• HOME
  • CRM
  • SALES
  • JOBS
  • WAREHOUSE
  • eMARKETING
  • VoiP/PBX
  • ACCOUNTANCY
  • CONTACT

Features

Creata offers some terrific functionality that you would expect in Premium Systems, without the excessive cost attached. We offer clever modules which are available as your business grows or your business needs change.  



Jobs & Projects

  • Job ManagementManage your jobs on the field including timesheets, resources, staff and activities
  • Real time dataJobs documented in the field are accessible real time back in the office
  • Project ManagementManage multiple and complex projects with schedulers, reminders, calendars, Gantt charts and more.
  • Gannt Chart ViewEasy view of stages of project via Gannt Chart
  • Project BreakdownGet an understanding of the Project Stages with view of Task, Activites and Jobs and alot more like staff utilisation and costings

eMarketing

  • Email Marketing UtilitiesEmail Marketing inside of CreataCRM. A completely integrated system which keeps your data neat, organised, easy to use
  • Email Marketing WISIWIG Template EditorUse one of our existing professional 'ready to go' templates. Simply populate with content and send.
  • Email Campaign ReportingComprehensive reporting including un-subscribes, bounces etc.
  • Improving Marketing ReachAbility to review all unreachable emails and correct them in once central database.
  • High Interest Call List Generation Review the open rates of your emails. Generate a follow-up list based on the high interest leads.
  • Image, PDF & Document LibraryStore relevant marketing imagery and documents in a library for accessing anythime

Warehousing

  • Multiple WarehousesManage multiple warehouses
  • Reviewing Stock LevelsGet on-the-spot understanding of stock levels
  • OrderingReview, Order and Ship from any location

Cloud PBX

  • VoiP via your CRM
  • Calls loggedEvery call is now logged and measured. You can see your staff's calling activities gaining better business understanding
  • Personal Mobile UseStaff can use their own personal mobile phones and all calls can be logged back to your office database

CRM

  • Company ManagementSegment your database into Companies - Vendors, Clients, Head Offices etc. Search, sort and manage.

Sales

  • Sales PipelinesReview leads, prospects, active and finalised sales. Review lead conversions and staff performances.
  • Sales ReportingProduce desired reports on sales and lead conversions for marketing and business planning. Ask us!
  • Sales Staff ActivitiesReview staff performances and sales conversions.
  • Client Activity.Review activity of clients business dealings and sales.
  • Won, Lost & Pending Sales InformationReview overall sales conversions and lead tracking.

Accountancy

  • Integrating with CreataCRMGreat products like Reckon, MYOB, MS Office.
  • CreataCRM has the ability to integrate with your other essential business systems.
  • Integrate with Quickbooks accounting package.

Invoicing

  • Quote GenerationGenerate and retain quotes including modified quotes
  • Invoice GenerationGenerate and retain invoices in CreataCRM.
  • Product/Service Template SelectionPrepare quotes with pre-defined product and service templates.
  • Payment process Ability manage payments through invoicing.