Results CRM

Powerful. Flexible. Easy to Use. Results CRM provides your sales team a way to manage contacts, to-do lists, quotes and sales opportunities. Streamline workflow and ensure every detail is preserved.

Provide more visibility into your QuickBooks data. With a click of a button, Results CRM and QuickBooks integrate so that both systems are automatically updated with the latest information.

Learn about this award-winning CRM, business management and field service management software for all growing businesses. Results helps organizations of all sizes streamline their operations, improve efficiency, and increase their performance with its award-winning software and services.

Results CRM Also Has Full Integration With Microsoft Outlook

Easily track your business relationships, emails, and activities. Use the Results QuickAdd button within the Microsoft Outlook to add contacts, activities and email conversations into Results.

• Bi-directional integrations with Quickbooks & Outlook: No matter where it is, your information stays in sync with bi-directional integrations with Quickbooks & Outlook
• Stop entering data twice: It doesn’t matter if information is in QuickBooks or Results; work within the software you need to get the job done.
• Standardize office communications: Create, customize and standardize emails and communications easily with Results.
• Visibility to important emails and attachments: All important emails, including their attachments, can be neatly filed under each contact’s email history so that the everyone can see (and remember) the conversation history.
• Automatically update both systems: Results CRM and QuickBooks integrate so that both systems are automatically updated with the latest information you need.

Manage Billing

• Control time-billing by allowing users to convert billable time directly into invoices.
• Easily create invoices that integrate with QuickBooks! Easily convert Quotes and Sales Orders into Invoices to en.
• Users have the key information to manage customer accounts including products ordered, account balances, and payments – without needing access to QuickBooks!

Manage Contacts

• Results connects all departments together becoming your “one-stop shop” for accessing all the information you need to build and maintain amazing relationships.
• Exceed customer expectations when everyone knows what was promised, what was ordered, what projects are underway, and what is scheduled for the future.
• Provide excellent customer service when you are able to view the complete account history.

Manage Projects

• Assure accuracy by automating the pipeline to invoice creationL With a click of a button, quotes can be converted into sales orders and sales orders into invoices, ensuring no details are missed.
• Eliminate double data entry: It shouldn’t matter if information is updated in Outlook, QuickBooks or a CRM application; contact information, calendar entries, sales orders and invoices should only need to be entered once.
• Improve information accuracy: Ensure that contact information is always up-to-date and that invoices and purchase orders will always be mailed to the correct address.

Manage Sales

• Easily track the entire sales cycle: Manage sales opportunities, create and send accurate quotes, schedule follow up, and manage the sales pipeline.
• Streamline workflow and ensure every detail from the sales process is persevered when you convert sales from quotes, to orders, to invoices all from within Results.
• Track follow up activities and make sure no accounts fall through the cracks.

Process Automation

• Create a library of customized process templates to automatically assign tasks to the right person at the right time.
• Improve customer satisfaction by ensuring consistent service delivery and that nothing falls through the cracks!

Service Scheduling

• Easily view team schedules and assignments with the Results WorkGroup calendar. Drag and drop appointments within the calendar to reschedule or adjust workloads on the–fly.
• View and manage scheduled activities from the calendar, or by the customer, project or Assigned-To for ultimate control and flexibility.
• Improve information accuracy: Ensure that contact information is always up-to-date and that invoices and purchase orders will always be mailed to the correct address.