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Omnichannel Order Management

Inventory and orders are easily synced across your platforms in real time, ensuring accurate and fast fulfilment and shipping.

Multi Touchpoint Channels for More Sales

Meet expectations for your customers, right across their buying journey with your business. With MYOB CRM, your inventory and orders are easily synced between CRM, intstant buy forms, WooCommerce, payment gateways, Eway, Stripe and Ezidebit, as well as MYOB and Xero. All in real time, ensuring accurate and fast fulfilment and shipping.

  • Manage inventory, customer orders and data and reporting across multiple sales channels, including direct, your website, social media, and online marketplaces such as WooCommerce
  • A multi-channel inventory management system enables a product to be sold on one channel and inventory levels automatically updated across all channels
  •  A seamless omnichannel order management process greatly improves customer satisfaction with the ability to sell and ship products from anywhere

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)

Marketing Management

Communicate with customers via platforms including Campaign Monitor, Zoom and social ads.

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SMS Comms

SMS / Texting has a 98% open rate so use correctly this is a great way to communicate with leads and customers

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Segment & Rank Leads

Increase conversions by targeting leads based on behaviours

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Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

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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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Marketing Automations

Engage Leads by automatically adding them to drip marketing list to convert leads into sales

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Campaign Monitor Integration

Develop, deliver and track targeted email campaigns with the results updated automatically in CRM.

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Mailchimp Integration

Send and track campaigns against customers in CRM.

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Lead Hunter

Interactive map view lets you find leads and add them to your CRM

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Campaign Management

Create a campaign in CRM so a budget, description, and the resulting activity and leads can be tracked by campaign.

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Drip Feed Marketing

Automatically send marketing messages to people in your CRM based on lists you’ve dynamically added them to.

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Lists & Audiences

Create, maintain or segment lists for emailing, calling or uploading to Facebook or Google.

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Webforms

Website forms automatically drop leads into CRM as an opportunity

Website and Ecommerce

Connect and sell to customers through your branded and ecommerce websites

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Campaign Monitor Integration

Develop, deliver and track targeted email campaigns with the results updated automatically in CRM.

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Mailchimp Integration

Send and track campaigns against customers in CRM.

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Webforms

Website forms automatically drop leads into CRM as an opportunity

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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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WooCommerce

Syncs product data from CRM to WooCommerce, saves double-entry data.

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

Myob
MYOB

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

Powerful CRM Integrations

Plug in the apps you use to run your business.

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