Be more productive with the award-winning CRM for QuickBooks
ALL VERSIONS OF QUICKBOOKS
The Results QuickBooks Integration has been tested and approved by Intuit for QuickBooks Deskop and QuickBooks Online.
DO MORE WITH CRM AND QUICKBOOKS
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.
QUICKLY RESPOND TO CLIENTS.
Easily reference the order status, purchase order history, payment information, invoice balances and more.
QUICKLY IDENTIFY UP-SELL OPPORTUNITIES
Review complete order history of each account in Results.
AUTOMATE PIPELINE TO INVOICE CREATION.
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.
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.
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.
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.
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.