Everything your business needs, in one integrated platform.
Ditch the duct tape. CatchaCRM pre-packages the features usually split across five separate subscriptions, isolated securely under your own organisation tenant. Toggle modules on or off — hide anything you don't need and it disappears from the sidebar instantly.
Sales CRM
Nurture, qualify, and convert opportunities faster. Manage contacts, track communication history, score leads on client actions, and guide prospects through pipeline boards designed for your sales cycle.
- BANT (Budget, Authority, Need, Timeline) qualification tracking
- Unified contacts, leads, and accounts profile directories
- Interactive visual kanban pipelines with deal drag-and-drop
- Deal items catalog picker that auto-sums total deal value
- Lead scoring metrics to prioritise hot opportunities
Quoting, Invoicing & Billing
Professional quotes and a full billing platform. Create quotes, convert to invoices on approval, send them for payment via your own Stripe or PayPal, reconcile your bank feed, and run recurring subscriptions.
- Quote builder with client-facing online approval portal
- One-click quote to invoice conversion with balance due updates
- Send invoices via your connected Stripe / PayPal — paid status syncs back automatically
- Accounts payable: suppliers, bills and purchase ledgers mirror your income side
- Bank feed reconciliation with smart invoice/bill matching
- AR/AP ageing and GST/BAS summary reports, built for Australian compliance
- Flexible recurring subscriptions for monthly service retainers
Jobs & Field Dispatch
Connect office dispatchers with field crews. Plan service jobs, dispatch technicians, coordinate equipment, and execute checklists that enforce safety protocols.
- Interactive dispatch board with crew and zone calendar views
- Guided job workflow checklists (SWMS, materials log, site check)
- BOM (Bill of Materials) parts picking integration
- Technician mobile photo collection upload tool
- Client digital sign-off and signature capture
Marketing & Growth
Acquire new clients and build retention loops. Launch email and SMS campaigns, track attribution, configure referral engines, and collect reviews on Google automatically.
- Campaign tracker with source and channel conversion metrics
- Affiliate and client referral codes and reward directories
- Reputation manager with automated review invite sends
- Inbound capture loops (embed forms, chat widgets, calculators)
- AI assistant to draft copy, email pitches, and SMS notifications
Support & Service Desk
Customer support with strict SLA tracking. Ensure no request slips through the cracks — manage tickets with priority rules and log every email, call and SMS into unified timelines.
- Support ticket queues with SLA deadline timers
- Unified client communication log against contacts and deals
- Pre-written email template snippets with automated merge fields
- Help desk categorisation rules and diagnostic tracking
- SMS chat widgets for direct text conversations
Inventory & Procurement
Manage multi-warehouse inventory and procurement. Track stock levels, register bin locations, issue purchase orders and RFQs, and monitor operational expenses.
- Multi-warehouse configurations with discrete bin locations
- Purchase order creation and supplier bill matching
- RFQs and supplier quote comparison
- Business expense logging with category assignments
- Profit and loss calculations updated from real cashflow feeds
Workflow Automation
Set triggers to automate recurring manual tasks. Configure actions that fire on record creations or updates — send messages, alerts, or sync systems with outbound webhooks.
- Visual workflow builder containing conditions and actions
- Outbound webhook events to trigger external system behaviours
- Native n8n workflow service engine integration
- Automated email notifications when deal stages progress
- SMS alerts to crews when job details are updated
Security & Administration
Multi-tenant isolation and role permission controls. Customer data is isolated at the schema level, with granular roles and custom data scopes you can stake your reputation on.
- Rigorous multi-tenant row-level security (RLS) policies
- Custom and system role matrices (Own / Team / All permissions)
- CRUD + export security scoping per database module
- Immutable audit trail logs of database interactions
- Admin-created login credentials (no email invitation lag)
A Comms Hub that ties it all together.
Email, SMS and team chat live inside the CRM — every message is logged against the right contact, deal, job or invoice.
Email & SMS templates
130+ ready templates with merge fields that pull real record data — recipient, deal, quote, invoice, sender and business — including durable public pay links on invoices.
Sequences & follow-ups
Enrol contacts in automated email sequences. Quote didn't get a reply? The follow-up goes out without you thinking about it.
Team chat & notifications
Internal conversations, mentions and an in-app notification bell that links straight to the record that needs attention.
See every module running with real seeded data.
The interactive demo ships with a full demo workspace — pipelines, invoices, dispatch jobs and reports. No signup needed.