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.
- Marketing campaign capability - users are able to manage their marketing campaigns as a complete end to end process including tracking campaign costs and return on investment;
- Re-usable contact lists - lists can be created using any segmentation requirements for use in marketing communications or bulk contact needs such as calling overdue debtors;
- Social CRM features - Social media integration capabilities deliver a true 360-degree view of your customers and prospects while enabling you to better engage with key stakeholders in a compelling manner;
- Live integration with EXO Finance - enables access to real-time, accurate customer information including opportunities, orders and pricing arrangements - anywhere, any time;
- Contact management - a comprehensive view of all clients and prospects interactions with the company including their transaction history with a company;
- My Day tool - a customisable space that allows you to view all your activities including tasks, opportunities, pipeline, orders and sales performance;
- Sales performance analysis - fully customisable tracking of sales performance;
- Real time stock management - offers live, accurate an up to date information, allowing for rapid response times to customer queries, and
- Sales budgets - ability to set realistic, and accurate sales budgets using historical sales data.