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Lead Hunter

MYOB CRM’s Lead Hunter feature makes it easier than ever to find leads saving time you’d normally spend searching for and qualifying potential prospects.

Interactively use Google Maps directly with MYOB CRM

Find Leads with Google

Easily search for leads in a specific area using Google Maps within CRM. Add the identified prospects directly into CRM with one click. Easily follow-up and track your leads with MYOB CRM’s pipeline, marketing and opportunity management tools.

Plot your data on Google Maps in CRM

Using Lead Hunter Feature

Leads and customers (or jobs, tasks, or projects) are automatically plotted based on suburb or street location on a map in CRM. Colour code customers based on status, their spending, the status of a task or stage of opportunity. Filter out customers who are overdue on payments, or customers who haven’t transacted for a while. Effortlessly search the map for potential customers to find any businesses that relate to your search term. Add them into CRM with one click for further follow up.

Time is valuable: CRM optimises sales travel time

Sales Trip Planning

Use the map as a visual trip-planner. Click and drag the pins from the map to the calendar. Automatically make meetings which will sync to your Outlook. including driving time between the meetings. Manually drag and drop the pins eg. on large properties you may wish to drag the pin to the entrance that you would normally use.

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.

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

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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