Three flexible CRM options personalized for your small business to give you exactly what you want at the right price. Pull data from multiple systems to get a closer look into your operations, and use insights to move forward. Use automated processes and workflows to execute repetitive tasks and functions to make work happen.
Simple software solutions that increase productivity and efficiency across your entire organization. We provide turn-key business productivity solutions and custom software development services that will allow you to focus your attention on your business and your customers. P2 Automation customized a simple technology solution that lets a law firm's principals track information on cases, and manage expenses, billing and documentation.
Simple software solutions that increase productivity and efficiency across your entire organization. We provide turn-key business productivity solutions and custom software development services that will allow you to focus your attention on your business and your customers. P2 Automation customized a simple technology solution that lets a law firm's principals track information on cases, and manage expenses, billing and documentation.
Services
Who We Are
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P2 Automation, LLC. is a software development firm that provides small businesses with automated business productivity solutions using popular technologies like Microsoft Dynamics 365, Power BI, the Microsoft Power Platform, and our very own business automation solutions P2xRM and CRMPlus365.
Our technical understanding of business automation solutions coupled with our practical expertise in small business operations allows us to design business management solutions that regularly exceed our clients' expectations.And as a small business, we use the very same solutions that we implement in our clients' businesses.
Our technical understanding of business automation solutions coupled with our practical expertise in small business operations allows us to design business management solutions that regularly exceed our clients' expectations.And as a small business, we use the very same solutions that we implement in our clients' businesses.
What We Do
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P2 Automation offers a wide array of services to provide you with a complete end-to-end business productivity solution. Every project we design, develop and implement is focused on finding effective, affordable ways to solve the critical business issues that are unique to each of our clients. The best CRM system is the one your team wants to use.
Our Process
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Your small business is unique, and while similarities exist between businesses in any given industry, no two companies do business in exactly the same way. To develop effective software solutions to meet your specific requirements, we use a simple, five-stage software development process to assess your needs and meet your demands.
CRM Software for Small Business
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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.
Crm
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Many small businesses want the stability and familiarity offered by a Microsoft CRM solution, but they don't need all the advanced features or monthly licensing fees that come with Microsoft Dynamics 365. CRMPlus365 is a slimmed down, highly customizable alternative to Microsoft Dynamics 365 that is actually built on the same core Microsoft technology.
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