Why Business Management Software?
You may want to go beyond small business CRM and manage additional business processes with a complete business management software application.
Utilizing our very own P2xRM platform as a starting point we can provide you with a customized business management software solution that fits your business like a glove. We ask questions, we listen, we’ll learn about your requirements, and then we will build a system that automates your key business processes.
Legal Case Management
P2 Automation customized a technology solution to let a law firm’s principals track information on cases, and manage expenses, billing and documentation. Learn more…
Order Management System
One of our clients needed an efficient way to enter and track customer orders to keep up with rapid growth…from order entry, to fulfillment, to shipping, to invoicing. Learn more…
Energy Audit System
An Energy Audit company needed an on-site data collection system that could integrate with a centralized data repository. P2 Automation found an easy-to-use answer. Learn More…
P2 Automation helped a financial planner to up his game and increase business dramatically by integrating client tracking and portfolio needs. Learn More…
A small banquet facility tried using existing technology to manage events, but nothing available seemed to suit the very specific needs they had. P2 Automation created exactly what they needed — custom technology to help them manage all aspects of the events they host. Learn More…
Unlike existing products bought “off the shelf”, we won’t complicate your system with features you’ll never use. You get just what you need to run your business now and the flexibility to add features as your processes change, at a price you can afford.
P2xRM is less expensive than building from scratch but flexible enough for you to get exactly what you want.
Designed for Small Business
A brief tour that shows you how to navigate the system while remaining just a click or two away from everything you need.
Search Lists / Views
A quick demo showing how your data can be displayed, customized and exported to Microsoft Excel.
Action Pane / Widgets
A customized “quick links” pane provides access to what’s most important to each individual or team.