CRM for Consultants & Agencies
Flexible integration to all the platforms your clients use to manage and grow their business. You can confidently recommend an Australian owned and supported CRM system as the best solution for your clients’ business.
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CRM for Consultants & Agencies
MYOB CRM integrates with systems your clients already use, and others they could be using, to make running a business simpler. MYOB CRM works with your accounting software, bank feeds, payment gateways such as Stripe, marketing tools like Campaign Monitor, ecommerce websites such as WooCommerce - as well as Outlook, Google Maps and so much more.
Consultants & Agencies
Making operating and running your business far easier with one system to do the job. Why jump from system to system, when MYOB CRM brings everything together, saving time and money so you can do more, everyday.
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Free access to your customers’ CRM
Easily access your customer's CRM with a free login for your use as you need it.
Easy to use – yet powerful
A super straight forward system which supports a whole business generating and recording leads through to manufacture and stock management.
Real-time data and information
Being a cloud CRM, clients can easily access MYOB CRM from any device, whenever required. Information is available in real time with no lag after inputting, so the whole team sees the same picture.
Integrate with existing software
No extra cost to integrate with existing platforms used by your clients. The means one place to view information relevant to a number of areas like accounting with MYOB and Xero, ecommerce, marketing and more.
Australian support when you need help
MYOB CRM is based in Sydney, Australia. Our support teams will provide assistance in a timely and professional manner, with a local understanding of your business needs.
Whole of Business CRM System
Aussie CRM for small businesses in Australia and New Zealand. MYOB CRM is an end-to-end business solution that integrates with accounting software. Managed and supported by our Aussie team.
Track & Nurture Leads
Bring order to your lead management process and convert more to customers with less fuss.
- One place to view and manage all leads
- Focus on the best leads
- Automatic/automated opportunity follow up
- Customisable sales process/funnel
- Drag and drop board view for easy leads management
Always Be Closing
Simplify your quoting process with online quotes your customers will love.
- Integrated inventory with MYOB accounting
- Send quotes by SMS/email with online acceptance
- Works with WooCommerce
- Free customer/dealer portal
- Branded online quote templates
Inventory & Order Management
Real-time order and inventory management and stock control capabilities all linked with accounts software.
- Manage stock and track orders with ease
- Run the whole business from sales to fulfilment
- Track and trace products with batch tracking and serial number tracking
- Visibility to stay compliant and organised
- Perfect for selling products and custom / work-to-order manufacturers
Sync with accounting software
Keep your accounts up-to-date with automated processes.
- Real time sales from CRM
- Shopping cart sales and payments
- Auto follow up of overdue invoices
- Recurring billing & subscriptions
- Overall, less manual work and room for error
Track sales, job status and costs
Plan your manufacturing activities for maximum efficiency. Track the actual cost of production with Bill of Materials (BOM).
- Stock management that links with MYOB and Xero
- Track manufacturing progress
- Link manufacturing jobs to sales
- Manage manufacturing schedules to prioritise the completion of important tasks
- Assemblies/BOM with work instructions
Pick, Pack & Ship
Fulfill Orders Faster
Simple, time saving pick-pack-ship process.
- Queue orders for pick and pack, centralised in one process
- Track which team members pick / pack
- Produce picking / packing slips
- Automation of invoices, tracking, part-ship/backorders
Deliver On Your Promises
Improve customer service and customer satisfaction
- Keep promises by tracking your to-do-list in CRM
- Use a ticket system to manage projects and tasks
- Stay connected with customers even after the sale is complete
- Easy note keeping with phone and voice notes
Easily Sell Online
Easily sell products and services via websites on Wordpress and shopping carts like WooCommerce.
- Sync stock to WooCommerce
- Quote, and take payments online
- Download orders to CRM for super fast order turnaround
- Insta-buy forms and links to sell via SMS, Facebook, embed in emails/websites
- Auto sync sales data to MYOB/Xero
Free Customer Portal
Free Client Portal Software
Allow your clients to access pricing, product and transaction data online.
- See product and pricing information
- Show customer special pricing
- Download and pay invoices online
- Place orders online
- Set up in minutes with your own branding
Targeted Communication Made Easy
One system to bring together, view and segment leads for tailored communications.
- Use sales history to drive marketing campaigns
- Integrates with Mailchimp, Campaign Monitor and Burst SMS
- Bring in your leads from webforms, Facebook and other sources
- Automate communications with workflows
- Use CRM intel to deliver the right message at the right time