ClientConnect
Product Description
Ideal for sole traders and small businesses looking for an easy-to-use contact and sales management tool. MYOB ClientConnect becomes part of Microsoft Outlook ® so you can access all your critical sales and contact information.
Ideal if you ...
Manage clients and prospects
Create and manage sales opportunities
Integrate contacts with MYOB software
Sort contacts by categories or groups
Organise documents and emails with ease
Technical Details
ClientConnect Dashboard
Conveniently located in your Outlook Folder list. You can create and manage tasks as you’ve already been doing.
Contact Management
Easily, capture, track and find all correspondence with your contacts.
Sales Management
Track sales opportunities from your Outlook inbox. Create sales reports to give you a quick overview of your sales pipeline.
Make the most of email
Track all emails to a contact, company or sale opportunity. Send group emails with ease.
Integrate contacts with existing MYOB software*
Synchronise contacts with your existing MYOB software* through Outlook and avoid the need to run multiple programs at once.
* Product descriptions and part numbers are subject to change, and may not reflect
manufacturer product changes. Please check the manufacturer's website and use the
item's manufacturer part number to find the most up to date product description.
Warranty: 12 months return to base warranty - not including consumable products.