Tight Integration with R2
R2 CRM Turn Every Event into a
Customer Opportunity
The Perfect R2 Companion
Document Management
Secure and Fast Experience, accessible from anywhere
Activity Manager
Welcome to the Activity Manager—your command center for staying on top of everything! With smart, easy-to-use tabs like Due Today, Overdue, Upcoming, Completed, and All, you can instantly see what needs your attention. No digging around—just a quick glance, thanks to bold color-coded indicators that show you the status of each task right away. It's fast, intuitive, and built to keep you moving forward.
Companies
The Company screen is built with the same smart design as the Activity Manager—giving you fast, focused access to the information that matters most. Organized into intuitive tabs like Suspect, Lead, Prospect, and Customer, it helps you track every stage of the journey at a glance. One of its standout features? Seamless access to Customer Orders and Invoices straight from R2—putting powerful insights right at your fingertips.
Opportunities
The Opportunities screen is your all-in-one hub for tracking every deal in motion—plus all the activity that drives them forward. From phone call notes and tasks to emails from Office 365 and Gmail, everything you need to stay on top of your opportunities is right here, all in one place.
R2 CRM: Overview Video
