Results | CBG
Do More with Results
Award-Winning Platform to Run Your Business Smarter—From CRM and Operations to Field Service Management
Business Operations • One Connected Platform
Manage customer relationships, sales, operations, field service, projects, billing, payments, and reporting from a centralized platform that improves productivity, visibility, and business performance.
Operations & Workflow Management
Connect teams, automate processes, manage projects, and improve operational visibility across daily business activities.
Customer Management
Manage contacts, opportunities, communications, documents, customer history, and business relationships from a centralized CRM platform
Field Service Management
Schedule jobs, manage technicians, track service activities, capture field information, and improve service delivery with real-time visibility.
Financial Operations
Manage billing, payments, timesheets, and accounting workflows while maintaining accurate financial information across the business.
Results CRM
Base Product
Contact & Relation Management
Activity & Assignment Management
Calendar and Day Planning
Document Management
Dashboard & KPIs
Workflow & Process Management
Starting at $29 /user/month
Results Sales
Includes Results CRM
Opportunity & Pipeline Management
Lead Management
Campaign Management
Estimate / Quote Management
Sales Management
Inventory with Order History
Starting at $52 /user/month
Results Business
Includes Results Sales
End-toEnd Business Management
Project Management
Invoice Management
Time and Service Billing
Payment Management
Purchase Order Management
Starting at $74 /user/month
Field Service Management
Coordinate Field Technicians and Installers
Manage Work From Any Device
Capture Pictures and Signatures
Create Estimates & Invoices and Receive Payments*
Filed Service Management (FSM)
* Filed Service management Plus
Starting at $29 /user/month
Starting at$44/user/month
Integrations
