MYOB AccountRight Live & CreataCRM

If you enjoy using MYOB and would prefer to stay using it, then you can. Creata keeps you using what you prefer and adds greater functionality. You are given the freedom to run all your business accountancy tasks inside of Creata which centralises all data. The partnership lets you prepare Invoices, Back Orders, Purchase Orders, Sales Orders and plenty more, all inside of Creata, synchronsied to MYOB Accountright. In addition, by using Creata's powerful workflow framework, you're given even greater functionality by creating your own automations. Simply integrate with the latest version of MYOB (Account Right Live), and enjoy all your business information becoming readily accessible via the Cloud and linked with our Cloud System (Creata). Its a great partnership that will liberate you!

Synchronisation options

CreataCRM provides an automatic MYOB sync which lets you choose what data to sync across every hour to CreataCRM. CreataCRM offers an automatic Sync tool which will sync data of your choice) to CreataCRM. Reducing double handling where no user interaction is required. If a user changes client records in MYOB, those details are automatically updated from your accountancy package into CreataCRM.

  • Sync MYOB Customers and Suppilers
  • Sync MYOB your Sales - Invoices, Quotes, Orders
  • Sync MYOB Buyer Behaviour
  • Sync MYOB Purchases - Purchase Orders, Bills
  • Myob Inventory Counts
  • Sync Category
  • Sync MYOB Items -  all MYOB Type Invoices
  • Sync MYOB Jobs
  • Sync MYOB Time Billing information

CRM with MYOB - Better Relationships

Bring MYOB Quotes, Sales Orders and Invoices into CreataCRM to easily. View customers purchase history in one place. Easily search MYOB Customers, MYOB invoices and buyer behaviour throught the CRM.CreataCRM offers you the ability to Tags your clients i.e. recent purchases or oldest clients. CreataCRM gives access to Dashboards and Reports from your MYOB data. View information from MYOB data in the reports tool. All data is also accessible on the your mobile device. Manage things like;

  • Sync your Customers
  • Customers Buyer Behaviour
  • Their Balance and Credit Status
  • Customers Invoices, Orders and Quotes

Managing your Sales Process

CreataCRM enables you to manage your sales process from Lead to Invoice, all in one place. From an initial website enquiry to developing a large opportunity/project with many various stages (including quotes, jobs, orders and invoices), each stage is managed via the Sales tools. If your process is unique, we can develop a process for you. Send part-invoices and then send to MYOB or send quotes. However you work. You can even send quotes to Jobs, and then enable field staff (out of office workers) to access the information from one place on their device.

Job Management with MYOB and CreataCRM

With Job management, you can easily schedule a job in CreataCRM from your sales, then assign the job your field staff, allowing them to be notify from email or on their phone. Add field staffs times of work and rates of service per Field rep. Then The users will be able to access the Job items that came from the Quote or add items needed for the Job. The Field Staff are able to add their timesheets into CreataCRM to help with a Job costing. Also with Creata Survey, you will be able to develop OH&S and SWMS templates for Field staff to fill out. Once the job is finish you are able to invoice the Job items and addition time spend on the job to MYOB.

Managing your Purchasing in CreataCRM

With CreataCRM, you are able to managing your purchase orders from your sales, Allowing your sales team be in full control of your sales process. Allowing your team to purchase order form your suppliers, and drop ship to your clients

Marketing & MYOB

With Creata's abilility to capture your clients buyers behaviour, you can easily group those purchasing habits into a tags for use during Marketing. Creata's eMarketing Module also gives you the functions of scanning client emails to validate lists prior to sending out communications. Users can see what are emails are valid and invalid which can then trigger follow up calls or and database cleaning.

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