EXO CRM
MYOB EXO CRM is fully integrated with EXO Business so you can manage all your prospects and customer information from activities, tasks, emails and quotes through to sales histories in one system. Such comprehensive integration eliminates the duplication of effort, inconsistencies and subsequent errors typically experienced when using multiple systems.
Thanks to flexible customisation, you can set varying levels of access for those who require information vs. those who need to perform administrative actions. And, because everything feeds from the same central data base, you can take comfort knowing that your sales team will always be armed with current, accurate information.
Integration, accuracy and flexibility – three words that define the perfect customer relationship solution for growing businesses.
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EXO CRM features and benefits include:
- Access to real-time, accurate customer information including stock levels and pricing arrangements – anywhere, any time with thanks to live integration with EXO Business
- Simple management of contacts including prospects and customers
- MyDay tool – a customisable space that allows you to view all your activities including tasks, opportunities, pipeline, orders and sales performance
- Fully customisable tracking of sales performance
- Ability to set realistic, and accurate sales budgets using historical sales data
MYOB EXO CRM Factsheet (PDF 488KB)