Results CRM Features

Results CRM

QuickBooks-integrated CRM for small businsesses

4.24/5 (17 reviews)

Results CRM Feature Summary

  • 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

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (289 other apps)
Activity Dashboard (154 other apps)
Activity Tracking (106 other apps)
Automatic Notifications (142 other apps)
Automatic Reminders (140 other apps)
CRM Integration (101 other apps)
Calendar Management (134 other apps)
Contact Database (101 other apps)
Custom Fields (113 other apps)
Customer Database (107 other apps)
Customizable Branding (135 other apps)
Customizable Reporting (118 other apps)
Customizable Templates (115 other apps)
Data Import/Export (133 other apps)
Electronic Payments (106 other apps)
Email Integration (131 other apps)
Mobile Integration (108 other apps)
Reporting & Statistics (138 other apps)
Social Media Integration (119 other apps)
Third Party Integration (146 other apps)

Competitor Feature Comparison

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
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
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
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.

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
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
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
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: Other

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: Other

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
kelly B

Fantastic solution for a CRM for any SMB.

2015-09-02

Great CRM software.

Rating breakdown

Ease of use
Customer support
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
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

Results CRM had a lot of features that I was looking for in a CRM.

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: Other

Likelihood to recommend

5/10
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