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FAQs

About MYOB CRM

What is MYOB CRM?

MYOB CRM is an end-to-end CRM (customer relationship management system) that works with your MYOB accounting software, as well as many other apps businesses use every day. Due to its powerful real-time inventory management feature, MYOB CRM is ideal for goods-based businesses, meaning those that make, sell, buy or distribute physical products. MYOB CRM also syncs leads to its centralised database, including from webforms, phone enquiries and other platforms. As data is in one centralised system, businesses can manage their sales processes, manufacturing and distribution, link to their accounts, and control communications to customers. MYOB CRM is an all-in-one sales and operations management system.

Why should I choose MYOB CRM?

If you’re a business in Australia or New Zealand that sells, makes or distributes physical products, then MYOB CRM is likely to be the perfect fit for you to run your business. MYOB CRM is a powerful CRM system that is a far more affordable alternative to an ERP (enterprise resource planning) system. MYOB CRM integrates with your MYOB accounting software, as well as Campaign Monitor, webforms, payment gateways such as Stripe, phone systems and much more. MYOB CRM is Australian developed, and the team is based in Sydney, Australia. Support is local, data is securely hosted in Australia and we keep things real – minimal jargon, maximum real-life business solutions.

How does the free trial work?

Free trials runs for 14 days, and you can use your own data or demo data. We’ll send you confirmation when you sign up with help files and info to get you going. All features are available during the trial period. We don’t need your credit card details to get going, which means there is no obligation or anything further to do when the 14 days is over (unless you’re wise and choose to sign up!). All your data is securely stored in Australia and will be deleted within 30 days after the end of your trial period. Sign up online.

Who is MYOB CRM for?

MYOB CRM is ideal for businesses in Australia and New Zealand, typically small to medium in size (SMEs). Considering MYOB CRM’s powerful inventory management features, the CRM (customer relationship management) system is a great fit for businesses that sell, make and distribute physical goods such as manufacturers. Typically, customers come to MYOB CRM looking for a solution that integrates with their existing MYOB accounting software, as well as other systems they use every day such as phones and Outlook. Many businesses contact MYOB CRM wanting to get rid of clunky information sharing such as Excel and bits of paper to streamline their operations.

Is MYOB CRM available on mobile devices?

We’re currently available on web platforms, so MYOB CRM will work on your mobile website responsively. There is currently no MYOB CRM app available, but this is on our roadmap for upcoming development.

Can I customise MYOB CRM?

Many options inside MYOB CRM can be adjusted, and we also offer customisation services so that the systems can be highly tailored or expanded to suit your needs.

Do I have to sign a long contract?

No. You can sign up for our pay as you go plan and cancel any time, though you’ll get significant savings if you pay annually in advance.

What other software do you integrate with?

We link with MYOB, Xero, WooCommerce, eWay, Stripe, Burst SMS, Mail Chimp, Campaign monitor and more. The list is growing every day. Check out our page on CRM Integrations to see the current list.

Can other users see all my data?

Not if you don’t need them to. You can lock down MYOB CRM screen by screen so everyone stays focused on what the need to see.

Will my data be safe?

We understand the trust that you place in us having your business data in our platform and take steps to ensure that only you can access it. Your data is never shared or viewed by anyone else without your consent.

Pricing

What does it cost to link MYOB and MYOB CRM?

There is no extra charge – linking MYOB and MYOB CRM is included in your system set up. If you have bespoke requirements outside of the usual set up for MYOB CRM, there may be a charge which we can quote on based on the scope of the task.

How much does MYOB CRM cost?

MYOB CRM is affordable for any type and sized business. Subscriptions are super simple – and can be paid either monthly (flexible / AUD $85 per user per month + GST) or annual subscription (AUD $65 per user per month + GST / payable annually). To ensure your business succeeds from day one, you’ll also have a $600 +GST onboarding fee. This covers set up assistance and everything your business needs to confidently get going with MYOB CRM. Check details on our pricing page.

What is the minimum number of users?

There is no minimum – or maximum – number of MYOB CRM user licences you can buy. We have many sole traders using MYOB CRM, similarly, we have many large businesses with multiple users who log in to MYOB CRM every day.

Getting Set Up

How long does it take to get set up in MYOB CRM?

Unlike other CRM systems, you can be up and running very quickly. MYOB CRM is a simple plug and go system in the vast majority of cases. As always, more complex situations will take a little longer to set up, but we move fast!

Support and troubleshooting

Can MYOB CRM help me clean up my MYOB data?

Yes we can. However, this is not included in the free set up, and extra charges will apply to help you clean up your MYOB data. We can quote you based on your requirements and the work needed to complete the task.

Other FAQs

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