Documentation for CreataCRM
General Use
Documenation covering everything from Introductions to the System, general navigation and basic use.
Sales Management
This documentation covers the Sales process including suspects & Leads through to Winning sales and closing deals.
Project and Jobs
Documenation covers Project and Job management including planning, timing, calendars, gantt charts and much more.
Marketing
Documentation covers eMarketing including creating and using templates, distributing communications, managing responses and much more.
Warehousing & Inventory
Documentation covers the management of multiple warehouses, managing stock levels, re-ordering, and much more.
General Use
Documenation covering everything from Introductions to the System, general navigation and basic use.
Developer
Documentation in progress
If you require any additional documentation, please contact us. We are always updating our documentation so please keep referring to this page for updated information as it comes. Visit our 'CONTACT PAGE' or give us a call on 02 9125 0575