General Use
Getting started, navigation and day-to-day CRM use — companies, contacts and the shared customer record.
Guides for getting started, sales, jobs, marketing, warehouse, integrations and development. Open a documentation set below, or jump to the matching product page on this site.
Phone: 02 9125 0575
Each topic opens CreataCRM’s documentation. Where useful, we also link to the related marketing page so you can see the product overview alongside the guides.
Getting started, navigation and day-to-day CRM use — companies, contacts and the shared customer record.
Leads, opportunities, quotes, orders and the sales process through to invoicing and follow-up.
Job management after the sale — planning, tasks, schedules and delivering work on the same customer record.
Email marketing, templates, audiences, campaigns and tracking connected to your CRM data.
Stock, fulfilment, pick–pack–ship, reordering and warehouse operations linked to sales.
Connect CreataCRM with MYOB, Xero, Reckon and other accounting or business systems where supported.
Guides for building integrations and customisations with CreataCRM — APIs, connectors and developer workflows.
Use CreataCRM on iPhone and Android for CRM, sales, jobs and warehouse work in the field.
Tell us what you’re trying to do — we’ll point you to the right documentation or walk through it on a demo.