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Results CRM Integration Options

Integrate with the Products You Use Every Day

Finally, a CRM that integrates with the products you use every day! Results CRM integrates with the following products, providing you with full data visibility from within one application:

QuickBooks Integration

Results CRM QuickBooks Integration:

  • Bi-directionally synchronize customer, vendor, employee item, estimate, sales order, invoice and payment data
  • Get full visibility of the financials of each customer, regardless of what system the data is entered in
Outlook Integration

Results CRM Outlook Integration:

  • Import any email with formatting & all attachments
    intact and link it to a Contact, Sales Opp. or Project
  • Bi-directionally synchronize Contacts & Appointments
Constant Contact Integration

Results CRM Constant Contact Integration:

  • Create Contact Lists and upload to Constant Contact
  • View detailed Email Campaign reports within Results
  • Open & update contacts from the Campaign reports
SmartVault Integration

Results CRM SmartVault Integration:

  • Scan and attach documents to any Results record
  • Unique 3-way integration for QuickBooks users — after
    sync, view same document in Results CRM and QuickBooks

Results CRM ShareFile Integration:

  • Provides users instant access to their files, in sync across all their devices
  • Enables secure, cloud-based file sharing within Results CRM
  • Easily send, receive, sync and store large files with anyone, anywhere

Results CRM XpandedReports Integration:

  • Access Advanced QuickBooks Reports from Results CRM
  • Extends workflow efficiency via a highly flexible, streamlined solution for sharing QuickBooks reports
SharePoint Integration

Results CRM SharePoint Integration:

  • Instantly access your company’s SharePoint site
  • Attach SharePoint documents to contacts & projects
  • Supports network-based & Microsoft Online Services