Connect your customers, sales, jobs and business processes in one flexible platform. Automate workflows, use AI and extend CreataCRM with custom web, Apple and Android applications.
CreataCRM brings customer information together with the processes that actually run the business. Start with CRM and sales, then extend into jobs, workflows, automation, portals and custom applications as you grow.
Manage companies, contacts, leads, opportunities, activities and your sales pipeline in one place — then quote and follow up without losing the thread.
From enquiry to assigned follow-up — without re-keying
When the sale is won, work still needs to get done. CreataCRM connects jobs, tasks, teams and process stages so operational work stays visible.
From sold work to delivery — one connected job record
CreataAI sits inside your CRM data — helping people find information, get briefings, spot work that needs attention, and automate repetitive follow-ups. Practical AI, not a separate gimmick.
Action briefings built from your live CreataCRM data
Build the software around your business.
CreataCRM can be configured and extended around your real business processes — including custom screens, workflows, automations and applications connected to your CRM and operational data.
Flow Builder — workflows and automations fitted to your process
Custom applications can be developed for Apple/iOS and Android — for employees, field teams, customers or specialised processes — connected directly to the CreataCRM platform. Built when your business needs them, not assumed for every customer.
Same business data — on phone and tablet
Provide secure customer-facing applications and portals connected to your business data and processes — without bolting on another disconnected tool.
Customer context stays connected across the business
CreataCRM works alongside the accounting and productivity tools Australian businesses already rely on. You do not necessarily need to replace your accounting system to adopt a better CRM.
Microsoft 365
API & integrations
Built for Australian businesses that have outgrown simple CRM software. CreataCRM suits teams of about 5–100 users that need CRM, sales and operational processes working together — with the flexibility to adapt as the business grows.
Local support for Australian businesses using MYOB, Xero and Reckon.
Book a personalised demonstration. We’ll talk through your customers, sales and operational processes — not a generic software pitch.