Business Management Software

Manage your Small Business Process with P2𝘹𝘙𝘔
Intuitive Interface
P2 Automation works with you to build software that fits your business process.
Priced for Small Business
Because we build each system on top of our own framework, our software solutions end up costing about half the price of a custom-developed system.
Who has time for slow software? We're putting an end to spinning cursors with software that runs on your local environment.
Cloud Ready
When you're ready to move your local environment to the cloud, our software can come along for the ride with little or no system modifications.

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…

Financial Planning

P2 Automation helped a financial planner to up his game and increase business dramatically by integrating client tracking and portfolio needs. Learn More…

Event Management

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.

P2xRM business management software

Designed for Small Business

Schedule a FREE Strategy Session

Great software starts with a conversation. Let’s talk about how we can help you reach your business goals.

P2xRM Overview

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.