About Results
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1. Results CRM is a dynamic, all-in-one software solution tailored specifically for service-based businesses. It distinguishes itself from traditional CRM platforms by combining core customer relationship management functionalities with project management, service order management, and financial features, providing a comprehensive operational framework. By integrating these functions, Results enables businesses to maintain a 360-degree view of customer relationships, streamline operations, and improve overall efficiency. This makes it particularly appealing to industries that rely on both customer engagement and precise project or service execution. Results CRM emphasizes a user-friendly interface to ensure accessibility for businesses of varying technical expertise. While specific details about its design and layout remain limited, the platform is reportedly easy to navigate, focusing on reducing the learning curve for users. Clear navigation, intuitive organization, and logical workflows are likely key design principles, helping users access essential tools like contact management, sales tracking, and project scheduling without confusion. This attention to ease of use can be crucial for service businesses aiming to quickly onboard employees and maintain productivity.
Pros & Cons
- +Easy workflow: ResultsCRM enhances efficiency and profitability through a well-designed workflow.
- +Quick and easy training: New users are trained swiftly, thanks to effective online training modules.
- +Robust tracking: Allows comprehensive tracking of customer and staff activity, leading to increased efficiencies across the business.
- −Lag and bugs: Some lag when completing multiple tasks and issues with newer features.
- −Lacks pipeline and sales predictions: New manager found it lacking in pipeline and sales forecasting capabilities, leading to a switch to Pipe Drive.
- −Unclean QB synchronization: Issues with QuickBooks synchronization, causing problems during use and implementation.
Features
Key features
- CRM Core
- Contact management, lead tracking, customer relationship management, sales pipeline management (potential).
- Project Management
- Project creation and management, task management, resource allocation (potential), project scheduling, and tracking.
- Service Order Management
- Service order creation, scheduling, dispatch, and tracking.
- Billing and Invoicing
- Invoice generation, payment processing, and financial reporting.
- Accounting Integration
- Seamless integration with QuickBooks Desktop and QuickBooks Online.
- Reporting and Analytics
- Customizable reports on sales, customer activity, project performance, and other key metrics (potential).
- Mobile Access
- Mobile-first design enables access to data and functionalities on mobile devices.
- Communication Tools
- Integration with email, SMS/Text, and potentially other communication channels.
- Document Management
- Secure storage and retrieval of customer documents and project files.
Additional features
- CRM Core
- Contact management, lead tracking, customer relationship management, sales pipeline management (potential).
- Project Management
- Project creation and management, task management, resource allocation (potential), project scheduling, and tracking.
- Service Order Management
- Service order creation, scheduling, dispatch, and tracking.
- Billing and Invoicing
- Invoice generation, payment processing, and financial reporting.
- Accounting Integration
- Seamless integration with QuickBooks Desktop and QuickBooks Online.
- Reporting and Analytics
- Customizable reports on sales, customer activity, project performance, and other key metrics (potential).
- Mobile Access
- Mobile-first design enables access to data and functionalities on mobile devices.
- Communication Tools
- Integration with email, SMS/Text, and potentially other communication channels.
- Document Management
- Secure storage and retrieval of customer documents and project files.
Pricing
Monthly plans
Results CRM
USD 39
Countries & Languages
Interface languages
Billing currencies
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About Results
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Results Details
Results's In-App Market Place
Does Results have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Results CRM
USD 39
Accepted Payment Currencies
USD ($)
Pros & Cons
- Easy workflow: ResultsCRM enhances efficiency and profitability through a well-designed workflow.
- Quick and easy training: New users are trained swiftly, thanks to effective online training modules.
- Robust tracking: Allows comprehensive tracking of customer and staff activity, leading to increased efficiencies across the business.
- Lag and bugs: Some lag when completing multiple tasks and issues with newer features.
- Lacks pipeline and sales predictions: New manager found it lacking in pipeline and sales forecasting capabilities, leading to a switch to Pipe Drive.
- Unclean QB synchronization: Issues with QuickBooks synchronization, causing problems during use and implementation.
Results's Support Options
Email Address
Info@Results-Software.comContact
800-713-7013Results's Alternatives
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