With the SharePoint integration for Simplicate, you turn your own SharePoint Online / Microsoft 365 environment into a fully functional document management system (DMS) with a client portal, for secure storage of all your important documents, emails, and files.
For every relation, sales process, and project in Simplicate, a clear structure is set up in SharePoint through the integration.
Access rights are automatically granted, and documents can be created using master data from your Simplicate environment. With a single click from Simplicate, you can access the document libraries of your relation, sales trajectory, or project. Provide customers with access to their own portal and use SharePoint to collaborate efficiently within the secure and reliable environment of Microsoft 365.
Want more information about this integration? Contact Irrus at +31 (0)40 400 6357 or [email protected].
Note: Simplicate does not provide support for this integration.