Here at P2 Automation, we’re proud of the product that we’ve created to help bring small businesses into a new world revolving around organizational efficiency and business productivity... P2xRM. And in line with all of the time-saving features and functions that come along with the implementation of such a powerful system, we're proud to note that this is only the beginning!
So, we’ve already taken a look at some of the powerful features that come loaded with P2xRM, including out super-simple user interface, the integrated search tools and related functions, as well as a brief overview of just how P2xRM can help small businesses and organizations improve productivity throughout their business processes, but what about the Action Pane?
The P2xRM Action Pane
Located on the right-hand side of the screen, you’ll find your second most important productivity tool. The Action Pane is specifically designed to help keep things that are important to you, the individual user, front and center.
The Action Pane is used to store Widgets that help you quickly access information, perform various business functions, and keep your most important projects right where they should be – at your fingertips.
Driving Organizational Efficiency
Let’s take a look at an example in which the Action Pane makes all the difference when it comes to choosing the right business management software. Let’s say that your business is highly project-oriented. Perhaps you run a graphic design firm and work with a large number of clients per month to help provide innovative digital design services that span everything from web design and development, to brand identity, to basic digital marketing.
You can use the Action Pane to display what our system calls “Hot Projects,” or in other words, your most current projects. This helps business owners quickly click on their most current projects, check the status, delegate responsibilities to the right employees or teams, and even monitor their progress. In addition, you can use the Action Pane and the “Activities To Do” widget to keep a list of tasks that need to be addressed each week.
And if you require further customization, simply click the gear icon and you can display additional widgets by clicking on the ones that you’d like to make visible. From there, you can resize every widget with a simple drag and drop process to meet your preferences.
To make things even easier, whatever changes you make to the Action Pane will automatically save and will reappear the same way the next time you use the system. Remember, in today’s world, organizational efficiency is everything. Here at P2 Automation, we’ve figured out how to create a CRM that helps small businesses and organizations run their businesses more efficiently.
Don’t forget, P2xRM has been designed to allow for the complete customization of nearly every menu, function, and of course, widgets! So, if you require an additional widget on your Action Pane that you don’t see listed, let us know! We can work with you to create customized mini dashboards, time tracking widgets, and much more! Schedule a free strategy session today to learn how we can help you improve your organizational efficiency.