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Sales Pipeline Management

Capture leads from multiple sources. See leads on a map, Kanban view or in a list. Customise stages, rank, and segment leads. Automatically schedule follow ups, assign leads or run reports.

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.

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

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

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.

Capture

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.

Nurture

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

Measure

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.

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