Modern CRM isn’t just about managing contacts — it’s about keeping clients informed and aligned. P2 Automation’s System Issues feature integrates directly into each client’s CRM, giving full visibility into ongoing requests and tasks.
The System Issues Workflow:
- Pending → Review with Client → Scheduling → In Progress → Testing → Released → Completed
- Each step ensures the client knows exactly what’s happening and when.
- The integration with Project Tasks means internal task management and client visibility are synchronized seamlessly.
The Benefit:
Clients no longer rely on email threads or separate portals — all updates are inside their familiar CRM interface. Transparency builds trust, prevents missed requests, and gives teams realistic expectations.
Learn more about how System Issues empowers your CRM to deliver a better client experience. Visit www.p2automation.com for details.
The post Improving Client Transparency with System Issues in CRM appeared first on CRM Software Blog | Dynamics 365.
