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CatchaCRM  /  Overview
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The all-in-one platform for Australian trades & service businesses

One flat-priced system that replaces your whole stack.

Pick one of 25 industry blueprints and CatchaCRM pre-builds your pipelines, custom fields and catalogs — then runs your quotes, invoices, jobs, dispatch, support and marketing in the same system. One flat price, users included.

Start 21-day free trial Try the interactive demo

No card required to look around · Workspace provisioned in ~2 minutes

Pipeline value
A$482,500
▲ Live from the demo workspace
Weighted forecast
A$291,300
▲ Auto-calculated per stage
Quotes pending
A$28,450
One-click convert to invoice
Overdue invoices
A$2,860
▼ Chased automatically by SMS
The frustration

Stop duct-taping 5 tools together.

Sales reps quote in one app, dispatch technicians work in a second, and accountants invoice in a third. Nobody knows the true status — and you pay per seat in every single one of them.

Fragmented data

A lead lives in the CRM, the quote in a PDF, the job in a whiteboard photo and the invoice in your accounting app. The true status of a customer lives nowhere.

Crashed integrations

Zapier hops, webhook failures and CSV re-imports. Every "integration" between your five subscriptions is another thing that silently breaks on a Friday afternoon.

Per-seat price creep

Five tools × every user × every month. Adding one apprentice shouldn't require a spreadsheet to work out what it costs you in software.

How we're different

Built differently from the ground up.

We didn't build another generic spreadsheet database. We built a platform that bends to your operations.

25 industry blueprints

Deploy ready-made blueprints for Solar, Trades, IT/MSP, Real Estate, Recruitment, Agencies and more. Each one pre-builds your catalog, fields and pipelines.

Explore blueprints →

End-to-end single flow

No integrations required. A lead becomes a deal, flows into a quote picker, deploys a job dispatch crew, creates an invoice, and bills a recurring subscription.

Browse core modules →

Built for teams & scale

True multi-tenant data isolation, granular per-module permissions (own/team/all scopes), audit trails, and quick user provisioning without email invitation loops.

Read security specifications →

CRM modules

Everything in one secure place.

Replaces all other subscriptions. CatchaCRM unites sales, operations, support, and billing.

Sales Engine

Leads, deals, accounts & contacts with custom pipelines, lead scoring, and quote value calculation.

Financials & Invoicing

Quotes, recurring billing, invoices, purchase ledgers, GST tax engine, bank feed reconciliation and BAS-ready reports.

Field Operations

Jobs workflows, dispatcher tools, crew allocations, BOM inventory picking, and photo & signature capture.

Growth & Marketing

Campaigns, customer reviews manager, referral and affiliate track engines, and lead calculators.

Service Desk

Support tickets, SLA deadlines, ticket priority matrix, and communication logs (calls, SMS, emails).

Operations Ledger

Multi-warehouse inventory, bin location mappings, purchase orders, supplier bills and expense claims.

Workflow Automation

Visual triggers on record events — send messages, fire webhooks, sync systems, enrol email sequences.

Security & Audit

Multi-tenant database schema boundaries, team role scopes, and complete immutable audit logs.

View all features in detail →

Provisioning

Get running in 3 simple steps.

Our 8-step onboarding wizard ensures your workspace is configured specifically for your operations from day one.

1

Configure org & industry

Fill in your location details, billing cycles, and select your primary industry blueprint (or stack multiple).

2

One-click seed data

Your pipelines, custom fields, stock catalog and starter products are pre-built automatically from the blueprint.

3

Invite & add team

Invite team members and assign role scopes (admin, worker, supervisor). Create passwords directly without clunky signup steps.

Sales pipeline

Always know what's in your sales funnel.

  • Interactive visual kanban pipelines with deal drag-and-drop
  • BANT qualification checklists on every deal
  • Integrated deal value autosum from your catalog picker
  • Instant quote-to-invoice conversion with balance due updates
Residential Site Proposal
Contact: Dave Miller · Margin: 42%
BANT approved
Field service

Empower your crews with structured dispatch.

  • Live dispatch board with crew and zone calendar views
  • Guided job workflow checklists (SWMS, materials log, site check)
  • Evidence photo uploads & client digital signatures
  • BOM parts picking straight from your warehouse bins
JO-1082 · Residential Solar Installation
Crew Alpha · SWMS safety agreement signed
Running
Trust & security

Why companies choose CatchaCRM.

One subscription replaces

  • CRM & pipeline
  • Quoting & invoicing
  • Job management & dispatch
  • Support desk
  • Marketing tools

Security you can stake your reputation on

Every tenant gets completely isolated data scopes, meaning customer profiles, quotes, and billing logs can never bleed between different accounts. Rigorous row-level security, immutable audit trails.

Priced like a tradie app

Flat monthly pricing with users included — from A$39/month. No per-seat creep, no "contact sales" tiers, and annual billing gives you two months free.

See pricing →

Catch. Connect. Close.

Start your 21-day free trial today. Pick your industry blueprint and your workspace is provisioned in about 2 minutes — no card required to look around.

Get started free Book a guided demo