Results CRM Features

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Be more productive with the award-winning CRM for QuickBooks

GIVE YOUR SALES TEAM THE TOOLS THEY NEED!

MANAGE AND CREATE QUOTES

Create and send accurate quotes (estimates), schedule follow up, and manage the sales pipeline from within Results CRM.  Results CRM Quotes can be emailed as a PDF directly from within the application.

The Quotes that your Sales Team creates in Results will synchronize with QuickBooks Estimates.  In addition, the Sales Team can select from Products or Product Lines created in QuickBooks or Results.

Notes:  Results Business Management and Field Service users can streamline workflow and ensure every detail from the sales process is persevered by converting quotes, to orders or to invoices.  Users can even assign Tasks to team members to deliver services and products that were just ordered.

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