Insights | P2 Automation, LLC

P2𝘹𝘙𝘔

As time goes by using P2xRM, more and more data gets stored in the system. That’s a good thing – more data means more information that can help you be more efficient, give better customer service and close more sales. However, when your clients number into the thousands (or even tens or hundreds of thousands) or the vendors you do business with continue to grow in number, then you could resort to scrolling.. and scrolling… and scrolling to find what you’re looking for. There’s a better way – Search Lists. Here’s a few ways to unlock their power:

May 18, 2018 Read more

Navigating the P2xRM Interface

P2𝘹𝘙𝘔

Navigate with ease in P2xRM. Search Lists help you filter results. Just one click allows you to drill in to the heart of your data. Sidebars move from one view to another. Widgets let you see what matters to you. Our software adjusts to YOU!

April 19, 2018 Read more

P2xRM – What can it do for you out-of-the-box?

P2𝘹𝘙𝘔 | P2𝘹𝘙𝘔 Cloud

Customers. Vendors. Activities. Projects. It’s a lot to keep track of. So surely you’ve been thinking of a Customer Relationship Management system (CRM) – and with good reason. However, if you’re a small organization, many of the CRM systems are probably more than you really need – and more complicated for your staff to learn and put into practice. We have a solution – P2xRM. We built P2xRM on the Microsoft Office platform, a system you probably already own and use every day. In addition to a familiar interface, P2xRM also designed to be simple and clear – dare we say intuitive?

March 19, 2018 Read more