Results Software

Results CRM Products Feature Comparison


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  CRM
Standard		 CRM
Plus		 CRM
Business Suite
Contact Management
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Track an unlimited number of contacts and contact types check  check  check 
Phonetic Search to find contact records based on how their name sounds, regardless of how their name is spelled
Show Me		 check check check 
Browser-style instant search for Contacts from any module, without accessing the Contact module first check check check 
Search on any field in the main contact table as well as all related tables, like order history, for targeted follow-up check check check
Track an unlimited number of Associates per contact check check check
Attach any document (local or web-hosted) or folder to any contact, appointment, sales opportunity or project check check check
Attach Social Media links to any contact, so you can reach them anywhere and at anytime check check check
Group and categorize contacts for tracking and management, along with relevant dates & remarks check check check
Export selected contacts to Excel & PDF files check check check
Built-in List Management features like Mass Update, to globally update selected contact records and add/remove contacts from Groups check check check
Unique tool to create assigned tasks, to any user, to follow-up with specific contacts that are interactively selected via an intuitive Data Management Center (DMC) check check check
Interactively identify and manage potential duplicates based on various criteria like phonetic & exact name, email, phone numbers and address information check check check
Option to combine duplicate records including automatic handling of related data like activities, quotes & invoices check check check
Integrate with Microsoft Outlook to capture emails (with all attachments), send emails and bi-directionally synchronize contacts and appointments check check check
Use the Combine Contacts module to restructure multiple Outlook contacts into a company hierarchy - with a Primary contact and unlimited Associates check check check
Integrate with QuickBooks to synchronize Customer, Vendor and Employee Contact data check check check
Option to exclude leads/prospects and specific fields and contact types from the QuickBooks synchronization. check check check
Calendar & Scheduling
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Instantly view appointments and to-do lists check check check 
View and schedule activities on other users' calendars check check check 
Link activities to customers, projects and sales opportunities check check check 
Track upcoming Activities and deadlines on Home Page check check check
Create and automate standard business processes check check check
Automatically trigger a process by completing an event check check check
Notify others of scheduled appointments check check check
Integrate with Outlook to synchronize calendars and activities check check check
Sales Force Automation (SFA)
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Track, Manage and Graph Sales Opportunities check check check 
Create, View, Edit, Print and Email Quotes check check check 
Use sales history for targeted prospect lists and campaigns check check check 
Track and report on Referral sources check check check
Analyze and track lead sources and their profitability check check check
Import Estimates from QuickBooks check check check
Marketing Management
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Auto-generate letters, emails & forms with contact information check check check 
Create and manage targeted promotions and campaigns check check check 
Manage Newsletter and Mailing Lists check check check 
Track the success and expenses of advertisements or campaigns check check check
Sales Order Management
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Instantly convert Quotes to Sales Orders check check check 
Instantly convert Sales Orders into full or partial Invoices check check check 
Easily manage and report on open Sales Orders check check check 
Integrate with QuickBooks to Synchronize Sales Orders check* check* check*
Product & Services Pricing & Inventory Management
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Manage product & Services costs and prices check check check 
Track Inventory Levels and create re-order reports check check check 
Track Product Line profitability     check 
Automatically update inventory with invoices and shipments     check
Synchronize inventory levels and product descriptions with QB check* check* check*
Purchase Order Management
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Instantly Convert Selected Quote Line Items to a Purchase Order check
View the status of Purchase Orders created in QuickBooks     check
Integrate with QuickBooks to Synchronize Purchase Orders     check*
Expense Tracking
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Track reimbursable expenses per User check check check 
Associate Expenses to Contacts check check check 
Associate Expenses to Projects/Job  check check check 
Link Expenses to Invoices for reimbursement check check check
Timesheet Tracking
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Time Sheet tracking check* check* check *
Monitor employee time with billable vs. non-billable tracking check* check* check* 
Export timesheet information into QuickBooks check* check* check *
Service/Work Order Management
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Schedule work orders and services   check check 
Easily convert Service Orders to Invoices     check 
Combine Products and Services on Service Orders   check check 
Project/Job & Contract Management
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Convert Sales Opportunities into Projects   check check 
Manage activities to meet the project/contract goals   check check 
Link activities to projects/contracts   check check 
Track overall contract value, associated costs & profit margins   check check
Track invoices, payments and expenses per project & contract     check
Synchronize Results Projects with QuickBooks Jobs   check* check*
Time-Billing, Renewal Billing & Recurring Billing
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Instantly invoice billable time     check 
Auto-generate recurring invoices     check 
Roll-up multiple billable entries per unique task     check 
Generate separate invoices per project     check
Invoice & Payment Management
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Easily convert Quotes or Sales Orders into Invoices     check 
View, edit, print or email Invoices     check 
Identify unique invoice form per client for immediate printing or emailing of an invoice     check 
Identify unique Bill-To or Ship-To address per client for correct invoicing every time     check
Record payments against Invoices     check
Instantly invoice billable time and recurring subscriptions     check
Synchronize Invoices with QuickBooks     check
Search by QuickBooks or Results Invoice #s     check
Management Reports
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Access over 160 Standard Reports & Forms check check check 
Save Reports & Forms to PDF files for sharing check check check 
Export Reports to Data files like Excel, Word... check check check 
Dynamic data grouping for ease of Navigation check check check
Instant search within Report Preview check check check
Build and save your own Ad-Hoc reports check check check
Advanced Searches & Views
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Basic and advanced search capability check check check 
Create searches using any database fields check check check 
Find records based on "sounds-like" (phonetic) spelling check check check 
Save common searches for easy access and re-use by staff check check check
Personal Home Pages & Company Customization
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Customize each user's Home Page based on their role & preferences check check check 
Create company-specific drop down menus check check check 
Add company-specific field names to screens check check check 
Tools & Security Management
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Group-Level Security with Modify, View-Only & No Access to records or modules check check check 
Customize user views and preferences check check check 
Restrict certain users to assigned records only check check check 
Use the Start-up Wizard for easy and rapid deployment check check check

Results CRM QuickBooks Integration (QBI)

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Advanced Outlook Integration via Results QuickAdd 

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Results CRM Constant Contact Integration 

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SmartVault Integration 

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XpandedReports Integration 

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SharePoint Integration 

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  More Info More Info More Info 

* Feature is available with optional Add-on
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