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.
Connect and sell to customers through your branded and ecommerce websites
Develop, deliver and track targeted email campaigns with the results updated automatically in CRM.
Customers can view service tickets, buy products, download or pay quotes & invoices.
Share and manage contact information so your team always have real-time customer data at their fingertips.
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.