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Customer Portal

Give your customers an online platform for viewing service tickets, buying products, downloading, accepting or paying quotes & invoices

Save time and empower your customers

MYOB CRM’s Customer Portal - No Extra Cost

If you take frequent stock or price enquiry calls or requests for copies of invoices at each month end; then MYOB CRM's customer portal will give you back countless hours. Eliminate manual handling and give your customers control. MYOB CRM's Customer Portal is included with all subscriptions, at no extra cost. MYOB CRM's customer portal is included with your subscription, no extra charge.

Sell and service customers via a branded online portal

Branded Customer Portal

MYOB CRM includes a free branded customer portal, allowing you to give your own customers a login to see the things online that are crucial to your relationship with them, like prices, orders and tickets.

View and download invoices and quotes

Easy access for your customers

View and download quotes, sales orders and invoices on-demand.

Sell products, publish prices and see stock

Instant B2B Ecommerce

Even without a website or shopping cart MYOB CRM's customer portal enables you to sell online. Publish special pricing for each customer as needed and show stock availability. Reduce calls made to your business and give the power to your customers.

Provide online 24/7 access to tickets for your customers

Customer & Service Tickets

Reduce emails and inbound calls to your business as customers will now be able to login into the portal is view and raise tickets.

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.

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

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.

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