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Overview CRM Sales Pro helps your team manage catering sales follow-up directly inside your CaterZen CRM. With CRM Sales Pro, your team can make calls...

Overview Connect Twilio to use CRM Sales Pro’s calling features in CaterZen. Your team can keep Customer conversations and follow-up activity connected to ...

Overview Once CRM Sales Pro and Twilio are set up, your team can make and receive calls directly inside CaterZen. CRM Sales Pro keeps call activity connec...

Overview Marketing Lists allow you to find and group Customers using criteria that matter to your catering business. You can use these targeted lists to re...

Overview Email templates in CaterZen’s CRM Sales Pro help your team send polished, personalized messages in seconds. Whether you’re following up with new l...

Overview Sequences allow your catering sales team to create a scheduled series of follow-up activities for leads and Customers. A sequence can combine auto...

Overview Once your Sequences are running in CRM Sales Pro, you can monitor their performance to see which contacts have been reached, which messages receiv...

Overview Not every contact needs to complete an entire sequence. CaterZen’s CRM Sales Pro gives your team ways to stop scheduled follow-up when it is no lo...