MYOB CRM is a powerful end-to-end sales and operations management solution. Manage your sales pipeline, customers, inventory, manufacturing, multiple warehouses, orders, and fulfilment – all in one place.
About MYOB CRM:
Award-winning MYOB CRM helps businesses manage their customers and sales more efficiently. It provides a range of features designed to improve customer relationships, boost sales and manage operations including inventory, and order fulfilment and manufacturing. Whether you're a small business or a growing medium-sized company, MYOB CRM has everything you need to keep track of your customers and streamline your sales and operating processes.
How it works:
MYOB CRM brings together all the tools you need to manage customers, sales, and operations in one easy-to-use platform. It allows you to handle customer contacts, track sales leads, manage inventory, and even streamline your manufacturing processes. With customisable workflows and automated features, MYOB CRM simplifies daily tasks and helps you focus on growing your business.
MYOB CRM integrates with not only your accounting system, but websites, Outlook, phones, marketing, webforms, payment gateways and more – automatically pushing data into CRM.
Key features:
Contact and Lead Management: Organise customer information, track leads, and maintain a comprehensive history of customer interactions.
Sales Pipeline Management: Customise sales pipelines, track sales stages, and automate follow-ups to streamline the sales process.
Quoting and Invoicing: Create professionally branded quotes and invoices and send them by email or SMS directly to customers for immediate acceptance and payment.
Inventory Management: Manage inventory, track stock levels, and set reorder points to maintain optimal inventory control.
Order Management: Process all orders in one spot (manual, customer portal, WooCommerce, instant buy forms) from receipt to fulfilment and order tracking.
B2B Customer Portal: Offering your clients an accessible online hub for a range of services, including viewing service tickets, making product purchases, and downloading quotes and invoices.
Task and Project Management: Organise tasks, set deadlines, assign responsibilities, and track project progress within the CRM.
Email and Marketing Integration: Connect with email marketing platforms to automate email campaigns and create target lists for engagement with customers on social media.
Manufacturing and Production Support: Streamline manufacturing processes, schedule production tasks, and monitor progress. Create jobs from work orders for individual sales and make for stock. Create and maintain a dynamic list of materials needed to build and repair items with bill of materials management (BOMs).
Custom Reporting and Analytics: Generate detailed reports on sales performance, customer trends, and other key business metrics.
Integration with Business Tools: Seamlessly integrate with accounting software, e-commerce platforms, and other business applications.
Good for:
MYOB CRM is ideal for small and medium-sized businesses that want to grow sales and improve customer relationships while also handling operational tasks like inventory management and manufacturing. It's particularly useful for industries like online retail, wholesalers, warehouse management and manufacturers that require a comprehensive solution to manage sales, production, and customer interactions. It’s also ideal for any business that needs to manage a large volume of leads, and do away with manual processes and double data entry.
How to get started:
To start using MYOB CRM, sign up for a free trial or watch an on-demand demo. This lets you explore the platform's features to see how they can benefit your business. Once you're ready, choose a subscription plan that fits your needs (flexible monthly plan is AUD$85 and 12-month subscription is AUD$65 billed annually). MYOB CRM provides onboarding support to help you set up your system and start managing your business more efficiently.
Data Security:
MYOB CRM is managed by an Australian based team. All data is securely stored in Australia in world-class data centres and are under Australian legal jurisdiction.
Sales and Support:
MYOB CRM’s sales and support teams are based in Australia, and New Zealand. MYOB CRM is provided by Tall Emu who has been providing technical solutions for businesses for over 20 years.
If you need help with MYOB CRM, this is included in your subscription fee, and you can contact our support team by email or phone within Australian/New Zealand business hours.
Call our sales team to discuss your business needs and how MYOB CRM could help you solve sales and operational challenges. For Australia, call 1300 943 210 and New Zealand, call 0800 457 054.