Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Create rich, responsive forms for SharePoint Online in Office 365 or SharePoint 2019 on-premises. You can create business forms of any complexity for public websites with anonymous access or SharePoint Online and SharePoint 2019. The HTML widget can be copied and pasted to render the form. Compatible with all major platforms - Wordpress and Squarespace, Google sites, Squarespace, Wix, Google Sites, Squarespace, etc. You can also share a link to your form. Send the data to Zapier or Flow. You can choose from hundreds of connectors and perform any action. You can save submissions to your account, open them as forms, or export them to CSV for building reports. You can add dozens of fields to your form, split them into tabs or in a wizard and adjust JavaScript validation. No matter what your requirements might be, our forms can meet them. You can download templates from our website and modify them to fit your needs. These templates already contain some basic custom logic. However, it is possible to modify or remove it.

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

Microsoft OneDrive Yes 
Plumsail Documents Yes 
Stackreaction Yes 
Zapier Yes 

Integrations

Microsoft OneDrive No 
Plumsail Documents No 
Stackreaction No 
Zapier No 

Pricing Details

$15 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$18 per month
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 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 Yes 
Webinars No 
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

Plumsail

Founded

2011

Country

US

Website

plumsail.com/forms/

Vendor Details

Company Name

LookOut Software

Country

Spain

Website

sharepointflex.com

Product Features

Online Form Builders

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

Alternatives

Alternatives

Dockit Metadata Manager Reviews

Dockit Metadata Manager

Vyapin Software Systems
Ultimate Forms Reviews

Ultimate Forms

Infowise Solutions
Quest Content Matrix Reviews

Quest Content Matrix

Quest Software
SharePoint Farm Reporter Reviews

SharePoint Farm Reporter

Vyapin Software Systems
SPListX for SharePoint Reviews

SPListX for SharePoint

Vyapin Software Systems
SPListX for SharePoint Reviews

SPListX for SharePoint

Vyapin Software Systems