CATAMA Suite
Sales
We know that strong customer relationships and sales are built on a well-structured sales process. With CATAMA, you can generate new leads and track them within a structured sales process.
CATAMA manages sales professionally and efficiently. With this software, you can manage your automotive business’s contacts, categorize them by interests and custom tags, and boost your sales performance. Group and categorize sales opportunities, and create quotes and estimates that you can track and evaluate.
CATAMA CRM
Prospective Clients & Contacts
Strong customer relationships are the foundation of any business's success. With CATAMA, you can manage your auto shop's contacts more effectively, thereby boosting your sales and providing better customer service. Using detailed filters, you can define customer groups, send personalized emails, newsletters, text messages, or letters, and generate reports and selections.
The CRM (Customer Relationship Management) system integrated into CATAMA offers you a wide range of options for effectively managing all types of contact data. In the CATAMA Dashboard, you can manage your customer contacts, organize your sales efforts, or create marketing campaigns to promote your products or vehicles.
CATAMA Cloud
Acquisition & Billing
In the Sales & Billing module, you can create quotes, order confirmations, invoices, delivery notes, credit memos, cash register reports, and reports on your open items. Assign quotes to employees for processing, send cost estimates to customers, and track the success of your sales efforts.
Upload documents such as photos or PDFs directly to jobs—for example, to document accident damage—or attach inspection reports directly to the job and vehicle. Log your working hours against jobs, check off completed items, and link receipts directly to appointments.
Send quotes directly to customers, have them confirmed digitally, and convert them into orders with a single click. Process orders, and send order confirmations, delivery notes, pro forma invoices, and standard invoices to customers. Post incoming payments and export data records for a specific time period for accounting purposes, e.g., in the DATEV document set format.
CATAMA Cloud
Planning & Evaluation
In CATAMA, you can schedule and manage customer appointments for sales just as efficiently and easily as personal or workshop-specific appointments. Create tasks, assign them to yourself or your employees, and set deadlines for them.
In the area of statistical analysis, you can identify sales and business opportunities. Use this to pinpoint strengths and weaknesses in your sales efforts, assess efficiency, and discover new sales opportunities.