Easily sell products and services via websites including WooCommerce. Download orders to CRM for super-fast order turnaround, plus quote and take payments online. MYOB CRM will sync stock to WooCommerce and sales data back into your accounting software. Use Instant buy forms and links to sell via social media, SMS, and embed in emails and websites.
MYOB CRM is ideal for businesses that also sell offline as the CRM system manages all the channels seamlessly.
Shopping Carts, Webforms, Web Quotes
Web-based sales is baked into MYOB CRM - WooCommerce integrations, our customer portal and Insta-buy webforms that let you sell anywhere.
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.
Customer access to pricing, product and transaction data
Free Customer Portal
Your customers and clients can see product and pricing information online, including special pricing. Place orders online, download and pay invoices quickly. MYOB CRM's free customer portal can be set up in minutes with your own branding.
Forget Excel Spreadsheets
Centralise and Organise Your Sales Pipeline
Whether manually entered or automatically synchronised from your website or Facebook, here’s one central spot to manage your leads and sales activity.
Have Stock Visibility
Real-time inventory management across sales, shopping carts, manufacturing, purchasing and fulfilment over multiple locations. features include serialised, batch tracked and manufactured items, landed cost calculations and foreign currency purchases.
Connect and sell to customers through your branded and ecommerce websites
Customers can view service tickets, buy products, download or pay quotes & invoices.
Track, purchase, produce and manage orders and stock with ease. MYOB CRM runs the whole business from sales to fulfillment.
Improve accuracy of outbound shipment information and automatically update stock levels
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.
Unique serial number makes sense for tracking where things are and who you sold them to.
Sell from multiple warehouses and keep on top of your stock levels across locations.
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.
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
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.
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.