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!
One-Click Access to the Information You Need Once you click on an item in the main Search List, you get a more granular view. All the contact information you need appears in this screen. But there’s much more. For example, a Client form will display all Contacts that work for the company, Projects this client has been involved in, Communication, Tasks, and even certain Accounting information! It’s organized into tabs to minimize scrolling. The team at P2 Automation can configure everything to line up with your existing business processes.