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
- Integrated CRM with Business Operations
- Connects customer relationship management with crucial aspects like accounting, inventory, and financial reporting, providing a holistic view of the business.
- Cloud-Based Collaboration
- Enables team synchronization across the sales cycle in the cloud, facilitating collaboration on prospecting, management, and deals for improved efficiency and accuracy.
- Integrated Sales and Marketing Automation
- Enhances marketing performance and improves conversions by combining sales and marketing automation functionalities.
- 360° View of Sales and Marketing Data
- Offers a comprehensive overview of all sales and marketing information, aiding in better decision-making.
- Customisable Solutions
- Allows businesses to tailor the software to their specific needs by adding apps and tools to its core financial, distribution, and reporting functions.
- ERP Platform for Entire Business Management
- Provides a single, synchronised platform to manage financials, projects, and reporting, eliminating the inefficiencies of disconnected systems.
Additional features
- Connect CRM with critical business operations
- Integrates CRM with accounting, inventory management, and financial reporting.
- Sync your team across the sales cycle in the cloud
- Enables cloud-based collaboration on prospecting, management, and deals.
- Collaborate on prospecting, management and deals
- Facilitates teamwork throughout the sales process.
- Improve efficiency and accuracy
- Aims to enhance operational effectiveness and reduce errors.
- Improve conversions
- Designed to increase the rate at which leads become customers.
- Enhance your marketing performance with integrated sales and marketing automation
- Combines sales and marketing tools to improve marketing outcomes.
- 360° view of sales and marketing data
- Provides a complete overview of customer-related information.
- Simplify task management
- Helps streamline and organise work processes.
- Lifecycle management
- Manages the entire customer journey from acquisition to retention.
- Lead management
- Tracks and nurtures potential customers through the sales funnel.
- Save time and integrate your emails
- Connects email communication with the CRM system.
- Responsive comms
- Facilitates timely and effective communication.
- Manage your entire business on a single ERP platform
- Consolidates various business functions into one system.
- Customisable solutions
- Allows tailoring the software with additional apps and tools.
- Exceptional usability
- Designed for ease of use and productivity.
- Simple first step
- Offers support for transitioning from spreadsheets or other software.
- ERP inventory distribution
- Oversees the storage and movement of goods.
- ERP CRM
- Customer Relationship Management functionality within the ERP.
Pricing
Monthly plans
Solo
USD 12
Accountright Plus
USD 75
Annual plans
Lite
USD 91.8
≈ USD 7.65/mo when billed annually
≈USD 7.65/mo when billed annually
Pro
USD 170.1
≈ USD 14.17/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
Solo
USD 12
Accountright Plus
USD 75
Annual plans
Lite
USD 91.8
≈ USD 7.65/mo when billed annually
≈USD 7.65/mo when billed annually
Pro
USD 170.1
≈ USD 14.17/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
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