CREO

CREO crm brings your entire sales-to-delivery workflow into one fast, focused mobile app — from the very first lead to a signed deal and the design work that follows. Built for design studios and the sales, design and management teams behind them, it keeps your pipeline, your tasks and your people moving in sync, wherever the day takes you. No more switching between the desk and the field. Update a deal after a client meeting, tick off a follow-up on the road, assign a designer from a site visit — CREO crm keeps everyone on the same page in real time. WHY CREO crm • The whole journey, one app — capture leads, push deals through every stage, and follow the design tasks each won deal creates. • Built for speed — a clean, native experience made for quick updates between meetings and on-site. • Never miss a beat — instant sync across your team, with push notifications the moment something needs you. Tap an alert to jump straight to the record. • Secure from the ground up — Face ID / fingerprint sign-in, encrypted connections, and data scoped to exactly what your role allows. WHAT YOU CAN DO Home & calendar • Everything due today, this week or this month, at a glance. • Complete tasks, follow-ups and design deadlines straight from the calendar. Leads • Work your pipeline by stage, with sources, requirements and budgets. • Log notes, schedule follow-ups, and never let a prospect go cold. Deals • Track open opportunities and stage progression through to close. • Assign 2D / 3D designers and proposal owners as a deal advances. Actions & tasks • Manage calls, follow-ups and to-dos with priorities and reminders. • Complete location-aware tasks when you're on site. Design tasks • Follow the design work tied to each deal, with owners and deadlines. Forecast • Track booking and invoice attainment against your budget targets. • Quarterly progress, required run-rate and team leaderboards at a glance. Documents • Browse, upload and share files and folders — proposals and project docs always to hand. Team & accounts • A live team directory with roles and, where enabled, field location. Notifications • One unified activity feed for everything that needs your attention. Reports • Export saved reports to PDF, Excel or CSV and share them anywhere. Chat • Message teammates without ever leaving the app. MADE FOR Interior design and architecture studios, sales teams, design managers, and field staff who need their CRM to keep up with them. NOTE CREO crm is a companion app for organisations using CREO crm. You'll need an account provided by your company to sign in. Some features — such as field location and team visibility — depend on your role and your organisation's settings. Questions or feedback? Reach out to your CREO crm administrator.