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?
What can P2xRM do for you? Let's find out!
Quick Links mean Less Clicks. When you're looking at the company listing, simply click on their name, and a detail screen instantly pops up. Here you can see not just their address and main phone number, but also the individual contact details of every person you know within that company. Click again to get more detail, such as the projects that person is working on. Back on the Company page, you'll see projects that you have in process with that company on the Projects tab, and if you need more detail, simply click on the project. Everything is linked - a single click takes you where you need to go.
P2xRM also lets you organize your documents by connecting folders to companies, contacts, or projects. Simply click the "Documents" menu and you'll be taken right to the folder where those documents are stored. You can even create new documents right on the spot!