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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 CRM Sales Pro uses Twilio to power calling, call forwarding, voicemail, and call recordings inside CaterZen. Before a user can make or receiv...

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...

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 automated sequences are running in CRM Sales Pro, you can easily monitor their performance — seeing which contacts have been reached, wh...

Overview Not every contact needs to complete an entire sequence — and CaterZen's CRM Sales Pro gives you multiple ways to gracefully stop automated out...