Prospective Clients & Contacts

Contacts & Customers

Centrally manage customers, prospects, and contact information—with CRM features, follow-up reminders, and direct transfer to documents.

No installation required · Data center in Germany · Made in Germany

Customer Management at an Auto Repair Shop

In CATAMA, you can centrally manage customers, manufacturers, and shipping addresses—complete with a full history of vehicles, documents, and appointments. Using the CRM, you can filter customers by vehicle inspection appointments, draft newsletters, or flag contacts for follow-up.

Features

Keeping an Eye on Every Customer

Contact Management

All master data and the complete history for each customer.

  • Linking Customers, Vehicles, and Documents
  • "Documents Transferred" has been clicked
  • Reports and Statistics

CRM & Promotions

Reach out to customers proactively instead of waiting.

  • Filter by Vehicle Inspection Dates
  • Circular via email
  • Follow-ups and Calendars

Communication

Email and internal conversations in context.

  • Email Integration with Templates
  • Internal conversation about the dataset
  • Custom Terms and Conditions
Goes well with this

Related Features

Suppliers & Manufacturers

Vendor Master Data and Terms and Conditions.

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Prospective Clients & Contacts

An Overview of the Division.

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Quotes & Estimates

From Initial Contact to the Offer.

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Maintain customer relationships

Try CATAMA for 5 days free of charge—with no obligation and no installation required.