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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ELOenterprise encompasses all the essential capabilities of document and records management along with workflow automation that are present in ELOprofessional, in addition to providing robust enterprise integration and scalability. It includes comprehensive Enterprise Resource Planning (ERP) functionalities for areas such as accounting, finance, purchasing, inventory, and supply chain management, while also facilitating communication with customers through Exchange and promoting project collaboration via SharePoint, along with connections to custom and specialized systems. ELOenterprise seamlessly integrates with your organization, allowing for the automation of document archiving within Microsoft SharePoint libraries through ELO. Users can efficiently transfer data from SharePoint columns into ELO metadata, applying filters to manage which documents are archived and the timing of the archiving process. Furthermore, it offers the capability to monitor email inboxes, automatically classifying and archiving essential communications and their attachments before they reach individual inboxes, ensuring that critical information is preserved in an organized manner. This streamlined approach not only saves time but also enhances compliance and data management across the enterprise.

Description

SharePoint Flex CRM caters to businesses of all sizes that utilize SharePoint, aiming to optimize the management of interconnected data. We build on SharePoint's strengths while addressing its shortcomings, ensuring that your organization can leverage our two decades of expertise in relationship management software for substantial benefits. With SharePoint Flex, you can enhance operational efficiency, streamline processes, cut costs, and boost productivity, all while working within your current SharePoint framework. This solution enables you to organize and oversee information effectively, providing valuable insights into your business operations. Specifically crafted to amplify the capabilities and worth of SharePoint, SharePoint Flex facilitates the swift creation of tailored and scalable information and relationship management tools. By capitalizing on your existing SharePoint investment with an affordable yet robust solution like Flex, you are making a wise choice for your business's future. Not only are users already familiar with SharePoint, but Flex simplifies their experience even further, ensuring a seamless transition to enhanced functionality. Ultimately, adopting SharePoint Flex could lead to significant improvements in both efficiency and overall business performance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$18 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Ovitas

Founded

2004

Country

United States

Website

www.ovitas.com/products/eloenterprise/

Vendor Details

Company Name

LookOut Software

Country

Spain

Website

sharepointflex.com

Product Features

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools No 
Content Lifecycle Management No 
Digital Asset Management No 
Document Management No 
Electronic Signature No 
Information Governance No 
Mobile Access No 
Search No 
Version Control No 
Workflow Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

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