/ / / SharePoint CRM

SharePoint CRM and Flamory

Flamory provides the following integration abilities:

  • Create and use advanced snapshots for SharePoint CRM
  • Take and edit SharePoint CRM screenshots
  • Automatically copy selected text from SharePoint CRM and save it to Flamory history

To automate your day-to-day SharePoint CRM tasks, use the Nekton automation platform. Describe your workflow in plain language, and get it automated using AI.

SharePoint CRM bookmarking

Flamory provides advanced bookmarking for SharePoint CRM. It captures screen, selection, text on the page and other context. You can find this bookmark later using search by page content or looking through thumbnail list.

For best experience use Google Chrome browser with Flamory plugin installed.

Screenshot editing

Flamory helps you capture and store screenshots from SharePoint CRM by pressing a single hotkey. It will be saved to a history, so you can continue doing your tasks without interruptions. Later, you can edit the screenshot: crop, resize, add labels and highlights. After that, you can paste the screenshot into any other document or e-mail message.

Here is how SharePoint CRM snapshot can look like. Get Flamory and try this on your computer.

SharePoint CRM - Flamory bookmarks and screenshots

Application info

A CRM/Project Management Site Template for SharePoint 2010 Enterprise or Office 365 Enterprise tenants.

- Custom User Interface

- Contacts Management

- Project Management

- Sales & Invoicing

- Client Enquiry - Showing any items related to a client

- Reporting

- Integrated User Guide

Integration level may vary depending on the application version and other factors. Make sure that user are using recent version of SharePoint CRM. Please contact us if you have different integration experience.