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Xact Link for ACT! and MYOB EXO

The new MYOB EXO addon for ACT! offers larger organisations a more comprehensive workflow solution for streamlining sales, marketing and accounting information.

ACT! + the Xact MYOB EXO addon combines sales and marketing data about your prospects and customers with important account information – LIVE. No synchronisation, no delays. The result is a centralised database that offers a complete view of your contacts, accounts, activities, sales opportunities and overall business performance.

Such intuitive integration eliminates errors, delays, manual intervention and additional paperwork typically associated with multiple databases, allowing your staff to focus on what is important – building relationships and getting results.

 



Read what our customer's have to say:

"...your plugin appearsto do almost everything we could ever want for the sales team."
- ChrisMcClellan - Director, Enerdrive Pty Ltd


Pricing

For pricing enquiries email sales@xactsoftware.co.nz

Videos

Introducing the Xact Link for ACT! and MYOB EXO
See the world's #1 contact manager - ACT!, integrating with MYOB EXO Business.

Features

All the benefits of the ACT! Contact Manager PLUS...

  • Live integration to EXO Business.
  • New! View line item stock details including selling price, stock quantity and narratives on a per line item basis
  • New! Set which cost (Average, Latest, Base) is to be assigned to stock items when they are added to an opportunity.
  • Convert an ACT! Opportunity to a MYOB EXO Quote
  • Access the MYOB EXO stock list direct from the ACT! Opportunities view
  • Email or print any type of Order or Opportunity using highly customisable templates
  • Works with MYOB EXO pricing rules and policies

Product Roadmap:

Future development for the product is listed below; please note this is subject to change:

  • Detailed view of Aged Receivables
  • Item sales history
  • Reporting functionality

The MYOB EXO integration with ACT! is continuously evolving to meet the specific needs of its users. We consider all feedback about how this product can be improved and will continue to add functionality incrementally throughout the life of the product.

Screenshots

XLAMEXO Account Overview XLAMEXO Account Details 1 XLAMEXO Account Details 2 XLAMEXO Contact Details XLAMEXO Orders List XLAMEXO Fully Processed Order XLAMEXO Transactions List XLAMEXO Quote Options XLAMEXO Quote Details XLAMEXO Quote Add Line Item XLAMEXO Quote: Stock Info XLAMEXO Quote: View Narrative XLAMEXO Opportunity: Add MYOB EXO Line Items XLAMEXO Quote Print Preview XLAMEXO Price Rules XLAMEXO Options XLAMEXO Options: Choose Fields to Display

Support

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