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
Generate professional quotes that your clients can accept and pay online and easily manage fulfilment and delivery of their order.
View, download and edit your branded templates for invoices, sales orders, quotes and purchase orders.
Real-Time Inventory visibility, availability, prices and backorder management reducing the reason not to sell instantly
Customise quotes with your branding ready for instant send and acceptance.
Bring your product lists into CRM for easy quoting and selling either direct or through portals or online shopping pages.
Communicate with customers via platforms including Campaign Monitor, Zoom and social ads.
SMS / Texting has a 98% open rate so use correctly this is a great way to communicate with leads and customers
Engage Leads by automatically adding them to drip marketing list to convert leads into sales
Create a campaign in CRM so a budget, description, and the resulting activity and leads can be tracked by campaign.
Automatically send marketing messages to people in your CRM based on lists you’ve dynamically added them to.
Create, maintain or segment lists for emailing, calling or uploading to Facebook or Google.
Connect and sell to customers through your branded and ecommerce websites
Streamline and save on double entry with accounting integrations.
We made running regular billing for products or services easy. Supports credit card payments and bank transfers
Each customer can have their own credit limits which means you can minimise incoming revenue risks on slow or poor payers.
With automatically issuing of invoices and the invoice reminder system, receiving payments swiftly from customers has never been easier.
Regardless of where the data lives or created it is shared saving rekeying into multiple systems.
Financial data is made available in MYOB CRM, Outlook addon and portal so no need to constantly log into accounting software.
Powerful CRM Integrations
Plug in the apps you use to run your business.