Marketing Automation, Customer Service, and the ability to integrate with various third-party applications. What sets Maximizer apart is its dual offering of a cloud-based CRM solution alongside an on-premise, self-hosted alternative—allowing you to select the option that best fits your needs. This user-friendly platform is essential for maintaining strong relationships with your customers! The Maximizer CRM Wealth Management system serves as a comprehensive customer relationship management solution suitable for organizations of all sizes. It can be deployed either in the cloud or on-premise, providing flexibility to suit different operational needs. Key features of Maximizer CRM encompass sales automation, marketing automation, and customer support, alongside various business productivity tools. Additionally, it offers compatibility with popular tools like Excel, SharePoint, and Outlook, ensuring seamless integration into existing workflows. Users can also benefit from its business analytics capabilities, which include customizable dashboards to track performance metrics effectively.

Media

Media

Integrations Supported

Bing Maps
CANDDi
Codeless Platforms BPA Platform
Cyclr
Google Drive
HubSpot CRM
HubSpot Customer Platform
IPFingerprint
Kixie PowerCall & SMS
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuoteWerks
SurveyMonkey
Wufoo
Xinix
Zapier

Integrations Supported

Bing Maps
CANDDi
Codeless Platforms BPA Platform
Cyclr
Google Drive
HubSpot CRM
HubSpot Customer Platform
IPFingerprint
Kixie PowerCall & SMS
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuoteWerks
SurveyMonkey
Wufoo
Xinix
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$18 per month
Free Trial Offered?
Free Version

Pricing Information

$29.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

LookOut Software

Company Location

Spain

Company Website

sharepointflex.com

Company Facts

Organization Name

Maximizer Software

Date Founded

1987

Company Location

Canada

Company Website

www.maximizer.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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