A CRM that links to your Accounts - MYOB or Quickbooks and CRM to share data

• CRM Features
  • Marketing
    • Email Auto Responder
    • Webforms and Lead tracking
  • CRM Accounts Link
    • MYOB / EXO Accounts Link
    • Quickbooks Accounts Link
  • Asterisk VoIP and CRM Integration
  • Document Management
  • Contact Management
    • Shared Calendar
    • Outlook Integration
    • Call Centre
  • eCommerce
    • Shopping Cart
    • Payment Gateway
  • Business Process Automation
  • Customisation
    • Custom Fields
    • Layout Control
    • Integration
    • Security
    • Workflow automation
  • CRM Security

Get Sales and Accounts talking

Total Enterprise CRM does what your accounting software doesn’t – having your accounts system and CRM system work together removes inaccuracies and inefficiencies resulting from the need to perform additional data entry.

Accounting software records sales and basic customer information. Total Enterprise CRM manages the many other aspects of your business relationships, including:

• Calls, meetings and emails that lead up to each purchase.
• Customer service calls that follow a purchase.
• Important documents, such as contracts, product information and agreements.
• Any other customer activity.

Set up Total Enterprise CRM quickly
Total Enterprise has comprehensive and sophisticated import functionality to not only load your current data but include the relationships as well. Import your customer data and you’re ready to go.

Stay in synch - Never enter the same data twice
Total Enterprise CRM and QuickBooks/MYOB stay up-to-date and in synch with each other through quick and easy synchronization. This saves you the time and cost of manually re-entering data.

Automatically create new customers from the Internet
New customers can enter there details on your website via the shopping cart or web forms which is automatically sent through to Total Enterprise CRM which can create a new account in QuickBooks/MYOB.

Provide outstanding customer service
Sales and service reps can see if customers owe money or have a credit limit, when they made their last purchase and more, without needing full access to the accounting data.

Turn current customers into repeat business.
Create highly targeted marketing lists based on past activities. These lists can be used with the tools in Total Enterprise CRM to execute and track campaigns, turning current customers into repeat business.