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Powerful CRM Integrations

Plug in the apps you use to run your business.

Your Team Will Love MYOB CRM

MYOB CRM software is a simple but powerful system that will remove clunky processes and enable your team to spend more time on initiatives that increase business.

Sales & Marketing

Centralise leads, and sales and marketing activities. Use CRM data to communicate with customers via platforms including Mailchimp and Campaign Monitor.

  • Capture leads from webforms and Facebook lead forms
  • Track customer life cycles and sales stages
  • Manage on-the-road sales visits with Google Maps
  • Send targeted comms with integrated email and SMS marketing apps
  • Visually monitor your sales pipeline
Find Out More
“Fantastic cost-effective product delivered by a flexible team. Being based in Australia, I loved the fact I could talk directly to them and they understood what I wanted.”
Warwick M. COO | Hospital & Health Care

Customer Service

Save time with all customer data in the one place - including quotes, notes and deliveries. Deliver on promises to customers with a succinct system to manage information.

  • Integrate calls and Outlook to track all communications
  • Easily view information on customers allowing a personalised approach
  • Deliver a positive experience to your customers
  • Increase confidence of customers, and your team
  • Call outcome reporting for satisfaction measurement
Find Out More
“We love the telephone integration and the ability to track calls and update contacts on a real time basis.”
Blaise V. Managing Director | Australia

Operations

Your team can manage projects from go to whoa with full visibility of project management, pick pack ship, and inventory.

  • Simple CRM to manage and track operations
  • Full visibility to manage pick, pack and ship
  • Cross-team collaboration tool – no more miscommunications
  • Track progress, timelines and budgets at a glance
  • Automated workflows free teams from repetitive tasks
Find Out More
“The support staff actually know and understand the product, provide great advice, and get back to us quickly with clear steps when we hit a challenge. ”
Mark R. Director | Health, Wellness & Fitness

Accounts

Seamless integrations with MYOB accounting put customer accounts at your fingertips, but conceal sensitive business data. Maximise cashflow with automated invoicing.

  • Remove disconnects between sales and accounts
  • Eliminate double data entry and chance of errors
  • Apply consistent credit rules
  • Maximise cashflow with automated invoices and reminders
  • Customer portal for self-service access to invoices
Find Out More
“The price is fantastic for the product and service we receive. Great to use, powerful while still being simple and clean. ”
Cassandra C. Operations Manager | Medical Devices

Business Owners

Aussie developed and supported CRM that gives complete visibility across all areas of your business and saves hours of work. Centralise sales pipelines, customer statuses, inventory and shipping.

  • All-in-one platform with centralised business data
  • Access business insights at any time
  • Monitor and track sales activity and productivity
  • Save resources by crunching activity into one system
  • Integrate platforms like accounts, shopping carts, marketing and more.
Find Out More
“Speed and efficiency within my business! Wish I'd found this CRM years earlier. I can't fault it.”
Steve B. General Manager in Australia

Consultants

Flexible integration with all the platforms your clients use to manage and grow their business. You can confidently recommend an Australian managed and supported CRM system as the best solution for your clients’ business.

  • Earn commission on referrals
  • Free access to your customers’ CRM
  • Aussie developed and supported
  • Easy to use – yet powerful
  • Real-time data and information viewable from anywhere, at any time
Find Out More
“In researching the market we couldn't find anything that came close in terms of breadth and depth of features at this price point. Getting a B2B portal out of the box was the cream.”
Mark R. Director in Australia

Whole of Business CRM System

Aussie CRM for small businesses in Australia and New Zealand. MYOB CRM is an end-to-end business solution that integrates with accounting software. Managed and supported by our Aussie team.

Pipeline

Track & Nurture Leads

Bring order to your lead management process and convert more to customers with less fuss.

  • One place to view and manage all leads
  • Focus on the best leads
  • Automatic/automated opportunity follow up
  • Customisable sales process/funnel
  • Drag and drop board view for easy leads management
Manage Your Pipeline
Selling

Always Be Closing

Simplify your quoting process with online quotes your customers will love.

  • Integrated inventory with MYOB accounting
  • Send quotes by SMS/email with online acceptance
  • Works with WooCommerce
  • Free customer/dealer portal
  • Branded online quote templates
Quoting and Selling
Inventory

Inventory & Order Management

Real-time order and inventory management and stock control capabilities all linked with accounts software.

  • Manage stock and track orders with ease
  • Run the whole business from sales to fulfilment
  • Track and trace products with batch tracking and serial number tracking
  • Visibility to stay compliant and organised
  • Perfect for selling products and custom / work-to-order manufacturers
Inventory Management
Accounting

Sync with accounting software

Keep your accounts up-to-date with automated processes.

