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Award-Winning All-in-One
CRM, Project, Operations, and
Field Service Management

Expectations Exceeded
Clients Delighted

Conversations Aligned
Synchronicity Delivered

Delivering results for the all-digital, work-anywhere world

Discover the Power of Results®

Results is an all-in-one CRM for Service Operations and Field Service Management. The award-winning software provides a 360-degree view of clients and other important business relationships.

Results efficiently manages contacts, sales, projects, processes, and billing, enhancing customer relationships. With its flexible and intuitive interface, the software becomes an indispensable asset for businesses across diverse sectors, facilitating efficiency, success, growth, and enhanced customer service. Seamlessly integrating with QuickBooks, Results eliminates double data entry and ensures users always obtain the most accurate and up-to-date information. Other integrations include QuickBooks, AvaTax, Zapier, Outlook, Gmail, SMS/Text, WhatsApp, and Calendly.

Product Line

Contact Management

Sales Management

Process Management

Service Orders

Project Management

Billing and Invoicing

QuickBooks® Integration

Contacts

Foster and Sustain Relationships

Effortlessly Manage Contacts

Results connects all departments

Results serves as a centralized hub, weaving all departments together and streamlining operations by giving users a comprehensive 360-degree view of business relationships.

Exceed customer expectations

Transparency thrives when everyone is on the same page regarding commitments, orders, ongoing projects, and forthcoming ventures.

Deliver exceptional customer service

Empower service excellence with instant access to detailed account history, just a click away.

Sales Management

Empower your sales team with essential tools for success

Sales Management

Access visibility of the entire sales process

Effectively manage sales opportunities, generate precise quotes, schedule follow-ups, and maintain a well-organized sales pipeline.

Optimize workflows

Assure workflow continuity as sales transition from estimates to sales orders to invoices – all within Results, preserving every sales process nuance.

Monitor follow-up activities

Maximize revenue by ensuring that no account or opportunity slips through the cracks, with standardized sales processes and by tracking sales follow-up and account management.

Process Automation

Consistent Results Every Time

Powerful Process Management

Create a library of tailored process templates

Allocate tasks to the appropriate individuals, precisely when needed.

Improve customer satisfaction

Deliver uniform service and leave no detail overlooked and maintain brand quality by standardizing client interactions.

Service Orders

Easily Manage Service Orders and Tasks

Schedule Services and Orders

Navigate team schedules and assignments

Use the Results WorkGroup calendar to modify appointments within the calendar to balance workload and adapt to changing circumstances.

Monitor and oversee planned tasks

Review Kanban Boards, calendar, and activities screen, for a bird-eye view of company activities.

Enhance data accuracy

Ensure non-error contact details and accurate mailing of sales orders and invoices by maintaining up-to-date information.

Projects

Project Management Simplified

Project Management

Automate the transition from opportunity to project

Transfer opportunity details, including notes, estimates, orders, activities, and documents to the project, removing any guesswork from project management simplifying project delivery and ensuring client success.

Streamline project workflows

Create libraries of reusable project workflow templates to assign and schedule project activities with just a few clicks. Also, centralize and encapsulate all project details and documents to facilitate tracking so projects stay on track and on schedule. Finally, use project user fields to customize the tracking of due dates, budgets, milestones, and details unique to projects and customers.

Comprehensive project oversight

The Results Project Management module ensures that everyone working on a project knows what was promised, deliverables, and tasks / responsibilities at hand, every step of the way.

Billing

Control Billing and Receivables

Billing and Invoicing

Handle time-billing

Enable users to convert billable hours into invoices with time-based billing. Users can also easily track and capture billable activities to ensure they are properly invoiced.

Convert quotes to invoices

Transform quotes and sales orders into invoices which automatically synchronize into QuickBooks.

Empower users with crucial customer insights

Users can access vital customer account details, such as ordered products, balances, and payments – all without requiring QuickBooks access.

QuickBooks®

Effective QuickBooks Integration

Enhanced Visibility into QuickBooks Data

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Automatic synchronization

Results and QuickBooks simplifies workflow by providing users with valuable information such as customers, jobs, vendors, products, projects, payments, and invoices.

Eliminate double data entry

Results for QuickBooks simplifies financial data accuracy and eliminates dual data entry, leading to saved time and reduced errors. Estimates smoothly transition to sales orders, then to invoices – all through the simplicity of a single click.

“Results CRM is a must-have for any
business that uses QuickBooks®!”

Simon Pass

Intuit Reseller Program,
Global Franchise Sales Leader

Easily adapts to various industries
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Accounting Firms

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Consulting Firms

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Light Manufacturing and Assembly

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Wholesale and Distribution

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Franchises

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HVAC and Mechanical Contractors

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Construction and Home Improvement Contractors

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Inspections for Compliance and Certifications

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Service Delivery and Maintenance

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Equipment Sales and Services

System Design and Technology

Mobile-first design

Enable teams to access data remotely and on any device.

Cross-platform architecture

Leverage versatile cross-platform architecture on Windows Servers or Apache, powered by MS-SQL or MySQL.

Progressive Web App (PWA)

Unlock flexibility with Progressive Web App (PWA).

Deployment and Licensing

SaaS / Cloud

Select our managed Azure Cloud for SaaS access ensuring a seamless deployment and automatic updates. We take care of the infrastructure, updates, data backups, and layered security framework for true peace of mind.

On-Premises

Opt to deploy on-premises or private cloud for organizations with enterprise infrastructure or specific security and compliance requirements.

Subscription and Site Licenses

Choose subscription or a license with options for unlimited users.

We capture more business because we have great processes set up in a great operations platform that keeps us on track and on schedule. If we didn’t use Results for our internal business operation, we would not be nearly as organized, efficient, or productive. We have grown over 50% in the last two years, but our headcount has only increased by 8%, and we attribute that success to this application.

Steve Williams

Roll-A-Shade