CRM

Migrate your Results data

A CRM platform with limited publicly available data; migration specifics require direct verification.

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In its favor

Why people choose Results

The signal that keeps Results on the shortlist. Sourced from G2, Capterra, and customer scoping calls.

Tight QuickBooks Desktop and Online sync — Results positions itself explicitly as a 'must-have for any business that uses QuickBooks', eliminating double-entry between CRM and accounting.

All-in-one SMB suite covering CRM, Sales, Business, and Field Service Management modules in one platform, reducing tool sprawl for service operators.

Field Service module includes mobile photo capture (before/after/during), signature capture, and onsite checklists at $10/user/month, an unusually low add-on price.

Choice of one-time perpetual license OR rent-to-own monthly subscription — no long-term contract requirement, accommodating SMB cash flow preferences.

Pre-built integrations beyond QuickBooks include AvaTax, Zapier, Outlook, Gmail, SMS/Text, WhatsApp, and Calendly — covering common SMB communications and tax-compliance stacks.

Architecture limits — the platform is positioned for SMBs and not designed to scale beyond ~15 users or 15,000 contacts, prompting growing teams to migrate to enterprise platforms.

No public REST API documentation or developer portal — custom integrations beyond the published connectors depend on vendor engagement or Zapier middleware.

QuickBooks-centric integration story leaves teams running NetSuite, Xero, or Sage looking elsewhere for native bidirectional accounting sync.

Heavy reliance on Windows and Office desktop environments may not fit fully browser-native or macOS/Linux remote workforces.

Limited public review volume on G2 and a small community footprint make benchmarking and peer-comparison harder than for category leaders.

Reasons to switch

Why people leave Results

The recurring reasons buyers give for replacing Results. Presented as facts, not knocks.

Platform scorecard

Strengths, weaknesses, and where Results fits

Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.

SWOT — strengths, weaknesses, and use-case fit

Strengths

Tight QuickBooks Desktop and Online integration eliminates double-entry between CRM and accounting.Bundled CRM, Sales, Business, and Field Service modules in one suite reduce tool sprawl for service SMBs.Field Service module at $10/user/month adds mobile photo/signature capture and on-site checklists at low marginal cost.Choice of one-time perpetual license or month-to-month rent-to-own subscription accommodates SMB cash flow constraints.Pre-built integrations with AvaTax, Zapier, Outlook, Gmail, SMS, WhatsApp, and Calendly cover common SMB stack needs.

Weaknesses

Not architected to scale beyond ~15 users or 15,000 contacts.No documented public REST API; custom integrations require Zapier or vendor engagement.QuickBooks-centric story leaves NetSuite/Xero/Sage customers without native integration.Windows/Office desktop dependencies limit fit for fully browser-native or macOS/Linux teams.Limited public review volume on G2 and small community footprint complicate vendor comparison.

Where it works

Small to mid-sized service businesses with two to fifteen users running a unified CRM, project, and field service workflow under one roof.QuickBooks Desktop and Online shops that need bidirectional sync of customers, invoices, and receivables tied to a single sales pipeline.Field service organizations using mobile technicians for signature capture, photo documentation, and on-site checklist execution against scheduled jobs.Distributors and light-manufacturing SMBs handling quotes, sales orders, and basic inventory inside the same system that manages accounts and contacts.Owner-operated firms in North America that prefer a single-vendor business suite over assembling separate CRM, PSA, and accounting connectors.

Where it struggles

Enterprise deployments beyond fifteen users or contact bases exceeding fifteen thousand records, where the suite is not architected to scale.Organizations standardized on NetSuite, Xero, or Sage as the accounting system of record, since the integration story centers on QuickBooks.Modern API-first stacks expecting documented REST endpoints, webhooks, and a public developer portal for custom integrations.Regulated verticals such as healthcare or financial services that require HIPAA, SOC 2, or audit-grade access controls beyond the suite's scope.Distributed remote teams on macOS or Linux who need a fully browser-native experience without Windows or Office desktop dependencies.

