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The All-in-One CONtact Management Solution

Results Contact  Management

Every client, vendor, member, and partner your organization works with deserves a complete, accurate record—and your team deserves instant access to it. Results Contact Management gives you a single, unified hub for all your contact data, relationships, and history, so you always have the full picture at a glance. 

Track clients, vendors, members, prospects, and any other contact type in one place. Enrich every record with configurable user fields and groups alongside standard system data. Link activities, documents, sales history, and notes so your entire team works from a single source of truth. 

Centralize Contact Data

Connect Relationships

Drive Better Decisions

Key Capabilities

Powerful tools designed for complete contact visibility and control.

360-Degree Contact View

See everything about a contact in one screen: standard data, custom fields, linked activities, open and closed sales, attached documents, and chronological notes. Your team gets the full picture, at their fingertips and all in one place—before every interaction. .

Multi-Type Contact Tracking

Manage clients, vendors, members, prospects, partners, and any other contact classification your organization uses. Configurable contact types mean Results adapts to your business, not the other way around.

Relationship Intelligence

Map and visualize the connections between individual contacts and organizations. Know which vendor supplies which clients, which members are on committees or boards, which insurance adjuster is responsible for each job, and how contacts influence each other across your network.

Enhanced Data with User-Defined Fields

Go beyond name and address. Create custom fields—dropdowns, date pickers, checkboxes, text fields—and organize them into named groups that appear directly on the contact record. Capture the unique information your team actually needs and use this data to manage your interactions.

Boost Productivity and Build Stronger Relationships

Connected Teams & Shared Data

Give every member of your team—sales, operations, support, and management—instant access to the same contact data. No silos, no outdated spreadsheets, and no duplicate data entry.

Relationship Mapping

Model the real-world connections between contacts—link companies to their key personnel, associate vendors with clients, connect members to organizations, and track any relationship type your business requires. .

Document & File Management

Attach contracts, proposals, signed agreements, photos, and reference documents directly to a contact. Everything related to that contact is in one place and accessible with a click.

Notes & Communication Log

Capture free-form notes, meeting summaries, and key decisions alongside structured data. The full communication log gives every team member instant context before any interaction.

New Reports & Forms Tab

Job workflow reporting, including a Summary Job Report, with additional job reports available in the future (configurable via FSM Settings).

Configurable User Fields & Groups

Every organization tracks different information. Add custom fields and organize them into logical groups to capture exactly the data that matters to your business, without being constrained by a rigid data model.

Activity & Interaction Tracking

Log calls, meetings, emails, and follow-up tasks directly against each contact record. Automated activity updates ensure your team always knows what happened last and what needs to happen next.

Complete Sales History

View every estimate, sales order, invoice, and transaction associated with a contact in context. Understand revenue history, outstanding balances, and purchasing patterns without switching systems.

Standard & Custom Data Fields

Build on a comprehensive set of standard fields—addresses, phone numbers, email addresses, contact classifications, and more—then extend with user-defined fields and screen templates tailored to priorities and workflows.

The Bottom Line

With the Results Contact Management solution, your team has instant access to every detail that matters—who your contacts are, how they are connected, what has been discussed, what has been sold, and what comes next. Configurable fields and relationship linking ensure the system reflects your business, while linked activities, documents, and sales history mean no one ever has to hunt for context again.

The result is a team that is informed, aligned, and ready to deliver exceptional service—every time.

Results gives our sales team all the tools they need at their fingertips. All of our contact history is easily accessible to us, so we can get the most out of every interaction because we always know what happened last.”
Results Customer

See the Results Difference

Book a personalized demo of our Contact Management solution today and discover how you can transform your business operations.

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From Paper to Productivity

See how one HVAC company transformed into a ​paperless
office using Results.

Download Case Study