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CRM and systems automation for growing businesses

Your Business.Reimagined for the AI Era.

Your business has grown. P2MC Systems connects your tools, fixes the process behind your follow-up and handoffs, and automates the busywork, so the next step actually happens.

Paul Pezza, founder
15+ years in enterprise CRM and customer success at Epsilon, Simon AI and Cheetah Digital

Where it breaks

Marketing creates demand.Systems capture it.

Interest comes in from calls, forms, ads and referrals. What happens next usually depends on busy people remembering. These are the signs a business has outgrown its systems.

  1. Follow-up runs on memory

    Leads come in, but the next step waits on someone remembering to call, text or update a spreadsheet.

  2. A CRM nobody trusts

    The data is stale, so the team works around it, and nobody can say what moved forward or quietly stalled.

  3. Tools that don’t talk

    Forms, calendars, inboxes and the CRM each hold a different version of the truth, so people copy information between them.

  4. Everything runs through a few people

    Too much depends on you, or one or two key people, knowing where things stand.

  5. Routine work eats the week

    The team spends hours finding information and preparing the same notes, documents and updates.

None of this is a people problem. It’s a systems problem, and systems can be fixed.

You don’t need a new CRM. You need the one you have to do its job.

Okay, but what would you build?
What I build

CRM is the foundation.The value is what runs on it.

  • CRM & Pipeline Foundation

    The structure everything else runs on.

  • Lead Capture & Follow-Up

    What happens after someone reaches out.

  • Workflow Automation & Integrations

    Connect the tools you already use, and stop re-typing.

  • Applied AI & Team Enablement

    Practical AI, built into how your team already works.How I implement practical AI

Works with what you already use, including GoHighLevel, HubSpot, Jobber, Google Workspace and QuickBooks.See everything I build
Who’s behind this

One person diagnoses it.The same person builds it.

I started P2MC because I love helping business owners grow, and fixing the problems that cost them time and money.

I bring 15+ years in CRM, customer lifecycle and marketing technology, in customer success roles at Epsilon, Simon AI and Cheetah Digital.

I do the work myself, so what I learn about your business stays with the person building the system.

Paul Pezza

Founder, P2MC Systems

Ways to start

Two ways to start.

Start free with one problem, or go deeper with a full assessment. Either way, you leave knowing your next step.

  1. 15-minute call
  2. Free Check
  3. Assessment or a contained build
  4. Ongoing support

Most people start with a 15-minute call.

15 minutes, with me. No pitch. I’ll tell you which of the options below fits, if either does.

Book a discovery call

Systems Opportunity Check

Free
Best for
One process or problem that isn’t working.
How it works
Tell me what’s happening. I review it personally and, if it’s a fit, we talk for 15 to 20 minutes.
You get
  • One practical recommendation for your next move
  • No written report, no obligation
Start the free Check

Systems & AI Opportunity Assessment

$997

Credited in full toward a build if you go ahead.

Best for
Several connected workflows, or “where do we even start?”
How it works
Stakeholder discovery and a review of your tools and processes, then a planning session to walk through the roadmap.
You get
  • A manual-work inventory and tool review
  • AI readiness and use cases
  • A prioritized roadmap with quick wins
  • Every recommendation sorted from process change to custom build
Request an assessment

Not sure where to start? The free Check is for one problem. The $997 assessment is for the big picture. Or talk to me for 15 minutes and I’ll tell you honestly which fits.

The $997 is credited in full toward a build. Build pricing depends on scope, and I scope it after the assessment.

Agencies and consultants: see how P2MC Systems works with partners

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P2MC Systems is a systems automation and implementation consultancy in Elmhurst, Illinois, that helps growing businesses connect their CRM, lead follow-up and daily operations.

Your Business. Reimagined for the AI Era.

Formerly Automate With Paul

paul@p2mcsystems.comPaul Pezza on LinkedIn (opens in a new tab)Elmhurst, IL · Chicago area and remote across the US
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