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Centralised Customer Database

Maintaining different databases for client information becomes unsustainable as a business grows. Keeping important data synchronised and well-managed is simple with MYOB CRM. Bring all data together in a simple to use yet powerful system.

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.

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)

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