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CRM for Distribution

Streamline and simplify the way you buy, sell and move orders

Need a CRM that’s built for your business? MYOB CRM links in your accounting software and adds powerful features like serial number tracking, shopping cart integration and a smart pick-pack-ship process.  MYOB CRM is more than a CRM – it’s a mini-ERP that helps you run your business end to end.

Forget Excel Spreadsheets

Centralise and Organise Your Sales Pipeline

Whether manually entered or automatically brought in from your website or Facebook, here’s one central spot to manage your leads and sales activity.

Have Stock Visibility

Powerful Inventory Management

Real-time inventory management across sales, shopping carts, manufacturing, purchasing and fulfillment over multiple locations. features include serialised, batch tracked and manufactured items, landed cost calculations and foreign currency purchases.

Pick, Pack and Ship

Ship Faster Than Ever Before

Get products off the shelf and out the door! Streamlined warehouse process that auto-invoices based on what you ship, and when you ship. Giving you a smooth process and a reduction in double handling and delays.

Integrated eCommerce

Shopping Carts, Webforms, Web Quotes

Web-based sales is baked into MYOB CRM - WooCommerce integrations, our customer portal and webforms that let you sell 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)

Inventory Management

Track, purchase, produce and manage orders and stock with ease. MYOB CRM runs the whole business from sales to fulfillment.

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Barcode Scanning

Improve accuracy of outbound shipment information and automatically update stock levels

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Backorders

Manage Backorders so you can still make the sale, invoice or do it later when the item comes in or is made. Be able to fulfill multiple sales orders with a click of a button.

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Serialised Stock

Unique serial number makes sense for tracking where things are and who you sold them to.

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Multiple Warehouse Locations

Sell from multiple warehouses and keep on top of your stock levels across locations.

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Sync Stock with WooCommerce & Portal

Keep your website stock levels updated automatically.

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Manufacturing Work Orders

Manage your manufacturing work orders – Make to Order, Make for Stock

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Purchase Order Management

Replenish stock, or order per-customer

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Request For Quote (RFQ)

You can request quotes from suppliers (or potential suppliers) using the Request For Quote  (RFQ) module in CRM. You can then quickly create a Purchase Order from an RFQ.

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Supplier Management

Manage multiple suppliers, per-supplier pricing and more.

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Multi Currency

Sell and buy in many different currencies and convert to base currency

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Batch Tracking

Visibility and traceability for your products for orders or recalls.

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Landed Cost Calculations

Purchase in multi currencies and calculate landed costs automatically.

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Manage Your Sales Pipeline

Centralise and track your sales leads in one spot.

Warehouse Management

Warehouse management, including the pick pack and ship process

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Barcode Scanning

Improve accuracy of outbound shipment information and automatically update stock levels

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Multiple Warehouse Locations

Sell from multiple warehouses and keep on top of your stock levels across locations.

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Outbound Shipments

A simple way to pick, pack and ship your orders.

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Freight Integration

Realtime freight quotes and consignment generation.

Free Customer Portal

Gives your customers an online platform for viewing service tickets, buying products, download or paying quotes & invoices

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Order Online

Customers can submit orders or requests for quotes online.

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Check Stock Levels and Pricing

Your customers see their own special pricing.

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Self-Service Download of Invoices

Easy for customers to download invoices whenever on demand.

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.

Real Customer Stories

B2B
BluSky Products Group
  • Wayne Gates
  • BluSky Products Group
Catering
Fabulous Catering
  • Adam Pope
  • Fabulous Catering
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