MYOB CRM Integration

EXO's Customer Relationship Manager (CRM) is the perfect solution to managing your clients, contacts and sales

The MYOB Exo CRM Module is a customer relationship management (CRM) tool that is fully integrated with Exo Business. Exo CRM provides complete visibility and control over your end to end sales workflow and will help you manage customer interactions.

Full integration with MYOB Exo Business means that all prospect and customer information from activities, tasks, emails and quotes through to sales histories are available through one centralised database. Such comprehensive integration eliminates the need for any double-handling, inconsistencies or re-keying that inevitably arises through the use of multiple systems.

Flexible customisation allows you to set varying levels of access for users who require administrative rights as opposed to a user who simply needs access to customer information and to create quotes.

To learn more, please read the MYOB Exo CRM factsheet or read MYOB’s whitepaper ‘Harnessing intelligence from your customers with an integrated CRM SYSTEM’.

MYOB Exo CRM Fact Sheet

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Accolades

AwardDiamond-2x
PARTNER-AWARD-2020-EXBUS-EXO-AU
MYOB-WARD-EXCEL-BUS-DEV-EXO-2019-AU
AwardPartner2018-2x
AwardPartner2016-2x
Excellence in Business Development 2015 AU
MYOB EXO Award 2015
AwardPartner2013-2x
AwardSolutions2012-2x