From acquisition to invoicing: How CATAMA digitizes all business processes in the automotive industry

A modern automotive business is a complex enterprise. The path from the initial customer inquiry through the repair to the final payment involves numerous business processes. Often, various programs are used: one for invoicing, another for accounting, and perhaps a separate solution for inventory. This patchwork of isolated solutions leads to duplicated workloads, data chaos, and high error rates. The solution is a comprehensive business solution that seamlessly integrates all processes.

The most important business processes and their pitfalls

Every automotive business must master these core processes:

• Acquisition & offer preparation: Fast and professional response to customer inquiries.
• Order processing & invoicing: Efficient creation of workshop orders and legally compliant invoices.
• Accounting: Correct recording of all business transactions and preparation for the tax advisor.
• Inventory & warehousing: Overview of parts inventory to avoid bottlenecks and reduce capital tied up in inventory.

If these systems don't communicate with each other, data has to be manually transferred from one system to another. A quote is typed out to create an invoice. The invoice data is then entered again for accounting. This is not only inefficient but also extremely prone to errors.

The CATAMA Suite: One solution for everything

CATAMA was designed as a comprehensive business solution to solve precisely these problems. Instead of many individual tools, you get an integrated suite where all modules are perfectly coordinated and data flows seamlessly.

This is how CATAMA connects your processes:

• A customer contact from the acquisition process is stored directly in the central customer management system.
• offer from this data in just a few clicks .
• With the customer's approval, you can convert the offer into an order and then into an invoice – without having to enter data twice.
• All invoice data is immediately available for integrated financial accounting or for export to your tax advisor (e.g. via DATEV interface).
• Installed parts are automatically deducted from the inventory during the stocktaking .

The freedom of the cloud: Flexible, secure and scalable

As a modern cloud solution, CATAMA offers decisive advantages over traditional, installed software:

1. Location-independent access: Whether in the office, in the workshop or from home – you and your team can access all data and functions at any time and from any device with an internet connection.
2. No installation, no maintenance: You don't need expensive server hardware and you don't have to worry about updates or data backups. You always work automatically with the latest, most secure version of the software.
3. Easy scalability: Is your business growing? CATAMA grows with you. Simply add new users or additional modules, flexibly according to your needs.

Conclusion: Put an end to piecemeal digital solutions. With the CATAMA Suite as a comprehensive business solution, you can digitize all your business processes from A to Z. You drastically reduce administrative effort, minimize errors, and gain the transparency and flexibility you need for the long-term success of your automotive business.