Results CRM

Results is an award-winning Customer Relationship Management (CRM) system that goes beyond typical CRM to deliver an integrated enterprise-level CRM, Project and Business Management solution at an affordable small business price.

Results helps businesses grow and prosper by delivering a complete and flexible approach to business information management and business process automation for sales & marketing, service delivery, customer service, project management, timesheets, time-billing, renewal-billing, invoicing, order tracking, payment history & inventory control along with bi-directional QuickBooks and Outlook Integration.

Results CRM can be owned, with a one-time purchase, and is available in a pay-as-you-go model with a month-to-month licensing that does not require a long term contract.

Users decide on the delivery platform that is best for their company by choosing between an install-your-own (OnPremises) and browser-based Web solution, or an In-the-Cloud (Hosted) solution.

Results CRM, Project and Business Suite can be combined with Results for the Web (R4W), Results Mobile and the Results Time Management Portal to provide office and remote users access anytime, anywhere.

Results CRM Integration with SmartVault

The Results SmartVault Integration provides Results CRM users with an innovative and effective in-the-cloud online document storage. Using this tool, users can scan, upload, and attach documents to any Results CRM record. Results users can access the attached documents from within Results or directly from SmartVault’s custom-branded client portal. This integration leverages Results’ and SmartVault’s renowned bi-directional integration with QuickBooks to deliver the ultimate 3-way document management solution for Results CRM, SmartVault and QuickBooks users.

The Results SmartVault Integration will allow you to gain full visibility of data across the organization and will provide a seamless experience for scanning, viewing, and accessing documents. With Results and SmartVault, you can:

  • Scan & attach documents to any Results record
  • Attach & view documents at the company or record-levels
  • Access documents from within Results or from SmartVault
  • Access documents at anytime from anywhere via Web Portal

Consider the value of Results CRM’s bi-directional integration with both SmartVault and QuickBooks:

  • SmartVault documents can be added by any user to any record in either Results or QuickBooks
  • After a Results QBI Sync, the documents will continue to be available in both systems, without duplicating storage, regardless of what system they were added

Results CRM Links

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