Highlights : About Results CRM
Product Details
Features
Calendar management
Email integration
Shared group calendars
Microsoft SharePoint integration
Sales opportunity management
Pipeline management
Process management & automation
Quote to Invoice - standalone or link to QuickBooks
Import or Export using standard data formats
Process management for follow-up or service delivery
Action item tracking
Billable hours tracking
Document management
Contact management
Benefits
As well as capturing general information on sales opportunities and prospects, users can track the specific activities, statuses, documents, quotes, and notes associated with each opportunity.
The Results Workgroup calendar can be viewed in daily, weekly, or monthly views, as well as by team member, with activities viewable at the project-level or contact-level.
From within Results CRM, users can create and send quotes / estimates, schedule follow-ups, and manage their sales pipelines. Quotes can be emailed as PDFs directly from the software.
Results CRM's contact management feature provides users with a historic overview of all prospect, customer, vendor, and employee relationships, including their activities, invoices, payments, and more.
Users can create a customized process template library and automatically assign tasks to the right people, at the right time.
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