How Does MYOB CRM Help Your Business to Manage Activities?
- MYOB CRM allows users to see all the various kinds of activities created throughout CRM in one place. You can also view calendars for other users and various resources you have set up in your system.
- Visualise all the tasks in your system and assign them to other users in your business
- You can set up your phone system with CRM, and inbound and outbound calls will automatically be logged as call activities. This gives a full view of customer and lead history facilitating not only great customer service, but sales teams visibility to flag calls for follow up.
- MYOB CRM allows users to record the time it takes to complete various activities and record it in CRM.
Share and manage contact information so your team always have real-time customer data at their fingertips.
Generate professional quotes that your clients can accept and pay online and easily manage fulfilment and delivery of their order.
View, download and edit your branded templates for invoices, sales orders, quotes and purchase orders.
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.
Customers can view service tickets, buy products, download or pay quotes & invoices.
Real-Time Inventory visibility, availability, prices and backorder management reducing the reason not to sell instantly
Customise quotes with your branding ready for instant send and acceptance.
Bring your product lists into CRM for easy quoting and selling either direct or through portals or online shopping pages.