MYOB EXO CRM (Customer Relationship Management) allows you to manage your prospects, companies and contacts by tracking activities, sales opportunities and budgets as well as produce an extensive range of reports.

Live integration

  • Real-time, accurate customer information including opportunities, orders and pricing arrangements

Contact Management

  • View all clients and prospects interactions including their transaction history

Sales budgets

  • Use historical sales data to set budgets

Sales Performance Analysis

  • Fully customisable tracking of sales performance

MyDay Functionality

  • View the status of your activities such as due tasks
  •  Synchronise with Microsoft Outlook

Marketing Campaign Capability

  • Manage marketing campaigns, track costs and return on investment
  • Manage social media campaigns

MYOB EXO CRM Screenshots