Overview
MyBusiness brings together customer interactions, process automation, and financial control under one roof. With powerful tools and dashboards, it suits organizations looking to streamline operations. While initial setup may take time, the long-term payoff in control and efficiency makes it a strong choice for companies seeking real-time visibility.
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Starting Price
Custom
MyBusiness Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is MyBusiness?
MyBusiness is an integrated platform that unifies sales, marketing, communication, and financial management within a single system. It enables businesses to handle multi-channel customer interactions, automate workflows, generate insights through custom dashboards, and manage accounting tasks — all while maintaining strict security standards.
With features that cover everything from lead capture to real-time reporting, MyBusiness serves as a centralized hub for driving growth and operational efficiency.
MyBusiness Pricing
Businesses can choose from the following MyBusiness price plans:
- Get Started – ₪150/user/month
- Business – ₪180/user/month
- Advanced – ₪250/user/month
- Enterprise – ₪346/user/month
Disclaimer: The pricing is subject to change.
MyBusiness Integrations
Who Is MyBusiness For?
MyBusiness is ideal for a wide range of industries and sectors, including:
- IT services
- Contact centers
- Retail
- Transportation
Is MyBusiness Right For You?
MyBusiness suits organizations handling high-volume customer interactions, managing multi-stage workflows, or scaling fast. It supports businesses aiming to streamline service processes, enforce structured workflows, or gain real-time insights for better oversight. With flexible tools and automation options, it meets the needs of companies expanding teams, increasing client bases, or requiring tighter operational control.
Still doubtful if MyBusiness is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
MyBusiness Features
Businesses can use this feature to manage opportunities with a visual pipeline, track probabilities and forecasts, and set proactive follow-up reminders—manually or automatically. It also streamlines sending quotes for digital signature. Real-time dashboards and reports give managers and sales teams up-to-date insights into pipeline performance.
It helps businesses capture, organize, and track leads from variety of sources—automatically logging opportunities, preventing duplicates, and preserving key marketing data. Supports lead classification by campaign or channel, bulk uploads from Excel, and real-time reports with actionable insights.
This feature helps service teams handle customer inquiries from various sources—online forms, email, fax, and portals. It enables automatic assignment based on predefined rules, applies workflows for real-time tracking, keeps a full inquiry history, and supports urgency-based color coding. Dashboards and reports give agents and managers clear visibility into service performance.
Finance teams can automate bookkeeping by generating unlimited digitally signed documents, processing credit cards, and handling recurring charges. The feature also supports payment slip creation with automated dispatch, applies collection rules with reminders, and offers a revenue dashboard to track income and receipts by period and product.
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