Customer Management

Access to visible, real-time information about your customers

Manage complex customer relationships with confidence with MYOB Exo Finance centralised debtors’ master file, containing information such as:

  • Contact and banking details
  • Credit and payment terms
  • Customer-specific pricing including discounts
  • Customer-specific sales analysis
  • Relevant customer-specific documentation, including notes, Word® and other Office® documents
  • Sales order status
  • Searchable transaction histories, including adjustments, allocations and credit notes

Depending on your business needs, you can also search and query specific jobs, track specific stock transactions by serial number or batch number and add up to 24 extra custom-defined and searchable fields.

For more information please have a read of the Customer Management Factsheet.

Accolades

AwardDiamond-2x
ES-PARTNER-AWARDS-2021-RGB-Exc-Bus-Dev-Exo-AU_reversed
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
North Sydney Awards v3
Telstra Awards 2012