General Navigation
Watch to learn basic navigation around CreataCRM
Personalise your CreataCRM
Customise the colours and styles of CreataCRM
New & Improved Column View
Recent changes on the coloum layout demonstrated
Using CreataCRM's Drop Down Menus
Another latest addition - new drop down menus
Menu Bars
Change Menu Bar positioning to suit your working style
Using CreataCRM Calendars
Learn about the CreataCRM Calendar and its possibilities
CreataCRM & MS Outlook® Integration
Learn about the CreataCRM Calendar and its possibilities
Google Maps with CreataCRM
Find client locations easily with Google Maps & CreataCRM
Using Xero® with CreataCRM
Manage all your accounting inside CreatCRM with Xero®
The CreataCRM App
The mobile App for CreataCRM & whats included.
Project Planning with CreataCRM
Manage your projects from Milestones, Deliverables, Tasks and Activities.
Setting up Contacts & Companies
Setting up Companies and Contacts inside of CreataCRM.
Setting up Groups inside CreataCRM
Learn what a Group is and how you can set them up and use them efficiently.
Managing your Web Leads
Leads received from your website(s), can be populated & managed in CreataCRM.
How to use the Analaysis Report
What is a Group and learn how to create one inside of CreataCRM
Using CreataCRM Sales Opportunities
Learn how to use the Sales Process inside of CreataCRM.
Workflow with CreataCRM
Workflow enables you to automate processes. Learn how you can speed up your job with WorkFlow.
WHY MOVE TO THE CLOUD?
CreataCRM, Office365 & Xero