Product Feature Comparison

Results Product Features	Results CRM	Results CRM Plus	Results Business Suite
Contact Management
Track an unlimited number of contacts	√	√	√
Attach files to any contact or appointment	√	√	√
Integrate with Outlook to send emails or save contact information	√	√	√
Calendar & Scheduling
Instantly view appointments and to-do lists	√	√	√
View and schedule activities on other employee calendars	√	√	√
Link activities to customers and sales opportunities		√	√
Notify others of scheduled appointments	√ *	√ *	√ *
Automatically trigger a process by completing an event	√	√	√
Sales Force Automation
Generate Quotes and Estimates	√	√	√
Analyze and track lead sources and their profitability	√	√	√
Track Sales Commission and Quotas	√ *	√ *	√ *
Marketing Management
Auto-generate letters, emails & forms with contact information	√	√	√
Track the profitability and expenses with advertisements or campaigns	√	√	√
Product & Pricing Management
Manage product costs and prices	√	√	√
Track Product Line profitability	√	√	√
Management Reports
Access over 130 Standard Reports	√	√	√
Build your own reports with Ad-Hoc tools	√	√	√
Import & Export data	√	√	√
Advanced Searches & Views
Basic and advanced search capability	√	√	√
Find records based on "sounds-like" 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	√	√	√
Restrict certain users to assigned records only	√	√	√
Use the Start-up Wizard for easy and rapid deployment	√ *	√ *	√ *
Services Order Management
Schedule work orders and services		√	√
Easily convert Estimates to Invoices			√ *
Auto-Bill / Invoice completed work orders			√
Project & Contract Management
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			√ *
Timesheet & Expense Tracking
Time Sheet tracking			√
Monitor employee time with billable vs. non-billable tracking			√
Track reimbursable expenses			√
Time-Billing & Recurring Billing
Instantly invoice billable time			√
Auto-generate recurring invoices			√
Invoice & Payment Management
Easily convert quotes into invoices			√
View, edit, print or email invoices			√
Record payments against invoices			√
Mass invoice clients			√
Inventory Management
Automatically update product inventory with invoices and shipments			√
Need more detail?	Results CRM	Results CRM Plus	Results Business Suite

* Feature is not available in the Web (browser-based) version of Results