Prospective Clients & Contacts

CATAMA · Prospective Customers & Contacts

Manage Prospects & Contacts in Your Auto Repair Shop

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

Cloud · GDPR-compliant · Data center in Germany

KontaktstammKunden & Lieferanten
Tags & FilterZielgruppen bilden
InteressentenLeads erfassen
Historiealles nachvollziehbar
CATAMA CRM fuer Interessenten und Kontakte
Contact Database: Customers, Suppliers, Manufacturers
Tags & Filters: Create Customer Groups
Prospects: Classify leads
History: Activities per contact
Features

One CRM for all your business’s contacts

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

Contacts & Customers

Centrally maintain and retrieve your customer database, including vehicles, orders, and full history.

Go to Contacts & Customers

Suppliers & Manufacturers

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

Go to Suppliers & Manufacturers

Prospects & Leads

Record, classify, and evaluate new prospects in a clear sales process.

Tags & Customer Groups

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

History & Transactions

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

GDPR-Compliant

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

Zentraler Kontaktstamm in CATAMA
Central Master Database

All Contacts, One Source of Truth

Customers, prospects, and suppliers are stored centrally and linked to vehicles, orders, and documents. This ensures that the entire team works with the same up-to-date data.

  • Customer, Prospect, & Supplier Master Database
  • Links to Vehicles & Orders
  • Full History for Each Contact
  • Location-independent cloud access

More About Contacts & Customers

Vom Kontakt zum Vertrieb in CATAMA
Foundation for Sales

Contacts Turn into Orders

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

  • Target Groups via Tags & Filters
  • Transition to Quotes & Orders
  • Foundation for Campaigns & Mailings
  • Sales Opportunities at a Glance

More on Sales & CRM

Frequently Asked Questions

Prospects & Contacts – A Quick Overview

What types of contacts can I manage?

Customers, prospects, suppliers, and manufacturers—each with a history, contact persons, and links to vehicles and orders.

Can I create target groups?

Yes. Using customizable tags and detailed filters, you can create customer groups for sales outreach and campaigns.

Where do I manage suppliers?

You manage suppliers and manufacturers under “Suppliers & Manufacturers”—linked to purchasing.

How do I go from a contact to an order?

You can create quotes and orders directly from a contact—the process is managed in “Acquisition & Invoicing.”

Related

More in the CATAMA ecosystem

Sales & CRM

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

View

Sales & Billing

From quotes to orders to invoices—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 together customers, prospects, and suppliers in one CRM.