At P2 Automation, we believe CRM is more than just a digital Rolodex. It’s no longer just a place to store leads, contacts, and sales notes—it’s now the engine that powers your entire business process from start to finish.
In our latest video mini-series, Not Your Grandfather’s CRM, we’re showcasing how today’s CRM systems—especially those built on Microsoft Power Platform—can help small businesses manage sales, marketing, order fulfillment, customer service, and more… all within one smart system.
Imagine tracking sample requests from the initial form to final fulfillment. Or handling customer returns seamlessly across departments—from the shop floor to the accounting team, and back to your customer. Or even managing time tracking and billing for project-based work, all within your CRM. These aren’t future-state ideas. These are real solutions we’ve already delivered for our clients.
What makes this series different? It’s non-technical. It’s real-world. And it’s designed to spark ideas about how you can grow your business without adding overhead.
📅 Ready to talk strategy? Book a strategy session with Steve today.
