Average Ratings 3 Ratings
Average Ratings 0 Ratings
Description
Integrify is a cloud-based, low-code workflow automation platform that allows businesses to automate processes, design dynamic forms and create self-service portals. It also tracks performance and reviews activity audit trails.
Integrify integrates with all enterprise applications, including ERP, CRM, HRIS, and CRM, thanks to our open API. Our customers can move data freely between systems in any process.
We offer dedicated account management, full implementation services, coaching, and other support to make your automation project a success.
-Unlimited Forms
-Unlimited Processes
-Unlimited File/Document storage
-Unlimited Transactions/Requests
Unlimited Audit Trails
-Unlimited Reports/Dashboards
-Branded Self Service Portal
-API Integration
Free Workflow App Starter Templates
Dedicated Account Manager
Description
Dynamics CRM and The Portal Connector can help you improve your customer service.
You can provide better customer service by integrating Microsoft Dynamics CRM and Dynamics 365 seamlessly with an online portal that is secure and customizable.
It is easy to use, and does not require any coding or custom programming.
The Portal Connector offers key advantages, including:
* You can host your portal online, in the cloud, or with a third-party hosting provider
* Works with Dynamics CRM 2011, 2015, 2016, Dynamics 360
* All data from CRM, including Custom Entities, can be used in your portal solution
* One license includes unlimited Dev/Test/UAT environments
* The Portal Connector is simple to use and doesn't require any coding skills
* End Users can authenticate with your portal using Facebook, LinkedIn and Twitter.
* Developers can customize every aspect of our solution with our open API
API Access
Has API
Yes
API Access
Has API
No
Integrations
Citizen RIMS
No
Deltek Costpoint
Yes
GovWin IQ
Yes
IBM Cognos Analytics
Yes
Microsoft Dynamics 365
Yes
Microsoft SharePoint
Yes
Okta
Yes
Oracle Cloud Infrastructure
Yes
Oracle PeopleSoft
Yes
Planview Portfolios
Yes
Integrations
Citizen RIMS
Yes
Deltek Costpoint
No
GovWin IQ
No
IBM Cognos Analytics
No
Microsoft Dynamics 365
No
Microsoft SharePoint
No
Okta
No
Oracle Cloud Infrastructure
No
Oracle PeopleSoft
No
Planview Portfolios
No
Pricing Details
$30/mo/user
Subscription-based. Named or concurrent user options available. Unlimited processes, forms, reports, file storage, transactions, audit trails.
Free Trial
Yes
Free Version
No
Pricing Details
$14995.00/one-time
Perpetual Licensing.
Monthly Subscription.
Monthly Subscription.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Integrify
Founded
2002
Country
United States
Website
www.integrify.com
Vendor Details
Company Name
Sylogist
Founded
1993
Country
Canada
Website
www.crmportalconnector.com
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
Yes
Compliance
Archiving & Retention
Yes
Artificial Intelligence (AI)
No
Audit Management
Yes
Compliance Tracking
Yes
Controls Testing
Yes
Environmental Compliance
Yes
FDA Compliance
Yes
HIPAA Compliance
Yes
ISO Compliance
Yes
Incident Management
Yes
OSHA Compliance
Yes
Risk Management
Yes
Sarbanes-Oxley Compliance
Yes
Surveys & Feedback
No
Version Control
Yes
Workflow / Process Automation
Yes
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
No
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
Yes
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
Product Features
Content Management
Audio Content
No
Customizable Templates
No
Document Indexing
No
E-forms
No
Full Text Search
No
Image Editor
No
SEO Management
No
Text Editor
No
Version Control
No
Video Content
No
Website Management
No
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
No
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes