CRMPlus365 logo

CRMPlus365

by P2 Automation · Since N/A
No reviews yet
Active1+ countriesCloud
Quick facts
VendorP2 Automation
Year launchedN/A
StatusActive
LocationP2 Automation, LLC P.O. Box 452 ​Southington, CT 06489
Countries served1+
Languages11
Integrations
Free tier
Free trial
Contact salesYES

About CRMPlus365

CRMPlus365 is a customer relationship management software from P2 Automation that supports businesses in managing customer interactions and data. It includes contact management, sales tracking, and reporting tools so organizations can improve their engagement and sales processes. CRMPlus365 is designed for ease of use with a user-friendly interface that allows for quick access to customer data and insights. The platform also integrates with various applications to simplify workflow and improve productivity. Key capabilities: contact management sales tracking reporting tools integration options user-friendly interface Best for: businesses that need a comprehensive solution for managing customer relationships and improving sales efficiency.

CRMPlus365 by P2 Automation is a sophisticated CRM solution tailored for businesses looking to streamline their customer relationship management processes. Designed for a wide range of users, including service providers, financial planners, manufacturers, and quality control teams, CRMPlus365 is a cloud-based platform that aims to centralize customer data, enhance productivity, and improve overall business operations. With its flexibility and focus on customization, this software caters to the diverse needs of sales teams, marketing professionals, and customer service staff while providing operational managers and business owners with actionable insights for informed decision-making. The user interface of CRMPlus365 is thoughtfully constructed, striking a balance between functionality and simplicity. Navigation is intuitive, ensuring that users can easily access key features without extensive training. The dashboard is customizable, allowing businesses to configure it to display the most relevant metrics and information. This adaptability is particularly useful for teams that need to focus on specific data points or workflows. While the design is clean and straightforward, some users might find the lack of flashy, modern aesthetics less engaging compared to competitors.

Pros & Cons

What users like
  • +Customization: Tailored solutions to fit specific business needs.
  • +Microsoft Power Platform: Leverages a powerful and flexible platform.
  • +Affordable: Offers cost-effective solutions compared to traditional CRMs.
  • +Easy to Use: User-friendly interface and intuitive design.
  • +Scalability: Grows with your business as it expands.
  • +Integration Capabilities: Seamlessly integrates with other Microsoft products and third-party applications.
  • +Improved Efficiency: Automates tasks and streamlines workflows.
  • +Data-Driven Insights: Provides valuable insights through business intelligence tools.
What users flag
  • Limited Customization: While customizable, may not offer the same level of flexibility as fully custom-built solutions.
  • Dependency on Microsoft Platform: Reliance on Microsoft's platform and updates.
  • Learning Curve: Users may require some training to fully utilize the system.
  • Potential for Complexity: Complex workflows and integrations may require additional expertise.

Features

Key features

Microsoft-Based Platform
Built on the Microsoft Power Platform for stability and familiarity.
Customizable
Tailored to specific business needs without unnecessary features.
Affordable
Lower cost compared to Microsoft Dynamics 365.
Easy to Use
Simple and intuitive interface.
Scalable
Grows with your business.
Integration Capabilities
Integrates with other Microsoft products and third-party applications.
Business Intelligence
Provides insights and analytics.
Business Process Automation
Automates tasks and workflows.

Additional features

Microsoft Power Platform
Leverages Microsoft's powerful platform for flexibility and scalability.
Customizable Modules
Includes essential modules like leads, contacts, accounts, opportunities, and activities.
User-Friendly Interface
Intuitive design for easy navigation and use.
Secure and Reliable
Benefits from Microsoft's robust security measures.
Microsoft-Based Platform
Leverages Microsoft's powerful platform for flexibility, scalability, and security.
Customizable Modules
Tailored to specific business needs with essential modules like leads, contacts, accounts, opportunities, and activities.
User-Friendly Interface
Intuitive design for easy navigation and use, reducing training time and increasing user adoption.
Business Intelligence
Provides data-driven insights and analytics to improve decision-making.
Business Process Automation
Automates routine tasks and workflows, increasing efficiency and productivity.
Integration Capabilities
Seamlessly integrates with Microsoft 365 and other third-party applications.
Scalability
Easily adapts to growing business needs, supporting increasing user numbers and data volume.
Security and Compliance
Ensures data security and privacy with robust security measures and compliance with industry standards.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
11
Interface languages
11
Billing currencies

Available in

All Countries.

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchRussianChineseJapaneseKorean

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇳CNY🇮🇳INR🇷🇺RUB🇲🇽MXN🇧🇷BRL

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