Empower your staff with powerful lead management software
See how lead management and sales automation can help your business succeed
Automate your sales process and improve the efficiency of your sales teams by providing them with the contacts, opportunities and activities that influence the sales decision. MYOB Advanced can even help you enhance information flow, increase close rates, and reduce sales cycles, with lead assignment and workflow tools.
With sales automation modules integrated with your wider financial system, you can be sure your team are using the same information company-wide to influence their forecasts, reports, and more.
Integrated Document Management
Eliminate time spent searching for information, with the ability to attach documents directly to transactions, leads, opportunities and accounts.
Control your lead management by setting leads to automatically route according to pre-set criteria, and aggregate lead lists manually or in bulk.
Contact and Account Management
Easily convert leads into full accounts and make sure your team are instantly updated of activity.
Important features of sales automation
Let team members collaborate on assignments, activities and deals so you never miss an opportunity. Want more? Link items to your opportunities to prevent double-entry and allow for an invoice to be quickly generated when the deal is closed.
Make emails easy with consistent templates and automatic response tracking.
Never miss an opportunity with the ability to assign leads to internal and external users of the system. You can then include all sales channels in one consolidated report. Easy.
Dashboards and Favourites
Link your salespeople to real-time information and get them the information they need straight away. You can even set up individual personalised dashboards to meet their needs.
Approvals and Workflow
Need to make sure your sales follow a strict approval process? Make it easy with workflow that can restrict access rights and manage approvals at every stage.