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Results CRM

Automated Tax Software that Integrates with QuickBooks

Powerful client relationship management software.

Results® is an award-winning Customer Relationship Management (CRM) and business management solution that serves a wide range of industries and business sizes. Results enables businesses to build and maintain amazing business relationships, automate processes, grow sales, improve service, manage projects, control billing as well as manage a mobile workforce. Results automate the way every department works and provides a true 360-degree view of the company.

Build your QuickBooks ecosystem with custom applications.

 

Integrate with key products.

The powerful built-in integrations automate sharing information between the applications you use every day – such as QuickBooks (Desktop & Online), Outlook, TSheets, Constant Contact, SmartVault, SharePoint, Sharefile and more! Results becomes the mothership of information across your organization and reduces double-entry with two-way communication between these products. Be confident that you’re always viewing the most current and accurate information available.

 

 

Results for Field Service Teams.

Results connects all departments together, becoming your “one-stop-shop” for accessing the information you need to run your business efficiently. The award-winning CRM, Business Management and Field Services solution enables businesses to build amazing business relationships, automate processes, grow sales, improve service, manage projects, and control billing. Results automates every department and provides a true 360-degree view of the company.

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Features that Build Lasting Client Relationships.

  1. Build Relationships  – Exceed your customer’s expectations when everyone knows what was promised, what was ordered, what projects are underway, and what is scheduled for the future.
  2. Automate Processes – Improve customer satisfaction by ensuring consistent service delivery and that nothing falls through the cracks!
  3. Manage Projects – Results takes a headache-free approach to Project Management by providing the missing link between Sales and Project Delivery.
  4. Grow Sales – Manage sales opportunities, create and send accurate quotes, schedule follow up, and manage the sales pipeline.
  5. Control Billing and Receivables – Results helps you get control of Billing and Receivables by allowing users to convert billable time directly into invoices, as well as creating Invoices from Quotes and Sales Orders
  1. Service Orders & Scheduling – See what work needs to be done, who is available to do it, and assign tasks to individuals or departments.
  2. Go Mobile – It doesn’t matter if you’re working at home, in the office or on the road – you’ll have access to the real-time company information needed to be productive from any web-enabled device, including tablets and smart phones.
  3. Integrate with Key Products – Our powerful built-in integrations automate sharing information between the applications you use every day – such as QuickBooks, Outlook, Constant Contact, SmartVault and more!
  4. Results Delivered Your Way – When it comes time to implement Results, we know one size does not fit all.  That is why we give you the choice of a desktop or web/mobile solution, which can either be deployed in-house or on a hosted environment.
  5. Budget-friendly Pricing – One-time Purchase starting at $395/user and Monthly Subscription starting at $19/user/month.

Results CRM Overview.

Results CRM Integration with QuickBooks.

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