Results CRM Pricing, Features, Reviews & Comparison of Alternatives

Results CRM

QuickBooks-integrated CRM for small businsesses

4.24/5 (17 reviews)

Results CRM overview

What is Results CRM?

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.
www.resultscrm.com

Pricing

Starting from
$25/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Results CRM screenshot: Manage group calendarsResults OverviewResults CRM screenshot: Manage unlimited contacts and their historiesResults CRM screenshot: Track sales opportunities & prospectsResults CRM screenshot: Create a library of customized, automated sales processesResults CRM screenshot: Organize documents & document links in Results CRMResults CRM screenshot: Create and send accurate quotes from within Results CRM

Results CRM reviews

Value for money
Features
Ease of use
Customer support
  4.0
  4.1
  4.2
  4.5
Paul Jarosz

Quality/IT manager

Used daily for less than 6 months
Reviewed 2018-08-30
Review Source: Capterra

So far so good. Importing contacts was straight forward. working on Calendar next

Pros
Easy installation and works well with SQL instance.

Cons
Need to work on 64 bit Office integration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Brad Kuehl

Robust CRM and amazing customer support!

Used daily for 1-2 years
Reviewed 2018-03-14
Review Source: Software Advice

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
Features
Customer support

Likelihood to recommend: 8/10

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Pricilla Pendley

Evaluated this product as a potential CRM replacement solution.

Reviewed 2017-11-02
Review Source: Capterra

I was able to better determine what our internal needs were. It was also helpful to have a cost comparison for more expensive products that offer the same functionality.

Pros
Results CRM had a lot of features that I was looking for in a CRM. The ability to migrate data from our accounting software into the CRM was a huge plus.

Cons
The conversion process was too daunting and required a lot of dedicated hardware and internal manpower in order to be affordable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Jeff Mann

Results CRM Delivers Big Results for The Yard Ramp Guy

Reviewed 2015-06-26
Review Source: Software Advice

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
Features
Customer support

Likelihood to recommend: 10/10

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Denise Godfrey

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

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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Results CRM pricing

Starting from
$25/month
Pricing options
Free trial
Subscription
View Pricing Plans

Pricing starts at $25 per user per month.

Results CRM features

Calendar Management
Data Import/Export
Email Integration
Third Party Integration

API (397 other apps)
Activity Dashboard (250 other apps)
Activity Tracking (179 other apps)
Automatic Notifications (218 other apps)
CRM Integration (144 other apps)
Custom Fields (157 other apps)
Customer Database (174 other apps)
Customizable Branding (223 other apps)
Customizable Reporting (178 other apps)
Customizable Templates (192 other apps)
Electronic Payments (152 other apps)
Real Time Data (145 other apps)
Reminders (198 other apps)
Reporting & Statistics (270 other apps)
Social Media Integration (188 other apps)
Surveys & Feedback (162 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Results CRM

Key features of Results CRM

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

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.