DynamicPoint Portals

DynamicPoint Portals

DynamicPoint
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About

Easy to access and share customer, vendor, or employee information from your ERP or CRM systems direct from a SharePoint portal. The data is secured by displaying only the relevant information for the authenticated user. By leveraging the Office 365 platform, which provides the foundation for every DynamicPoint portal, workflows can be added in conjunction with data collection forms to automate entire business processes. With 24/7 self-service, customer satisfaction will increase. Partners will have a direct connection to your staff, so you can answer any questions they have immediately in real-time without having to pick up the phone or send an email. Our portal is a window to the business data that exists within your ERP and CRM system. There are no replications or syncs. The data is displayed in real time. The product is based on your Microsoft Office 365 platform. This gives you full access to the suite of products including Microsoft Power Automate for Workflow.

About

Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies and organizations seeking a solution to manage their data to collaborate with customers and vendors

Audience

Organizations that need a document collection platform

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$500 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$49 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

DynamicPoint
United States
www.dynamicpoint.com/customer-and-vendor-portal/

Company Information

File Request Pro
Founded: 2019
United States
filerequestpro.com

Alternatives

ElevatePoint

ElevatePoint

Coldwater Software

Alternatives

EasyAP365

EasyAP365

DynamicPoint
Clustdoc

Clustdoc

Clust Technologies

Categories

Portal Supported

Categories

Portal Supported

Portal Features

Chat Not Supported
Collaboration Supported
Content Management Supported
Document Management Supported
File Sharing Supported
Search Supported

Integrations

Microsoft SharePoint Supported
Dropbox Not Supported
Epicor CMS Supported
Exact Supported
Google Drive Not Supported
Key2Act Supported
MIP Cloud Supported
Microsoft 365 Supported
Microsoft Dynamics 365 Finance Supported
Microsoft Dynamics GP Supported
Microsoft OneDrive Not Supported
Microsoft Power Automate Supported
Microsoft Power BI Supported
Oracle Cloud Infrastructure Supported
QuickBooks Online Supported
SAP Cloud Platform Supported
SQL Server Supported
WordPress Not Supported
Zapier Not Supported

Integrations

Microsoft SharePoint Supported
Dropbox Supported
Epicor CMS Not Supported
Exact Not Supported
Google Drive Supported
Key2Act Not Supported
MIP Cloud Not Supported
Microsoft 365 Not Supported
Microsoft Dynamics 365 Finance Not Supported
Microsoft Dynamics GP Not Supported
Microsoft OneDrive Supported
Microsoft Power Automate Not Supported
Microsoft Power BI Not Supported
Oracle Cloud Infrastructure Not Supported
QuickBooks Online Not Supported
SAP Cloud Platform Not Supported
SQL Server Not Supported
WordPress Supported
Zapier Supported
Claim DynamicPoint Portals and update features and information
Claim DynamicPoint Portals and update features and information
Claim File Request Pro and update features and information
Claim File Request Pro and update features and information