Skip to Content

Quoting and Selling

In order to turn a lead into a customer, you need to gain trust and have a seamless selling process. With MYOB CRM you can issue a quote faster and they look amazing. MYOB CRM gives you multiple ways to take payment and sell.

Quoting and Selling

Generate professional quotes that your clients can accept and pay online and easily manage fulfilment and delivery of their order.

img-description
Word Add-In Templates

View, download and edit your branded templates for invoices, sales orders, quotes and purchase orders.

img-description
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.

img-description
Online Payment

Works with Stripe and eWay to easily take payments online

img-description
Insta-Buy Webforms

Buy now links you can email, text or embed on any website.

img-description
Free Customer Portal

Customers can view service tickets, buy products, download or pay quotes & invoices.

img-description
Real-Time Inventory

Real-Time Inventory visibility, availability, prices and backorder management reducing the reason not to sell instantly

img-description
Task Management

Schedule tasks and events against your leads, customers, work orders & projects

img-description
Custom Online Quote Templates

Customise quotes with your branding ready for instant send and acceptance.

img-description
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.

img-description
Freight Integration

Realtime freight quotes and consignment generation.

img-description
Omnichannel Order Management

Process all orders in one spot (manual, portal, WooCommerce, Insta-buy)

Branded quotes

Custom Online Quote Templates

Professional looking quotes with your own company branding, ready for instant send and acceptance. Gain confidence from your customers with a fast and polished way to present transactional information.

Process all orders in one spot

Omnichannel Order Management

Whether your orders come through manually, via the MYOB CRM Customer Portal, WooCommerce or instant buy webforms, all orders will be saved and processed in the one system.

Take payments quickly

Online Payments

MYOB CRM works with Stripe and eWay to easily take payments online and feed back into your accounting software. Payments are processed instantly in the background so your customers never have to leave your site. Set up automatic subscription and recurring invoice billing. Fast and automatic process freeing up time for your sales team.

Let your customers self-serve

Free Customer Portal

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

Sell with or without a website

Instant Buy Web Forms

With Instant-buy, businesses have more options to sell quickly. Send Instant-buy forms by email, post, text or embed. Instant buy web forms are instant ecommerce landing pages for products and services without the need for a shopping cart or website.

Make Quoting and Selling a Breeze

Generate professional quotes that your clients can accept and pay online and easily manage fulfilment and delivery of their order.

Fast

In the fast-paced world in which we live and work, customers expect quick turnarounds, instant confirmations and speedy service. MYOB CRM means you can have your business transactions fast tracked and win more business.

Professional

Presenting your business professionally inspires confidence and in turn generates more sales. Send polished looking quotes ready for instant online acceptance is just the beginning. MYOB CRM helps you put your best foot forward.

Easy

Give your customers access to a branded Customer Portal, for ease of doing business with you. Send quotes and accept online payments without fuss. Schedule tasks against leads and customers so you always remain organised and ready to deliver.

Back to top