P2xRM Overview
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.
P2xRM Overview
A brief tour showing how to navigate the P2xRM System while remaining just one or two clicks away from everything you need.
System Components
Search Lists / Views
Learn how to search, sort, and filter your data, and how to export information to Excel with just one click!
Action Pane
Display the information that’s important to you, things like open tasks, customer issues, and late shipments with our easy-to-use Action Pane.
Link Views
Organize and group the tasks you don’t necessarily do every day.
System Modules
Organizations
Manage information about your clients, prospects, leads, partners, and vendors with the Organizations module.
Contacts
Keep track of your business contacts and keep your Outlook Contacts up-to-date with the Contacts module.
Projects
Learn how we use the Projects module to keep track of the work we do for our clients here at
P2 Automation.