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Intelligent Search Function

Segment and break down information silos allowing quick searches across customers and leads within CRM.

Manage Your Leads and Customers with Intelligent Search Functionality

MYOB CRM allows easy access to data based on customised list requirements including behaviours, sales stage, demographic, geographic and total spend.

  • Locate information quickly through customised searches and pre-determined filters and views.
  • Download data or sync across to other apps and systems you use including Campaign Monitor.
  • Search using a criteria then easily bulk update data such as source of business of opportunity, sales type or sales stage. Update dozens, hundreds or thousands of records in under 5 seconds.
  • View data in various formats including list, Kanban and map view.
  • Drill into your leads and customers using the map view. Zoom in and out to hotspots of activity and taps into each location for where to focus your sales efforts. Easily diarise visits to existing customers and prospects in the same area.
  • Visualise your data within an interactive dashboard
  • View to merge duplicates – simply select your contacts and update in one go.

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.

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.

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

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.

Powerful CRM Integrations

Plug in the apps you use to run your business.

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