MYOB / EXO Accounts Link | Total Enterprise CRM Australia

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CRM Features

What does Total Enterprise MYOB Accounting Link do?

MYOB Accounting Link lets you sync CRM with your MYOB, to allow customer, invoice, payment and other important accounts data to be shared.

For example, customers created inside CRM can be automatically created in MYOB, have an invoice created and copied to MYOB, then charge the credit card and post the payment details to MYOB too.

MYOB Accounting Link plugs into Total Enterprise CRM’s workflow module giving you extremely flexible control of how CRM interacts with MYOB.

MYOB information can be used as the basis for campaigns or promotions. eg: a list of customers who've bought more than $200,000 worth of products from you in the last year, but nothing in the last month.

Customer details and key financial information.

Accounting Link allows the transfer contacts and key financial information such as sales summaries and account balances into the Total Enterprise CRM system. You can also copy companies and contacts from Total Enterprise CRM into your accounting system. This way the information kept in your CRM and your accounting system is kept "in-sync" automatically.

Once information is transferred into Total Enterprise CRM, it becomes available to all users even if they normally they don't have access to the accounting system. An example of this would be where members of the sales team using Total Enterprise CRM can view customer account balances without requiring them to log into MYOB.

How to I install Total Enterprise CRM Accounting Link?

MYOB Accounting Link is included with every copy of Total Enterprise CRM. All you need to do is activate your MYOB Datafile to work with Total Enterprise CRM (A free process) and you’re ready to go.