Features & benefits

MYOB EXO ClientConnect

MYOB EXO ClientConnect is a simple, easy-to-use multi-user Customer Relationship Management (CRM) program that operates within Microsoft Outlook ®. If you know Microsoft Outlook – you know MYOB EXO ClientConnect.

Your sales team can work together by sharing contact and opportunity data, while sales managers can get an overall view of the sales pipeline and see who is working on what. It’s the perfect contact and sales management solution for growing businesses.

MYOB EXO ClientConnect provides all the tools you need to:

• Access all your critical sales and contact information without having to jump from program to program or dealing with poor synching schemes
• Easily manage clients and prospects
• Quickly find and organise documents, emails and other correspondence
• Organise contacts by categories or groups to effectively target them
• Create and manage sales opportunities
• Integrate with MYOB EXO Business and synchronise debtor, creditor, non-account and contact information *
• Get full quoting and contact integration with your existing MYOB business management software - integration with MYOB Accounting, MYOB Accounting Plus and MYOB Premier^.
• Enhance the performance of your sales team.

MYOB EXO ClientConnect factsheet (PDF 212KB)
MYOB EXO ClientConnect and MYOB EXO Integration factsheet (PDF 312KB)

*MYOB EXO Business (v7.2) and above.
^MYOB Accounting (v18 and above), MYOB Accounting Plus (v18.5 and above), MYOB Premier (v12.5 and above), MYOB Premier Enterprise (v6.5 and above) and
Microsoft Outlook is a registered trademark of Microsoft Corporation in the United States and /or other countries.