P2

P2 is for Accountants, Actuaries, Advocates, Agents, Architects, Auditors, Company Secretaries, Designers, Engineers, Financial Advisors, Fund Managers, Law Firms, Insurance Brokers, IT Consultants , Property Managers, Pension Advisors, Project Managers, Solicitors, Surveyors, Tax Advisors, Trust Companies, Wealth Managers, Yacht Agents, and other Professional Service Companies. If you deal with projects and clients, P2 is for you.

P2 is an intuitive, user friendly software package designed as an extension to Microsoft Dynamics CRM. It is an innovative, flexible solution designed with you in mind. P2 is a rapid development application with out of the box functionality, capable of instantly leveraging the .NET platform, CRM and a vast array of other Microsoft applications.

Using the Microsoft CRM SDK, Maine has extended the functionality of CRM and its underlying SQL database. P2 Provides specific functionality for client management, time & fees processing and accounting requirements. You maintain the ability to extend and customise CRM forms and reports. P2 makes use of the outstanding features of the CRM security model and gives you the opportunity to access the system via Outlook or a Web browser. Your local CRM partner can customise and extend reporting via SQL Reporting Services and you still have the ability to export data to Word and Excel.

And because it is modular, you choose the additional functionality you want to apply to your Microsoft CRM implementation.

 

Accounting Time Billing client management