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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 Plumsail Forms?

Design intricate and responsive forms for SharePoint Online within Office 365 or for SharePoint 2019 installed on-premises. You are able to develop business forms of varying complexities, whether for public websites allowing anonymous access or for SharePoint environments. The HTML widget can be easily copied and pasted to display the form seamlessly. This tool is compatible with multiple leading platforms such as WordPress, Squarespace, Google Sites, and Wix. Additionally, you have the option to share a direct link to your form for wider accessibility. The collected data can be sent to tools like Zapier or Microsoft Flow, and you can choose from a multitude of connectors to perform various actions. Submissions can be stored in your account, accessed as forms, or exported to CSV format for report generation. You have the flexibility to incorporate numerous fields into your form, organize them into tabs or a wizard format, and implement JavaScript validation as needed. Regardless of the specific requirements you have, our forms are designed to accommodate them. You can also access a variety of templates from our website, which can be customized to suit your preferences, as they already include some foundational custom logic that can be adjusted or removed based on your needs. This flexibility ensures that users can tailor forms precisely to their specifications.

Media

Media

Integrations Supported

Microsoft OneDrive
Plumsail Documents
Stackreaction
Zapier

Integrations Supported

Microsoft OneDrive
Plumsail Documents
Stackreaction
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$18 per month
Free Trial Offered?
Free Version

Pricing Information

$15 per month
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

Plumsail

Date Founded

2011

Company Location

US

Company Website

plumsail.com/forms/

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

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

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