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CRM for Online Retail

Taking your business online doesn't have to be expensive, slow or complicated. If you're already selling online you'll love MYOB CRM integrations and real-time stock views.

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.

Integrated ecommerce

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

Powerful Inventory Management

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.

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.

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.

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

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