  • Real time sales from CRM
  • Shopping cart sales and payments
  • Auto follow up of overdue invoices
  • Recurring billing & subscriptions
  • Overall, less manual work and room for error
Accounts
Manufacturing

Track sales, job status and costs

Plan your manufacturing activities for maximum efficiency. Track the actual cost of production with Bill of Materials (BOM).

  • Stock management that links with MYOB and Xero
  • Track manufacturing progress
  • Link manufacturing jobs to sales
  • Manage manufacturing schedules to prioritise the completion of important tasks
  • Assemblies/BOM with work instructions
Manufacturers
Pick, Pack & Ship

Fulfill Orders Faster

Simple, time saving pick-pack-ship process.

  • Queue orders for pick and pack, centralised in one process
  • Track which team members pick / pack
  • Produce picking / packing slips
  • Automation of invoices, tracking, part-ship/backorders
Fulfilment & Distribution
Customer Service

Deliver On Your Promises

Improve customer service and customer satisfaction

  • Keep promises by tracking your to-do-list in CRM
  • Use a ticket system to manage projects and tasks
  • Stay connected with customers even after the sale is complete
  • Easy note keeping with phone and voice notes
Customer Service
Online Retail

Easily Sell Online

Easily sell products and services via websites on Wordpress and shopping carts like WooCommerce.

  • Sync stock to WooCommerce
  • Quote, and take payments online
  • Download orders to CRM for super fast order turnaround
  • Insta-buy forms and links to sell via SMS, Facebook, embed in emails/websites
  • Auto sync sales data to MYOB/Xero
Online Retail
Free Customer Portal

Free Client Portal Software

Allow your clients to access pricing, product and transaction data online.

  • See product and pricing information
  • Show customer special pricing
  • Download and pay invoices online
  • Place orders online
  • Set up in minutes with your own branding
Free Customer Portal
Marketing

Targeted Communication Made Easy

One system to bring together, view and segment leads for tailored communications.

  • Use sales history to drive marketing campaigns
  • Integrates with Mailchimp, Campaign Monitor and Burst SMS
  • Bring in your leads from webforms, Facebook and other sources
  • Automate communications with workflows
  • Use CRM intel to deliver the right message at the right time
Marketing

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How long does it take to get set up in MYOB CRM?

Unlike other CRM systems, you can be up and running very quickly. MYOB CRM is a simple plug and go system in the vast majority of cases. As always, more complex situations will take a little longer to set up, but we move fast!

What does it cost to link MYOB and MYOB CRM?

There is no extra charge – linking MYOB and MYOB CRM is included in your system set up. If you have bespoke requirements outside of the usual set up for MYOB CRM, there may be a charge which we can quote on based on the scope of the task.

Can MYOB CRM help me clean up my MYOB data?

Yes we can. However, this is not included in the free set up, and extra charges will apply to help you clean up your MYOB data. We can quote you based on your requirements and the work needed to complete the task.

What is MYOB CRM?

MYOB CRM is an end-to-end CRM (customer relationship management system) that works with your MYOB accounting software, as well as many other apps businesses use every day. Due to its powerful real-time inventory management feature, MYOB CRM is ideal for goods-based businesses, meaning those that make, sell, buy or distribute physical products. MYOB CRM also syncs leads to its centralised database, including from webforms, phone enquiries and other platforms. As data is in one centralised system, businesses can manage their sales processes, manufacturing and distribution, link to their accounts, and control communications to customers. MYOB CRM is an all-in-one sales and operations management system.

Why should I choose MYOB CRM?

If you’re a business in Australia or New Zealand that sells, makes or distributes physical products, then MYOB CRM is likely to be the perfect fit for you to run your business. MYOB CRM is a powerful CRM system that is a far more affordable alternative to an ERP (enterprise resource planning) system. MYOB CRM integrates with your MYOB accounting software, as well as Campaign Monitor, webforms, payment gateways such as Stripe, phone systems and much more. MYOB CRM is Australian developed, and the team is based in Sydney, Australia. Support is local, data is securely hosted in Australia and we keep things real – minimal jargon, maximum real-life business solutions.

How much does MYOB CRM cost?

MYOB CRM is affordable for any type and sized business. Subscriptions are super simple – and can be paid either monthly (flexible / AUD $85 per user per month + GST) or annual subscription (AUD $65 per user per month + GST / payable annually). To ensure your business succeeds from day one, you’ll also have a $600 +GST onboarding fee. This covers set up assistance and everything your business needs to confidently get going with MYOB CRM. Check details on our pricing page.

How does the free trial work?

Free trials runs for 14 days, and you can use your own data or demo data. We’ll send you confirmation when you sign up with help files and info to get you going. All features are available during the trial period. We don’t need your credit card details to get going, which means there is no obligation or anything further to do when the 14 days is over (unless you’re wise and choose to sign up!). All your data is securely stored in Australia and will be deleted within 30 days after the end of your trial period. Sign up online.

