CRM Sales Pro

Getting Started with 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
Connecting Twilio for CRM Sales Pro
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
Managing Calls, Tasks, and Reports in CRM Sales Pro
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
Create and Use Marketing Lists in CRM Sales Pro
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