About MYOB CRM
MYOB CRM is a CRM software from MYOB that enables teams to deliver great customer experiences while connecting their CRM with other critical business operations. It combines features for sole operators, small businesses, medium and large businesses, accountants, and bookkeepers to support diverse organizational needs. MYOB CRM allows users to manage their entire business on a single ERP platform, gaining an advantage over competitors with its intuitive interface. It also provides business guides to assist users in maximizing growth. Key capabilities: integrates with other operations supports various business sizes offers dedicated features for accountants includes business guides improves customer use Best for: businesses of all sizes that need a comprehensive solution for customer relationship management.
MYOB CRM by MYOB is an integrated customer relationship management solution tailored primarily for small to medium-sized businesses looking to improve client engagement, track sales pipelines, and streamline communication. Developed by MYOB, a well-established brand known for its accounting and business management tools, the CRM module is part of its broader business ecosystem. MYOB CRM is designed to help businesses better manage leads, automate customer interactions, and centralize data for more informed decision-making. Key features include contact and lead management, activity tracking, email marketing integration, and workflow automation—all built with a strong emphasis on sales visibility and customer follow-up. The user interface of MYOB CRM is clean, functional, and intuitively designed, aligning well with the look and feel of other MYOB products. The layout is straightforward, featuring a dashboard that offers at-a-glance visibility into deals, tasks, contacts, and sales activity. Navigation is facilitated through a collapsible sidebar that clearly categorizes modules such as Contacts, Deals, Tasks, and Reports.
Pros & Cons
- Seamlessly connects CRM with core business functions, providing a unified view.
- Cloud-based platform enables efficient teamwork across departments.
- Streamlines workflows and automates tasks, saving time and reducing errors.
- Offers flexible solutions that can be tailored to growing businesses.
- Integrating numerous features might lead to a complex system for some users.
- Switching from existing systems might require significant time and effort.
- Comprehensive ERP solutions can be a significant investment for smaller businesses.
- Users might need time to fully understand and utilize all the features effectively.
- Requires a stable internet connection for consistent access and functionality.
Features
Key features
Connects customer relationship management with crucial aspects like accounting, inventory, and financial reporting, providing a holistic view of the business.
Enables team synchronization across the sales cycle in the cloud, facilitating collaboration on prospecting, management, and deals for improved efficiency and accuracy.
Enhances marketing performance and improves conversions by combining sales and marketing automation functionalities.
Offers a comprehensive overview of all sales and marketing information, aiding in better decision-making.
Allows businesses to tailor the software to their specific needs by adding apps and tools to its core financial, distribution, and reporting functions.
Provides a single, synchronised platform to manage financials, projects, and reporting, eliminating the inefficiencies of disconnected systems.
Additional features
Integrates CRM with accounting, inventory management, and financial reporting.
Enables cloud-based collaboration on prospecting, management, and deals.
Facilitates teamwork throughout the sales process.
Aims to enhance operational effectiveness and reduce errors.
Designed to increase the rate at which leads become customers.
Combines sales and marketing tools to improve marketing outcomes.
Provides a complete overview of customer-related information.
Helps streamline and organise work processes.
Manages the entire customer journey from acquisition to retention.
Tracks and nurtures potential customers through the sales funnel.
Connects email communication with the CRM system.
Facilitates timely and effective communication.
Consolidates various business functions into one system.
Allows tailoring the software with additional apps and tools.
Designed for ease of use and productivity.
Offers support for transitioning from spreadsheets or other software.
Oversees the storage and movement of goods.
Customer Relationship Management functionality within the ERP.
Pricing
Monthly plans
Annual plans
≈USD 7.65/mo when billed annually
≈USD 14.17/mo when billed annually
Countries & Languages
Available in
Interface languages
Billing currencies
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About MYOB CRM
MYOB CRM is a CRM software from MYOB that enables teams to deliver great customer experiences while connecting their CRM with other critical business operations. It combines features for sole operators, small businesses, medium and large businesses, accountants, and bookkeepers to support diverse organizational needs. MYOB CRM allows users to manage their entire business on a single ERP platform, gaining an advantage over competitors with its intuitive interface. It also provides business guides to assist users in maximizing growth. Key capabilities: integrates with other operations supports various business sizes offers dedicated features for accountants includes business guides improves customer use Best for: businesses of all sizes that need a comprehensive solution for customer relationship management.
MYOB CRM Details
MYOB CRM's In-App Market Place
Does MYOB CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Annual plans
≈USD 7.65/mo when billed annually
≈USD 14.17/mo when billed annually
Accepted Payment Currencies
AUD ($), USD ($), EUR (€), GBP (£), CAD ($), NZD ($), JPY (¥)
Pros & Cons
- Seamlessly connects CRM with core business functions, providing a unified view.
- Cloud-based platform enables efficient teamwork across departments.
- Streamlines workflows and automates tasks, saving time and reducing errors.
- Offers flexible solutions that can be tailored to growing businesses.
- Integrating numerous features might lead to a complex system for some users.
- Switching from existing systems might require significant time and effort.
- Comprehensive ERP solutions can be a significant investment for smaller businesses.
- Users might need time to fully understand and utilize all the features effectively.
- Requires a stable internet connection for consistent access and functionality.
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Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
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Sense Talent Engagement Platform
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