Sales & Lead Management


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Manage Sales and Leads with Creata easily. Also manage Sales Teams and gain greater understanding of your business opportunities all in one place. With insight into your buyers behaviour by linking to your Accountancy Package. Manage everything from the initial Lead to Invoicing once Closed. Gain clarity on Sales Teams and their activities including Emails, Calls and time spent on Jobs. Monitor the tiny details easily. The information available is very accessible & significant. Work from where you choose (home, office, overseas) accessing real time data on your Sales.





Lead Management

All leads are centralised into one location. Creata is able to bring your Leads in from your website & other Media (FB etc). Creata is a Cloud System so all Leads are fully accessiblev via your device. Make follow-ups as they arrive and update the status of your opportunities on the spot.

Lead Management Reporting

Visually review all of your leads and their status via vibrant reporting charts.

Sales Opportunity Management

Creata will help you manage your Sales Opportunities. Add associated contacts to the Opportunity/Deal. Create multiple Quotes. Build your Quotes and develop your Tasks, Materials and other related stages (costings on Opportunities) prior to implementation.

  • Add Attachments
  • Add Follow Ups
  • Add multiple Quotes

Quote Management

Manage all Quotes in one place,. With a turn-key solution, your quoting is simplified and effortless. Including:

  • Price Lists
  • Groups
  • Bundles
  • Markup
  • Discount
  • Grouping of Products
  • Sign-Off on Online Pages
  • Payment Online
  • Automatic reports and follow-ups for Quotes

Quote Management Reporting

Enjoy vibrant reporting for all of your opportunities including those that have progressed to become Jobs and Projects.

Sales Orders

Manage  Inventory and Stock Levels with Inventory Tools.



Sales Orders



Sales Reps are able to reserve stock via the App with an easy ordering process where they can send stock to the Accountancy System (MYOB, Reckon, Xero).

Sales Orders



  • Easy order process
  • Able to see stock availability of your accountancy system
  • Display pictures to present to your clients,
  • Online stores for your clients to order
  • Able to manage multiple prices list for your clients

Invoices

The invoice module will manage part payments for Quotes, Invoices from Jobs, Time and Materials from Jobs, including Recurring Invoices. Link multiple locations and site maintenance programs. Send invoices to your Accountancy System and then to the customers. No double entry.  Access complete Prices List and levels and manage different Pricing Levels for different customers. Discount and Markups as well. Send email communications to your customers from any location and review the customers who have opened and/or clicked on the email (Invoice).




Our goal is to achieve Order, Beauty & Clarity in a Business System!