The Best Desktop CRM For MYOB
Deep two-way integration with MYOB AccountRight and MYOB EXO.
Why Connect Legrand CRM to MYOB?
Give your sales and customer service team the information they need to do their job without needing to access MYOB.
Best-in-class Sales Pipeline, Quotes and Customer Service features.
View your customer’s sales summary, invoices and outstanding balances.
Sync Customers and Product Items.
Create New Customers in MYOB from Legrand CRM.
Control access to accounting information using roles & permissions.
Quickly find customers who owe you money or have not bought from you this month, last month, this year or last year.
Real-time financial data
Access live financial data such as sales statistics, receivables and accounting notes for MYOB Customers in Legrand CRM. You can also go into ‘Product Sales’ in the accounting tab to find details on all the products the customer has purchased.
Deliver more targeted communications
Perform a quick search on accounting fields to find customers based on sales or aged balances and send more targeted communications. For example, you can send a ‘Thank-you’ email to customers who spent over $10,000 with you last year and offer a discount for additional purchases this month.
Effortless Sales Quotes
Legrand CRM’s flexible quotation system uses product codes, descriptions, prices and stock availability from MYOB. Key productivity features include the ability to use existing quotes as a starting template for a new quote and automatic revision tracking.
Any time you modify a quote, Legrand CRM increases the revision number and retains the original quote number. You can view previous quote revisions and select any of the revisions as the winning quote.
MYOB Sales Transactions
With our MYOB integration, you can import sales transactions into Legrand CRM and view your customer’s purchase history. Switch between ‘Transactions’ and ‘Orders’ and use the filter to sort transactions by date range.
Product Availability
Import products and services into Legrand CRM and monitor inventory levels across all stock locations. When you record a quote, you can see the number of items on hand, on sales orders, reserved and on purchase orders. You can also view the next stock quantity and arrival date.
Legrand CRM + MYOB
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