Product Features


Excelpoint provides all the tools and features you need to build comprehensive business systems in a fraction of the normal time. Creating systems typically takes minutes through to days rather than weeks, months, or years.

We do all this with a point and click, drag and drop, configuration-based approach, meaning that no programming is required for common tasks such as collecting, searching, processing, notifying and reporting on business information. In addition, a wide range of pre-configured solutions are available for everything from asset management to service desks, which can be extended and customised to your specific needs.

Excelpoint Information Type Definition
Search Filter
  • Access your new system from any modern web browser, on desktop, tablet, or smartphone, and via a suite of apps for iOS, Android and Windows Mobile.
  • Create business process workflows, which are triggered when information is added or changed, at pre-defined times or when a user chooses them.
  • Automatically generate emails and other notifications, perform cross-database updates, output documents, and trigger many more business activities with a simple building-block approach.
  • Secure your information with comprehensive role and user-based permissions, plus access tests based on the information itself. User Authentication can be via forms-based, Active Directory or Azure AD with two-factor layered over any of these approaches.
My Menu
Excelpoint Layout Editor
  • Create structured ‘information types’ in minutes to collect and hold business information.
  • Control validation (such as mandatory or numeric), screen layouts and business rules simply by choosing options and using a drag and drop approach.
  • Find information quickly with flexible search options. Pre-configure searches and reports for quick access to common information.
  • Reference external databases and other data sources and present information from them within Excelpoint in seamless, joined up systems.
Excelpoint Process
  • Create comprehensive pre-defined reports and dashboards, including summarised information, charts and tables.
  • Customise menus to specific teams or users, avoiding clutter and aiding ease of use.
  • Deploy Excelpoint on your own server or use it in the cloud – the choice is yours.
  • Re-brand the application to suit an intranet or corporate style.
  • Authenticate users via Active Directory or use our secure form-based login.
  • Mapping integration with Google Maps, Bing Maps or OpenStreetMap is available straight out of the box.
  • A number of plug-ins are available for API integration with other platforms, for example, Xero Accounts, Companies House, BC News Feed, Local Government Gazetteers, and if required these type of API’s are quick and easy to develop as part of our plug-in architecture.

For those who do want to get their hands dirty with coding, we can deal with all the mundane and repetitive screens to list, add and update information and leave you to get on with the more interesting parts of the system. As part of this approach, we offer a range of plug-in points where you can extend Excelpoint’s capabilities if required to meet your specific requirements.

No-Code Software

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