QuickBooks and CRM

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Be more productive with the award-winning CRM for QuickBooks

 

BE MORE PRODUCTIVE

PROVIDE MORE VISIBILITY TO QUICKBOOKS DATA

With a click of a button, Results CRM and QuickBooks integrate so that both systems are automatically updated with the latest information.

BI-DIRECTIONAL INTEGRATION

It 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.

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DO MORE WITH CRM AND QUICKBOOKS

BENEFITS

  • Quickly respond to client questions or concerns Easily reference the order status, purchase order history, payment information, invoice balances and more.
  • Work within the application of choice. Contact information, employee calendars, important emails, important documents, order history, payment history, and the sales pipeline will all be centralized in one database
  • Quickly identify up-sell opportunities Review complete order history of each account in Results.
  • 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.
VIEW ``Spectacular`` REVIEW
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RESULTS WORKS WITH

ALL VERSIONS OF QUICKBOOKS

The Results QuickBooks Integration has been tested and approved by Intuit for QuickBooks Deskop and QuickBooks Online.

QUICKBOOKS DESKTOP

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

QUICKBOOKS ENTERPRISE

The Results QuickBooks Integration works bi-directionally with QuickBooks Enterprise.

QUICKBOOKS ONLINE

Results integrates with QuickBooks Online.

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