So far so good. Importing contacts was straight forward. working on Calendar next

Easy installation and works well with SQL instance.

Need to work on 64 bit Office integration.

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.

I have had the pleasure of working with a company that usesResultsCRM for their sales team. I was on the review and implementation task force. The company was midsize and need a CRM that would integrate with other software/tools they utilize like Quickbooks and Outlook. After sitting down with ResultsCRM's support team to learn more about the features and functionality this CRM had we fell in love with it. This CRM is surprisingly robust and offers a very user-friendly interface! 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. I worked very closely with Results implementation team throughout the project and they were great, they ensured that everything went smoothly. I also assist with the Administristraion of this product and work with the sales team to customize this product for their needs. I would highly recommend this product if you are on the fence!

I have had zero complaints from our first discovery meeting to finishing up the implementation. Results customer support/implementation team worked with us to ensure everything was working efficiently and we were prepared to take over.

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.

Results CRM had a lot of features that I was looking for in a CRM. The ability to migrate data from our accounting software into the CRM was a huge plus.

The conversion process was too daunting and required a lot of dedicated hardware and internal manpower in order to be affordable.

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.

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.