CreataCRM provides features that you would expect in Premium CRMs, without the pricepoint. It is not limited to these below. CreataCRM can also be customised to meet your industry. Its a very flexible system.
- Security of Intellectual Property
Ensures client data is always kept centralised and secure regardless of staff transitions and/or business changes
- Ease & Speed of Client Data Retrieval
Quick and easy data searching & retrieving capabilities
- Real Time Activity Data
Client activities including appointments, sales opportunities, quotes, invoices, payments and staff movements with clients
Scheduling of appointments. Scheduling on behalf of other users.
- Creation of Groups and Sub Groups
Organising client data into specific relationships such as vendors, buyers, suppliers, industries, clients etc. Allows a contact to be assigned to multiple groups too.
- Creation of Companies and Divisions
Allowing for multiple contacts to fall underneath a particular company. Also allows for a contact to fall under multiple companies and divisions if need be.
- Creation of Accounts
Allowing for the creation of Accounts for the purpose of invoicing, payments and relevant account balances.
- Activity of Client Dealings
All data available from initial enquiry to sale and post sale activites. In addition emails, phone calls, meetings and documentation all connected to a contact/company/account.