Customers & suppliers
Sync customers and suppliers, including options to create or update accounts and contacts from custom data where configured.
CRM for Reckon Accounts Hosted — keep the books in Reckon, run relationships in CreataCRM.
Looking for a CRM that works with Reckon Accounts Hosted? CreataCRM helps Australian businesses manage customers, sales, jobs and warehouse operations while keeping their accounting in Reckon Hosted. Connect invoices, estimates and stock where supported by the integration.
Built for Australian businesses already running Reckon Accounts Hosted. Looking for Reckon One? That is a separate integration.
Keep your Reckon Hosted accounting software and extend your business capabilities with CreataCRM. Discover how CreataCRM brings customer management, sales, jobs and business operations together while working alongside Reckon Hosted.
Use CreataCRM for the relationship and the work — and push accounting documents to Reckon when you invoice.
Sync companies and contacts with Reckon and keep the full relationship history in CreataCRM.
Manage leads, opportunities, quotes and sales orders — then send invoices and estimates to Reckon.
Run jobs in CreataCRM with job sync to Reckon where supported.
Items, serials, lots and assembly orders — with stock linked to Reckon where supported.
Tag and campaign to Reckon buyers on the same CreataCRM customer record.
Ask CreataAI about customers and automate follow-ups on the same CRM record.
Install apps so customers pay Reckon invoices via Stripe — and send the payment to Reckon.
Run Customer Statement and Aging reports in CreataCRM from live Reckon Hosted data.
Create quotes, orders, jobs and invoices in CreataCRM, then push accounting documents to Reckon Hosted while retaining the full customer and sales history in CreataCRM.
One customer story from CRM through to Reckon
Bring companies and contacts across from Reckon into CreataCRM so sales, jobs and support share one customer record — with invoice history available when you need it.
Contact record with Reckon invoices, estimates and sales charts
Run the sales journey in CreataCRM from lead to opportunity to quote to sales order. When it’s time to invoice, send the document to Reckon Hosted while keeping the full sales history in CreataCRM. Create invoices from quotes in CreataCRM before the invoice is sent to Reckon.
Sale in CreataCRM with Reckon invoice
Schedule and deliver work in CreataCRM Jobs. Where configured, job sync keeps Reckon aligned with the work your team is delivering.
Jobs schedule in CreataCRM — ready to invoice through Reckon
Sync items so teams can see stock on hand in CreataCRM while picking, packing and shipping sales orders — including serial and lot tracking — then invoice through to Reckon. Manufacture and assemble orders help you build stock in CreataCRM and send the assembly result to Reckon where supported.
Pick with lot and serial — then invoice through Reckon
Use CreataCRM eMarketing and CreataAI on the customers already in your CRM — including those with Reckon purchase history — so campaigns and tags stay tied to what they’ve bought.
Tag Reckon buyers for marketing — same customer record
Install apps in CreataCRM so customers can pay Reckon invoices securely online with Stripe. When the payment is taken, CreataCRM can send a Reckon payment back to Reckon so the invoice balance stays up to date where supported.
Customer pays online — payment can post back to Reckon
Create customer statement and aging reports inside CreataCRM — pulling live Reckon Hosted data so balances, invoices and payments stay current without re-keying into a separate report tool.
Customer Statement Detail and Aging Report Detail — live Reckon Hosted data
Use CreataAI and automation on the same customers you sync with Reckon — so follow-ups, summaries and workflows sit beside your accounting link, not in a separate silo.
Supported features can differ by Reckon setup. Your demo will show the connectors relevant to how you sell and invoice today.
Sync customers and suppliers, including options to create or update accounts and contacts from custom data where configured.
Access Reckon estimates / quotes from CreataCRM and keep changes aligned where two-way sync is supported.
Create and review customer invoices in CreataCRM and update Reckon — including on mobile where your team works.
Sync items so stock on hand is visible in CreataCRM for sales and warehouse conversations.
Run Customer Statement Detail and Aging Report Detail in CreataCRM from live Reckon Hosted data.
Focused on Reckon Hosted. Feature support can vary — we demonstrate the paths that match your Reckon and CreataCRM setup.
Reckon sits at the end of the same CreataCRM platform — not a separate system your team has to re-enter into.
Book a personalised demonstration using Reckon Hosted — and the CRM, sales, jobs or warehouse processes you run today.