CreataCRM
Business
Free · Designed for iPad. Not verified for macOS.
AI-powered CRM with workflows, sales, jobs and customer management. Seamlessly integrates with Xero, MYOB and Reckon to automate your business.
CreataCRM
CreataCRM is a powerful cloud-based Customer Relationship Management (CRM) platform that helps businesses manage customers, sales, service jobs, workflow automation and accounting integration from one secure application.
Designed for Australian and New Zealand businesses, CreataCRM combines CRM, job management, sales, reporting, Artificial Intelligence and accounting integration into a single cloud platform that your team can access anywhere.
Whether you work in sales, field service, wholesale, manufacturing, construction or professional services, CreataCRM helps improve productivity, automate business processes and deliver outstanding customer service.
Artificial Intelligence
Work smarter with the built-in AI assistant.
Use natural language to search your business data, analyse sales, review customer activity, locate invoices and jobs, generate insights and create follow-up tasks. AI helps your team save time and make better business decisions.
Customer Relationship Management
Manage your customer relationships from first enquiry through to ongoing support.
• Customers
• Contacts
• Leads
• Opportunities
• Sales Pipeline
• Activities
• Notes
• Documents
• Email History
• Customer Timeline
Sales
Create and manage:
• Quotes
• Sales Orders
• Invoices
• Products
• Price Lists
• Customer Pricing
• Discounts
Track opportunities from lead to sale while giving your team complete visibility of every customer interaction.
Job Management
Ideal for service businesses and mobile teams.
• Service Jobs
• Scheduling
• Staff Allocation
• Time Recording
• Job Status
• Job Notes
• Photos
• Attachments
• Customer History
Workflow Automation
Reduce manual work by creating automated workflows.
Automatically:
• Send emails
• Create follow-up tasks
• Update records
• Notify staff
• Trigger business processes
• Improve customer service
Dashboards and Reporting
Access real-time information including:
• Sales Dashboards
• Customer Analytics
• Financial Reporting
• KPI Reporting
• Activity Reporting
• Custom Reports
Accounting Integration
Synchronise your business with:
• Xero
• MYOB
• Reckon
Keep customers, products and invoices synchronised while reducing duplicate data entry and improving accuracy.
Mobile Access
Work from anywhere with secure cloud access.
Access customer information, manage jobs, update activities and keep your team connected whether they are in the office or in the field.
Why Choose CreataCRM?
CreataCRM replaces multiple disconnected systems with one integrated business platform.
Key features include:
• Artificial Intelligence
• Customer Relationship Management
• Sales Management
• Job Management
• Workflow Automation
• Dashboards
• Reporting
• Document Management
• Mobile Access
• Cloud Synchronisation
• Xero Integration
• MYOB Integration
• Reckon Integration
CreataCRM is designed to help businesses increase productivity, improve customer relationships, automate everyday processes and grow with confidence.
From managing leads and customers to creating quotes, scheduling jobs, tracking sales and integrating with your accounting software, CreataCRM gives your team everything they need in one secure cloud platform.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, CreataCRM, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Location
- Contact Info
- Contacts
- User Content
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- IT GLOBAL SERVICES PTY LTD
- Size
- 17.5 MB
- Category
- Business
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Classification
4+
- 4+
- Copyright
- Copyright © 2026 IT Global Services Pty Ltd. CreataCRM is a registered trademark of IT Global Services Pty Ltd.