If you enjoy using MYOB and would prefer to stay using it, then you can. CreataCRM keeps you using what you prefer and adds greater functionality.
You are given the freedom to run all your business accountancy tasks inside of CreataCRM. This partnership lets you prepare Invoices, Back Orders, Purchase Orders, Sales Orders and plenty more, all inside of CreataCRM, synchronsied to MYOB Accountright. In addition, by using CreataCRM's powerful workflow framework, you're given even greater functionality by creating your own automations. Simply integrate with the latest version of MYOB (Account Right Live), and enjoy all your business information becoming readily accessible via the Cloud and linked with our Cloud CRM System (CreataCRM). Its a great partnership that will liberate you!
CreataCRM + MYOB - Accountancy Integrated
CreataCRM together with MYOB, provides you with an ability to view & access all data in one centralised secure place, accessible on any device. CreataCRM brings all the data together giving you a greater understanding of the activities & movements in your business. You can generate reports and forcast. You can better coordinate staff. You can better understand client trends & habits. It us a partnership that will liberate you in your business.
CreataCRM provides an automatic MYOB sync; choose what data to sync across to CreataCRM. Reduce double handling by accessing your. Changes in MYOB are automatically updated from your accountancy package into CreataCRM.
Job & Project Management
With these sync options made available to you, you can then access other great features in CreataCRM like the Job and Project Management tools. You will be able to use CreataCRM Job management to add your time and material on any Job. CreataCRM enables you to start & stop your jobs (recording) and action this functions on your mobile device including phone, tablet and any PC. After you finish your Job, send the data to MYOB as an invoice.
Inventory Management & Multiple Warehousing
Enhance your Inventory Management with the benefits of MYOBs Multiple Warehousing. Receive your stock through CreataCRM, then process Invoices in MYOB! No stock available? Simply continue working, and prepare the Orders and Invoices when necessary to push a back order and/or Purchase Order for the unavailable stock. CreataCRM with MYOB manages your warehouseing entirely in the Cloud, giving your team the information they need to communicate to your clients the availability of items, without having to manually confirm with accounts or warehousing staff!
Leads through to Invoice
Manage Leads, Quotes and Sales in one location. CreataCRM syncs Product Items with MYOB, so you can see where stock levels are at the time of Quoting. Once a sales has been won, push the Quoted Items to a Sales Order/Purchases Order into MYOB. Provides your customers a greater experience with increased speeds, leading to increased sales.
Enhance your MYOB Sales Process with CreataCRM! Effectively manage your Leads though a Sales Process tailored to you! Funnel enquiries from your website into CreataCRM as Leads. Convert you Leads into Opportunities and Quotes, and send out your Quotes with your own branded emails! Gauge a clients interest with the clicks + opens tracking on sent emails!