CreataCRM with PBX (VoIP)

No other Cloud PBX comes close!

Welcome to CreataPBX! Thanks for your interest in our VoIP inside a CRM. We are not the traditional Cloud PBX where we package the phones, PBX and phone calls all together. With this system, our focus has been in making the 'must have's' happen. If you have your own Telco, we can work with that, but we can offer very competitive call rates. If you have your own VoiP Phones, we can work with this too, however we can supply awesome phones. The Magic that we really provide and the real point of difference, is our VoIP PBX. It opens up all sorts of amazing freedoms for your to do and run your business!


Cloud, hosted or virtual PBX Phone system are just different names for the same thing. A Cloud PBX Phone replaces the need for a traditional telephone with lines. With CreataCRM Cloud Phone, your telephone lines are redundant. Your Cloud PBX Phone is accessed via the internet connection.

All you need onsite is a good internet connection. If you have VoIP handsets in place - great but if not, we can supply them. VoIP handsets are ideal for the office enviroment and can share the same network cabling as the existing computers use. Next to this, any mobile device that relies on the internet can receive your calls. There is no longer a need for an expensive Telco Provider. Working from home and any other location is now possible via the internet with any device (Mobile, Tablet, PC or regular Handset) to access your calls and your contact database.

They are both one in the same system. A Cloud System streamlining how you run your business activities & business calls. Together, they will centralises your business information (calls, client & dealings, contacts). The two systems together let you make a phone call from a listed contact, then quote after the call, manage the Job/Project after the quote, and finally invoice the Job/Project once its completed via the eMarketing tool. Manage lead through close in one place.

CRM + PBX Features

Phone Hud

The Hud gives you a visual display of who is on calls, who they are talking to, where they are located and the length and details fo that call. It also gives you the option to add your own details now or later. Information that is always retained for ever in your CRM. [See further down more information and images about the Phone Hud.]

Work Faster

A PBX inside a CRM lets you call your contacts from the CRM within moments of the new lead (prosptective client) filling in the enquiry form from your website. CreataCRM can receive leads from your website & will populate your CRM for you. Quick dial those leads from any device from any location to follow up.

Know who Calls you

With CreataCRM, all your customers are in your system so you can greet them personally when they call. You can be on the other side of the world on any device, and know who is calling you and take that important call with full insight and access to the client history.

Work better on the Road

Field Agents & Employees on the road can now scan for any other Customers around their immediate area & pay them a visit. On any device like a Mobile Phone, Tablet or PC/MAC, they can see which customers are near by. Then they can call the customer on their web browser and arrange a meeting after which they can log the call details then or later (which ever is convenient).

Working Smarther, not Harder

With CreataCRM and CreataPBX, you have the flexibility of working conditions. You may have received client request late in the day but you need to leave and pick up the kids. You still need to finalise your client request so now you can go home and change the end point from where you are calling from (any device) and call from your home device. You are able to log the call from your office and from your home all in one place.

All the Tools in One Place

CreataCRM with CreataPBX also displys a map for you to visually see where you are, your clients are and your colleagues are. CreataCRM gives you a broader understanding of every facet of your buiness and then the tools to get the work done as well. From the moment you make a take a call, simply create a new lead, quote the lead, create a new job, start the project, manage that project, record all the client dealings both in phone calls & emails, graphically eMarket to the new client additional information...then invoice the job. Seriously time saving & convenient!

PBX Features

Retain your Business Number

When CreataCRM Cloud is set up for you, you can keep your Business Phone numbers even though you will be calling via the internet.


Interactive Voice Recording handles the volumes of calls when you can't. It provides options for the caller such as 'Press 1 for accounts' etc

Call Recording

You have the options to record calls, if required, which are then logged in the CRM next to the contact.


With an ability to conduct call conferences with multiple callers, you can manage teams and projects quite easily.

Simultaneous Ring

Simultaneous ring features means your calls will chase you. They will arrive through to your desk phone, your mobile and anywhere else you need it, at the same time.

Real Time Tracking & History.

Call activities including ingoing, outgoing, duration & destination calls are all logged. Generate reports on this data to understand your business activities.

Call from Contact

Simply 'click to call' via the contact or you can 'manually dial' the number via the dial pad.

Caller ID Blocking

You are given the option to hide outbound calls when required if privacy is important

Heads Up Display

Gain understanding of who is on a call in your office and who they are speaking with and for how long. Information which is then logged & reportable.

International Calling

With options to call Nationally and Internationally, you can make the calls you need to in the volumnes you need to, without the huge costs you're used to.

Caller Pop Up

Give more of a personalised experience to your customer by being informed who they are before you pick up the call. Pop Up display tells you who is calling.

Hold Music etc

All the typical features are available including On Hold, Call Queueing, Call Transfer, Call Park & Call Pick up. In addition, you can have multiple lines coming in, and/or multiple lines going out. Whichever you need & however you need it.

The Features in Detail!

Click Client to Call

Click to call from any device or via your Personal Computer Screen. Call details are all retained in your CRM whilst the PBX handles all the making of the call itself.

