MYOB Advanced - CRM

Tags: MYOB Advanced, MYOB Advanced CRM, MYOB Advanced Customer Portal


The Customer Management Suite provides a customer relationship management (CRM) application for managing leads, contacts, opportunities and business accounts.


Integrated financials and content management foster a team approach and deliver a single consolidated view of all customer contacts. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.


The Customer Management Suite provides a solution to efficiently work and communicate with customers. Interactive dashboards specifically designed for customers to see all the relevant information about their interaction and perform relevant activities online.


CRM provides a single system for tracking clients through prospecting, closing, and up-selling. This provides marketing teams with a complete history of communication and offers that prospects have received to eliminate confusion and improve conversion rates.

The Service Management suite seamlessly integrates all service processes with the Financial, CRM, Distribution and Project suites for a complete and comprehensive enterprise wide solution to provide a 360 degrees view of your business.

Sales Automation

Sales tools which improve information flow, reduce sales cycles, increase close rates and improve sales efficiency. Lead assignment and workflow help manage sales processes to improve efficiency

Knowledge Base

Allow customers to search for answers to their questions 24/7. This also helps knowledge transfer, allowing more customer self-service and generating fewer support calls.

Service and Support Automation

Manage receivables and automate the tasks of invoicing customers and collecting payments.

Integrated Marketingn

Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events and other sources. Lead reports help you track the best channels for obtaining qualified leads.

Document Sharing

Provides a secure location to share documents with customers, such as marketing material, educational material, company policies and FAQs, without needing to build a separate web page.