CATAMA · Prospective Clients & Contacts

Manage Prospects and Contacts at the Auto Shop

Customers, prospects, suppliers, and manufacturers—all in one place: CATAMA’s automotive software CRM consolidates all contacts along with their complete history—organized using tags and filters, and easily searchable at any time.

Cloud · GDPR-compliant · Data center in Germany

Contact DatabaseCustomers & Suppliers
Tags & FiltersCreate Target Audiences
Prospective CustomersCapture leads
HistoryEverything is traceable
CATAMA CRM for Prospects and Contacts
Contact DatabaseCustomers, Suppliers, Manufacturers
Tags & FiltersCreate Customer Groups
Prospective customersClassify leads
HistoryActivities per Contact
Features

A CRM for all of your company's contacts

Whether it's a customer, a prospective customer, a supplier, or a manufacturer—CATAMA manages every relationship in a structured way and links it to vehicles, orders, and documents.

Contacts & Customers

Centrally manage and retrieve your customer database, including vehicles, orders, and complete history.

Go to Contacts & Customers

Suppliers & Manufacturers

Manage suppliers and manufacturers, including their terms and conditions and contact persons—linked to the purchasing department.

About Suppliers & Manufacturers

Prospective Customers & Leads

Record, classify, and evaluate new prospects as part of a clear sales process.

Tags & Customer Groups

Assign freely definable tags to contacts and group them into target audiences using detailed filters.

History & Events

Each contact has its own history: orders, documents, appointments, and communications—all in one place.

GDPR-compliant

Contact information securely stored in German data centers—with the necessary data protection features.

Central Contact Database in CATAMA
Central Trunk

All Contacts, One Truth

Customers, prospects, and suppliers are all stored in a central location and linked to vehicles, orders, and documents. This ensures that the entire team is working with the same up-to-date data.

  • Customer, Prospect, and Supplier Database
  • Link to Vehicle & Order
  • Full history for each contact
  • Location-Independent Cloud Access

More about Contacts & Customers

From the Contact to the Sales Department at CATAMA
Foundation for Sales

Contacts Turn into Orders

The contact database is the foundation for lead generation, quotes, and campaigns. Using tags and filters, you can create target groups and reach them directly—right from within the CRM.

  • Target Audiences Using Tags & Filters
  • Transition to Offers & Orders
  • Basis for Campaigns & Mailings
  • Keeping an Eye on Sales Opportunities

More on Sales & CRM

Frequently Asked Questions

Prospective Clients & Contacts – A Brief Overview

What types of contacts can I manage?

Customers, prospective customers, suppliers, and manufacturers—each with their history, contact persons, and links to vehicles and orders.

Can I create target groups?

Yes. You can use customizable tags and detailed filters to create customer groups for lead generation and campaigns.

Where do I manage suppliers?

You can manage suppliers and manufacturers under " Suppliers & Manufacturers "—which is linked to Purchasing.

How does a lead turn into an order?

You can create quotes and orders from within the contact—the " Sales & Billing" module walks you through the process.

Goes well with this

More from the CATAMA Universe

Sales & CRM

Leads, quotes, campaigns, and analysis—managing sales in a structured way.

View

Sales & Billing

From the quote to the order to the invoice—all directly from the contact.

View

Organization

Master Data, Tasks, and Team—the organizational framework for your contacts.

View

Contacts That Drive Your Sales

Try CATAMA free for 5 days and bring your customers, prospects, and suppliers together in one CRM.