Who is MYOB CRM for?

MYOB CRM is ideal for businesses in Australia and New Zealand, typically small to medium in size (SMEs). Considering MYOB CRM’s powerful inventory management features, the CRM (customer relationship management) system is a great fit for businesses that sell, make and distribute physical goods such as manufacturers. Typically, customers come to MYOB CRM looking for a solution that integrates with their existing MYOB accounting software, as well as other systems they use every day such as phones and Outlook. Many businesses contact MYOB CRM wanting to get rid of clunky information sharing such as Excel and bits of paper to streamline their operations.

Is MYOB CRM available on mobile devices?

We’re currently available on web platforms, so MYOB CRM will work on your mobile website responsively. There is currently no MYOB CRM app available, but this is on our roadmap for upcoming development.

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Accounts & Billing

Auto follow up and charging credit cards and converting quotes to invoicing. Post to MYOB accounting automatically.

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Activity Management

Create, assign and manage tasks, meetings, calls and emails

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Asset Management

Organise & track assets that your business requires to regular service or sold to a customer.

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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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Barcode Scanning

Improve accuracy of outbound shipment information and automatically update stock levels

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Batch Tracking

Visibility and traceability for your products for orders or recalls.

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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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Check Stock Levels and Pricing

Your customers see their own special pricing.

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Custom Forms and Data Structures

Create unique forms to capture information and store specific to your business.

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Sydney

Address
Level 2, 309 Kent Street
Sydney NSW 2000
Australia
Phone
(02) 9299 9959

Melbourne

Address
Level 3/168 Cremorne St
Cremorne VIC 3121
Australia
Phone
(02) 9299 9959

Christchurch

Address
17 Sir William Pickering Drive
Burnside, Christchurch 8053
New Zealand
Phone
+61 (02) 9299 9959

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

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$100 $100 Module #35 note
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Contact & Customer Management

Share and manage contact information so your team always have real-time customer data at their fingertips.

Activity Management

Create, assign and manage tasks, meetings, calls and emails

Centralised Customer Database

One source of truth for all customer data.

Task Management

Schedule tasks and events against your leads, customers, work orders & projects

Intelligent Search Function

Powerful search feature lets you find the right record.

Call History

Log all phone calls, discussions and results.

Meeting Management

Track meetings, meeting types and outcomes.

Outlook Add-In

Sync emails and info specific to customers from Outlook into CRM

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Pipeline Management

Track and manage every sales opportunity. Visualise the status of your opportunities through each stage giving teams maximum chance for a successful close.

Segment & Rank Leads

Increase conversions by targeting leads based on behaviours

Kanban View

Easily view, drag & drop leads between stages of the sales funnel

Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

Lead Hunter

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

Activity Management

Create, assign and manage tasks, meetings, calls and emails

Webforms

Website forms automatically drop leads into CRM as an opportunity

Outlook Add-In

Sync emails and info specific to customers from Outlook into CRM

Customisable Sales Funnel

Manage multiple sales pipelines with drag and drop Kanban. Have unique stages for each type of lead.

Interactive Map View

See Prospects, Lead Opportunities and Customers on a Map view. From here you can add to calendar, create or assign tasks.

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Quoting and Selling

Generate professional quotes that your clients can accept and pay online and easily manage fulfilment and delivery of their order.

Word Add-In Templates

View, download and edit your branded templates for invoices, sales orders, quotes and purchase orders.

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.

Online Payment

Works with Stripe and eWay to easily take payments online

Insta-Buy Webforms

Buy now links you can email, text or embed on any website.

Free Customer Portal

Customers can view service tickets, buy products, download or pay quotes & invoices.

Real-Time Inventory

Real-Time Inventory visibility, availability, prices and backorder management reducing the reason not to sell instantly

Task Management

Schedule tasks and events against your leads, customers, work orders & projects

Custom Online Quote Templates

Customise quotes with your branding ready for instant send and acceptance.

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.

Freight Integration

Realtime freight quotes and consignment generation.

Omnichannel Order Management

Process all orders in one spot (manual, portal, WooCommerce, Insta-buy)

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Automation and Workflows

Create business specific workflows and automate tasks, activities and even save on data entry. Perfect for following up, notifying or updating customers or team members. Saving the business countless hours of manual labour and things don't get forgotten.

Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

Accounts & Billing

Auto follow up and charging credit cards and converting quotes to invoicing. Post to MYOB accounting automatically.

Operations

Automatic update of stock values, availability, and calculations of landed costs and more

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.

Marketing Automations

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

Customer Service

Auto logging of calls and enquires, updating customer records

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Marketing Management

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

SMS Comms

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

Segment & Rank Leads

Increase conversions by targeting leads based on behaviours

Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

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.

Marketing Automations

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

Campaign Monitor Integration

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

Mailchimp Integration

Send and track campaigns against customers in CRM.

