DynamicPoint PortalsDynamicPoint
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Related Products
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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.
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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.
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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
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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
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Audience
Companies and organizations seeking a solution to manage their data to collaborate with customers and vendors
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Audience
Organizations that need a document collection platform
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$500 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$49 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationDynamicPoint
United States
www.dynamicpoint.com/customer-and-vendor-portal/
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Company InformationFile Request Pro
Founded: 2019
United States
filerequestpro.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Portal Features
Chat
Not Supported
Collaboration
Supported
Content Management
Supported
Document Management
Supported
File Sharing
Supported
Search
Supported
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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
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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
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