The CRM to truly
understand your customers
The CRM to truly
understand your customers
Lata unifies all your customer information—purchase records, financial insights, and engagement data—empowering your team to deliver an impactful experience
All your client data, synced, automated, and unified.
All your client data, synced, automated, and unified.
Lata isn’t just another CRM. It’s your growth engine.
Purpose-built to simplify your work and strengthen your customer relationships—all in an intuitive platform.
Lata isn’t just another CRM. It’s your growth engine.
Purpose-built to simplify your work and strengthen your customer relationships—all in an intuitive platform.
The building blocks
The foundation for complete customer clarity
The foundation for complete customer clarity
Records
Companies, people, deals, or any custom-defined objects
Data
Link and sync any external data directly into your records
Automation
Breeze through tedious tasks and spend your time on creating value for your customers
Features
Features
And all the essentials of a powerful CRM
And all the essentials of a powerful CRM
Infinitely customizable
Design unique stages and milestones for each pipeline, track deals and progress in a way that reflects your business’s sales cycle.
Infinitely customizable
Design unique stages and milestones for each pipeline, track deals and progress in a way that reflects your business’s sales cycle.
Integrated Email & Calendar
Keep emails, meetings, and follow-ups in sync automatically. Keeping all customer interactions logged and accessible.
Integrated Email & Calendar
Keep emails, meetings, and follow-ups in sync automatically. Keeping all customer interactions logged and accessible.
Real-time collaboration
Work together effortlessly, share notes, and in-app notifications.
Real-time collaboration
Work together effortlessly, share notes, and in-app notifications.
Reminders
Set reminders for key follow-ups and tasks and stay proactive.
Reminders
Set reminders for key follow-ups and tasks and stay proactive.
Automatic Data Enrichment
Instantly enrich customer profiles with up-to-date information like company size, industry, and contact info.
Automatic Data Enrichment
Instantly enrich customer profiles with up-to-date information like company size, industry, and contact info.
Security
Enterprise-grade security
Enterprise-grade security
Built to support compliance with industry standards.
Plus, we can meet any security requirements you may have
Built to support compliance with industry standards.
Plus, we can meet any security requirements you may have
Get started
Unlock complete customer clarity
Get started
Unlock complete customer clarity