Results CRM Pricing, Features, Reviews & Comparison of Alternatives

Results CRM

QuickBooks-integrated CRM for small businsesses

4.24/5 (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.
www.results-software.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
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. 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!

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Jeff Mann

Results CRM Delivers Big Results for The Yard Ramp Guy

Reviewed 2015-06-26
Review Source: Software Advice

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.

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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.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.

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Mike Herrera

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

Used daily for 2+ years
Reviewed 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.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.

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Cheri Turner

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

Used daily for 1-2 years
Reviewed 2017-06-29
Review Source: Capterra

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

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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 (302 other apps)
Activity Dashboard (173 other apps)
Activity Tracking (127 other apps)
Automatic Notifications (167 other apps)
Automatic Reminders (162 other apps)
CRM Integration (116 other apps)
Custom Fields (131 other apps)
Customer Database (124 other apps)
Customizable Branding (152 other apps)
Customizable Reporting (132 other apps)
Customizable Templates (133 other apps)
Electronic Payments (115 other apps)
Email Templates (111 other apps)
Mobile Integration (119 other apps)
Reporting & Statistics (172 other apps)
Social Media Integration (129 other apps)

Additional information for Results CRM

Key features of Results CRM

  • 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
  • Prioritizing
  • Quotes
  • Sales opportunity management
  • Workflow automation
  • Sales orders
  • Task management
  • Contact history
  • Shared group calendars
  • Email tracking & history
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.