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:

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