Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Custodian oversees and safeguards your case and email data in Microsoft 365 by enhancing SharePoint's functionality to facilitate efficient case management. It offers secure and user-friendly tools for managing cases directly within Microsoft 365, which are conveniently accessible through Microsoft Outlook. Users have the ability to utilize SharePoint sites and lists for the storage of case-related content. Each case type can be easily and consistently structured with metadata, workflows, and policies. Additionally, it allows the creation of case templates tailored for various case types, providing essential frameworks for new cases. The flexibility of these templates, combined with the straightforward provisioning of cases and the capacity to display case documents in Outlook via a robust client, empowers organizations to adopt custodian for seamless SharePoint case management that users find intuitive and beneficial. This streamlined approach not only enhances productivity but also fosters a culture of effective case handling within the organization.
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
Integrations
Microsoft 365
Yes
Microsoft Outlook
Yes
Microsoft SharePoint
Yes
Integrations
Microsoft 365
No
Microsoft Outlook
No
Microsoft SharePoint
No
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
Yes
On-Premises
No
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
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Repstor
Founded
2012
Country
Ireland
Website
www.repstor.com/products/custodian/
Vendor Details
Company Name
LookOut Software
Country
Spain
Website
sharepointflex.com
Product Features
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
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