CATAMA Suite
distribution
We know that good customer relationships and sales are based on a clear sales structure. With CATAMA, you generate new contacts and capture them in a structured sales process.
CATAMA manages your sales professionally and efficiently. With this software, you can manage your automotive business's contacts, classify them by interests and user-defined tags, and increase your sales success. Group and classify sales opportunities and create offers and quotes that you can track and evaluate.
CATAMA CRM
Interested parties & contacts
Good customer relationships lay the foundation for the success of any business. With CATAMA, you can manage your automotive business's contacts more effectively, thereby increasing your sales success and cultivating your customer relationships more efficiently. Detailed filters allow you to define customer groups, send personalized emails, newsletters, SMS messages, or letters, and access reports and segmentation analyses.
The CRM (Customer Relationship Management) integrated into CATAMA offers numerous options for effectively managing all types of contact data. In the CATAMA dashboard, you can maintain your customer contacts, organize your sales, or create marketing campaigns to promote your products or vehicles.
CATAMA Cloud
Acquisition & Billing
In the area of sales and invoicing, you create offers, order confirmations, invoices, delivery notes, credit notes, cash register statements, and reports on your outstanding receivables. Assign offers to employees for processing, send cost estimates to customers, and track the success of your order acquisition efforts.
Upload documents such as photos or PDFs directly to jobs, for example to document accident damage or attach vehicle inspection reports directly to the job and vehicle. Clock in and out of work hours, check off completed items, and link receipts directly to deadlines.
Send quotes directly to customers, have them digitally confirmed, and convert them into orders with a single click. Process orders, send order confirmations, delivery notes, pro forma invoices, and standard invoices to the customer. Record incoming payments and export the data for a desired period for accounting purposes , e.g., in DATEV document format.
CATAMA Cloud
Planning & Evaluation
In CATAMA, you can record and manage customer appointments for sales purposes just as efficiently and easily as personal or workshop-specific appointments. Create tasks, assign them to yourself or employees, and set deadlines for them.
In the area of statistical analysis, you determine sales and success opportunities. This allows you to identify strengths and weaknesses in sales, evaluate efficiency, and find new sales opportunities.