Deliver customer excellence with MYOB CRM
Give your business an advantage by having one source of truth for all your customer data.
Optimise your customer service level
Access real-time history of your customers' interactions with your business. Improve customer satisfaction with the ability to communicate precise order details.
And, MYOB CRM records and stores all customer interactions in one place, with the ability to categorise all emails, phone calls, tasks and activity history against contact records.
Maintain a robust, scalable database
Excel was never intended to be used as a replacement for a full-featured CRM.
Unlike Excel, MYOB CRM is a flexible, scalable and robust business solution that can handle all your customer's information and link it to operational and sales activities across your entire business.
Access information easily with quick search functionality
MYOB CRM allows easy access to data based on custom list criteria including behaviours, sales stage, demographic, geographic and total spend.
Locate information quickly through customised searches and predetermined filters and views. Search using specific criteria to quickly bulk update or export.
One single source of information
Maintaining different databases for client information becomes unsustainable in keeping important data synchronised and well-managed. MYOB CRM brings all data together in a simple to use yet powerful system.
See MYOB CRM in action
Keep track of every interaction with MYOB CRM
Effortlessly manage communications and tasks
Assign and track tasks and meetings, sort by type and record outcomes so you have a full view of your customer story. You can also view calendars for other users and various resources you have set up in your system.
We’ll meet you where you are
MYOB CRM plays nicely with the tools you already use.
Have questions about MYOB CRM?
What is a CRM?
A CRM is also known as a Customer Relationship Management platform. CRM’s bring together all of your business activities and provide a complete view of your customer interactions. They also help you manage data you can share with other CRM users in your business. CRM systems are ideal in situations where companies have either lots of customers, products or services.
Why do businesses need CRM software?
CRM software is an essential, multi-purpose tool that assists businesses with tasks including sales activities. MYOB CRM provides solutions for many of those common, yet vital, business tasks, including enhanced customer relationships, streamlined sales processes, improved customer service, data organisation, targeted marketing, analytics and reporting, automation, scalability, collaboration, competitive advantage, cost savings, customer retention.
Which MYOB accounting software versions does MYOB CRM work with?
MYOB CRM integrates with a range of MYOB accounting packages, including MYOB Essentials, MYOB Business Lite and Pro, AccountRight Plus and Premier.
Can I customise MYOB CRM software to fit my specific business needs?
Absolutely! MYOB CRM software is an adaptable tool and flexible in the way you use it to suit business needs. Unlike other CRM systems that offer a one-size-fits-all approach, MYOB CRM offers different tools allowing you to seamlessly integrate into your existing business processes. It doesn't require you to change how you work, instead, it changes to fit your unique workflow. With the ability to change field names, use the admin console to change elements of your CRM, MYOB CRM is able to align with your industry, practices, and preferences, empowering your business to operate more efficiently and effectively.
How much does MYOB CRM cost?
MYOB CRM offers affordability for businesses of all types and sizes. Subscriptions are straightforward, with the flexibility to choose between a monthly plan at AUD $85 per user per month + GST or an annual subscription at AUD $65 per user per month + GST, which is billed annually.
To ensure your business gets off to a successful start from day one, there is a one-time onboarding fee of $600 +GST. This fee covers the setup assistance and provides everything your business requires to confidently begin using MYOB CRM. For comprehensive pricing details, please visit our pricing page.
How can I find out more?
Watch a personalised demo of MYOB CRM for a comprehensive walkthrough of all the features and learn how MYOB CRM can help improve your business.
Where can I find additional MYOB support?
Visit https://help.tallemucrm.com or contact our support team via email (helpdesk@tallemu.com) for help and assistance with MYOB CRM. The team is based in Australia and will quickly respond directly to you. Support is currently available Monday to Friday, 9am - 5pm, (Sydney time).