Results CRM

All-in-one CRM, business operations, and field service management software built to keep customer data, jobs, documents, billing, and QuickBooks in sync.

Results CRM Details

Price Not available.
Rating 4.2/5 Based on 17 reviews on Capterra.
Business Function
Industry
Developer Results Software.

What is the Results CRM?

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.

Key Features of Results CRM

Entity Management

Business Relationship Management

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.

Automated Payment Reconciliation

Automated Payment Reconciliation

Automate repetitive actions such as project creation, client communication, and task assignment to standardize work, reduce manual effort, and improve consistency across daily operations.

AI-Powered Insights

Task Management and Scheduling

Manage calendars, tasks, dispatch activity, and service schedules in one place so teams can track work clearly and keep delivery moving on time.

Self-Service Supplier Management

Document Management

Store agreements, proposals, images, diagrams, manuals, and project files in one central location so users can access current information without searching across multiple systems.

ERP Integration

Sales, Billing, and Invoicing

Track opportunities, manage quotes, convert sales orders into invoices, and support time-based billing to improve revenue flow and reduce billing delays.

Tax & Regulatory Compliance

Bi-Directional Integration

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.

Simplify Workflows with Results CRM and QuickBooks on Ace Cloud Hosting

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.

Entity Management

Bank-level Security

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.

Automated Payment Reconciliation

Round-the-clock Support

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.

AI-Powered Insights

All-time Availability

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.

Self-Service Supplier Management

Unparalleled Performance

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.

ERP Integration

Unlimited Storage

All business applications, including Results CRM, have unlimited data storage. A 45-day automated backup solution safeguards against ransomware, phishing, and other advanced threats.

Tax & Regulatory Compliance

Advanced Infrastructure

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.

Integrate QuickBooks and Results CRM on Ace Cloud Hosting

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.

Step 1
setting

Link Results CRM with QuickBooks Desktop to create a connected workflow between your CRM and accounting system.

Step 2
access

Enable the bi-directional integration so both systems can stay updated with shared records instead of relying on manual entry.

Step 3
billing-method

Keep contacts, jobs or projects, items and pricing, invoices, payments, and related records aligned between Results CRM and QuickBooks.

Step 4
bill-workflow

Once connected, teams can work in Results CRM or QuickBooks while keeping information current, accurate, and easier to manage across both platforms.

Frequently Asked Questions

Can teams use Results CRM without giving every user access to QuickBooks?

Yes. Results CRM’s QuickBooks integration helps businesses limit the number of QuickBooks users while still giving teams access to the customer, job, and billing history they need in Results CRM.

Along with QuickBooks Desktop and QuickBooks Online, Results CRM also integrates with tools such as Outlook, Gmail, AvaTax, Zapier, SMS/Text, WhatsApp, and Calendly.

Hosting both applications on Ace Cloud Hosting creates a more connected cloud setup with secure remote access, 99.99% uptime, 45-day automated backups, and business continuity support.

Results CRM can keep key records aligned across both platforms, including contacts, jobs or projects, items and pricing, invoices, and payments.

Yes. Results CRM integrates with QuickBooks Desktop and QuickBooks Online to sync records such as contacts, jobs or projects, items and pricing, invoices, and payments, which helps cut double entry and reduce errors.

Reviews

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"Best CRM in recent times with great customer services"
Review Ong2-logo
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“So far so good. Importing contacts was straight forward. working on Calendar next"
Review Onsoftware-advice
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“Easy to use and works well"
Review OnCapterra-logo