Serious CRM for MYOB


Key benefits

- Save time creating MYOB cards with the click of a button.

- View your clients MYOB sales history from Maximizer without opening MYOB and without using a MYOB license.

- Quickly find MYOB records that have purchased goods and services and list them in Maximizer so you can include them in sales and marketing activities.

- Import critical Sales and Balance information from MYOB cards directly into Maximizer so it can accessed anywhere, at anytime, without the need to even have MYOB installed.

 

MaxToMYOB allows you to use the powerful searching and communication functions of Maximizer to access the valuable sales and financial data stored in MYOB. All from one easy to use interface.

You can access MaxToMYOB on your desktop or through the cloud and link with your MYOB data anywhere that it is stored - on your computer, in your network or in MYOB's cloud.

From Maximizer, you view Live MYOB data such as Credit status, Item Sales history and Invoice Sales history. You can even drill down into a MYOB invoice. All this without the need to have MYOB running.

Maximizer custom columns allow you sort and compare Sales Year To Date amounts with previous years. This makes it very easy to identify who your most valuable clients are and which clients need some work.

If a Prospect in Maximizer turns into a customer, you can add them straight into MYOB with the click of a button without the need to re-key information.

Overview

MaxToMYOB links Maximizer Address Book records directly with MYOB cards using MYOB 's API.

MaxToMYOB is part of the Maximizer menu so you don't have to start another program. When MaxToMYOB is started, it will search the MYOB card file for matching records. If a link exists, you can drill down into live MYOB Address, Card, Sales and Invoice transactions. If a link doesn't exists and a match is found, you can create a permanent link between Maximizer and MYOB. If the MYOB record doesn't exists, simply click a button and the MYOB card will be created using the Company and Address information from the Maximizer record.

Sales staff can immediately view details of what your customers have purchased, when they purchased, how much they paid and how many they bought. You can also see if the invoice has been paid.

A powerful search function allows you to search MYOB sales history and retrieve the corresponding Maximizer records for sales and marketing activities.

You can import MYOB cards into Maximizer through the automated MaxToMYOB Import function which automatically creates Maximizer records using information from the MYOB Card. This ensures that Customers created in MYOB will also be added to your Maximizer Address Book.

Import key summary information from MYOB into Maximizer through the automated MaxToMYOB Import function. Sales summary information and balances are sent to Maximizer User Defined fields so it can be accessed in Maximizer. Sales staff have read access to Year To Date Sales, Highest Invoice and Last Sale date without the need to access or open MYOB at all.

MaxToMYOB only allows users to view information in MYOB so the data is secure.

Anywhere Access

You can access MaxToMYOB through Maximizer on a Desktop, Windows Tablet or via the Cloud.

Professional Quoting

If you need to produce professional quotes with items that don't always exist in MYOB, our on-line quoting module will help you convert more prospects, more quickly and with less effort.

Pricing Maximizer Cloud CRM per user per month $69.00
  MaxToMYOB (needs Maximizer CRM Desktop or Cloud) per user per month $ 9.00
  mQuote Cloud Professional Quoting option per user per month $ 9.00
  Initial setup and configuration
(Create your database and users, import your MYOB data)
$199.00
Contact us Email: sales@crmcentral.biz
Visit: www.crmcentral.biz
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