“ResultsCRM is a must-have for any business that uses QuickBooks.

The marriage of these two products allows companies to do more with their financial data, eliminating double-data entry.”

— Simon Pass | Sales Leader, Intuit Reseller Program
 

The most complete out-of-box QuickBooks CRM integration gives your team the tools they need to convert.

ResultsCRM
  • See the entire sales cycle. Easily manage sales opportunities, create and send accurate quotes, schedule follow ups, and manage your whole sales pipeline within a single application.
  • Streamline workflows. Ensure every detail from the sales process is preserved when you convert sales from quotes, to orders, to invoices.
  • Track followup activities. ResultsCRM bi-directional integrations between QuickBooks, Outlook, and more means that no opportunities fall through the cracks.
  • ResultsCRM integrates with every version of QuickBooks, including Desktop and Online, and the latest QuickBooks 2018. Learn More

ResultsCRM is Big Business Software at a Small Business Price.

Manage Contacts

Build & Maintain Relationships

  • 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.

Give your Sales Team the tools needed to succeed

  • 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.

Manage Sales

Process Automation

Deliver Consistent Results Each and Every Time

  • 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!

Easily Schedule Service Orders and Other Tasks

  • 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.

Service Scheduling

Manage Projects

ResultsCRM Takes a Headache Free Approach to Project Management

  • 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.

Get Control of Billing and Receivables

  • 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!

Manage Billing

QuickBooks

Provide More Visibility to QuickBooks Data

  • Bi-directional Integration
    It doesn’t matter if information is added or updated in QuickBooks or ResultsCRM; our powerful bi-directional integration allows users to work within the software they need to get the job done.
  • 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
    It doesn’t matter if information is added or updated in QuickBooks or ResultsCRM; work within the software they need to get the job done. 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.

In addition to the built-in power of ResultsCRM, integrations are also available.

It's a beautiful thing when your applications work well together. Automate your timesheet process. Track time by activity type, projects and customer. Capture onsite pictures and signatures in the field. GPS tools help your team become more efficient in their assignments.

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

Results Integrations