Sound familiar?
These are the client management problems every promo company runs into — and KATA solves all of them.
✕Forgetting to follow up on quotes and losing deals
✕No visibility into who's been contacted and when
✕Client history scattered across emails and spreadsheets
✕Repeat orders missed because there's no reminder system
✕Deal stages tracked in someone's head — or not at all
✕New team members struggling to pick up existing accounts
How KATA's CRM works
01
Capture every client and contact
Store client companies, contacts, and communication history in one place. Your whole team can see exactly where every relationship stands.
02
Track deals and quote stages
Move deals through stages — from first enquiry to quote sent, approved, ordered, and delivered. Nothing falls through the cracks.
03
Automate follow-up reminders
Get notified when a quote hasn't been responded to. Set follow-up tasks so your team stays on top of every live opportunity.
04
Trigger repeat order opportunities
KATA flags clients who haven't ordered in a while or whose seasonal campaigns are due. Turn one-time clients into long-term accounts.