Products

PEO Automation offers world-class product sales, implementation services, and support for Microsoft Dynamics Customer Relationship Management (CRM) Product Suite. As a Certified Partner, we combine proven methodologies and expertise with industry-leading products from the number one software company in the world.

Additionally, we have built and implemented special features that enhance the overall functionality of the base CRM Application. We offer these additional features at no cost to all of our customers as a value add for giving us the opportunity to be your CRM full solution provider.
 The additional features include:

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Questionnaire Templates

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Email-to-Case

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Activity Plans

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Note Migration from Lead to Prospect

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Parent-Child Case Definition

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State Abbreviation Look-Up

Finally, at PEO Automation we offer the first Microsoft CRM application tailored specifically to the Professional Employer Organization, Workers Compensation Carrier, and Workers Compensation Broker industries.

At PEO Automation, we are continuously working on improvements and verticalizations to the already premier Microsoft CRM application. As these improvements are completed, we will offer them to all of our current and future customers.
We invite you to talk to our software professionals about ways the make your business more profitable, productive, competitive and secure with PEO Automation and Microsoft Dynamics.




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