KEY FEATURE
AI Business Assistant
Ask questions about customers, sales, jobs and the work due today. CreataAI can summarise an account, surface follow-ups and draft the next email or task for your team to review.
CreataCRM brings customer management, sales, jobs, warehouse and marketing into one Australian platform. Add the modules you need as the work changes, and keep the accounting system you already use.
Each area below is part of the same CreataCRM record. Open the detailed page when you want the full workflow.
Ask questions about customers, sales, jobs and the work due today. CreataAI can summarise an account, surface follow-ups and draft the next email or task for your team to review.
Design the business process once. CreataCRM can create the lead, assign the owner, schedule the next action and hand work to the job team when a status changes — with 32 installable templates or a flow you build yourself.
Keep companies, vendors, clients and contacts in one database. Search, sort and see activities, notes and what needs action today.
Run leads, opportunities and the pipeline, including won, lost and pending work. Generate quotes and invoices from product and service templates, and track payments against the sale.
Manage jobs in the field and back in the office, including tasks, stages, timesheets, resources and staff. Work recorded on site is available to the office as it is updated, through to invoicing.
See stock across warehouses and locations, then order, pick, pack and ship. Receive purchase orders back into stock and invoice when the order is fulfilled.
Send campaigns from the same customer database. Use ready-made templates, review opens, bounces and unsubscribes, clean unreachable addresses, and build a follow-up list from people who opened. Store images and documents with the campaign.
Keep CreataCRM for customers and sales, and send the invoice to the accounting package you already run — MYOB, Xero, Reckon Accounts Hosted or Reckon One.
Monitor sales opportunities, customers, jobs and inventory with customisable dashboards, interactive charts and professional business reports — including opportunity pipeline and win/loss views.
Take customers, sales, jobs and warehouse picks onto iPhone and Android. Field updates stay on the same CreataCRM record the office is using.
Book a personalised demonstration. We’ll walk through the customers, sales, jobs and workflows you actually run.