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Results CRM

QuickBooks-integrated CRM for small businsesses

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Results CRM Pricing, Features, Reviews and Alternatives

Results CRM product overview

Price starts from

$

25

/momonth
Per User

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.

Key benefits of using Results CRM

  • 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.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    FAQs/Forum
    Phone Support
    Knowledge Base
    Chat

    Training options

    In Person
    Webinars
    Live Online
    Videos
    Documentation

    Results CRM pricing information

    Value for money

    4.0

    /5

    17

    Price starts from

    $

    25

    /momonth
    Per User

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    Results CRM features

    Functionality

    4.1

    /5

    17
    Total Features38 5 categories

    Most valued features by users

    Third Party Integrations
    Email Marketing
    Data Import/Export
    Contact Management
    CRM
    Calendar Management
    Email Management
    Pipeline Management

    Functionality contenders

    Results CRM users reviews

    Overall rating

    4.2

    /5

    17

    Positive reviews

    82%

    Write a review
    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7.92/10
    Rating distribution

    5

    4

    3

    2

    1

    9

    5

    1

    2

    0

    Pros
    We love how robust Results is. There are so many areas where we can track our customer and staff activity in such an easy format, that we have gained efficiencies in almost every area of our business.

    KK

    Kerry K.

    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.

    DG

    Denise G.

    Results has done a wonderful job at creating an easy workflow and I believe we will be increasing our efficiency and profitability by using ResultsCRM.

    AR

    Anonymous Reviewer

    Cons
    There is a small amount of Lag when trying to complete multiple tasks at once, and there are some of the newer features that are a bit buggy.

    AR

    Anonymous Reviewer

    New manager did not like because had no pipe line and sales predictions. We have stopped using and are now using Pipe Drive.

    LD

    Linda D.

    QB Synchronization not clean. Created problems that hampered use and implementation.

    SH

    Steve H.

    Overall rating contenders

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

    Quality/IT manager

    Reviewed 3 years ago

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

    Robust CRM and amazing customer support!

    Reviewed 4 years ago

    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...

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend5/10

    Share this review:

    Evaluated this product as a potential CRM replacement solution.

    Reviewed 4 years ago

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Results CRM Delivers Big Results for The Yard Ramp Guy

    Reviewed 6 years ago
    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...

    Cons

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

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

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

    Reviewed 4 years ago

    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.

    Results CRM FAQs and common questions

    Results CRM has the following pricing plans:
    Starting from: $25.00/month
    Pricing model: Subscription
    Free Trial: Available


    Results CRM has the following typical customers:
    Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


    Results CRM supports the following languages:
    English


    No, Results CRM does not have an API available.


    Results CRM integrates with the following applications:
    Constant Contact, Microsoft Outlook, QuickBooks Online Advanced, QuickBooks Time, ShareFile, Microsoft 365, QuickBooks Online, SmartSwipe


    Results CRM offers the following support options:
    Email/Help Desk, FAQs/Forum, Phone Support, Knowledge Base, Chat

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