At P2 Automation, we believe that great solutions don’t have to be complicated. In our second episode of Not Your Grandfather’s CRM, we showcase a custom service module we built for a client in the printing industry—designed with simplicity and usability in mind.
Unlike traditional “Cases” in CRM (which can be rigid or overly complex), this custom module was built to match our client’s real-world service workflow.
- 🔧 Custom stages, not tied to a linear flow
- 👤 Linked directly to customers, including technical contacts
- 🧾 Full timeline tracking of emails, phone calls, and activities
- 🔁 Drag-and-drop kanban views
- 📩 Create tickets from emails in seconds
Instead of using queues and process flows, new service tickets are auto-assigned to a team, and technicians can easily take ownership. The dashboard gives users the views they need—whether it’s by service type or individual workload.
It’s a simple system that just works—and that’s what good CRM design is all about.
🎥 Watch Episode 2
📞 Want a smarter service process? Contact us
