Highest Rated CRM for QuickBooks
QuickBooks
POWERFUL BI-DIRECTIONAL INTEGRATION

MOST COMPLETE OUT-OF-BOX QUICKBOOKS CRM INTEGRATION!

``Results CRM 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, while eliminating double-data entry.``
Simon Pass
IRP Sales Leader at Intuit

Results integrates with every version of QuickBooks, including Desktop and Online!

Award-Winning CRM for Small Business

Big Business Software at a Small Business Price

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BUILD & MAINTAIN RELATIONSHIPS

MANAGE CONTACTS

  • Results connects all departments togetherbecoming your “one-stop shop” for accessing all the information you need to build and maintain amazing relationships.
  • Exceed customer expectationswhen 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!

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 workflowand 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.
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ON TARGET
DELIVER CONSISTENT RESULTS EACH AND EVERY TIME

AUTOMATE PROCESSES

  • Create a library of customized process templates to automatically assign tasks to the right person at the right time.
  • Improve customer satisfactionby ensuring consistent service delivery and that nothing falls through the cracks!
Easily Schedule Service Orders and Other Tasks

SERVICE ORDERS & 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.
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ON TARGET
Results Takes a Headache Free Approach to Project Management

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.
Control of Billing and Receivables

MANAGE BILLING

  • Control time-billingby 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!
Billing
QuickBooks Integration

PROVIDE MORE VISIBILITY TO QUICKBOOKS DATA

  • Bi-directional IntegrationIt doesn’t matter if information is added or updated in QuickBooks or Results; our powerful bi-directional integration allows users to work within the software they need to get the job done.
  • Automatically update both systems.Results CRM 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 Results; work within the software they need to get the job done. Results CRM 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.

TRY IT NOWReady to learn more about Results?

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Customer Testimonials

WHAT OTHERS HAVE TO SAY ABOUT RESULTS

You’re the best! Thank you! I would recommend your company to anybody! Great Service!
Tony Lewis
Northeast Scale Co, Inc.
``...For QuickBooks users, the integration component is extremely robust; more so than many products I have looked at or worked with in the past... Results navigation and search functionality are simple and allow you to easily and rapidly access the data you desire... My support experience was phenomenal.``
Steve Green
INDEPENDENT INTUIT REVIEW
``It’s nice to deal with a software company that cares and knows what they are talking about. You guys are great!``
Daryl Good
CONSUMER MORTGAGE AUDIT CENTER
You Asked. We Answered.

Frequently Asked Questions

Is Results a desktop or a cloud solution?

Results is a desktop solution that includes mobile and web access.  Results can be installed either in-House  (On-Premise) or can be fully Hosted (In-the-Cloud). 

Which versions of QuickBooks does Results integrate with?

The Results QuickBooks Integration works with QuickBooks Online and the Desktop (Pro, Premier and Enterprise) version of QuickBooks.  Our integration supports the U.S., Canadian and the U.K. versions of QuickBooks desktop.

Do we need a server to run Results?

Not necessarily.   For small business installation, you only need a shared drive where all of the users can access the Results data.  A server is only required if you plan to use the Results Mobile Add-On.  There are also cloud hosting options.

What is the best Results product for my company?

Results CRM is designed for automating your Sales Team.  Results Business Suite is designed to automate your entire company as it contains CRM but also service orders, projects and invoices.  Results Field Services is designed for mobile teams and contains all CRM and Business Suite features.

Can I bring in data from my old CRM?

Yes!  You can export your data into an Excel file and easily import it into Results.  Alternatively, you can select to pay for our Data Integration and Conversion service, which starts at $495.

How does Results integrate with QuickBooks?

One-click or fully automated, unattended synchronization provides bi-directional integration between Results and QuickBooks. keeping both systems up to date and giving users the information they need.  Customer, job, vendor and employee information; products/items, estimates and sales orders, invoices, sales receipts, payments and even purchase orders are updated in both systems automatically.

QuestionsWe’d love to answer your questions!  Drop us a line.