✦ CRM MODULE

Customer management built around your business.

CreataCRM helps you manage contacts, companies, follow-ups, activities, emails, regions and customer history in one connected system.

Book Demo Back to Home

CRM VISIBILITY

Company hierarchy & customer visibility

View parent companies, divisions, sales history, Reckon invoices and customer activity from one screen.

MOBILE ACCESS

Mobile job management on-site

Staff can open jobs, update statuses, access maps and manage work directly from mobile devices.

REGION MANAGEMENT

Manage customers by region and territory

View customers, contacts and companies on interactive maps. Group records by region, manage service areas and support territory-based workflows for sales and field teams.

INTERNAL CHAT

Chat with colleagues about customers

CreataCRM lets your team message internally and link conversations directly to customers, jobs, sales and other records, keeping the history where everyone can find it.

REPORTS & DASHBOARDS

Design your own Reports and Dashboards

With CreataCRM, you can design your own dashboards and reports using interactive dashboard and report designers. Because your accounting and business information is connected in one place, you can create powerful reports with real-time business insights.

CALENDAR & ACTIVITIES

Interactive Calendar for Tasks and Activities

CreataCRM helps you plan recurring tasks, appointments and activities for your important customers using an interactive calendar. Schedule work, manage follow-ups, track staff activities and coordinate customer interactions from one place. You can also synchronise with Office 365 calendars to improve collaboration across your team and keep everyone up to date.

👥

Contacts & Companies

Manage customers, contacts, sub-divisions and relationship history.

✓

Tasks & Follow-ups

Track activities, reminders, callbacks and staff accountability.

✦

AI Customer Insights

Ask questions about customers, invoices, activity and sales history.

📍

Regions & Geo Fencing

Manage customer regions, territories and location-based workflows.

✦ CUSTOMER VISIBILITY

Know what is happening with every customer.

Bring your customer notes, tasks, emails, invoices, activities and history into one place so your team can respond faster and deliver better service.

CRM module includes

Contact, company and division management
Tasks, follow-ups and activities
Customer notes and communication history
Email and calendar management
Regions and geo fencing
Dashboards and report designer
Custom workflows for your business