When an Out-of-the-Box CRM is Not Enough.

Systems that automate sales, marketing, production, and fulfillment.

custom crm
More than a CRM. We’ll Build

More than a CRM. We’ll Build Your Lean, Mean xRM Software to Run Your Business Operations.

At P2 Automation, our business is helping your business succeed. We build xRM software systems that pull together and automate sales, marketing, production, and fulfillment processes. Conveniently track your company’s operational flow in easy-to-read dashboards that give you at-a-glance business intelligence.

We Will Help You:

Sell more products

Trim turnaround times

Communicate better
between departments

Improve customer service

Streamline repetitive tasks

Automate customer
communications

If you’re tired of doing it the hard way and are ready for a more effective and efficient business operation, call us today! 860-426-8029

Ditch the Spreadsheet. Automate Instead.

Stop manually entering data for repetitive tasks.

Do any of these business operational scenarios look familiar to you?
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Scenario 1: Leverage Existing Customers —
Generate Annual Service Plan Reminders.

Let’s say you’re a service provider who offers annual service plans or updates. Perhaps your company does financial planning, air conditioning maintenance, machine calibrations, or some other type of service that relies on a flagging system to alert your staff when customers are due for their annual service appointment or plan review. These are customers who want to do business with you but need a nudge once a year to take action.

scenario 1
PAIN POINT:
If you’re relying on spreadsheets or some other flagging system that requires manual action on your part, the potential for missing out on low-hanging fruit is enormous. It’s simply too easy to miss this information and lose potential sales revenue.
SOLUTION:
Imagine having a customized service module built right within your CRM system that not only alerts your team as to who is due for their annual checkup, but can actually send out automatic reminders and follow-ups without you lifting a finger. Easy.

Work Smarter,
Not Harder.

There is a better way to run your business.
We help you find it.

work smarter not harder
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Scenario 2: Control Your Inventory –
Track Product Damage & Returns.

Manufacturers deal with product damage and returns on a daily basis. Sometimes products are broken in transit or lost in shipping. Finding an efficient way to provide excellent customer service in these situations is key.

PAIN POINT:

While the internal steps to process an inventory return or replacement may be the same, if you’re not automating the process you’re wasting your staff’s time with data entry and process management and forcing your customers to wait longer than they need to.

SOLUTION:

With a customized app, your quality control or warehouse staff could report issues, take photos of damaged products, submit forms, and track returns. The app can be designed as a stand-alone system or run from within your CRM to track the product journey through returns, disposal, or restocking.

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Customized Without
the Custom Price Tag.

Affordable software solutions tailored to your unique business process.
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Scenario 3: Increase Sales Through
System Transparency.

Whether you have two salespeople or 200, they all have one thing in common—they want to make more sales. And, (well, maybe it’s two things they have in common) they’re competitive. They want to know how they rank when it comes to the other sales staff in the company and their own sales goals as well. Everyone wants to be the best, be a winner, right?

PAIN POINT:

If your sales stats are scattered over several systems, or divided into regions or product lines, it can be extremely difficult to measure comparative sales performance. How can you incentivize salespeople if they don’t know where they stand?

SOLUTION:
Consider how impactful it will be to your team to have visible sales performance stats, the ability to create projections and track sales leadership, and define sales incentives directly within your CRM. If you really want to make more sales, your system should allow sales teams to stoke their competitive spirit. We can help!

Why should you hire us?

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We focus on YOUR desired result and build backward from there.

Our software is designed to get you where you need to go. It’s that simple. Starting with the industry leader Microsoft Power Platform, including Dynamics 365, Power Apps, Power Automate, and Power BI, we’ll build a software solution that is customized (not custom) so that you’re not paying for us to start from scratch.

We eat our own dog food.

In other words, we actually use the software products we build. We know what works and what doesn’t because we’ve already figured out the strengths and weaknesses for you. Beta testing—we’ve done it. We’ve seen the good, the bad, and the ugly, so you only see the good.

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We’re operational geeks.
We love this stuff.

Operational workflows. Manufacturing and design. Systems and software. That’s what gets our motors running. We love nothing more than to come into a company and figure out what makes it tick. Then we design software to make that clock run faster, stronger, better.

Let’s Get Automated!