As a small business owner, you understand the value of managing customer relationships. You need a system that can fulfill two roles – managing your prospect funnel, and enhancing relationships with your existing customers.
Sounds simple. But your small business runs the way you want it to run, and many of the CRM systems on the market just can’t give you the customized automation you need to focus on these two roles.
Legal Case Management
P2 Automation customized a technology solution to let a law firm’s principals track information on cases, and manage expenses, billing and documentation. Learn more…
Order Management System
One of our clients needed an efficient way to enter and track customer orders to keep up with rapid growth…from order entry, to fulfillment, to shipping, to invoicing. Learn more…
Energy Audit System
An Energy Audit company needed an on-site data collection system that could integrate with a centralized data repository. P2 Automation found an easy-to-use answer. Learn More…
P2 Automation helped a financial planner to up his game and increase business dramatically by integrating client tracking and portfolio needs. Learn More…
A small banquet facility tried using existing technology to manage events, but nothing available seemed to suit the very specific needs they had. P2 Automation created exactly what they needed — custom technology to help them manage all aspects of the events they host. Learn More…
That’s where P2 Automation comes in. Utilizing our very own P2xRM System as a starting point we can provide you with a customized CRM system that fits your business like a glove. We ask questions, we listen, we’ll learn about your requirements, and then we will build a system that automates your key business processes. And unlike the “Big Box” CRM Systems on the marketplace, we won’t complicate your system with bells and whistles you’ll never use. We’re all about giving you just what you need – nothing more…nothing less.
And the best part? P2 Automation builds your P2xRM system for ease of use. We make automation intuitive – a few clicks of your mouse and you’re on your way to meeting new clients and strengthening existing relationships.
Designed for Small Business
A brief tour that shows you how to navigate the system while remaining just a click or two away from everything you need.
Search Lists / Views
A quick demo showing how your data can be displayed, customized and exported to Microsoft Excel.
Action Pane / Widgets
A customized “quick links” pane provides access to what’s most important to each individual or team.