ClientConnect

No need to learn another program

The first thing you’ll notice about MYOB ClientConnect is it’s instantly familiar and intuitive. That’s because it operates from inside Microsoft Outlook®, the email system you access every day. Open Outlook and you’re up and running using the easy daily dashboard to manage your data. 

Works with your existing MYOB software

When it comes to managing your customer data, you don’t want to start again. ClientConnect actually synchronises contacts in your existing MYOB software* automatically through Outlook for fewer mistakes. There’s no jumping from program to program and you can give double entry the flick!

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

Easy contact management

When it comes to managing your customer data, you don’t want to start again. With ClientConnect 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. Watch the video (using the contact manager feature).

Be more organised – without even trying

Say goodbye to sticky notes, scrap paper and lost emails. Use ClientConnect 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! Watch the video (group email wizard).

Get a 360˚ view of your sales

ClientConnect 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. Watch the video (tracking your sales pipeline).

Down to the minute sales management

Because it works in Outlook, ClientConnect 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 time stamps everything, so you need never lose out on an opportunity again.

Need advanced sales automation and reporting? Try ClientConnect Plus  .

Subscription licence software

ClientConnect is available on a 12 month subscription only. This gives you a cost-effective way to keep up to date, without the need to purchase ongoing upgrades. You’ll receive updated software as it’s released and access to Technical Support if you need it. To continue ClientConnect after 12 months, simply renew your licence.

Download the factsheet

You can download the MYOB ClientConnect Factsheet (PDF 351KB) to read more about this product.