Lead Hunter

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

Campaign Management

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

Drip Feed Marketing

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

Lists & Audiences

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

Webforms

Website forms automatically drop leads into CRM as an opportunity

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Inventory Management

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

Barcode Scanning

Improve accuracy of outbound shipment information and automatically update stock levels

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.

Serialised Stock

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

Multiple Warehouse Locations

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

Sync Stock with WooCommerce & Portal

Keep your website stock levels updated automatically.

Manufacturing Work Orders

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

Purchase Order Management

Replenish stock, or order per-customer

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.

Supplier Management

Manage multiple suppliers, per-supplier pricing and more.

Multi Currency

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

Batch Tracking

Visibility and traceability for your products for orders or recalls.

Landed Cost Calculations

Purchase in multi currencies and calculate landed costs automatically.

Manage Your Sales Pipeline

Centralise and track your sales leads in one spot.

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Simple Manufacturing (MRP)

Simple manufacturing software for small business

Manufacture to Order

Create work orders for individual sales.

Production Scheduling

Schedule work orders to replenish stock.

Bill of Materials (BOMs)

Assemblies/BOM with work instructions.

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Warehouse Management

Warehouse management, including the pick pack and ship process

Barcode Scanning

Improve accuracy of outbound shipment information and automatically update stock levels

Multiple Warehouse Locations

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

Outbound Shipments

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

Freight Integration

Realtime freight quotes and consignment generation.

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Free Customer Portal

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

Order Online

Customers can submit orders or requests for quotes online.

Check Stock Levels and Pricing

Your customers see their own special pricing.

Self-Service Download of Invoices

Easy for customers to download invoices whenever on demand.

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Website and Ecommerce

Connect and sell to customers through your branded and ecommerce websites

Campaign Monitor Integration

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

Mailchimp Integration

Send and track campaigns against customers in CRM.

Webforms

Website forms automatically drop leads into CRM as an opportunity

Insta-Buy Webforms

Buy now links you can email, text or embed on any website.

Free Customer Portal

Customers can view service tickets, buy products, download or pay quotes & invoices.

WooCommerce

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

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CRM Customisation

Ultimate flexibility to suit the individual business needs, without the expense of enterprise systems.

Custom Workflows

Same time with Workflows that automatically run based on trigger you set.

Filters and Layouts

Make the CRM your own by create filters of the grids of data and the layouts of the screens

Email Templates

Create as many templates as you need to for sales, support or any other use case

SMS Templates

Using SMS templates so that there is consistent and tailored message

Team Permissions

Assign users the rights & privileges based on what you deem appropriate access for security & privacy

Branded Invoices and Quote

Create Templates with layouts using logo, colours & company details are you require

Custom Forms and Data Structures

Create unique forms to capture information and store specific to your business.

Custom Fields

Create new database fields anywhere you like, and store data relevant to your business.

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Jobs Management and In Field Services

If you need to do Jobs or In field servicing as part of business operations then MYOB CRM gives you good set of supporting functionality

Asset Management

Organise & track assets that your business requires to regular service or sold to a customer.

Job Scheduling

Assigning a Job to a person or Team and schedule the job start date and allocate time and resources needed.

In Field Servicing

you can use this module to manage your on-site or in-field servicing jobs with ease an quickly produce a PDF report that contains details of the work performed

Jobs System

Create and track or bill for a Job …all from within CRM. Jobs can be time-based or periodic against say servicing an asset for maintenance.

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Reporting and Performance Tracking

Keep Sales Alive by Setting up Drip Feed Marketing Campaigns is great way to convert more with less effort.

Kanban View

Easily view, drag & drop leads between stages of the sales funnel

Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

Task Management

Schedule tasks and events against your leads, customers, work orders & projects

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World-Class Support

If you need us, we’re here to help.

Ongoing Training on New MYOB CRM Features

We will always make sure our customers are up-to-date on new features – including how to best use them.

Ongoing New User Training

Frequent and free online training sessions covering a range of topics.

Custom Onboarding and Team Training

Special training and custom set up for businesses that need it.

Self-Service Knowledge Base

On-demand videos and webinars and easy to follow help guides.

Free Data Importing Assistance

It’s easy to import data in a few simple steps. But we’re here if you need help.

Email Support

Get help from an Aussie based support team via email.

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Link with MYOB Accounting Software

Streamline and save on double entry with accounting integrations.

Recurring Invoicing & Subscriptions

We made running regular billing for products or services easy. Supports credit card payments and bank transfers

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.

Get Paid Quicker

With automatically issuing of invoices and the invoice reminder system, receiving payments swiftly from customers has never been easier.

Save on Data Entry

Regardless of where the data lives or created it is shared saving rekeying into multiple systems.

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.

Online Payment

Works with Stripe and eWay to easily take payments online

MYOB

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

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