Additional information for Results CRM
Key features of Results CRM
View All Features
- Billable hours tracking
- Document management
- Calendar management
- Action item tracking
- Activity management
- Quote to Invoice - standalone or link to QuickBooks
- Process management for follow-up or service delivery
- Contact database
- Customer history
- Drag & drop interface
- Import or Export using standard data formats
- Email integration
- Order management
- Pipeline management
- Contact management
- Process management & automation
- Microsoft Outlook integration
- QuickBooks integration
- Microsoft SharePoint integration
- Third party integration
- Sales opportunity management
- Workflow automation
- Sales orders
- Task management
- Contact history
- Shared group calendars
- Email tracking & history
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.