Connected to how you trade
Customers link to sales, jobs, warehouse and accounting — not a silo of contact cards.
Manage contacts, companies, follow-ups, activities, emails, regions and customer history in one connected system — linked to sales, jobs and accounts.
One customer record. Full visibility. Faster follow-ups.
Built for Australian businesses using MYOB, Xero and Reckon.
CreataCRM keeps people, companies, tasks and history together so the team can respond without hunting across tools.
View parent companies, divisions, sales history, invoices and activity from one screen — so anyone can pick up a customer conversation quickly.
A salesperson opens a parent company and sees every division, open quotes and recent invoices — without switching systems.
Hierarchy, history and activity on one customer view
Track activities, reminders, callbacks and staff accountability against the right company and contact.
Before calls start, the team opens today’s follow-ups — overdue callbacks and promised quotes are already prioritised.
CreataAI action briefing — overdue tasks and today’s focus
Organise customers, contacts and sales activity into regions, territories and service areas — with maps your team can actually use.
A regional manager filters the map to their territory, spots unvisited accounts, and assigns follow-ups before the week starts.
Regions, territories and customers on the map
Keep internal discussion next to the customer record — so context isn’t trapped in private email threads.
Sales asks warehouse about a delivery hold-up in the customer chat — accounts sees the thread when they open the invoice later.
Internal chat tied to the customer
Staff can open customers and related work on phone or tablet — maps, updates and history without waiting for the office.
On the way to a site visit, the tech opens the customer on mobile, checks the last notes, and updates the visit before leaving.
Customer and job access on phone or tablet
Use CreataAI to surface follow-ups, overdue accounts and customer summaries — without digging through history screens.
Before stand-up, the owner asks CreataAI for overdue customers and opens the three that need a call first.
Example prompts your team can ask CreataAI
Bring notes, tasks, emails, invoices, activities and history into one place so your team can respond faster and deliver better service.
Customers link to sales, jobs, warehouse and accounting — not a silo of contact cards.
Hierarchy, history, tasks and chat stay on the record so handovers don’t lose context.
Ask about follow-ups, overdue accounts and customer summaries without building reports first.
Local help for businesses that run MYOB, Xero or Reckon alongside the CRM.
Book a personalised demonstration using your typical contacts, follow-ups and customer history.