Pricing tiers

Results pricing overview

Results uses per-user monthly pricing with module-based tiers per Capterra: CRM at $29/user/month, Sales at $59/user/month, Business at $89/user/month, and Field Service Management as a $10/user/month add-on. A one-time perpetual license is also offered as an alternative to monthly subscription, with no long-term contract requirement on the subscription option. A free trial is available; specific duration is not published.

CRM

Tier 1 of 5

$29/user/month

What's included

Core CRM with contacts, activity tracking, calendar, dashboards, and KPIsDocument management and workflow automationQuickBooks Desktop and Online sync for contactsOutlook, Gmail, SMS, and WhatsApp integrationsFree trial available

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Pricing is informational. FlitStack AI does not bill on Results's schedule — see our quote-based pricing →

What gets migrated

Results object support

Object-by-object support for Results migrations. Per-pair details surface during scoping.

Contacts

Fully supported

Contacts are the primary object across the CRM module. We export with name, email, phone, address, and custom fields preserved 1:1.

Companies

Fully supported

Company/account records link contacts, deals, and projects. We preserve company-to-contact associations during migration.

Deals (Opportunities)

Fully supported

Opportunities with stage, value, expected close date export from the Sales module. Custom pipeline stages export as configuration data.

Leads

Mapping required

Leads are tracked alongside Contacts. Where the destination separates Lead and Contact objects, we map by stage; where it does not, we merge into Contacts with a lifecycle property.

Activities

Fully supported

Activities (calls, emails, meetings, tasks) export with timestamp, owner, and parent record association preserved.

Notes

Fully supported

Free-text notes attached to contacts, companies, deals, and projects export 1:1.

Custom Fields

Mapping required

Custom fields per object export with name and type. We map each to the destination's custom field schema during scoping.

Quotes / Estimates / Sales Orders

Mapping required

Sales module documents (quotes, estimates, sales orders, purchase orders) export with line items. Tax and pricing rule logic is module-specific and may require reconfiguration in the destination.

Invoices (via QuickBooks)

Mapping required

Invoices live in QuickBooks rather than Results itself in most setups. Migration scoping must coordinate which system holds invoicing as the source of truth.

Field Service Jobs

Mapping required

Field Service Management jobs include scheduling, technician assignment, photo and signature attachments, and checklist completions. We map jobs to destination FSM objects, preserving attachments and capturing the checklist results as structured notes.

Attachments (Photos, Signatures, Documents)

Mapping required

Field-captured photos, signatures, and document attachments export as binary files. We re-attach in the destination using migrated record IDs as keys.

Users

Mapping required

User accounts export with role, email, and permissions. We map active users to destination accounts and flag inactive ones for optional import.

Gotchas

What to watch for in Results migrations

Issues we've hit on past Results migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.

High

QuickBooks-linked records have dual sources of truth

Medium

Suite is not architected to scale beyond ~15 users / 15K contacts

Medium

No documented public REST API

Medium

Field Service photos and signatures require separate binary extraction

How a Results migration works

Four steps, Results-specific

Connect

Not publicly documented — vendor relies on pre-built integrations into Results. Scopes limited to read-only on the data we move.

Map

We translate Results-specific structures (custom fields, objects, value lists) to the destination's model.

Sample

Test with a 50–200 record subset to validate Results quirks before production.

Migrate

Full migration with Results rate-limit handling. Rollback available throughout.

FAQ

Results migration FAQ

Answers to the questions buyers ask most during Results migration scoping. Not seeing yours? Book a call.

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Walk through your Results migration with a real engineer — 30 minutes, free, written quote within 24 hours.

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Most Results migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

Ready when you are

Migrate Results.
Without the rebuild.

Free scoping call with a migration engineer. Tell us about your Results setup and destination — written quote back within a business day.

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