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Further your success with MYOB Advanced Business

MYOB Advanced Business Customer Management

Accounts Receivable

  • Provide better on-the-spot Customer service with real-time stock availability information.
  • Customer management features include debt collection, overdue charges application and customer payment instalments.
  • Email customers when Sales orders change status with updated information such as courier tracking numbers.
  • Recurring Billing utilising Contract templates that allow you to easily manage recurring monthly, setup and renewal fees that you can invoice automatically in bulk.
  • Calculate and accurately track Salesperson Commissions
  • Improve customer service by integrating with financial modules that let staff see invoice history, order shipping and delivery status.
  • Provide customers with their own Self-service Portal to view invoices & statements, place orders and track service cases.

Customer Relationship Management (CRM)

  • Easily manage your sales pipeline and create email campaigns targeted to prospects, customers and contacts.
  • Improve efficiency in the sales process with automated Lead assignment and workflow notifications.
  • Track and record all your Tasks, Activities and Email conversations with Customers and Prospects.
  • Convert Sales Opportunities to Orders without re-entering pricing and discount information.
  • Real-time Customised dashboards help you to analyse trends
  • Manage your online campaigns, Segment databases and measure performance.

    Watch this introduction to the MYOB Advanced Customer Portal.


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