P2xRM…A CRM Alternative
The best of today’s technology … without the excess! P2xRM is a business management system built specifically for small organizations that need to organize and share information.
A brief tour showing how to navigate the P2xRM System while remaining just one or two clicks away from everything you need.
Search Lists / Views
Learn how to search, sort, and filter your data, and how to export information to Excel with just one click!
Display the information that’s important to you, things like open tasks, customer issues, and late shipments with our easy-to-use Action Pane.
Organize and group the tasks you don’t necessarily do every day.
Manage information about your clients, prospects, leads, partners, and vendors with the Organizations module.
Keep track of your business contacts and keep your Outlook Contacts up-to-date with the Contacts module.
Learn how we use the Projects module to keep track of the work we do for our clients here at