CreataCRM

CreataCRM

For: Reckon One, Reckon Accounts Hosted AU, Reckon Accounts Hosted NZ, and Reckon Accounts Desktop AU/NZ

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Function

CRM, Field Service Management, Job Costing, and Sales & Marketing

Industry

All Industries

Availability

Australia and New Zealand

Trial available?

Yes - sandbox

Compatibility

iPhone, iPad, Android smartphone, Android tablet, Microsoft Windows, and Mac

Developer's website

CreataCRM

Contact information

creatasales@creatacrm.com.au

Support information

Get help

Contact number

Calling from Australia:
02 9125 0575

International:
+61 2 9125 0575

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CreataCRM is an all-in-one CRM (customer relationship management) solution that allows you to work while on the go.

CreataCRM will fill in the gaps by providing the additional features you require. It is a mobile accessible system available on your cloud or ours. Fully customisable, CreataCRM was made by Australians for Australians and much like Reckon, it is solving real Australian Business needs.

Key features:

  • CreataCRM enables you to better manage Contacts, Leads, Sales, Projects and Job effectively and flexibly.
  • Access to Interactive Reporting Tools, Inventory Management, Email Marketing and a VoiP/PBX as well.
  • Centralise all data in one location, which is then accessible in the Cloud and on any device including mobile, tablets and PC/MAC.

Why use this app?

  • Keeps you using Reckon which you enjoy and want to stay with
  • Provides a huge number of additional features increasing efficiency in your Business
  • Enjoy 100,000 emails a month with CreataCRM’s email marketing tool
  • eMarketing Automations are available with CreataCRM
  • Manage all leads through to sales via the Sales Management System
  • Manage quotations with CreataCRM
  • Manage jobs and projects with CreataCRM
  • Develop business processes with CreataCRM’s powerful workflow tools
  • Integrate with Office 365, Exchange and Cloud PBX

Who is it for?

CreataCRM is ideal for any businesses looking for a system that works with Reckon, and for additional tools to streamline their business processeses. It’s ideal for business owners who need to keep track of their budget and for their employees who need access to data while on the road. Offering more than just a sales pipeline, CreataCRM is for the company that needs an ‘everything’ database.

What type of data is shared between the app and Reckon?

  • Customers
  • Products
  • Pricing
  • Sales Order Data

CreataCRM login page          CRM dashboard showing internal activities

CRM dashboard showing individual customer record          CRM dashboard

CreataCRM dashboard on an iPhone          CreataCRM dashboard on a desktop

 

testimonials stars

Using the CreataCRM framework as a foundation, we were able to deliver an online ordering system that ensured all agents could access via the web.

This meant the system was fully Hand Held Device accessible. Field agents could easily review current stock across 14 warehouses and could order in confidence knowing that the stock they required would be available. This assurance gives the clients (and field agents) greater confidence on the status of their order – on the spot via the real time data.

Lastly the solution included a reporting capability and a client relationship management ability too. Keeping all data stored and made available for reporting allows for greater business understanding and maintaining client relationships too has ensured relationships are nurtured and monitored.

— Thor Technologies

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