P2๐˜น๐˜™๐˜” Web

Expand Your P2๐˜น๐˜™๐˜” Data to Your Customers and Prospects
Provide Better Service
Allow customers, partners, subcontractors and others to view and enter personalized data, quickly and easily.
Save Time
Reduce time spent answering questions that people can find on their own, anytime.
Save Money
Let people interact with your data without giving them a full system license.
Automate
Calculate data and trigger workflows based on actions taken on your web portal.

P2xRM Web

Itโ€™s safe to say that the efficiency of your small businesses is as good as your team and the software you use to manage the process. Here at P2 Automation, we know that itโ€™s often more than that.ย  Your vendors, partners, and customers all play a part in the process, and your software needs to extend out to their laptop, desktop, or mobile device.

Thatโ€™s exactly where P2xRM Web comes into play. P2xRM Web is a unique, data-driven web environment that makes it easy for your employees and outside contacts to become part of the process with a product that is both easy-to-use and secure.

What Is P2xRM Web?

P2xRM Web is used for any web-based, data-driven software environment designed exclusively for small businesses. Perhaps you need a special website that offers heightened usability for your customers. Or you may have field techs that need to accomplish specific tasks on a job and provide real-time status levels to the management team.ย  Or maybe your outside sales team needs to generate quotes in real-time without calling your office for the latest price sheet.

P2xRM Web can be configured to do all of this and more! We can even configure P2xRM Web to build a simple web interface that employees and subcontractors can use to enter their timesheets so your invoices can be generated earlier in the billing cycle. And, since P2xRM Web is built on the same platform we use for P2xRM Cloud, we can design a simple customer portal that serves as an extension of your P2xRM system, so that your customers can view, and edit information in real time. The sky is the limit!

The Benefits

The biggest benefit of P2xRM Web is that it can be integrated directly with your existing systems, which leads to increased data accuracy and overall efficiency for your small business. If youโ€™re looking to increase your overall business productivity, set up a Strategy Session with us today!

P2xRM crm web portal

Schedule a FREE Strategy Session

Great software starts with a conversation. Let’s talk about how we can help you reach your business goals.