Marketing connected to your customers and business data.
CreataCRM helps Australian businesses use CRM and purchasing information to identify audiences, create targeted communications, automate follow-up and track engagement — in the same platform as sales, jobs and accounting integrations.
Turn your business data into targeted marketing.
Discover the marketing tools available within CreataCRM.
Marketing stays connected to the same customers you manage in Customer Management CRM and Sales CRM — not a separate mailing-list database.
CreataCRM connects marketing to the customer and purchasing information already in your business. Ask Creata AI to identify an audience based on purchasing behaviour, customer activity or CRM data, review the results, create the audience and prepare a targeted communication.
Example “Find customers who bought this product in the last 90 days.”
Purchasing information can come from supported CreataCRM accounting integrations including Xero CRM integration, MYOB CRM integration, Reckon CRM integration and Creata where the required data is available. Review and confirm your audience before communicating, so you stay in control of who receives your marketing.
Review matching buyers, then add selected customers to a CRM marketing tag
Ask Creata AI to identify inactive customers, review who can be emailed, and prepare a re-engagement communication. Missing email addresses are surfaced so you can clean the audience before you send.
Inactive audience ready for review — including email hygiene
Draft audience emails with Creata Assistant, then refine the message before you send. Marketing prompts are available in the Prompt Library alongside other business prompts.
AI Improve Email options
Creata Assistant helps you prepare and improve communications. Sending a tracked marketing campaign remains a separate campaign step when you use Campaigns.
Draft, refine with Improve Email, and open Prompt Library shortcuts
Build audiences with CreataCRM Tags and criteria — independently of AI. Group contacts and companies by interests, products purchased, regions, buyer behaviour and other CRM fields your team maintains.
Buyer Behaviour criteria — auto-tag customers who purchased selected products
Run email campaigns from Marketing, design templates, and automate follow-up with drip sequences. Creata AI helps you find audiences and draft messages — it does not replace Campaigns or drip automation.
Drip sequences for automated follow-up after your audience is defined
Build the email in the campaign designer, manage contacts, attach files where needed, and send when the audience and content are ready.
Campaign Dashboard — design, contacts, send and results in one place
See who engaged with campaign emails. Campaign Dashboard summarises opens, clicks and contacts. Email Feeds shows a timeline of sent and open events.
Run communications through Campaigns when you want campaign-level open, click and recipient reporting.
Email Feeds — sent and open events for campaign tracking
Marketing uses the same customer information as the rest of CreataCRM — not an isolated mailing-list database. Purchasing and accounting links apply where your integration provides the required data.
Book a personalised demonstration using your customers, tags, purchasing data and the campaigns you want to run.