The Most Complete Out-of-Box QuickBooks CRM Integration Gives Your Team the Tools They Need to Convert.

  • Deliver consistent results
    each and every time
  • Easily schedule service
    orders and other tasks
  • Take a headache free approach
    to project management
  • Get control of billing
    and receivables
  • Provide more visibility
    to QuickBooks data

5 stars
Intuit App Center

4 stars

4 stars
Software Advice

ResultsCRM is Big Business Software at a Small Business Price.

  • Bi-directional Integration with QuickBooks Desktop and QuickBooks Online

The integration between CRM and QuickBooks allows users to work within either system, and the automatic sync keeps information up to date in both QuickBooks and ResultsCRM. And it doesn't matter if you are using QuickBooks Desktop or QuickBooks Online — ResultsCRM works with both.

  • Automatically update both systems

ResultsCRM and QuickBooks integrate so that both systems are automatically updated with the latest information from customers, jobs, vendors and employees; products, estimates and orders; jobs and projects, invoices, payments and even purchase orders.

  • Stop entering data twice

ResultsCRM for QuickBooks will improve the accuracy of financial data and eliminate double entry to save time and reduce errors. Quotes are transferred to sales orders which are converted to invoices – all with the simplicity of a single click.

Manage Contacts
  • ResultsCRM 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 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 preserved when you convert sales from quotes, to orders, to invoices all from within ResultsCRM.

  • 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 ResultsCRM 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.

Manage Projects
  • Assure accuracy by automating the pipeline to invoice creation.

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 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.

  • Users have the key information to manage customer accounts

including products ordered, account balances, and payments – without needing access to QuickBooks!

ResultsCRM integrates with the apps you use every day to run your business.

Results Integrations