Product Description
All the features of MYOB ClientConnect in addition to advanced reporting
capabilities, automated work flow activities, sales automation, customisable
reports and additional filtering.
Ideal if you ...
- Create email marketing campaigns
- Automate emails and reminders
- Integrate with existing MYOB software
- Customise sales reporting
- Share sales opportunities
Technical Details
- Email marketing
- Create your own email marketing campaigns and attach documents and PDF
files to emails.
- Sales Automation tool
- Automatically send pre-designed emails at 30, 60 or 90 day intervals.
- Integrate with existing MYOB software*
- Generate quotes and synchronise contacts in MYOB ClientConnect Plus which
are then available in your MYOB software* through Microsoft Outlook ®.
- Customise sales reporting
- Create activity and sales funnel reports and define your own Sales Stages.
- Share sales opportunities
- Share information with your sales team when logged into a network.
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