QuickBooks

 

Results CRM and QuickBooks

Means better customer and financial information

QB_CRMResults CRM for QuickBooks is the answer to providing your organization with full visibility to QuickBooks data they need to be more productive.  With a click of a button, Results CRM and QuickBooks integrate so that both systems are automatically updated with the latest information from Customer, Job, vendors and employees;  products, estimates and orders; jobs and projects, invoices, payments and even purchase orders.  We make it easy to keep everyone on the same page and working with the right data!

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.  

Results CRM sends detailed transaction level data to QuickBooks, ensuring that all the information is complete so audit and analysis is a breeze.  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 Results CRM and QuickBooks: 

  • Quickly respond to client questions or concerns regarding 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 in Results CRM after reviewing the order history of each account.
  •  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 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 by ensuring that contact information is always up-to-date. This way, invoices and purchase orders will always be mailed to the correct address.

Read our “Spectacular” review from Intuit.

Note:  Results CRM and QuickBooks integration works with US, U.K. and Canadian versions of QuickBooks.  

 

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