Sales Automation

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.


Integrated Financials

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.


Lead Management

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

Opportunity Management Toggle Section

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.

Email Templates Toggle Section

Make emails easy with consistent templates and automatic response tracking.

Lead Management Toggle Section

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 Toggle Section

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 Toggle Section

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.