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.
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.
Connect and sell to customers through your branded and ecommerce websites
Customers can view service tickets, buy products, download or pay quotes & invoices.
Communicate with customers via platforms including Campaign Monitor, Zoom and social ads.
SMS / Texting has a 98% open rate so use correctly this is a great way to communicate with leads and customers
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.
Engage Leads by automatically adding them to drip marketing list to convert leads into sales
Create a campaign in CRM so a budget, description, and the resulting activity and leads can be tracked by campaign.
Automatically send marketing messages to people in your CRM based on lists you’ve dynamically added them to.
Create, maintain or segment lists for emailing, calling or uploading to Facebook or Google.
Streamline and save on double entry with accounting integrations.
We made running regular billing for products or services easy. Supports credit card payments and bank transfers
Each customer can have their own credit limits which means you can minimise incoming revenue risks on slow or poor payers.
With automatically issuing of invoices and the invoice reminder system, receiving payments swiftly from customers has never been easier.
Regardless of where the data lives or created it is shared saving rekeying into multiple systems.
Financial data is made available in MYOB CRM, Outlook addon and portal so no need to constantly log into accounting software.
Powerful CRM Integrations
Plug in the apps you use to run your business.