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Word Add-In for Templates

Experience seamless document management and customisation with the MYOB CRM Word Add-In. This useful tool, available through Microsoft's App Store, integrates with your CRM database, enhancing your document processes and branding capabilities.

Professional Document Templates Made Easy

Impress your prospects and customers with invoices, sales orders, quotes and purchase orders that look great, are content rich and arrive in moments.

Access Default Templates

Templates that fit your brand and supports your business

Effortlessly view and download default templates for key document types, including invoices, sales orders, quotes, and purchase orders. Say goodbye to the hassle of searching for the right template—everything you need is at your fingertips.

Customise Your Templates

Take control of your document templates

The Word Add-In functionality empowers you to self-serve the downloading, editing, and uploading of custom templates for the document types that matter most to your business. Whether you need to tailor an invoice to a specific client or create a unique sales order, it's all within your reach.

Elevate Your Branding

Consistent and polished image setting you apart from the competition

Make a lasting impression with professionally designed documents that align perfectly with your business branding. The Word Add-In streamlines the process of giving your print-out documents the look and feel of your brand.

Quoting and Selling

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

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Word Add-In Templates

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

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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.

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Online Payment

Works with Stripe and eWay to easily take payments online

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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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Real-Time Inventory

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

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Task Management

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

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Custom Online Quote Templates

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

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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.

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Freight Integration

Realtime freight quotes and consignment generation.

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Omnichannel Order Management

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

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.

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

Simple Manufacturing (MRP)

Simple manufacturing software for small business

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Manufacture to Order

Create work orders for individual sales.

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Production Scheduling

Schedule work orders to replenish stock.

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Bill of Materials (BOMs)

Assemblies/BOM with work instructions.

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

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MYOB

Connect to MYOB and share company, contact, product, invoice and sales data.

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