Results CRM & Business Suite

4 / 5 11 reviews

Who Uses This Software?

Results helps organizations of all sizes streamline their operations, improve efficiency and increase their performance.


Average Ratings

11 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $19.00/month/user
    See pricing details
  • Pricing Details
    Options: monthly billing
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Results Software
  • www.resultscrm.com/
  • Founded 2002
  • United States

About Results CRM & Business Suite

Results connects all departments together, becoming your one-stop-shop for accessing company information. The award-winning product enables companies to build amazing business relationships, automate processes, grow sales, improve service, manage projects, and control billing. Built-in integrations automate information sharing between applications such as QuickBooks, Outlook, Constant Contact and more!


Results CRM & Business Suite Features

  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Point of Sale (POS)
  • Purchasing
  • Time & Expense Tracking
  • Training Management
  • Vendor Management
  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal

Results CRM & Business Suite Reviews Recently Reviewed!

Synchronization with QuickBooks was not clean. Created problems. Still are not using

Nov 08, 2017
2/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
Likely
Extremely
Likely

Pros: It appeared to meet a need with respect to customer and project management. However, we were unable to fully utilize as we could not complete implementation. Still would like to implement if we can overcome hurdles.

Cons: QB Synchronization not clean. Created problems that hampered use and implementation. Still need to resolve but have not been able to devote the time to it.
Invoicing Templates are not sufficient and will need to infest to have custom designed templates. It would be helpful if we could just use the Quickbook invoices.

I saw it on a webinar but never used.

Nov 06, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: It seems like a sharp tool but as I said I never used it but saw a webinar on it. I could see it benefit me if I had the budget for it but just starting my own accounting consulting business.

Overall: In seeing the webinar I saw and learn of a great tool. It has many functions but a I have other software that do the same thin but be nice if I could consolidated software products and get work added to the product rather than doing it manually.

Evaluated this product as a potential CRM replacement solution.

Nov 02, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: Results CRM had a lot of features that I was looking for in a CRM. The ability to migrate data from our accounting software into the CRM was a huge plus.

Cons: The conversion process was too daunting and required a lot of dedicated hardware and internal manpower in order to be affordable.

Overall: I was able to better determine what our internal needs were. It was also helpful to have a cost comparison for more expensive products that offer the same functionality.

The possibilities are endless!

Aug 04, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: We've been using this program since 2011 and love it! It captures a lot of our customer interactions which we can query on at a later time. We also love that it integrates with QuickBooks and Outlook. The QuickAdd feature is the best!

Cons: It would be nice to be able to mark emails from Outlook that have already been QuickAdded without having to go back into Results to make sure.

We were able to customize it for our unique needs by using the variety opportunities and projects

Aug 03, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: We use the opportunities as a sales funnel which allows us to move items through the process and we can see right where we are at. This is very valuable in forecasting and planning. We run our entire sales process through Results.

Cons: I wish we could change some of the field names that are static in the standard forms. We use the software differently than intended - but all the buckets and text fields are very helpful - when we pull them out using adhoc reports.

Overall: I would recommend it for firms that are sales oriented. We didn't find the web version really usable when we tried awhile back.

It's a great product with big returns for minimal dollars.

Jun 29, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: It's incredibly flexible and allows us to run our business our way. It is intuitive in look and feel because it is similar to Office products. Customer support is top notch. Pricing model works well for our office. You can export anything to Excel and manipulate a lot of information.

Cons: Reporting is very difficult. The existing reports don't look very good and without Crystal you can't create new standard reports. Ad hoc reporting is not intuitive. The QBO sync is not standard and doesn't work with all the functions.

Overall: Use it all the time. It helps with process flow and confirming that we have touched each client.

Results gives our sales team all the tools they need at their finger tips.

Jun 28, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Results is very user friendly. We are able to train new users quickly and easily. We have especially loved the ability to take care of online training modules provided by results!
My sales team is able to see purchase history for an account, both frequency and specific items purchased, therefore making every contact with a client both informative and productive.

Cons: There is a slight bit of a learning curve if you are familiar with crystal reports. The data is all there but it does take some getting used to in order to be able to pull the reports.

Overall: Ease of use for the team, and increased sales for the company. We are able to effectively and efficiently plan calls to both existing clients and potential new ones and get the most out of that contact because all of their history is easily accessible to us.

Results software has provided us with the tools we needed to gain insights into our business.

Jun 28, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: We love how robust Results is! There are so many areas where we can track our customer and staff activity in such an easy format, that we have gained efficiencies in almost every area of our business. It was also great that Results integrates with Quick Books and Outlook.

Cons: There's almost too many options built into Results so it does take time to implement and learn the system fully.

Results CRM to the Rescue!

Sep 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I love Results! I get real-time insight into how all my projects are going, and I can focus my time on what actually matters - spending time with my clients.

Fantastic solution for a CRM for any SMB.

Sep 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Great CRM software. Easy to use, modern interface and amazing customer support.

Results CRM Delivers Big Results for The Yard Ramp Guy

Jun 26, 2015
5/5
Overall
4.5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I have worked with many boutique or proprietary software companies over the last 20 years. Technically speaking, Results delivers outstanding emulation of a Windows environment along with smooth, consistent interplay with QuickBooks and Outlook. From a practical perspective, Results is intuitive and comprehensive. I am able to train new users very quickly. We are four individuals working from our respective homes. Yet with Results, it is as if we were in the same room. As for Results, the vendor, you could not possible ask for more. Everyone from the owner to the technical assistance personnel and even the sales department define professionalism. They understand my business and my particular application of their product. They are willing to advise and collaborate. This is a big deal because oftentimes, small software companies can be defensive and/or give push back. You will enjoy working with Results and consider them your co-workers rather than just a vendor.

Cons: I have nothing bad to say about using the product nor working with all of this vendor's personnel.

Recommendations to other buyers: Engage yourself with the software and with the various people at the software company you are considering. If you cannot discuss a challenging situation or make a recommendation without feeling like your needs and thoughts are being strongly considered, appreciated and treated as though the vendor has a vested interest in your success, walk away.