CRM Sales Pro
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, tr...
Mon, Sep 14, 2026 at 5:56 PM
Overview CRM Sales Pro uses Twilio to power calling, call forwarding, voicemail, and call recordings inside CaterZen. Before a user can make or receiv...
Mon, Sep 14, 2026 at 5:58 PM
Overview Once CRM Sales Pro and Twilio are set up, users can make and receive calls directly inside CaterZen. CRM Sales Pro keeps call activity connect...
Mon, Sep 14, 2026 at 6:00 PM
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...
Mon, Sep 14, 2026 at 7:51 PM