Contacts & Customers

Prospective Clients & Contacts

Contacts & Customers

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

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

Customer Management in Automotive Businesses

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 (HU) appointments, draft newsletters, or schedule follow-ups for contacts.

Features

Keep track of every customer

Contact Management

All master data and the complete history for each customer.

  • Customers, Vehicles, and Documents Linked
  • One-click import of documents
  • Reports and Statistics

CRM & Promotions

Actively reach out to customers instead of waiting.

  • Filter by maintenance appointments
  • Email newsletters
  • Follow-ups and Calendar

Communication

Email and internal conversations in context.

  • Email integration with templates
  • Internal conversations on the data record
  • Customer-Specific Terms
Related

Related features

Suppliers & Manufacturers

Supplier master data and terms.

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Prospective Customers & Contacts

An overview of this section.

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Quotes & Pricing

From Initial Contact to a Quote.

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Manage Customer Relationships

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