Business Details
15 Years
experience
Your Trusted Partner for CRM and Business Automation Solutions
At P2 Automation, we specialize in creating customized xRM software solutions that streamline business operations through automation. Founded in 2011 by Steve Pestillo, our team leverages the Microsoft Power Platform to build systems that integrate sales, marketing, production, and fulfillment processes. Our five-stage development process ensures solutions grow with your business, combining industry-leading technology with tailored workflows. We prioritize simplicity, avoiding unnecessary complexity while delivering robust functionality for sales tracking, inventory management, and customer service.With expertise in CRMPlus365 and Dynamics 365, we focus on eliminating manual data entry, improving decision-making dashboards, and providing ongoing support to adapt to evolving business needs. Our approach emphasizes measurable ROI, having helped clients achieve up to 30% increases in productivity through automated workflows and business intelligence tools.
Services
CRM Software Development
Business Process Automation
Microsoft Dynamics 365 Integration
Business Intelligence Services
Managed Service Plans
Custom xRM Solutions
Data Migrations
Workflow Automation
Cloud-Based CRM Solutions
Sales Process Optimization
Details
- Year established: 2011
Highlights and features
- We use a five-stage development process to ensure tailored solutions
- Our team has over 30 years of combined experience in software development
- We specialize in Microsoft Power Platform integrations
- We deliver scalable systems without unnecessary complexity
- We guarantee ongoing support for evolving business needs
Services
CRM Software Development
We create customized CRM solutions using Microsoft Dynamics 365 and CRMPlus365 to streamline sales, marketing, and customer service processes. Our systems integrate seamlessly with existing workflows, providing real-time analytics and automated communications. Clients benefit from improved lead tracking, order management, and customer interaction tools that scale with business growth.
Business Process Automation
Our automation solutions eliminate repetitive tasks through Microsoft Power Automate integrations. We implement triggers and workflows for invoice reminders, commission calculations, and service renewals while maintaining data accuracy. This reduces manual entry errors and ensures consistent execution of critical business processes across departments.
Business Intelligence Services
We implement Power BI dashboards that transform raw data into actionable insights. Our systems consolidate information from multiple sources to provide real-time performance metrics, sales forecasts, and inventory tracking. Clients gain enhanced decision-making capabilities through customizable visualizations accessible via desktop or mobile devices.
Managed Service Plans
Our ongoing support includes system updates, data migrations, and workflow optimizations for existing xRM solutions. We ensure software evolves with business needs while maintaining compatibility with new technologies. Services cover form modifications, business rule adjustments, and performance tuning to sustain operational efficiency.
Microsoft Dynamics 365 Integration
We implement full-featured Dynamics 365 solutions with advanced sales, marketing, and customer service modules. Our integrations connect with existing ERP systems and Microsoft 365 tools to create unified business platforms. Clients benefit from AI-driven insights, field service scheduling, and cross-departmental data sharing capabilities.
People
Steve Pestillo
Founder & CEO
With nearly 30 years of software development experience, Steve leads P2 Automation's team of specialists. He graduated from the University of Connecticut with a B.S. in engineering and focuses on creating operational efficiency solutions through xRM systems.
Questions
What CRM options do you offer for small businesses?
We offer CRMPlus365, a cost-effective alternative to Dynamics 365 with essential features for small businesses, and full Microsoft Dynamics 365 implementations for organizations with advanced requirements.
How do you customize software solutions for specific business needs?
Our five-stage process begins with business analysis, followed by collaborative design, development, testing, and ongoing support to ensure systems evolve with client requirements.
Can you integrate automation with existing systems?
Yes, we implement Microsoft Power Automate workflows that connect with existing ERP systems, Microsoft 365 tools, and custom databases to eliminate manual processes.
What industries do you specialize in?
We serve manufacturing, professional services, event planning, and legal industries with tailored xRM solutions that address sector-specific workflow requirements.
Do you provide ongoing software support?
Yes, our managed service plans include system updates, data migrations, workflow optimizations, and technical support to maintain software effectiveness as businesses grow.
How do you demonstrate ROI for your solutions?
Our systems reduce manual data entry, improve forecasting accuracy, and increase productivity by up to 30% through automated workflows and business intelligence tools.
