Connected to how you trade
Customers link to sales, jobs, warehouse and accounting — not a silo of contact cards. Win the work in CRM, deliver through jobs, and keep serving the same customer record afterwards.
Discover how CreataCRM brings customer management, sales, quotes, jobs, projects, warehouse operations, mobile CRM and AI-powered tools together in one connected platform.
Built for Australian businesses, CreataCRM helps you streamline operations, improve visibility and work smarter alongside your existing accounting software.
Manage companies, contacts, hierarchy, activities, history and follow-ups in one shared customer record — so anyone can pick up the conversation without hunting across tools.
Customer management first; then connect into sales, jobs and the rest of the CreataCRM platform as you grow.
Built for Australian businesses using MYOB, Xero, Reckon Accounts Hosted and Reckon One.
CreataCRM keeps companies, contacts, tasks and history together so the team can respond without hunting across tools. From customer management, move into Explore Sales CRM for opportunities and quotes, then Explore Job Management when work starts — so the same customer record continues after the sale.
View parent companies, divisions, sales history, invoices and activity from one screen — so anyone can pick up a customer conversation quickly. Teams of roughly 5–100 users get the same shared customer record across sales, service and accounts.
A salesperson opens a parent company and sees every division, open quotes and recent invoices — without switching systems.
Hierarchy, history and activity on one customer view
Track activities, reminders, callbacks and staff accountability against the right company and contact.
Before calls start, the team opens today’s follow-ups — overdue callbacks and promised quotes are already prioritised.
CreataAI action briefing — overdue tasks and today’s focus
Organise customers, contacts and sales activity into regions, territories and service areas — with maps your team can actually use.
A regional manager filters the map to their territory, spots unvisited accounts, and assigns follow-ups before the week starts.
Regions, territories and customers on the map
Keep internal discussion next to the customer record — so context isn’t trapped in private email threads.
Sales asks warehouse about a delivery hold-up in the customer chat — accounts sees the thread when they open the invoice later.
Internal chat tied to the customer
Staff can open the customer list and related work on phone or tablet — maps, updates and history without waiting for the office.
On the way to a site visit, the tech opens the customer on mobile, checks the last notes, and updates the visit before leaving.
Customer list and job access on phone or tablet
Use CreataAI to surface follow-ups, overdue accounts and customer summaries — without digging through history screens.
Before stand-up, the owner asks CreataAI for overdue customers and opens the three that need a call first.
Example prompts your team can ask CreataAI
Bring notes, tasks, emails, invoices, activities and history into one place so your team can respond faster and deliver better service. Sync customer and invoice data through Accounting Integrations with MYOB, Xero, Reckon Accounts Hosted or Reckon One.
Customers link to sales, jobs, warehouse and accounting — not a silo of contact cards. Win the work in CRM, deliver through jobs, and keep serving the same customer record afterwards.
Hierarchy, history, tasks and chat stay on the record so handovers don’t lose context.
Once the CRM is in place, ask about follow-ups, overdue accounts and customer summaries without building reports first.
Local help for businesses that run MYOB, Xero or Reckon alongside the CRM.
Book a personalised demonstration using your typical contacts, follow-ups and customer history.