Documentation for CreataCRM

Please click on the relevant heading to find the documentation that you're after. We are always updating and adding to this area. If you require documentation on a specific topic, please let us know. If something is not clear, we're happy to clarify. This section is very new and is currently in construction so please be patient as we continually improve the information we are making available to assist you with using CreataCRM. Have a great day!

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