Set up

PBX Cloud

Click Colleague to Call

CreataCRM's has a Phone Consol Pop Up. You have the ability to see who is on a call as well as any parked calls and colleagues who are in the office today (logged in). In addition, you will be able to see all phones associated with a user (mobile, home, computer) and can transfer to any one of these.

Onscreen Dial Pad

Every call you make will be logged. The number & the duration of the call. Also, you'll have the ability to add 'notes' to the call whilst your on the call - all logged back to the database - CreataCRM.

The Phone Hud

The Phone Hud allows you, the User, to receive and take calls and start typing notes into the Hud as you're speaking. In addition, you can assign the type of call it is and then later, go back and make any other additional notes you may have not included.

Caller Information

The Phone Hud not only tells you that your colleague is on the phone, but where your colleague is and who your colleague is speaking with. It also includes information like the duration of that call, date, time and number.

Parking Insight

The Phone Hud improves your customer service by providing a Parking facility which allows Users to click through and view all parked customer calls, before take taking any of the calls. Users are able click the parked customer call to review the customer file/notes before picking up the call.

Recent Calls

Via the Phone Hud, you can view all recent calls in a log. From this view, you are able to see details such as the time, date and person who was called, along with who called them. The information gives colleagues/owners a broader understanding of what call activities are taking place in the office (or even out of the office)

Service & Support Calls

Track all staff support calls by assigning them into their relevant Jobs. CreataPBX and CreataCRM work together to help you capture and assign all chargable work and invoice it accordingly. Assign Support given over the phone from both outbound and inbound calls. This is huge time saving for your staff and huge cost cutting for your business. The clarity provided from calls will bring in greater income which is normally lost when staff can't recall their calling activities & the details surrounding a call including the duration of them.

Work Anywhere

CreataPBX lets you work from anywhere around the world whilst giving and 'in office' impression. Users can take and send calls from their mobile phone, Laptops, Office Phones and other Portable Handsets. CreataPBX lets users switch locations effortlessly with a easy drop down menu and start calling. Each number is a location ie Home, Office, Over Seas, Tablet. Working mobile is alot easier this way.


1) We set up Host PBX ($27.50 per month)
We start by setting up a hosted PBX System in the Cloud. The features available are almost limitless. You have access to a huge amount of features with some of those listed below. Your phone system can be tailored to your key Business need. Routing calls on Time Bases, Answer Calls on your Mobiles, Record Conversations and Upload to Drop Boxes. Even enabling Conference Call Facilities. Hosting of the PBX begins for $27.50 per month. This is for managing the phones and uploading the voice recording. It will give you unlimited extensions.

  • Call Queueing
  • Conference
  • IVR (Interactive Voice Recording 'Press 1 for accounts...' etc)
  • Call Recording
  • Music on Hold
  • Call Flow Controls
  • Ring Groups
  • Upload Calls to DropBox

2) We set up SIP Trunking & Line options

You have a couple of additional options with SIP Trunking. See the two tables below for explaination of SIP Trunking. In addition, there are some options with lines that you may want to consider to ensure its ideal for your office arrangement.

Inbound Channel This is like a phone line to receive calls. It is $5 a month for an inbound line.  If you feel you need a few inbound lines to manage multiple incoming calls, you can have additional lines. $5 per month
Single DID This is a phone number. We can provide a single number for your location throughout Australia. If required, we can port your existing number across to minimise distruptions to the business. $1.95 per month
Call Rates

Simply check out the pricing table features next. Its about 10c for a local call and around 15c a minute for mobile.


SIP is 'simple concurrent calls at the same time' ideal for larger offices needing several lines. Rate
Australian Landline (local / national) $0.10 per call
Australian Mobile $0.1598 per minute
13/1300 Numbers $0.2717 per call
International Rates Click Here
SMS Message $0.11 per message
Monthly Access Fee $0.00

3) CreataCRM Benefits

With CreataCRM Cloud PBX System, you can access your contacts anywhere in your web browser and dial from CreataCRM. This will route to your Extension and call from it. It allows all calls to be tracked and monitored - and stored in one centralised location. It will give you an in-depth understanding of all call activities in your business.

Popup on incoming calls When people call in, you are able to see who is calling on your computer screen, giving more of a personalised experience to your customers when you answer the phone.
Phone HUD With CreataCRM phone Hud (Heads up display) gives you insight into who is on what call and who is available to take a call. This lets you utilise your staff better. CreataCRM phone Hud allows you to know who your staff are speaking to and how long. It provides more information to you about every call.
Quick Dial All phone numbers in the database (CreataCRM) have a easy dial to call out from, making it faster to work.
Logs all Calls All calls made from all devices will be logged into CreataCRM and will be assigned to the contact in the database. This allows you to get real Business intelligence for your business.

Note: These calls costs and pricing structures are subject to change every occassionally. Our website may not reflect the most recent price but we always aim to update as frequently as possible. Call us and we can confirm the pricing for your business and needs. We hope this feature of PBX inside of CreataCRM excited you. If so, let us know. We're happy to answer any remaining questions you have. Ph 02 91250575 or email us by clicking here

“Work is no longer a place”