All-in-one ERP and CRM for mid-sized businesses

• With real-time reports and dashboards, make confident decisions backed by forecasts, quotas, and KPIs.

• Pull sales and financial data into dashboards.

• See customer insights, product turnover, and sales KPIs in real time, and drill down into every opportunity from a single source of truth.

• Prioritise deals and manage tasks with real-time dashboards, so your team can focus on the opportunities that matter most.

• Use workflows across your entire business to automate manual tasks from lead to fulfilment – without switching tools.

• Give your team real-time visibility of stock levels, upcoming orders and activities, reducing manual work.

• Keep a complete history of customer interactions, quotes and orders in one place, with automated records across the entire sales process.

• Combine this with a digital paper trail across quotes, orders and approvals.

• See edits and approval history on every sales transaction.

• Import and sort leads from spreadsheets.

• Track leads across your marketing activities to measure performance, campaign ROI, and improve conversions.

• Give your team up-to-date customer context at every stage, with all interactions, activities and sales data in one system.

• Connect to your preferred email provider like MS Outlook or Gmail and quickly populate leads from your inbox.

• Capture leads from your inbox and manage them directly within MYOB Acumatica, so emails, customer data and sales activity all live in one system.

• Make sure every team member works from up-to-date information as they move opportunities through the sales pipeline.

• Reduce response times with instant access to inventory data, delivery timelines and client history.

• Set notifications for call-backs and follow-ups.

• Give sales and service teams real-time access to inventory data, delivery timelines and current pricing in one system, helping them respond faster to customer questions.

MYOB Acumatica’s CRM is for teams who need to manage the full customer journey – from lead capture through to quotes, sales orders, fulfilment, and ongoing service – in one connected system.

It’s designed for businesses that want a single source of truth to share across teams.

From customer history, inventory, pricing, and financials, MYOB Acumatica allows your sales and service teams to work from the same real-time data.

An all-in-one ERP and CRM gives you a single cloud system to manage customers, stock, projects and financials, with shared data and real-time visibility across your business.

CRM helps you capture and track leads, manage your sales pipeline and campaigns, and improve how you communicate with customers.

ERP brings your operations together by managing financials, inventory, projects and reporting, helping you streamline processes behind the scenes.

By keeping sales, marketing, orders, inventory and invoices in one system, you always see the full, up-to-date picture for each customer.

All-in-one ERP and CRM connect critical business operations like accounting, inventory management, and financial reporting are in the same platform, for total visibility and control.

Yes – you can connect MYOB Acumatica CRM to email providers like Microsoft Outlook and Gmail so you can quickly populate leads from your inbox.  
 
You can keep customer emails and sales activities all in one platform, while every team member works from the same up-to-date information as they move opportunities through the sales pipeline.

ERP (Enterprise Resource Planning) software connects the key parts of your business – like accounting, inventory, payroll, CRM, and projects – in one cloud platform.

Instead of battling with disconnected tools and spreadsheets, ERP brings everything together in one place for a single source of truth.

This gives you a real-time view of the whole business, improving efficiency and keeping everyone on the same page.

With customisable options, ERP software has everything you need to scale as your business grows.