Goal
Streamline user workflows, improve accessibility of information, and enhance overall productivity.
Why
Reduces the need to switch between tabs, streamlines workflows, and enhances overall productivity. Ultimately, this supports better organisation and allows you to focus on building stronger client relationships and making more informed decisions.
Kato CRM
We have incorporated both tabs into a CRM section whereby you can view all client and company details as well as view any associated records!
👀 Watch our quick Video Tour (Here)
Add requirements and viewings straight from your contacts card
You can add both requirements and viewings within your CRM record using our Actions drop down.
View associated records for each contact and company
Each record contains any associated record affiliated with the contact or company, you can find each association by using each tab provided.
Create saved views for point of ease when searching for specific clients
You can create saved views making it easier to target certain client or company information by adding your applicable filters and selecting Save View.
