Creata Sales

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.

Design your Sales Flow for your business

Every business is different, With CreataCRM, you are able to build your own sales process for your business. You can start from Opportunities to the way to Invoices. With CreataCRM, we include leads, Opportunities, Quotes, Sales Orders, Purhcase Orders, Jobs, Invoices, Bundles, Bom, Assembily Build and much more...

Leads and Opportunties Board

With CreataCRM Sales Board, you are able drag and drop your Leads and Opportunities in sales stage swimming lanes that you can design, From the sales board, you can Email, follow up and make notes on the Opportunity and Leads

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.

Sales Opportunity Management

All opportunities 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. Opportunties are great for customers having more than one opportunities for your business

Quote Management

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

Notifications
Price Lists
Automatic follow-ups for Quotes
Groups
Discount, Markup, Margin
Grouping of Products
Sign-Off on Online Pages
Payment Online

Sales Order Management

With CreataCRM, we can manage your order process for your business, allowing yo add more features for your existing accountancy system

Bundles
Assembily and Bom
Pick, Pack and Ship
Weight on Products
Purchases Orders on Items
Lots and Serials
Locations
Bins Locations
Price List

Invoice and Cash Sales

With CreataCRM, you are able to create invoices in side of CreataCRM, which includes price Lists, and can managing payments to be send to your accountancy system. Also you are able to Cash Sales for walk in customers.

Price List
Cash Sales
Payments and part payments

Price List

With CreataCRM, you are able to create a number price lists for your business. Designing prices for clients with certain discounts for products or only allow to buy certain products for your clients

Limit Items for customers on Quotes, Orders and invoice
Discounts on all products
Discount on certain products
Price Book to be email to clients

Bundles - Building Components

With CreataCRM, you able to build your bundles for your business, Allowing you to create a products which is made of a number of products. With Bundles you have the freedom to change items and customise the items on the bundles on the sale when there is no stock or customer requirements

SALES MANAGEMENT - Develop your sales process to bring everything together.

LEAD MANAGEMENT - 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.

OPPORTUNITY (DEAL) MANAGEMENT - Allow opportunities management inside of CreataCRM, where you can Manage your deals on location

QUOTE MANAGEMENT - We can manage your quote management, and help you with your quote stages

ORDER MANAGEMENT We can handle your order management with pick, pack and ship, Weights and other number of extra features

INVOICE MANAGEMENT - Create Invoices and and send tot he accountancy package

CASH SALES - Handle walk in sales in CreataCRM

PRICE LISTS Manage your customers price list, allow you important customers have discounts

BATCH AND SERIAL NUMBERS - Manage your stocks with Batch and Serial Numbers

PURCHASING MANAGEMENT -Allow you to order stock from the sale

PICK, PACK AND SHIP Manage your picking, packing and shipping in CreataCRM, adding the consignment number to the sale

WEIGHT MANAGEMENT - Make it easy for you to manage your shipping, where the sale can calculate the total weight on a order