Results CRM

An award-winning software that offers a 360-degree view of an entire organization, Results streamlines operations and enhances customer relationships by managing contacts, sales, projects, scheduling, and billing. Results offers seamless integration with QuickBooks Desktop, QuickBooks Online, and other popular apps. In field service, Results ensures adherence to compliance, streamlined communication, automated workflows, optimized scheduling, and real-time tracking for various field and trade services. This comprehensive suite of solutions provides operational excellence, scalability, and user-friendly interfaces, fostering success across service industries.

CRM and Contact Management:

Centralize client relationships with a 360-degree view. Manage prospects, sales, projects, billing, and notes, ensuring a comprehensive understanding and fostering strong client connections.

Scheduling and Service Delivery:

Efficiently manage team workflow, oversee field operations, and ensure consistent service delivery with automated triggers. Achieve organizational alignment and operational excellence for enhanced service outcomes.

Estimates and Sales Orders:

Leverage sales functionality to convert leads into opportunities. Manage sales estimates, orders, and invoices to attract new customers and set them up for long-term success.

Project Management:

Optimize business processes with seamless onboarding for new team members. Increase profitability with a focus on key outcomes and investments for the highest impact.

Time Billing and Invoicing:

Capture before-and-after pictures and signatures and create quotes and invoices onsite. Ensure accurate and efficient billing processes, enhancing overall project and financial management.

Inventory Management:

Standardize and automate key business processes to drive efficiency and consistency. Focus on key outcomes and distribute time and resources for the highest impact, leading to increased profitability.

Document Storage:

Ensure easy access to essential documents, improving collaboration and providing a centralized repository for critical project information.

Field Services:

Facilitate real-time updates from the field access live checklists, schematics, and job materials. Enhance onsite efficiency, capture crucial data, and streamline communication for effective field service operations.

Contacts Web Portal:

Provide clients and partners with dedicated access to pertinent information, creating a transparent and collaborative environment.

Workflow Processes:

Implement automated workflows to perfect business processes, fostering organizational efficiency and ensuring consistent service delivery.

Key Performance Indicators (KPIs):

Monitor and measure organizational performance with robust KPI tracking, gaining actionable insights for continuous improvement and informed decision-making.

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unded in 1985, Results Software provides CRM solutions for service operations and field service management to a diverse client base. Results helps organizations of all sizes streamline their operations, improve efficiencies, and increase their performance with its award-winning

software and services. Results Software offers a wide range of services to customers,

including consulting and business analysis, custom programming, data integration and conversion, deployment services, and training.

1818 Library Street, Suite 500

Herndon, Virginia 20190

Tel: 800-713-7013 or 703-713-9100

Email: Info@Results-Software.com

Website: www.Results-Software.com

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Firm Management