No more crossed-wires, see all data together
One source of truth for data
Existing customer information is likely to be spread across your company in different areas. MYOB CRM can access this data in multiple ways including data stored in your accounting system, contacts, meetings and email stored in Outlook, from Excel spreadsheets or other files.
Integrate your inbound leads and customer data into one platform
Bringing leads together automatically
Bring leads into MYOB CRM via webforms on your website or social media, manually enter or upload from spreadsheets and many other sources. All leads and customer data is easily viewable, including the source of the lead, which can be filtered by channel, lead owner, location and any other data fields your business process requires. View in a list, Kanban, map and customisable dashboards. By utilising a Google map interface within CRM, colour code customers based on status, their spending, the status of a task or stage of opportunity.
Keep customer communications in one central location
Sync with phones and Outlook
Integrate your customer information with Outlook to capture a complete history of email communications in one place for all teams within your business to view. Phone systems integrated with CRM also trigger a record against customers of time called, along with ability to save call notes. No more forwarding emails between teams and relaying phone call information with manual processes.
Use customer data to plan sales and marketing initiatives
Identify customers individually and in groups
Easily tag, and segment customers based on sales life cycle, total sales spend, geographic location and virtually any customised fields based on business process. Create personalised communication pieces targeting customers based on segments such as buyer behaviour, renewals coming up, loyalty or upsell.
Share and manage contact information so your team always have real-time customer data at their fingertips.
Track and manage every sales opportunity. Visualise the status of your opportunities through each stage giving teams maximum chance for a successful close.
Manage multiple sales pipelines with drag and drop Kanban. Have unique stages for each type of lead.
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.