Products Feature Comparison

Results Product Features	Results CRM	Results CRM Plus	Results CRM Business Suite
Contact Management
Track an unlimited number of contacts and contact types	√	√	√
Group and categorize Contacts for tracking and management	√	√	√
Easily identify and combine duplicate records	√	√	√
Track an unlimited number of Associates per Company	√	√	√
Search on any database field for targeted lists and follow-up	√	√	√
Attach files or links to any contact or appointment	√	√	√
Integrate with Outlook to send emails or save contact information	√*	√*	√*
Directly search Outlook for any Contact emails	√*	√*	√*
Integrate with QuickBooks to synchronize Contacts	√***	√***	√***
Select fields for inclusion in QBI Sync.	√***	√***	√***
Exclude leads/prospects from QBI Sync.	√***	√***	√***
Calendar & Scheduling
Instantly view appointments and to-do lists	√	√	√
View and schedule activities on other users' calendars	√	√	√
Link activities to customers, projects and sales opportunities	√	√	√
Track upcoming Activities and deadlines on Home Page	√	√	√
Create and automate standard business processes	√	√	√
Automatically trigger a process by completing an event	√	√	√
Notify others of scheduled appointments	√*	√*	√*
Integrate with Outlook to synchronize calendars and activities	√*	√*	√*
Sales Force Automation (SFA)
Track, Manage and Graph Sales Opportunities	√	√	√
Create, View, Edit, Print and Email Quotes	√	√	√
Use sales history for targeted prospect lists and campaigns	√	√	√
Track and report on Referral sources	√	√	√
Analyze and track lead sources and their profitability	√	√	√
Import Estimates from QuickBooks	√***	√***	√***
Marketing Management
Auto-generate letters, emails & forms with contact information	√	√	√
Create and manage targeted promotions and campaigns	√	√	√
Manage Newsletter and Mailing Lists	√	√	√
Track the success and expenses of advertisements or campaigns	√	√	√
Sales Order Management
Instantly convert Quotes to Sales Orders	√*	√*	√*
Instantly convert Sales Orders into full or partial Invoices	√*	√*	√*
Easily manage and report on open Sales Orders	√*	√*	√*
Integrate with QuickBooks to Synchronize Sales Orders	√***	√***	√***
Product & Services Pricing & Inventory Management
Manage product & Services costs and prices	√	√	√
Track Inventory Levels and create re-order reports	√	√	√
Track Product Line profitability			√
Automatically update inventory with invoices and shipments			√
Synchronize inventory levels and product descriptions with QB	√***	√***	√***
Purchase Order Status View
View the status of Purchase Orders created in QuickBooks	√***	√***	√***
Expense Tracking
Track reimbursable expenses per User	√	√	√
Associate Expenses to Contacts	√	√	√
Associate Expenses to Projects/Job	√	√	√
Link Expenses to Invoices for reimbursement	√	√	√
Timesheet Tracking
Time Sheet tracking	√**	√**	√**
Monitor employee time with billable vs. non-billable tracking	√**	√**	√**
Export timesheet information into QuickBooks	√**	√**	√**
Service/Work Order Management
Schedule work orders and services		√	√
Easily convert Service Orders to Invoices			√
Combine Products and Services on Service Orders		√	√
Project/Job & Contract Management
Convert Sales Opportunities into Projects		√	√
Manage activities to meet the project/contract goals		√	√
Link activities to projects/contracts		√	√
Track overall contract value, associated costs & profit margins		√	√
Track invoices, payments and expenses per project & contract			√
Synchronize Results Projects with QuickBooks Jobs		√***	√***
Time-Billing, Renewal Billing & Recurring Billing
Instantly invoice billable time			√*
Auto-generate recurring invoices			√*
Roll-up multiple billable entries per unique task			√*
Generate separate invoices per project			√*
Invoice & Payment Management
Easily convert Quotes or Sales Orders into Invoices			√
View, edit, print or email Invoices			√
Identify unique invoice form per client for immediate printing or emailing of an invoice			√
Identify unique Bill-To or Ship-To address per client for correct invoicing every time			√
Record payments against Invoices			√
Instantly invoice billable time and recurring subscriptions			√*
Synchronize Invoices with QuickBooks			√***
Search by QuickBooks or Results Invoice #s			√***
Management Reports
Access over 160 Standard Reports & Forms	√	√	√
Save Reports & Forms to PDF files for sharing	√	√	√
Export Reports to Data files like Excel, Word...	√	√	√
Dynamic data grouping for ease of Navigation	√	√	√
Instant search within Report Preview	√	√	√
Build and save your own Ad-Hoc reports	√*	√*	√*
Advanced Searches & Views
Basic and advanced search capability	√	√	√
Create searches using any database fields	√	√	√
Find records based on "sounds-like" (phonetic) spelling	√	√	√
Save common searches for easy access and re-use by staff	√	√	√
Personal Home Pages & Company Customization
Customize each user's Home Page based on their role & preferences	√	√	√
Create company-specific drop down menus	√	√	√
Add company-specific field names to screens	√	√	√
Tools & Security Management
Group-Level Security with Modify, View-Only & No Access to records or modules	√	√	√
Customize user views and preferences	√*	√*	√*
Restrict certain users to assigned records only	√	√	√
Use the Start-up Wizard for easy and rapid deployment	√*	√*	√*
Need more detail?	Results CRM	Results CRM Plus	Results CRM Business Suite

* Feature is not available in the Web (browser-based) version of Results
** Feature is available with the Results Timesheets Add-on module
*** Feature is available with the QuickBooks Integration (QBI) Add-on module