Automate Sales Insights, Activities, and Customer Engagement For a Smarter CRM

Automated Notifications: Stay on top of customer actions like A/R delays, low activity, or churn signals.
Set up Custom alerts by customer type, margin %, product category—spot errors, flag issues, and identify lost revenue.
Detect patterns like missed orders, down-sell risks, or lack of engagement
E-Commerce Synch: If your E-com provider connects to P21, run near real-time updates on web sales and activities
Fully Customizable: Configure what matters to your business like margin anomalies, entry errors, and profit leaks.