Overview
Dynamic Flows Suite offers integrated customer relationship management (CRM) and workflow automation within the Microsoft ecosystem, helping teams boost productivity through centralized data. While its AI capabilities are somewhat limited, its strong technical support and customizable workflows make it a reliable solution for streamlined, organization-specific process management.
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Starting Price
Custom
Dynamic Flows Suite Specifications
Contact Management
Lead Management
Customer Communication Tracking
Email Integration
What Is Dynamic Flows Suite?
Dynamic Flows Suite is an all-in-one platform built for businesses of any size looking to remove information barriers and improve operational efficiency. It helps reduce productivity loss by integrating directly into the familiar Microsoft Office environment. With features like automated approval workflows through DocFlow and task management that turns emails into actionable items, the platform enables organizations to maintain compliance, manage complex projects efficiently, and keep teams accountable without switching between applications.
Dynamic Flows Suite Pricing
Dynamic Flows Suite offers the following pricing plans:
- Starter: €25/user/month
- Professional: €35/user/month
- Enterprise: Custom pricing
Disclaimer: The pricing is subject to change.
Dynamic Flows Suite Integrations
The software supports integration with multiple systems and platforms, such as:
- Microsoft 365 Software
- Microsoft SharePoint
- Microsoft Dynamics
- Power BI
- Microsoft Azure
- Salesforce
- Mailchimp Software
Who Is Dynamic Flows Suite For?
Dynamic Flows Suite is ideal for a wide range of professional environments and sectors, including:
- Law firms
- Consultancy services
- Finance
- Real estate
- Construction companies
- Public organizations
Is Dynamic Flows Suite Right For You?
Dynamic Flows Suite is ideal for organizations looking to strengthen their existing Microsoft tools through native integration. It is especially useful for regulated industries such as law and finance, offering advanced security and conflict management. Its selection as a Web Summit ALPHA startup highlights the platform’s innovative design and focus on productivity, compliance, and data protection.
Still doubtful if Dynamic Flows Suite is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Dynamic Flows Suite Features
The software offers a secure repository with version control, custom folder structures, and metadata tagging. Users can perform fast, multi-criteria searches across emails and documents, helping teams centralize content, reduce duplication, and ensure accurate retrieval of critical organizational files.
The platform includes a custom workflow designer that automates approval processes based on rules like user role or client risk. This helps standardize operations, maintain compliance, and eliminate delays by routing documents and tasks to the right stakeholders efficiently.
Dynamic Flows Suite enables full visibility into client communications, documents, and activities through a unified dashboard. Its security model, based on Brewer and Nash, prevents data conflicts, making it particularly suitable for law firms, finance, and other regulated industries.
The software simplifies billing by tracking hours spent on documents, emails, meetings, and calls. Users can log time against specific projects, enabling accurate invoicing and real-time insights into workload distribution across teams, especially for service-based and client-facing organizations.
Dynamic Flows Suite turns emails into actionable tasks that can be assigned or delegated with one click. A centralized dashboard tracks progress, helping managers prioritize workload, boost team accountability, and ensure timely delivery across ongoing projects and daily operations.
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