Integration with CreataCRM
CreataCRM is a flexible framework and enables a business to integrate this great CRM with existing softwares and products already in use.
CreataCRM works with Xero. Features that Xero boasts are enhanced further inside CreataCRM. Time billing, Date and Times from Activities can be invoiced from CreataCRM. Very Soon to come is a Warehouse Management tool all inside CreataCRM and linked with Xero. The great thing about CreataCRM is that it is fully flexible and features can be added as required. Anything lacking in your accountancy system can be added.
The key benefits about this integration is that users can see a balance of accounts and sales on their device of preference. PC, Tablet and Mobile Views are all available and enable the user and business owner to better manage business activities via the the relationship between Xero and CreataCRM.
| Features | |
| Accounts | Sync Xero Accounts into CreataCRM. Contacts, Accounts and Companies all synronised into Xero |
| Invoices | Send invoices from CreataCRM to Xero, allowing you to manage your Sale Cycle from Lead to Invoice in one location. |
| Update invoices | Update your invoices from Xero to CreataCRM enabling workflow (eg reminders etc). |
| Invoice Items | List of Invoice Items |
| Followup Tasks | Create Task Reminders of Over Due Invoices |
MYOB version 19 (the older version see here for more info CLICK HERE)
One Way sync
MYOB information will sync into CreataCRM. Users have the ability important accountancy data in the cloud.
Users will be able to review clients balances, stock on hand and other important information assisting them in managing client data.
MYOB Account Right -
(Send invoices in the Cloud without the application)
Two Way Sync
Users have the ability to Send invoices any where in the cloud on Tablet or PC via CreataCRM. CreataCRM will send created invoices to MYOB. Solving the limitation of accounts users needing the application on a PC. Create effortlessly regardless of the device including MAC, PC and Tablets.
Users will be able to review clients balances, stock on hand and other important information assisting them in managing client data.
For more information on MYOB, please CLICK HERE
Office365
Office365 is an essential tool for SME businesses (small to medium enterprises) today. It releases the business from hosting expensive infraststucture like a mail server.
CreataCRM will sync Mail, Calendars, and Tasks into CreataCRM. Review all emails and attachments inside CreataCRM and enjoy the power of great tools inside CreataCRM like Reports, Workflow and other great features, again, all designed to assist you on managin your business relationships.
Office Plugins (2010-2013)
Outlook Plugin
| Features include | |
| Attach Emails, Tasks, Calendar | Contacts, Account, Company, Opportunities |
| Outlook Contacts | Upload your accounts into CreataCRM |
| Send and Attach Emails | Send and attach emails to Contacts, Accounts Companies and Opportunites |
Word PluginUsers have the ability to Mail Merge on any BO (Business Object). Meaning they have access to mailmerge on Contacts, Companies, Leads, Jobs, Projects and more! The User has the of Microsoft Word and Mail Merge on any users BO.
Excel PluginMail Merge data from CreataCRM into Excel Templates. If you enjoy Excel, then you can use it with CreataCRM. Complex quoting spreadsheets are able to be mail merged on most Tables.
RESTful API
There really is no limit with CreataCRM. You will have the options to write Apps on iPhone, Androids and Windows Model Apps by using our RESTful service to make Read/Write/Delete calls. Allowing programmers to push and pull data from their devices or web sites into CreataCRM.
Google Maps
Users are able to search google maps for Contacts and Companies. Users can drop a pin on maps of the select Contacts/Companies. From there, users are able to click back to the contact.
If this feature or anything else interests you, simply visit our 'CONTACT PAGE' to book your online demonstration, or give us a call on 02 9125 0575