CRM quoting


26th February, 2024

Elevating Your Sales Game: Mastering the Quote with MYOB CRM

When it gets down to clinching a sale, first impressions last, and it often pivots on that crucial initial exchange: the quote.

It’s far more than just a rundown of costs; it’s a mirror reflecting your business’s professionalism, attention to detail, and comprehension of customer needs.

By using a powerful whole-of-business customer relationship management (CRM) solution, you can go beyond the basics and create highly customised quotes that automatically feed into your sales pipeline.

Let’s dive into how you can create professional-looking quotes with our award-winning MYOB CRM — no matter how complex your quoting process is.

Tailoring First Impressions

The saying “one size fits all” rarely holds water in business, and quotes are no exception to this.

After all, your business is distinctive, with its own services, brand, and, most importantly, client expectations.

Having customisable quoting templates that gel with your brand identity and articulate the specific value you bring to the table is crucial.

However, customisation is about more than just slapping on a logo or switching up fonts.

It’s about forging a quote that feels exclusively crafted for the customer.

This level of personalisation not only impresses but also fosters trust, showing that you grasp each client’s distinct challenges and are ready to deliver custom-fit solutions.


A Quote as Sharp as Your Service

First impressions are critical, and a quote is often the initial substantial piece of communication a potential client will get from you.

A professionally presented quote sets the stage for the calibre of service to follow.

Professional quotes do more than list prices; they convey value. They reassure customers that they’re engaging with a credible business that values its offerings.

Personalised On-Demand Demo

Sign up for an instant demo of MYOB CRM. Watch the bits that meet your needs. Save, rewatch and share with your team.

Making Every Minute Count

In the SME sphere, time is everything.

If you can streamline the quote generation process, you’re saving everyone precious hours.

Forget about manual data entry or rifling through spreadsheets. This efficiency doesn’t just save you time; it allows you to respond to leads quicker, boosting your chances of sealing the deal.

Additionally, time conserved on admin tasks can be diverted into cultivating relationships and honing your sales strategy. Automation means less time at the keyboard and more time engaging with clients.

Crafting Quotes That Convert

The end goal of any quoting process is to transform prospects into paying clients.

By supplying a clear, concise, and compelling quote, you enhance your conversion rates.

By using a CRM with tracking capabilities, you can keep tabs on sent quotes, assess interest through client interactions, and refine your approach based on tangible results.

This analytics-backed approach ensures ongoing refinement, leading to increased sales and an improved bottom line.


MYOB CRM can be a revelation for businesses grappling with a linear quoting feature.

The software expands upon traditional quoting capabilities, offering a full-fledged solution that enables businesses to oversee their sales pipeline from the initial quote to the closing handshake.

In a time where the competition is stiff and customers expect nothing less than top-notch, leveraging every tool at your disposal is vital to keep a leg up.

Elevate your quoting process with MYOB CRM and transform your quotes into the deal-closers they’re destined to be.

Keen to revolutionise your quoting process and see your sales figures soar?

Click here to dive into the features and advantages of MYOB CRM’s quoting capabilities.