CATAMA SUITE
Contacts & Customers
Managing customers and contacts is easy with CATAMA. Enter your desired master and contact information, as well as the current status of the acquisition. Optionally, link the record to a vehicle and assign terms and contact persons.
Let CATAMA generate comprehensive statistics and analyses on your customers and contacts. Utilize intelligent CRM options such as newsletters, follow-up lists, and birthday reminders to strengthen your existing customer relationships.
Automatically generate data protection consents or, if desired, store any documents directly in the customer's document archive.
Filter your customers by free text or predefined search parameters. Send elegant circulars via email to selected customer groups or reminders about upcoming vehicle inspection appointments directly through CATAMA.
Thanks to the import function, you can integrate existing data from current solutions in no time. Integrated sync options from solutions like WeClapp or MS Dynamics enable rapid data transfer.
- automatic document filing and archiving
- Manufacturer lists import
- Order creation and order dispatch