Activity Center
Your customer called about an email you didn’t send. Now what?
Marketing sent a campaign. Service opened a ticket. Someone called about a quote. As a salesperson, you’re supposed to know all of this—but it’s scattered across different records and systems. Activity Center puts everything in one place, so you can see the complete story without opening six different screens.
The Problem You Already Know
Your customer calls asking about “that email” they received last week. You have no idea what they’re talking about. That email came from the marketing department, and marketing emails live in a completely different area of your CRM.
Or a customer mentions a service issue. You check the account. You check the contact. Nothing. Because that phone call is only visible on the service ticket record—which you didn’t know existed.
Or you’re trying to piece together what happened with a quote. Was there a follow-up call? Did anyone send an email? You have to open the account, then the contact, then the opportunity, then the quote, then maybe the invoice, hoping to find what you need.
This isn’t a training problem. It’s a visibility problem. The information you need exists. It’s just not where you need it.
What Activity Center Does
Everything in One Place
Activity Center changes the model. Instead of activities being tied to a single record, they’re connected to everything that matters.
One phone call about a quote and a service ticket? It shows up on the account, the contact, the quote, and the service ticket. All at once.
Marketing emails from your automation platform? They show up right alongside your sales calls and emails. No more hunting through campaign reports trying to figure out what your customer is responding to.
Big events—like a major sale, a positive review, or a new service ticket being opened? They appear in the same activity stream so you’re never caught off guard.
Here’s what that looks like in practice:
The campaign email that brought them in shows up on the account record – right next to your sales calls.
A new ticket just got created. It appears in the activity stream immediately – no hunting required.
The customer quote appears on the account, the contact, and the opportunity. Everyone sees the same information.
One call references a quote AND a service issue. That call now shows up on both records – plus the account and contact.
Your teammate called about pricing. See the call, the quote, and any follow-up tasks in one place.
And Activity Center isn’t limited to standard activities. You can surface important events like opportunity wins, customer reviews, service ticket creation, and renewal notices – anything that belongs in the customer story.
What You Get
Included with P2 Control Layer Plans
Activity Center is part of the P2 Control Layer—a set of tools we build, support, and maintain for clients who want their CRM to work the way their teams actually work.
When you get Activity Center, you get:
- Seamless integration with your existing CRM. It doesn’t replace your activity views—it enhances them.
- Connection to marketing platforms. If you’re using marketing automation tools like ClickDimensions or Touchdown, those emails show up automatically.
- Ongoing support and refinement. As your processes evolve, we adjust Activity Center to match.
This isn’t a plugin you configure once and hope it keeps working. It’s a capability we support over time.
Pricing: Activity Center is included at no additional cost with our Managed Service Plans. It’s also available through Control Layer Plans (starting at $545/month for Foundation + 1 Solution).
See It In Action
What to Explore Next
Activity Center Works Best with the Rest of the Control Layer
If you’re thinking about Activity Center, you’ll probably also want to look at:
