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Features

MYOB CRM helps you run your whole business; sales, operations including inventory, manufacturing, delivery and customer support.

Contact & Customer Management

Share and manage contact information so your team always have real-time customer data at their fingertips.

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Activity Management

Create, assign and manage tasks, meetings, calls and emails

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Centralised Customer Database

One source of truth for all customer data.

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Task Management

Schedule tasks and events against your leads, customers, work orders & projects

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Intelligent Search Function

Powerful search feature lets you find the right record.

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Call History

Log all phone calls, discussions and results.

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Meeting Management

Track meetings, meeting types and outcomes.

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Outlook Add-In

Sync emails and info specific to customers from Outlook into CRM

Pipeline Management

Track and manage every sales opportunity. Visualise the status of your opportunities through each stage giving teams maximum chance for a successful close.

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Segment & Rank Leads

Increase conversions by targeting leads based on behaviours

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Kanban View

Easily view, drag & drop leads between stages of the sales funnel

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Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

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Lead Hunter

Interactive map view lets you find leads and add them to your CRM

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Activity Management

Create, assign and manage tasks, meetings, calls and emails

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Webforms

Website forms automatically drop leads into CRM as an opportunity

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Outlook Add-In

Sync emails and info specific to customers from Outlook into CRM

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Customisable Sales Funnel

Manage multiple sales pipelines with drag and drop Kanban. Have unique stages for each type of lead.

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Interactive Map View

See Prospects, Lead Opportunities and Customers on a Map view. From here you can add to calendar, create or assign tasks.

Quoting and Selling

Generate professional quotes that your clients can accept and pay online and easily manage fulfilment and delivery of their order.

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Word Add-In Templates

View, download and edit your branded templates for invoices, sales orders, quotes and purchase orders.

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Sales Force Automations

Pushing leads through your sales funnel with smart lead scoring, lead allocation and follow up; making it easier to sell at scale and grow your business.

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Online Payment

Works with Stripe and eWay to easily take payments online

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Insta-Buy Webforms

Buy now links you can email, text or embed on any website.

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Free Customer Portal

Customers can view service tickets, buy products, download or pay quotes & invoices.

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Real-Time Inventory

Real-Time Inventory visibility, availability, prices and backorder management reducing the reason not to sell instantly

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Task Management

Schedule tasks and events against your leads, customers, work orders & projects

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Custom Online Quote Templates

Customise quotes with your branding ready for instant send and acceptance.

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Product Lists Imported from Accounting Systems

Bring your product lists into CRM for easy quoting and selling either direct or through portals or online shopping pages.

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Freight Integration

Realtime freight quotes and consignment generation.

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Omnichannel Order Management

Process all orders in one spot (manual, portal, WooCommerce, Insta-buy)

Marketing Management

Communicate with customers via platforms including Campaign Monitor, Zoom and social ads.

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SMS Comms

SMS / Texting has a 98% open rate so use correctly this is a great way to communicate with leads and customers

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Segment & Rank Leads

Increase conversions by targeting leads based on behaviours

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Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

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Sales Force Automations

Pushing leads through your sales funnel with smart lead scoring, lead allocation and follow up; making it easier to sell at scale and grow your business.

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Marketing Automations

Engage Leads by automatically adding them to drip marketing list to convert leads into sales

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Campaign Monitor Integration

Develop, deliver and track targeted email campaigns with the results updated automatically in CRM.

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Mailchimp Integration

Send and track campaigns against customers in CRM.

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Lead Hunter

Interactive map view lets you find leads and add them to your CRM

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Campaign Management

Create a campaign in CRM so a budget, description, and the resulting activity and leads can be tracked by campaign.

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Drip Feed Marketing

Automatically send marketing messages to people in your CRM based on lists you’ve dynamically added them to.

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Lists & Audiences

Create, maintain or segment lists for emailing, calling or uploading to Facebook or Google.

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Webforms

Website forms automatically drop leads into CRM as an opportunity

Inventory Management

Track, purchase, produce and manage orders and stock with ease. MYOB CRM runs the whole business from sales to fulfillment.

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Barcode Scanning

Improve accuracy of outbound shipment information and automatically update stock levels

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Backorders

Manage Backorders so you can still make the sale, invoice or do it later when the item comes in or is made. Be able to fulfill multiple sales orders with a click of a button.

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Serialised Stock

Unique serial number makes sense for tracking where things are and who you sold them to.

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Multiple Warehouse Locations

Sell from multiple warehouses and keep on top of your stock levels across locations.

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Sync Stock with WooCommerce & Portal

Keep your website stock levels updated automatically.

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Manufacturing Work Orders

Manage your manufacturing work orders – Make to Order, Make for Stock

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Purchase Order Management

Replenish stock, or order per-customer

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Request For Quote (RFQ)

You can request quotes from suppliers (or potential suppliers) using the Request For Quote  (RFQ) module in CRM. You can then quickly create a Purchase Order from an RFQ.

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Supplier Management

Manage multiple suppliers, per-supplier pricing and more.

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Multi Currency

Sell and buy in many different currencies and convert to base currency

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Batch Tracking

Visibility and traceability for your products for orders or recalls.

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Landed Cost Calculations

Purchase in multi currencies and calculate landed costs automatically.

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Manage Your Sales Pipeline

Centralise and track your sales leads in one spot.

Simple Manufacturing (MRP)

Simple manufacturing software for small business

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Manufacture to Order

Create work orders for individual sales.

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Production Scheduling

Schedule work orders to replenish stock.

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Bill of Materials (BOMs)

Assemblies/BOM with work instructions.

Warehouse Management

Warehouse management, including the pick pack and ship process

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Barcode Scanning

Improve accuracy of outbound shipment information and automatically update stock levels

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Multiple Warehouse Locations

Sell from multiple warehouses and keep on top of your stock levels across locations.

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Outbound Shipments

A simple way to pick, pack and ship your orders.

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Freight Integration

Realtime freight quotes and consignment generation.

Free Customer Portal

Gives your customers an online platform for viewing service tickets, buying products, download or paying quotes & invoices

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Order Online

Customers can submit orders or requests for quotes online.

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Check Stock Levels and Pricing

Your customers see their own special pricing.

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Self-Service Download of Invoices

Easy for customers to download invoices whenever on demand.

Website and Ecommerce

Connect and sell to customers through your branded and ecommerce websites

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Campaign Monitor Integration

Develop, deliver and track targeted email campaigns with the results updated automatically in CRM.

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Mailchimp Integration

Send and track campaigns against customers in CRM.

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Webforms

Website forms automatically drop leads into CRM as an opportunity

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Insta-Buy Webforms

Buy now links you can email, text or embed on any website.

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Free Customer Portal

Customers can view service tickets, buy products, download or pay quotes & invoices.

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WooCommerce

Syncs product data from CRM to WooCommerce, saves double-entry data.

CRM Customisation

Ultimate flexibility to suit the individual business needs, without the expense of enterprise systems.

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Custom Workflows

Same time with Workflows that automatically run based on trigger you set.

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Filters and Layouts

Make the CRM your own by create filters of the grids of data and the layouts of the screens

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Email Templates

Create as many templates as you need to for sales, support or any other use case

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SMS Templates

Using SMS templates so that there is consistent and tailored message

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Team Permissions

Assign users the rights & privileges based on what you deem appropriate access for security & privacy

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Branded Invoices and Quote

Create Templates with layouts using logo, colours & company details are you require

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Custom Forms and Data Structures

Create unique forms to capture information and store specific to your business.

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Custom Fields

Create new database fields anywhere you like, and store data relevant to your business.

Automation and Workflows

Create business specific workflows and automate tasks, activities and even save on data entry. Perfect for following up, notifying or updating customers or team members. Saving the business countless hours of manual labour and things don't get forgotten.

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Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

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Accounts & Billing

Auto follow up and charging credit cards and converting quotes to invoicing. Post to MYOB accounting automatically.

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Operations

Automatic update of stock values, availability, and calculations of landed costs and more

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Sales Force Automations

Pushing leads through your sales funnel with smart lead scoring, lead allocation and follow up; making it easier to sell at scale and grow your business.

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Marketing Automations

Engage Leads by automatically adding them to drip marketing list to convert leads into sales

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Customer Service

Auto logging of calls and enquires, updating customer records

Jobs Management and In Field Services

If you need to do Jobs or In field servicing as part of business operations then MYOB CRM gives you good set of supporting functionality

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Asset Management

Organise & track assets that your business requires to regular service or sold to a customer.

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Job Scheduling

Assigning a Job to a person or Team and schedule the job start date and allocate time and resources needed.

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In Field Servicing

you can use this module to manage your on-site or in-field servicing jobs with ease an quickly produce a PDF report that contains details of the work performed

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Jobs System

Create and track or bill for a Job …all from within CRM. Jobs can be time-based or periodic against say servicing an asset for maintenance.

Reporting and Performance Tracking

Keep Sales Alive by Setting up Drip Feed Marketing Campaigns is great way to convert more with less effort.

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Kanban View

Easily view, drag & drop leads between stages of the sales funnel

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Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

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Task Management

Schedule tasks and events against your leads, customers, work orders & projects

Link with MYOB Accounting Software

Streamline and save on double entry with accounting integrations.

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Recurring Invoicing & Subscriptions

We made running regular billing for products or services easy. Supports credit card payments and bank transfers

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Better Control Credit limits

Each customer can have their own credit limits which means you can minimise incoming revenue risks on slow or poor payers.

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Get Paid Quicker

With automatically issuing of invoices and the invoice reminder system, receiving payments swiftly from customers has never been easier.

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Save on Data Entry

Regardless of where the data lives or created it is shared saving rekeying into multiple systems.

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Financials at your Fingertips

Financial data is made available in MYOB CRM, Outlook addon and portal so no need to constantly log into accounting software.

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Online Payment

Works with Stripe and eWay to easily take payments online

Myob
MYOB

Connect to MYOB and share company, contact, product, invoice and sales data.

CRM Support

If you need us, we’re here to help.

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Email Support

Get help from an Aussie based support team via email.

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Ongoing New User Training

Frequent and free online training sessions covering a range of topics.

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Ongoing Training on New MYOB CRM Features

We will always make sure our customers are up-to-date on new features – including how to best use them.

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Self-Service Knowledge Base

On-demand videos and webinars and easy to follow help guides.

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