Results CRM is a software solution designed for small and midsize enterprise customers. It offers sales automation, project management, service orders and billing management within the suite. It is available for both Web-based and on-premise deployment.
This system features sales automation, with sales opportunity, quotations and pipeline management functionalities that allow the sales division to design sales processes and assign automated tasks to salespeople. It also features project management, with information, documents and communication handling functionalities which allow project managers to effectively track progress of projects.
Results CRM also offers billing and service order management that help users process and document payments and handle account balances.
Finally, this solution generates reports and features a dashboard to monitor sales activities so organizations can make informed decisions regarding sales processes.
Jeff from The Yard Ramp Guy
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.
I have nothing bad to say about using the product nor working with all of this vendor's personnel.
Engage yourself with the software and with the various people at the software company you are considering. If you cannot discuss a challenging situation or make a recommendation without feeling like your needs and thoughts are being strongly considered, appreciated and treated as though the vendor has a vested interest in your success, walk away.
Cheri from Credo CFOs & CPAs
Employees number: 2-10 employees
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.
Reporting is very difficult. The existing reports don't look very good and without Crystal you can't create new standard reports. Ad hoc reporting is not intuitive. The QBO sync is not standard and doesn't work with all the functions.
Denise from Cargo Control USA
Employees number: 11-50 employees
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.
There is a slight bit of a learning curve if you are familiar with crystal reports. The data is all there but it does take some getting used to in order to be able to pull the reports.
Kerry from Prince CPA Group
Employees number: 11-50 employees
We love how robust Results is! 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. It was also great that Results integrates with Quick Books and Outlook.
There's almost too many options built into Results so it does take time to implement and learn the system fully.
Victoria from FitFigured
I love Results! I get real-time insight into how all my projects are going, and I can focus my time on what actually matters - spending time with my clients.
kelly from TSheets
Great CRM software. Easy to use, modern interface and amazing customer support.