If you enjoy using MYOB and would prefer to stay using it, then you can. Creata keeps you using what you prefer and adds greater functionality. You are given the freedom to run all your business accountancy tasks inside of Creata which centralises all data. The partnership lets you prepare Invoices, Back Orders, Purchase Orders, Sales Orders and plenty more, all inside of Creata, synchronsied to MYOB Accountright. In addition, by using Creata's powerful workflow framework, you're given even greater functionality by creating your own automations. Simply integrate with the latest version of MYOB (Account Right Live), and enjoy all your business information becoming readily accessible via the Cloud and linked with our Cloud System (Creata). Its a great partnership that will liberate you!
CreataCRM provides an automatic MYOB sync which lets you choose what data to sync across every hour to CreataCRM. CreataCRM offers an automatic Sync tool which will sync data of your choice) to CreataCRM. Reducing double handling where no user interaction is required. If a user changes client records in MYOB, those details are automatically updated from your accountancy package into CreataCRM.
- Sync MYOB Customers and Suppilers
- Sync MYOB Invoices
- Sync MYOB Quotes
- Sync MYOB Sales Orders
- Sync MYOB Buyer Behaviour
- Sync MYOB Purchase Orders & Back Orders
- Sync Accounts
- Sync Category
- Receive Stock
- Conduct Billing inside of CreataCRM
- Sync MYOB Time Billing
- Sync MYOB Items - all MYOB Type Invoices
- Sync MYOB Jobs
- Sync MYOB Bills
- Sync MYOB Employees
CRM with MYOB
Bring MYOB Quotes, Sales Orders and Invoices into CreataCRM to easily. View customers purchase history in one place. Easily search MYOB Customers, MYOB invoices and buyer behaviour throught the CRM.CreataCRM offers you the ability to Tags your clients i.e. recent purchases or oldest clients. CreataCRM gives access to Dashboards and Reports from your MYOB data. View information from MYOB data in the reports tool. All data is also accessible on the your mobile device. Manage things like;
- Quote to Jobs
- Time Billing
- Job Calendar Sync to Office 365
- Adding Purchases and Sales Orders to MYOB
- Creating Invoices to MYOB.
Sales & MYOB
CreataCRM enables you to manage Lead to Invoice, all in one place. From an initial website enquiry to developing a large opportunity/project with many various stages (including quotes), each stage is managed via the Sales tools. If your process is unique, we can develop a process for you. Send part-invoices and then send to MYOB or send quotes. However you work. You can even send quotes to Jobs, and then enable field staff (out of office workers) to access the information from one place on their device.
onSite (& Asset) Management
Do you regularly service clients with maintenance or product? Do you need to manage your Client Sites or Assets. After selling a product or a service to a client, you may need to support the client with an agreement or warranty relevant to your sold products (maintenance /servicing/renewals). CreataCRM helps you manage the maintenance of the product or service in one place. Manage multiple Sites for the client and develop service intervals to review when to manage the next service of the Site or Asset. Schedule field staff action the requirements of those Sites via the Job Management module.
Job and Project Management
With Job management, you can easily schedule a job in CreataCRM, then assign the job your field staff, allowing them to be notify from email or on their phone. Add field staffs times of work and rates of service per Field rep. Then The users will be able to access the Job items that came from the Quote or add items needed for the Job. The Field Staff are able to add their timesheets into CreataCRM to help with a Job costing. Also with Creata Survey, you will be able to develop OH&S and SWMS templates for Field staff to fill out. Once the job is finish you are able to invoice the Job items and addition time spend on the job to MYOB.
Marketing & MYOB
With Creata's abilility to capture your clients buyers behaviour, you can easily group those purchasing habits into a tags for use during Marketing. Creata's eMarketing Module also gives you the functions of scanning client emails to validate lists prior to sending out communications. Users can see what are emails are valid and invalid which can then trigger follow up calls or and database cleaning.