Results CRM Features

Results CRM

QuickBooks-integrated CRM for small businsesses

4.24/5 (17 reviews)

Results CRM Feature Summary

  • 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

Competitor Feature Comparison

API
Action Item Tracking
Activity Dashboard
Activity Management
Automatic Notifications
Billable Hours Tracking
Billing & Invoicing
Calendar Management
Calendar Sync with Google
Chat
Client Management
Collaboration Tools
Commenting
Communication Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer History
Customizable Templates
Data Import/Export
Document Management
Document Storage
Drag & Drop Interface
Email Integration
Email Tracking
Employee Database
Estimating
File Management
Forms Management
Gantt Charts
Microsoft Outlook Integration
Multi-Channel Communication
Opportunity Management
Order Management
Pipeline Management
Prioritizing
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Projections
QuickBooks Integration
Quote Management
Real Time Notifications
Real Time Updates
Reporting & Statistics
Sales Orders
Search Functionality
Social Media Integration
Status Tracking
Task Management
Task Tracking
Template Management
Third Party Integration
To-Do List
Workflow Management
Learn moreCompare App
API
Action Item Tracking
Activity Dashboard
Activity Management
Automatic Notifications
Billable Hours Tracking
Billing & Invoicing
Calendar Management
Calendar Sync with Google
Chat
Client Management
Collaboration Tools
Commenting
Communication Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer History
Customizable Templates
Data Import/Export
Document Management
Document Storage
Drag & Drop Interface
Email Integration
Email Tracking
Employee Database
Estimating
File Management
Forms Management
Gantt Charts
Microsoft Outlook Integration
Multi-Channel Communication
Opportunity Management
Order Management
Pipeline Management
Prioritizing
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Projections
QuickBooks Integration
Quote Management
Real Time Notifications
Real Time Updates
Reporting & Statistics
Sales Orders
Search Functionality
Social Media Integration
Status Tracking
Task Management
Task Tracking
Template Management
Third Party Integration
To-Do List
Workflow Management
Visit WebsiteCompare App
API
Action Item Tracking
Activity Dashboard
Activity Management
Automatic Notifications
Billable Hours Tracking
Billing & Invoicing
Calendar Management
Calendar Sync with Google
Chat
Client Management
Collaboration Tools
Commenting
Communication Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer History
Customizable Templates
Data Import/Export
Document Management
Document Storage
Drag & Drop Interface
Email Integration
Email Tracking
Employee Database
Estimating
File Management
Forms Management
Gantt Charts
Microsoft Outlook Integration
Multi-Channel Communication
Opportunity Management
Order Management
Pipeline Management
Prioritizing
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Projections
QuickBooks Integration
Quote Management
Real Time Notifications
Real Time Updates
Reporting & Statistics
Sales Orders
Search Functionality
Social Media Integration
Status Tracking
Task Management
Task Tracking
Template Management
Third Party Integration
To-Do List
Workflow Management
Visit WebsiteCompare App

Results CRM Feature Reviews

13 reviewers had the following to say about Results CRM's features:

Paul Jarosz

Quality/IT manager

2018-08-30

So far so good. Importing contacts was straight forward.

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

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Denise Godfrey

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

2017-06-28

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

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

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cheri Turner

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

2017-06-29

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

Pros

You can export anything to Excel and manipulate a lot of information.

Cons

Reporting is very difficult.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Linda DiLeo

It is more of a database than a CRM tool. Very old fashion looking for reporting and dashboards

2017-12-13

Pros

It was a good first start for this small company to get all of their contacts organized in one place.

Cons

The included crystal reports were not that helpful for our situation and it was very hard to create new reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Source: Capterra
Helpful?   Yes   No
Read more
Kerry Kaufmann

Results software has provided us with the tools we needed to gain insights into our business.

2017-06-28

Pros

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.

Cons

There's almost too many options built into Results so it does take time to implement and learn the system fully.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Steve Helm

Synchronization with QuickBooks was not clean. Created problems. Still are not using

2017-11-08

Pros

It appeared to meet a need with respect to customer and project management. However, we were unable to fully utilize as we could not complete implementation.

Cons

Invoicing Templates are not sufficient and will need to infest to have custom designed templates.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike Herrera

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

2017-08-03

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Magan Ellixson

The possibilities are endless!

2017-08-04

Pros

The QuickAdd feature is the best!

Cons

It would be nice to be able to mark emails from Outlook that have already been QuickAdded without having to go back into Results to make sure.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Brad Kuehl

Robust CRM and amazing customer support!

2018-03-14

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

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.

Cons

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

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
kelly B

Fantastic solution for a CRM for any SMB.

2015-09-02

Easy to use, modern interface and amazing customer support.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Packaging and Containers company, 1-10 employees)

Small business needing integration with QB desktop version

2018-08-31

Pros

The ease of use and familiarity, it wasn't like learning a brand new program.

Cons

However, overall we are having a relatively easy time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ben First

Easy to use and works well

2018-08-22

Pros

Great customer support, always happy to help!

Cons

I have nothing bad to say, it works well.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Pricilla Pendley

Evaluated this product as a potential CRM replacement solution.

2017-11-02

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

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

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more