Tight Integration with R2
R2 CRM Turn Every Event into a
Customer Opportunity
The Perfect R2 Companion
R2 CRM was purpose-built for R2 users, delivering a powerful and seamless experience without the frustrations of duplicate data entry. Within R2 CRM, you can effortlessly access and manage companies, invoices, and opportunities — all in one centralized platform, ensuring your workflow remains smooth, efficient, and fully integrated with the tools you already rely on.
Document Management
Secure and Fast Experience, accessible from anywhere
Activity Manager
Welcome to the Activity Manager — your central hub for managing tasks, staying organized, and maintaining complete visibility over everything that matters. Designed with efficiency and ease of use in mind, the Activity Manager features intuitive tabs such as Due Today, Overdue, Upcoming, Completed, and All, allowing you to quickly access the information you need without wasting time searching. Bold, color-coded indicators provide instant visual cues for each task’s status, so you always know what requires immediate attention. By combining clarity, speed, and intelligent organization, the Activity Manager helps you prioritize your work, stay on track, and maintain momentum throughout your day.
Companies
The Company screen is designed with the same intelligent, user-focused approach as the Activity Manager, providing fast and efficient access to the information that matters most. Information is organized into intuitive tabs such as Suspect, Lead, Prospect, and Customer, allowing you to track every stage of the customer journey at a glance and maintain a clear view of your business pipeline. One of the standout features of the Company screen is its seamless integration with Customer Orders and Invoices, enabling users to access critical transactional information directly within R2. This integration delivers powerful insights into customer activity, purchasing trends, and operational performance, helping teams make informed decisions, strengthen relationships, and drive overall business growth—all from a single, centralized interface
Opportunities
The Opportunities screen serves as a centralized hub for managing and tracking every deal in progress, providing a comprehensive view of all activities that drive them forward. It consolidates critical information such as phone call notes, assigned tasks, and email correspondence from platforms like Office 365 and Gmail, ensuring that every piece of relevant communication and action is easily accessible. By bringing all of these elements together in a single, organized interface, the Opportunities screen enables users to stay fully informed, maintain momentum on deals, and make data-driven decisions that enhance sales performance and overall efficiency.
R2 CRM: Overview Video
Take a Look for Yourself
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