Results CRM

Results CRM

QuickBooks-integrated CRM for small businsesses

4.2/5 (17 reviews)

Results CRM Overview

Results CRM is a QuickBooks-integrated CRM for small businesses to manage & automate their business processes, streamline workflows & deliver consistent results.

Though principally a desktop solution, mobile and web access is available as an add-on, enabling users can work from any device - including desktops, laptops, tablets and smartphones - with an on-premise or hosted configuration.

Results CRM is built to support and manage growing businesses - whether small or mid-sized - by empowering sales teams, client services, operations, technicians, management, and business owners to manage prospect, customer, and vendor relationships, and automate business processes. Results CRM integrates natively with both QuickBooks and QuickBooks online, as well as with a handful of other third party softwares.

Pricing

Starting from
US$25,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

Results CRM Reviews

Overall rating
4.2/5
82% positive reviews
9
Excellent
5
Very good
1
Average
2
Poor
0
Terrible
Brad K.

Robust CRM and amazing customer support!

Used Daily for 1+ year
Reviewed on 2018/03/14
Review Source: SoftwareAdvice

If you are looking for a robust CRM then I would suggest looking into ResultsCRM. They offer webinar training and demos which helped us alot through out our vetting process.

Pros

I have had the pleasure of working with a company that usesResultsCRM for their sales team. I was on the review and implementation task force. The company was midsize and need a CRM that would integrate with other software/tools they utilize like Quickbooks and Outlook. After sitting down with ResultsCRM's support team to learn more about the features and functionality this CRM had we fell in love with it. This CRM is surprisingly robust and offers a very user-friendly interface! Results offers many areas where you can track a customer and staff activity in such an easy format, that will give a company insight on improving efficiencies in almost every area of business. I worked very closely with Results implementation team throughout the project and they were great, they ensured that everything went smoothly. I also assist with the Administristraion of this product and work with the sales team to customize this product for their needs. I would highly recommend this product if you are on the fence!

Cons

I have had zero complaints from our first discovery meeting to finishing up the implementation. Results customer support/implementation team worked with us to ensure everything was working efficiently and we were prepared to take over.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Jeff M.

Results CRM Delivers Big Results for The Yard Ramp Guy

Reviewed on 2015/06/26
Review Source: SoftwareAdvice

Pros

I have worked with many boutique or proprietary software companies over the last 20 years. Technically speaking, Results delivers outstanding emulation of a Windows environment along with smooth, consistent interplay with QuickBooks and Outlook. From a practical perspective, Results is intuitive and comprehensive. I am able to train new users very quickly. We are four individuals working from our respective homes. Yet with Results, it is as if we were in the same room. As for Results, the vendor, you could not possible ask for more. Everyone from the owner to the technical assistance personnel and even the sales department define professionalism. They understand my business and my particular application of their product. They are willing to advise and collaborate. This is a big deal because oftentimes, small software companies can be defensive and/or give push back. You will enjoy working with Results and consider them your co-workers rather than just a vendor.

Cons

I have nothing bad to say about using the product nor working with all of this vendor's personnel.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Denise G.

Results gives our sales team all the tools they need at their finger tips.

Used Daily for 2+ years
Reviewed on 2017/06/28
Review Source: Capterra

Ease of use for the team, and increased sales for the company. We are able to effectively and efficiently plan calls to both existing clients and potential new ones and get the most out of that contact because all of their history is easily accessible to us.

Pros

Results is very user friendly. We are able to train new users quickly and easily. We have especially loved the ability to take care of online training modules provided by results!
My sales team is able to see purchase history for an account, both frequency and specific items purchased, therefore making every contact with a client both informative and productive.

Cons

There is a slight bit of a learning curve if you are familiar with crystal reports. The data is all there but it does take some getting used to in order to be able to pull the reports.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Mike H.

We were able to customize it for our unique needs by using the variety opportunities and projects

Used Daily for 2+ years
Reviewed on 2017/08/03
Review Source: Capterra

I would recommend it for firms that are sales oriented. We didn't find the web version really usable when we tried awhile back.

Pros

We use the opportunities as a sales funnel which allows us to move items through the process and we can see right where we are at. This is very valuable in forecasting and planning. We run our entire sales process through Results.

Cons

I wish we could change some of the field names that are static in the standard forms. We use the software differently than intended - but all the buckets and text fields are very helpful - when we pull them out using adhoc reports.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Cheri T.

