Module

The work that runs itself, and the controls around it.

Three modules sit underneath everything else: AI Tools for drafting, the Automation Platform for the rules that fire without you, and Administration & Security for deciding who is allowed to see what.

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app.catchacrm.com/my-schedule
My Schedule screen in CatchaCRM with a suggested follow-ups panel generated from live data, each suggestion showing the lead and its status beside a create task button.

Suggested follow-ups are generated from live records and stay suggestions until someone turns one into a task.

What is in AI, automation & security.

Every capability below is a line from the module table in our terms of service — the list your subscription actually entitles you to.

AI tools

  • AI-assisted drafting of copy, email pitches and SMS notifications
  • AI drafting for emails, quotes and follow-ups

Automation

  • Workflow rules & actions, approval processes
  • Workflow rules, webhooks and execution logs
  • Outbound webhooks, n8n integration, scheduled actions
  • Overdue invoices chased automatically by SMS

Roles and access

  • Roles & permission sets, teams, territories, sharing rules
  • Granular per-module permissions

Audit and controls

  • Audit trails, login history, IP restrictions
  • Import/export jobs, custom objects & fields
  • White-label branding, multi-workspace controls

How work moves through it.

  1. Set the rule

    A workflow rule watches for a condition — an invoice past its due date, a deal that has not moved in a fortnight.

  2. It fires

    The rule runs its actions: an SMS, an email, a field update, an approval process or an outbound webhook.

  3. It reaches further

    Anything the built-in actions do not cover goes out to n8n through the integration, or runs on a scheduled action.

  4. AI drafts the wording

    AI Tools draft the copy, the email pitch or the SMS. You review it before it goes anywhere.

  5. You check the trail

    Execution logs, audit trails and login history record what ran, what changed and who changed it.

Tactical Queue in CatchaCRM showing an active incident with a severity score, critical and unassigned labels, SLA state, and escalate and assign buttons.
Escalation and assignment rules surface here: each queued item carries a severity score and its escalate and assign actions.

Questions

No. AI output may be inaccurate or incomplete, and you must review it before sending or relying on it. Prompt text may be processed through third-party AI providers, so do not include data you are not permitted to share.
Yes. Roles and permission sets, teams, territories and sharing rules control access, and any module can be toggled off per workspace.
Yes. Outbound webhooks and the n8n integration let a workflow rule call another system, and scheduled actions run on a timer rather than on an event.

Related modules

Support desk & comms hubTickets with SLA timers, queues, escalation rules and a knowledge base, plus connected email, SMS, softphone calls and team chat on the customer record. Sales CRMContacts, leads, deals and accounts in one directory, with kanban pipelines, lead scoring and BANT qualification. Included in every CatchaCRM plan.

See all seven modules →

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