Big Business Software at a Small Business Price.
Award-winning CRM for Growing Businesses
BUILD & MAINTAIN RELATIONSHIPS
MANAGE CONTACTS
- Results connects all departments togetherbecoming your “one-stop shop” for accessing all the information you need to build and maintain amazing relationships.
- Exceed customer expectationswhen everyone knows what was promised, what was ordered, what projects are underway, and what is scheduled for the future.
- Provide excellent customer service when you are able to view the complete account history.
Give your Sales Team the tools needed to succeed!
MANAGE SALES
- Easily track the entire sales cycle. Manage sales opportunities, create and send accurate quotes, schedule follow up, and manage the sales pipeline.
- Streamline workflowand ensure every detail from the sales process is persevered when you convert sales from quotes, to orders, to invoices all from within Results.
- Track follow up activities and make sure no accounts fall through the cracks.
DELIVER CONSISTENT RESULTS EACH AND EVERY TIME
AUTOMATE PROCESSES
- Create a library of customized process templates to automatically assign tasks to the right person at the right time.
- Improve customer satisfactionby ensuring consistent service delivery and that nothing falls through the cracks!
Easily Schedule Service Orders and Other Tasks
SERVICE ORDERS & SCHEDULING
- Easily view team schedules and assignments with the Results WorkGroup calendar. Drag and drop appointments within the calendar to reschedule or adjust workloads on the–fly.
- View and manage scheduled activities from the calendar, or by the customer, project or Assigned-To for ultimate control and flexibility.
- 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.
Results Takes a Headache Free Approach to Project Management
MANAGE PROJECTS
- 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 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.
- 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.
Control of Billing and Receivables
MANAGE BILLING
- Control time-billingby allowing users to convert billable time directly into invoices.
- Easily create invoices that integrate with QuickBooks! Easily convert Quotes and Sales Orders into Invoices to en.
- Users have the key information to manage customer accounts including products ordered, account balances, and payments – without needing access to QuickBooks!
IT'S A BEAUTIFUL THING WHEN YOUR APPS TALK
INTEGRATE WITH THE APPS YOU USE EVERY DAY!
LEARN MORE:
- QuickBooks
- Outlook
- TSheets
- SharePoint
- Gmail
- Constant Contact
- SmartVault
- ShareFile
Check Out the Other Things We Do
ADDITIONAL FEATURES
Time Sheets
Automate your timesheet process. Track time by activity type, projects and customer.
PICTURES & SIGNATURES
Capture onsite pictures and signatures in the field.
GPS Tracking
GPS tools help your team become more efficient in their assignments.