It's a great product with big returns for minimal dollars.

Used Daily for 1+ year
Reviewed on 2017/06/29
Review Source: Capterra

Use it all the time. It helps with process flow and confirming that we have touched each client.

Pros

It's incredibly flexible and allows us to run our business our way. It is intuitive in look and feel because it is similar to Office products. Customer support is top notch. Pricing model works well for our office. You can export anything to Excel and manipulate a lot of information.

Cons

Reporting is very difficult. The existing reports don't look very good and without Crystal you can't create new standard reports. Ad hoc reporting is not intuitive. The QBO sync is not standard and doesn't work with all the functions.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

Results CRM Pricing

Starting from
US$25,00/month
Pricing options
Free Trial
Subscription
Value for money

Pricing starts at $25 per user per month.

Results CRM Features

  • Calendar Management
  • Data Import/Export
  • Email Integration
  • Third Party Integration

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Electronic Payments
  • Mobile Integration
  • Real Time Data
  • Reporting & Statistics
  • Social Media Integration

Additional information for Results CRM

Key features of Results CRM

  • Action item tracking
  • Activity management
  • Billable hours tracking
  • Calendar management
  • Contact database
  • Contact history
  • Contact management
  • Customer history
  • Document management
  • Drag & drop interface
  • Email integration
  • Email tracking & history
  • Import or Export using standard data formats
  • Microsoft Outlook integration
  • Microsoft SharePoint integration
  • Order management
  • Pipeline management
  • Prioritizing
  • Process management & automation
  • Process management for follow-up or service delivery
  • QuickBooks integration
  • Quote to Invoice - standalone or link to QuickBooks
  • Quotes
  • Sales opportunity management
  • Sales orders
  • Shared group calendars
  • Task management
  • Third party integration
  • Workflow automation

Benefits

  • As well as capturing general information on sales opportunities and prospects, users can track the specific activities, statuses, documents, quotes, and notes associated with each opportunity.

  • The Results Workgroup calendar can be viewed in daily, weekly, or monthly views, as well as by team member, with activities viewable at the project-level or contact-level.

  • From within Results CRM, users can create and send quotes / estimates, schedule follow-ups, and manage their sales pipelines. Quotes can be emailed as PDFs directly from the software.

  • Results CRM's contact management feature provides users with a historic overview of all prospect, customer, vendor, and employee relationships, including their activities, invoices, payments, and more.

  • Users can create a customized process template library and automatically assign tasks to the right people, at the right time.

  • Results CRM FAQs

    Below are some frequently asked questions for Results CRM.

    Q. What type of pricing plans does Results CRM offer?

    Results CRM offers the following pricing plans:

    Starting from: US$25,00/month

    Pricing model: Subscription

    Free Trial: Available

    Pricing starts at $25 per user per month.

    Q. What are the main features of Results CRM?

    Results CRM offers the following features:

    • Action item tracking
    • Activity management
    • Billable hours tracking
    • Calendar management
    • Contact database
    • Contact history
    • Contact management
    • Customer history
    • Document management
    • Drag & drop interface
    • Email integration
    • Email tracking & history
    • Import or Export using standard data formats
    • Microsoft Outlook integration
    • Microsoft SharePoint integration
    • Order management
    • Pipeline management
    • Prioritizing
    • Process management & automation
    • Process management for follow-up or service delivery
    • QuickBooks integration
    • Quote to Invoice - standalone or link to QuickBooks
    • Quotes
    • Sales opportunity management
    • Sales orders
    • Shared group calendars
    • Task management
    • Third party integration
    • Workflow automation

    Q. Who are the typical users of Results CRM?

    Results CRM has the following typical customers:

    Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

    Q. What languages does Results CRM support?

    Results CRM supports the following languages:

    English

    Q. What type of pricing plans does Results CRM offer?

    Results CRM has the following pricing plans:

    Subscription

    Q. Does Results CRM support mobile devices?

    We do not have any information about what devices Results CRM supports

    Q. What other apps does Results CRM integrate with?

    Results CRM integrates with the following applications:

    Constant Contact, Constant Contact, Microsoft Outlook, Office 365, QuickBooks, QuickBooks Online, ShareFile, SmartSwipe, TSheets, TSheets

    Q. What level of support does Results CRM offer?

    Results CRM offers the following support options:

    FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials