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Email Marketing in CRM

MYOB CRM helps centralise email communications activity whether they are initiated within the CRM or via Mailchimp or Campaign Monitor.

Centralise and create segmented lists for personalised and timely emails

List Management

MYOB CRM provides list management and data segmentation tools that help you sort your customers into tailored groups that are more likely to respond positively to unique messaging and communications.

Email communications can seen at the company and the contact level

Visible Customer History

Every email that you send becomes part of the contact history on a customer record. Viewable in a variety of ways by any authorised user, this interaction history is key in providing personalised communications and making informed marketing decisions that help to drive sales and increase conversion.

Already use MailChimp or Campaign Monitor? Well you still can

Hosted Email Marketing

We integrate with the worlds best email marketing platforms, Campaign Monitor and Mailchimp, to provide seamless transfer of target lists and campaign results. Create & upload lists with one click.

Be it Autoreponders, Dripfeed Marketing or Dynamic List Building

Automations for Email

MYOB CRM makes it easy to automate your email communication where it makes sense. All Emails can be customised to fit into your brand too. Dynamic list building can be very powerful so that timely and targeted campaigns can be executed.

Why Email Marketing & CRM

Communication to customers, leads and suppliers can be fairly frequent and over their lifetime adds up. MYOB CRM not only tracks this but brings further benefits.


The primary benefit of CRM is to have one place where email communications can be stored and updated.


Segment your email list based on customer data in the CRM, such as location, purchase history, or engagement level, to ensure that your emails are relevant and targeted.


Email can be triggered based on specific customer actions or behaviors, or personalized drip campaigns based on customer segments. This make it timely and well targeted.

Marketing Management

Communicate with customers via platforms including Campaign Monitor, Zoom and social ads.

SMS Comms

SMS / Texting has a 98% open rate so use correctly this is a great way to communicate with leads and customers

Segment & Rank Leads

Increase conversions by targeting leads based on behaviours

Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

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.

Marketing Automations

Engage Leads by automatically adding them to drip marketing list to convert leads into sales

Campaign Monitor Integration

Develop, deliver and track targeted email campaigns with the results updated automatically in CRM.

Mailchimp Integration

Send and track campaigns against customers in CRM.

Lead Hunter

Interactive map view lets you find leads and add them to your CRM

Campaign Management

Create a campaign in CRM so a budget, description, and the resulting activity and leads can be tracked by campaign.

Drip Feed Marketing

Automatically send marketing messages to people in your CRM based on lists you’ve dynamically added them to.

Lists & Audiences

Create, maintain or segment lists for emailing, calling or uploading to Facebook or Google.


Website forms automatically drop leads into CRM as an opportunity

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