Be more productive with the award-winning CRM for QuickBooks
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.
AUTOMATICALLY UPDATE BOTH SYSTEMS
STOP ENTERING DATA TWICE
- 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.
ALL VERSIONS OF QUICKBOOKS
The Results QuickBooks Integration has been tested and approved by Intuit for QuickBooks Deskop and QuickBooks Online.