CreataCRM offers you Customer and Client management in via its powerful CRM Module. If you're needing to better manage your onling relationships with your customers, CreataCRM is great for you as it can automate alot of the tasks required.
There are many CRM's out there - SO WHY US??
Our major point of difference is that we can successfully bring all data into one centralised place. That means ALL data from external systems. This data can then be utilised how you want. Valuable data such as buyer behaviour (who is buying what, for how much and when!) This intellectual property will assist you in then maintaining repeat business and marketing accordingly. We are also offering a System with premium features without the enormous cost. Take a look at our newest features and modules to discover we can change the way you work and secure your business methods with one system. If staff leave, you keep all important data & lose nothing. If you need to work from home, you can very easily. If you need to report on business activities, it can be done. If you need to go out in the field, you are free to do so. We'd love to help you. Be liberated!
- Invoices, Sales Orders, Quotes
- Jobs and more...
CreataCRM differs from many CRM systems. It acts as a central system. It will successfully bring all your business data into one centralised location ready for you to use as you need to. Data from external systems (Accountancy), your website etc.... This data can then be utilised how you need to. Valuable data such as buyer behaviour (who is buying what, for how much and when) This intellectual property will assist you in then maintaining repeat business and marketing accordingly.
CreataCRM help you better understand your clients by comparing financials from YTD & FYTD (from this year and previous years). It provides a timeline ofCRM activities and the valuable financial activities as well letting you better understand your Business. CreataCRM makes this data available in an easy-to-glance-at location! Better understand your business We have head line information to give you better understanding of your business relationship Better understand your business We have head line information to give you better understanding of your business relationship
Easy View Invoices
Quick and easy view of your customers invoices and payments. Both views of detail and 'at a glance'. Helping you to maintain better relationship with your customers and understand their status at any given time.
ACTIVITIES - Bring your business activities into one place i.e. Accountancy, Office 365, IMAP. Along with reoccurring meetings and appointments.
TASKS - Follow up Tasks. Re-occuring Tasks. Tasks Templates let you develop processes and check lists. Schedule colleagues to do certain Tasks with reminder emails as well.
MAPS - Use the Mapping tool to group your business into zones and regions for client visit and field runs.
DOCUMENTS - Attach relevant documentation and files to client profiles for reference.
MAIL - Validate customers emails (confirmation they are active). Improve client relationship with regular contact.
TAGS - Categorise you clients via unique Tags. Tag them accorging to their interest, their purchases or their preferences. Search, report or communicate to your clients based on this insightful data.
“Creata's main aim is to liberate your business with a System that delivers
ORDER, BEAUTY & CLARITY"