MYOB Acumatica - Embedded Customer Relationship Management

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

MYOB Acumatica Customer Management delivers customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.

Managing leads and opportunities in MYOB Advanced is an effective way to manage your sales funnel. The solution gives you an excellent opportunity to order visibility as well as campaign management for calling and mailing lists. Dashboard visibility of your sales team and the use of the mobile device for the team in the field gives you an all-round balanced solution for managing your Sales.

• 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-ins for MS Outlook and Gmail.
• Create opportunities and cases associated with existing contacts.
• Import and edit leads, contacts, and cases in bulk from Excel.

Join us as we dive into MYOB Acumatica CRM!