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PEO-crm has deep feature set built around what users do!


  • Input and track all prospects and clients from capture to close
  • Set Client Status
  • Set Priority
  • Collect Client Information
  • FEIN corporate information lookup
  • Driving Directions and mapping
  • Track Promotions
  • Dynamically add employee groups
  • Look up Workers Comp Codes by code or description
  • Automatically fills hazard code and workers’ comp rates
  • Interactive interview tool
  • Comprehensive Workers’ Comp Questionnaire
  • Tooltips
  • Dynamically add electronic documents to a record
  • Set document permissions
  • Set events and reminders for prospects and clients
  • Dynamically add contacts and their information to a record
  • Sales forecasting
  • Team selling


  • Set PEO Partner
  • Automatic or Manual Quote Creation
  • Dynamically create unlimited pre-made pricing templates
  • Dynamically create unlimited custom boilerplates for your quotes
  • Set cutoff rates on or off
  • Set proposals to Bundled or Unbundled
  • Proposals available instantly to present to customer
  • Proposals available instantly with breakout information for internal staff
  • Instantly view costs and profits on each proposal
  • Instantly release proposals to internal sales team or external partners with a single click


  • Set Underwriting Status
  • FEIN corporate information lookup
  • Request and document information on the record
  • Dynamically add or retrieve electronic documents to or from a record
  • Dynamically add claims to a record


  • Standard Electronic Forms, RFP’s, Sales Literature, Questionnaires, Affidavits, Census and more are available to your users
  • PEO specific forms, Contracts, Employee Applications, Instructions, Certificate Requests and more, appear once a PEO is assigned
  • Collected information is pre-filled on forms
  • Available 24/7/365


  • Assign commissions internally, externally or both on the record.
  • Commission splits assigned by fee or percentage basis or both
  • Commissions can be preset and auto assigned by the system based upon relationship rules
  • Enter an individual payroll on a client or import thousands of payrolls directly into the system instantly to pay your sales team promptly
  • Commission reports by broker / sales person by individual or all by date range
  • Set and track fees and balance


  • Reports by an individual client or by all clients, by date range with summary
  • Commission reports by an individual sales person or by all sales people, by date range
  • Report by an individual PEO or all by date range
  • Sales forecasting
  • Pipeline reports
  • Stalled prospects report
  • Closed deals report by date range


  • Set PEO Partner
  • Track Marketing Promotions
  • Track Industry Groups
  • Sales forecasting
  • Team selling management
  • Import Payrolls and Fees directly into the system
  • Assign Commissions to a single salesperson or multiple organizations
  • Pay Commissions
  • Monitor logged events
  • Homepage selectable view Sales or PEO Pipeline

System Wide Features

  • Client Search
  • Homepage overview of all business in the pipeline
  • Today’s events listed on the homepage
  • Quick view of client prospect information on the homepage
  • Automatically notifies each partner by email when an event that they are involved in is triggered
  • Built in spell check for descriptions and notes
  • Communicate with your partners on each individual record
  • Quick View of all client contacts
  • Quick View of all brokers / support personnel assigned to the record
  • Training through online tutorials
  • Technical support personnel
  • Co-branding


  • 128/256 bit SSL(secure socket layer) encryption (browser dependent)
  • User levels login and logout
  • Hosted at hardened secure facility
  • Zero Downtime Network
  • Complete redundant power generators
  • Dedicated Managed Firewall
  • Intrusion Detection System
  • Daily Managed Backup
  • Load Balancing

Datacenter Physical Security

  • Keycard protocols, biometric scanning protocols and round-the-clock interior and exterior surveillance monitor access to every one of our data centers.
  • Only authorized data center personnel are granted access credentials to our data centers. No one else can enter the production area of the datacenter without prior clearance and an appropriate escort.
  • Every data center employee undergoes multiple and thorough background security checks before they're hired.

Datacenter Precision Environment

  • Every data center's HVAC (Heating Ventilation Air Conditioning) system is N+1 redundant. This ensures that a duplicate system immediately comes online should there be an HVAC system failure.
  • Every 90 seconds, all the air in our data centers is circulated and filtered to remove dust and contaminants.
  • Our advanced fire suppression systems are designed to stop fires from spreading in the unlikely event one should occur.
  • All cables are securely tied down with cable racks suspended from ceilings, providing dual routes for all cables.

Datacenter Conditioned Power

  • Should a total utility power outage ever occur, all of our data centers' power systems are designed to run uninterrupted, with every server receiving conditioned UPS (Uninterruptible Power Supply) power.
  • Our UPS power subsystem is N+1 redundant, with instantaneous failover if the primary UPS fails.
  • If an extended utility power outage occurs, our routinely tested, on-site diesel generators can run indefinitely.

Datacenter Core Routing Equipment

  • Only fully redundant, enterprise-class routing equipment is used in Rackspace data centers.
  • All routing equipment is housed in a secured core routing room and fed by its own redundant power supply.
  • Fiber carriers can only enter our data centers at disparate points to guard against service failure.

Datacenter Network Technicians

  • We require that the networking and security teams working in our data centers be certified. We also require that they be thoroughly experienced in managing and monitoring enterprise level networks.
  • Our Certified Network Technicians are trained to the highest industry standards.