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.
View leads by stage, from new to closed
Customise sales stages
Define a sales pipeline that works for you. Customise your sales pipeline so it suits your needs by using naming conventions or adding or removing the number of stages of your sales process according to your business definitions.
Get a clear picture of sales stage
Visualise Your Sales Process
Kanban view gives you an overall image of opportunities on the pipeline, letting you drag and drop leads to the right sales stage, mark leads as lost, won or reassign leads to different team members with ease.
Traditional Excel style view of opportunities
Grid view is a filterable Excel-style view that lets you filter and sort items on the pipeline in a traditional way – create and save custom filters and layouts to drill into detail.
Hunt for prospects using a map interface
Find and get more leads
Prospect Hunter lets you search the map for leads and add them to CRM with one click – zoom in on any area, enter a business type and find leads that meet that criteria.
See your prospects, leads and customers
Map view lets you visualise the location of your customers, leads and opportunities, and lets you drag and drop meetings to help you plan on-site visits.
Centralise Your Lead Management
MYOB CRM makes running a sales team a breeze. Saving on time and effort but also give you real time data on your leads.
We make it easy to leads into the CRM. They could come for your accounting system, via website, out of inbox or via phone or Facebook campaign loaded from Excel.
We have many tools to help you know which leads are worth chasing, we enable you to market to them via drip feed emails, SMS campaigns or add to a remarking audience for PPC/social re-targeting
They many ways to visualise or report on the activity of the sales team. Not only can you set up reports but you can set targets and KPIs.