MYOB Version 19 with CreataCRM

If your preference is MYOB version 19, then stay with it. CreataCRM can be linked to MYOB Version 19 and keep you with what's familiar.




Users requiring the MYOB link (version 19) are able to import the following data into CreataCRM. (The import is one way - from MYOB to CreataCRM)
  • MYOB Customers
  • MYOB Suppliers
  • MYOB Items
  • MYOB Purchase
  • MYOB Sales
  • MYOB Sales Line


MYOB Customers - MYOB Import gives the user the ability to upload
  • Highest Invoice amount
  • Current Balance
  • Credit Limit
  • Total Sales
  • YTD Sales
  • and much more....




MYOB Item Inventory
CreataCRM has the ability to upload any items in MYOB (MYOB Inventory). CreataCRM will display the quantity of each MYOB Inventory item and this is updated regularly.


Marketing
Users are able to add contacts into Groups and even look them up. This allows users to target market MYOB Customers who have purchase particular MYOB items and then assign them into groups to send them Email Marketing campaign or other relevant communications.


Marketing
Users are able to add contacts into Groups and even look them up. This allows users to target market MYOB Customers who have purchase particular MYOB items and then assign them into groups to send them Email Marketing campaign or other relevant communications.


MYOB Suppliers
From MYOB, ther user will be able to import suppliers into CreataCRM



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