| Price | Not available. |
|---|---|
| Rating | 4.2/5 Based on 17 reviews on Capterra. |
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| Developer | Results Software. |
Results CRM is an all-in-one business management platform that helps companies manage customer relationships, jobs, projects, billing, and field service workflows from one system. It brings together contact history, communications, orders, project details, invoices, payments, documents, and other day-to-day business information in one place. This gives office and field teams a more complete view of each customer and helps them work with the same up-to-date information.
Results CRM also integrates with QuickBooks, allowing businesses to keep important records such as contacts, jobs or projects, items and pricing, invoices, payments, and related data aligned across both systems. This reduces duplicate entries, improves data accuracy, and allows different teams to continue working in the platform that best fits their role while staying connected to the same business and financial information.
Keep a 360-degree view of client and contact history, including communications, orders, invoices, payments, project details, and documents, so teams can respond faster and stay aligned.
Automate repetitive actions such as project creation, client communication, and task assignment to standardize work, reduce manual effort, and improve consistency across daily operations.
Manage calendars, tasks, dispatch activity, and service schedules in one place so teams can track work clearly and keep delivery moving on time.
Store agreements, proposals, images, diagrams, manuals, and project files in one central location so users can access current information without searching across multiple systems.
Track opportunities, manage quotes, convert sales orders into invoices, and support time-based billing to improve revenue flow and reduce billing delays.
Automatically update both Results CRM and QuickBooks software with just a click of a button. Users can access the latest information from customers, jobs, and employees.
Running Results CRM with QuickBooks on Cloud creates a more connected setup, reduces data silos, and adds benefits such as secure remote access, backup, and reliable uptime.
Multi-level security infrastructure safeguards your Results CRM data with features such as multi-factor authentication, 256-bit data encryption, managed EDR, access controls, patch management, antivirus, and more.
24x7 dedicated support is available via phone, chat, or email. Our expert team ensures swift responses and effective resolutions to prevent downtime and maintain smooth accounting processes.
An SLA-backed guarantee of 99.99% uptime ensures uninterrupted operations for all Results CRM users. Our Business Continuity and Disaster Recovery (BCDR) plan guarantees continuous operations, even in the event of a disaster.
High-Performance Computing (HPC) servers provide a seamless, real-time experience with no lag. Multiple users can work on Results CRM simultaneously from different remote locations without any performance degradation.
All business applications, including Results CRM, have unlimited data storage. A 45-day automated backup solution safeguards against ransomware, phishing, and other advanced threats.
Multiple Tier-4 and Tier-5 data centers securely host your data and applications with redundant infrastructure and fault-tolerant systems. Comprehensive security measures include 24x7 CCTV surveillance and multi-level access restrictions.
Results CRM connects with QuickBooks Desktop and QuickBooks Online to keep key data aligned across both systems. Results from the CRM and QuickBooks integration on Ace Cloud Hosting help reduce manual work, improve accuracy, and give teams better visibility.
Link Results CRM with QuickBooks Desktop to create a connected workflow between your CRM and accounting system.
Enable the bi-directional integration so both systems can stay updated with shared records instead of relying on manual entry.
Keep contacts, jobs or projects, items and pricing, invoices, payments, and related records aligned between Results CRM and QuickBooks.
Once connected, teams can work in Results CRM or QuickBooks while keeping information current, accurate, and easier to manage across both platforms.
