ClientConnect Plus

Works with your existing MYOB software

When it comes to managing your customer data, you don’t want to start again. ClientConnect Plus actually synchronises contacts in your existing MYOB software* automatically through Outlook for fewer mistakes. What’s more you can generate a quote in ClientConnect Plus and it’ll be available in your MYOB software the next time you log in. Your work just got easier!

*Australia: AccountRight Standard/MYOB Accounting (v18 and above), AccountRight Plus/MYOB Accounting Plus (v18.5 and above), AccountRight/MYOB Premier (v12.5 and above) and AccountRight Enterprise/MYOB Premier Enterprise (v6.5 and above).

Easy contact management

When it comes to managing your customer data, you don’t want to start again. With ClientConnect Plus you can simply create and manage contacts as you always have, but with ability to capture more valuable information. So you’ll know exactly how things stand – before you even pick up the phone. 

Be more organised – without even trying

Say goodbye to sticky notes, scrap paper and lost emails. Use ClientConnect Plus to organise your contacts in categories or groups for more effective targeting. When an email comes in, assign it to a contact, company or sales opportunity. Have a group email you want to circulate? Send it to ten people or a hundred in a few clicks. Now that’s smart!

Custom sales reporting

We understand that every business is different. That’s why with ClientConnect Plus you can customise reports to fit your specific business requirements. You can even define your own sales stages; create activity reports and sales funnel reports for ultimate control.

Get a 360˚ view of your sales

ClientConnect Plus comes with a Daily Dashboard that gives you complete control and visibility over your data. At any time you can easily manage tasks, review appointments and see what’s in the pipeline over the next 30, 60 or 90 days. 

Share your sales opportunities

With ClientConnect Plus, you can share your contact and opportunity information with your sales team, across a computer network. That’s every pipeline, every note email or document, available to everyone. Talk about maximum visibility!

Down to the minute sales management

Because it works in Outlook, ClientConnect Plus lets you track all your sales opportunities and activities from inside your inbox. Need to know the last time you spoke to a client? ClientConnect Plus time stamps everything, so you need never lose out on an opportunity again.

Need a more powerful team-based solution? Try EXO ClientConnect.