So, if you’re ready to see just what P2xRM is all about, take a look below through our brief system overview!
The P2xRM Interface
To help make our interface the most user-intuitive interface within the CRM market, we’ve taken into account simple design elements, such as the places in which your business management options are stored. For instance, we’ve made it possible to completely customize the main menu options along the left-hand side of the interface, so that you always know where to find your most important business management features.
If you’re following along with our video, you can see that Organizations, Contacts, Projects, Licenses, and Administration line our left-side menu – but these can be completely customized to suit your needs.
Powerful Search Feature
Nothing is more frustrating than knowing you have information in your CRM, but can’t seem to locate it when you need it most. For that very reason, we’ve integrated an intelligent search feature within P2xRM, so you can quickly find past projects, past organizations that you’ve partnered with, employee records, and so much more.
And when you locate the information you’ve been searching for, we’ve placed important safeguards to ensure that you never mistakenly change a record accidentally.
In addition, you can also use the search feature to quickly find a particular individual, perhaps a partner, a potential lead, or a supplier, by name, phone number, email address, or their organization name to easily access their information and how it relates to your business.
Customization Is The Key To Efficiency
Here at P2 Automation, we understand that no two businesses are ever the same – they have different goals, offer different services, and are striving the meet the needs of different clients and customers in different ways. For that very reason, we believe that no two CRMs should be the same either!
Virtually every aspect of P2xRM is customizable, so that our clients receive a completely unique experience that works for their unique business. Our team of developers will work with you to set up your interface, so that we can ensure it works for you, identifies your needs, showcases the most integral features for your business, and allows you to drive organizational efficiency each and every day.
So, if you’re looking for a more affordable business management solution with an endless amount of customization options, choose P2xRM as your new CRM alternative. Contact Us today to learn more.