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MYOB Advanced Customer Management


MYOB Advanced Cloud ERP Customer Relationship Management (CRM) software offers a range of benefits that can help you better understand and manage your business operations. By using the software, you can customise dashboards to analyse trends in real-time and adjust your views to focus on specific departments or functions. The software also allows you to bring data together in one place, providing considerable insight into your business. Additionally, MYOB Advanced CRM enables you to segment databases, manage online campaigns, and measure performance with integrated marketing. You can also integrate service and support activities with sales and marketing, as well as provide customers with 24/7 access to account information and share your knowledge base and support information.

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Get a 360-degree view of sales and marketing activities

Integrate Sales and Marketing to Generate More Leads, Close More Sales

  • Experience seamless integration between ERP and CRM systems. From marketing and sales to order fulfillment and post-sales support, keep your customer information always up-to-date and accurate. Effortlessly track client interactions, address complaints, monitor purchases, and more.
  • Real-time reports and intuitive dashboards to gain comprehensive visibility into your sales and marketing data. Effectively manage forecasts, quotas, and results with the latest insights at your fingertips.
  • Take proactive steps to reduce response times and enhance customer satisfaction. Stay one step ahead by anticipating potential issues, identifying upsell opportunities, and automating reminders for callbacks, follow-ups, and requests.
  • Supercharge your sales and marketing efforts with streamlined lead management and sales processes. Use automated workflows to ensure efficiency and effectiveness. Create and distribute personalised emails using pre-defined, branded templates. Eliminate delays by automatically tracking activities, delegating tasks, and sending timely alerts. 
  • Monitor and optimise your marketing campaigns with cutting-edge marketing automation tools. Manage leads, improve conversions, measure campaign performance, engage with contacts, and establish clear links between campaigns and profitability.

Key Business Benefits


  • Inform decisions with real-time insights, such as identifying customers by profitability.
  • Create and track campaigns with HubSpot integration.
  • Share sales data with staff and create alerts across departments.
  • Create leads and contacts from inboxes and get one-click access to contacts and leads with CRM add-in for MS Outlook.
  • Create opportunities and cases associated with existing contacts.
  • Import and edit leads, contacts, and cases in bulk from Excel.

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MYOB Advanced

Customer Management Features

Effective customer management helps strengthen and nurture customer relationships and provides valuable insights into your business. 
  • Integrated Marketing
  • Sales Automation
  • Business Management Reporting
  • Customer Self-Service Portal


By integrating marketing automation solutions with content management and financials, departments can collaborate more effectively. Marketing automation solutions can help capture leads from various sources such as web forms and advertisements and feed them into your integrated marketing system. With these features, you can improve conversions, measure performance, and increase productivity. In addition, you can collate marketing materials in a central repository and apply for access permissions at the document level. You can also target different market segments with different lead types and use custom-defined attributes to customise campaigns for specific clients. Combining and integrating marketing activities, billing, and financial data in one place is also possible. Lastly, you can capture leads from your website, direct mail, online advertising, and other sources.



MYOB Advanced can help automate your sales process and boost the productivity of your sales teams. The software provides comprehensive support for the entire sales cycle, from managing leads to tracking opportunities and closing deals.

With MYOB Advanced, you can attach documents directly to transactions, leads, opportunities, and accounts, streamlining your workflows and making it easy to access critical information when you need it.

Additionally, you can automate lead routing according to pre-set criteria, aggregate lead lists manually or in bulk, and easily convert sales opportunities into full accounts.

MYOB Advanced also allows team members to collaborate on proposals and assign leads to internal and external users while restricting access rights and managing approvals at every stage of the workflow. All these features can help improve information flow, increase close rates, and reduce sales cycles.


Monitor real-time trends in your organisation with comprehensive reporting tools that give you the confidence to accelerate your decision-making.

Fully-integrated financial reporting 
Make informed decisions faster with online reporting. Available in HTML, PDF, Excel and Word so you can quickly share your reports with others.

Interactive Dashboards 
Displayed in an interactive visual format, dashboards provide you with customised views of key information in real-time.

Personalised Reporting 
Access customised views of information to suit your needs, with personally designed dashboards.

Instant Insight 
Keep track of your progress with instant visibility over your KPI and scorecard dashboards.



Create a customer self-service portal experience that reduces customer support questions directed towards your company. Deliver greater value to your customers with 24/7 access to their financial statements, support cases, contracts and more.


Powerful Case Management 
Take your customer to new heights. With real-time access to customer information directly from the CRM and ticketing system, and enhanced process workflows, you can ensure your team are constantly up-to-date.

Contract Management 
Accelerate service support with customer cases linked directly to contracts and service plans. With service rates set per incident, hour, or prepaid, it’s easy to ensure the proper support is provided and billed correctly.


Ready to take your business to the next level?

Contact us today to learn more about MYOB Advanced Cloud ERP and how it can help you achieve your goals.