Xero & CreataCRM

CreataCRM LINKS with Xero and enables you to access all ERP data from your Business activities. All the great features that Xero offers are further enhanced inside CreataCRM.
CreataCRM offers the business person access to all their Xero ERP data in real time and fully accessible via the Cloud. From anywhere, you can access the data you need from Xero along side your vital CRM data. Having both data available on any device, means you can be fully informed when working away from the office. Whilst in the office too, you are reducing double handling, by accessing all data from a centralised location.

Watch a video.

Watch a Video Tutorial - Xero with CreataCRM

Key benefits include :
• Seeing your cash flow real time
• Automatically importing and code bank transactions
• Organisation ofbank reconciliations
• Managing extensive Invocing
• Managing Payroll
• All accessible in the cloud from any location at any time

CreatCRM with Xero offers you the ability to access & mange any 'Time Billing' from Activities which can be invoiced from CreataCRM. CreataCRM offers powerful a Warehouse Management tool. CreataCRM is a fully flexible System and fully customisable so features you need in addition to Xero, can be added as required. Anything you feel is lacking in your accountancy system or extra enhancements you require in CreataCRM, can easily be added. The key benefits with an integration between Xero and CreataCRM is that users can see a balance of accounts and sales on their device of preference. That is, PC, Tablet and Mobile Views are all available and enable the user and business owner to better manage business activities via the relationship between Xero and CreataCRM.

The below table details features available through the real-time syncronisation:


Sync Xero Accounts into CreataCRM. Contacts, Accounts and Companies all synronised into Xero

Invoices Send invoices from CreataCRM to Xero, allowing you to manage your Sale Cycle from Lead to Invoice in one location.
Update Invoices Update your invoices from Xero to CreataCRM enabling workflow (eg reminders etc).
Invoice Items List of Invoice Items
Followup Tasks Create Task Reminders of Over Due Invoices
Warehousing CreataCRM has a fully integrated Warehousing and Inventory System which gives real-time stock levels

What is Xero

Xero is an easy to use online accounting software that is designed specifically for small business.
- Its online so you can work when and where you want. Just login with your PC, Mac, or Mobile.
- Your bank statements are automatically imported and categorised, letting you see your cashflow in real-time.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- Xero has all you need - including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

To know more about Xero & CreataCRM together, simply call 02 9125 0575 or email us at creatasales@creatacrm.com.au

“The best way to prosper a business is to build sincere relationships and care about people. Connecting with people is paramount in a generation of 'disconnection' " ~VH