Module

Fill the pipeline from inside the CRM.

Marketing & Growth generates the leads the rest of the workspace works. Campaigns, reviews and inbound forms write back to the same lead records, so where a customer came from is not a separate spreadsheet.

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Growth Engine screen in CatchaCRM showing marketing ROI, lead sourcing, average rating, then inbound form submissions, chat widget conversations and calculator uses, above lead distribution by source and campaign ROI panels.

The Growth Engine: attribution, campaign ROI, lead sourcing and the volume coming through forms, chat and calculators.

What is in Marketing & growth.

Most capabilities below are lines from the module table in our terms of service, the list your subscription entitles you to.

Campaigns

  • Email & SMS campaigns
  • Campaign lists and send logs

Reputation

  • Review invitations & reputation management
  • Review invitations after completed jobs
  • Google reviews sync and reply, once your Google Business Profile API approval is in place

Social posting

  • Post to Facebook and Instagram (including Reels), X, LinkedIn and YouTube, using your own app keys
  • TikTok videos go to your TikTok inbox, and you finish posting in the TikTok app

Inbound

  • Inbound forms, chat widgets, lead calculators

How work moves through it.

  1. Build the list

    A campaign list is drawn from the contacts and leads already in the workspace, not an exported CSV.

  2. Send it

    Email and SMS campaigns go out, and every send is recorded in the campaign's send log.

  3. Capture the reply

    Inbound forms, chat widgets and lead calculators create leads with the source they came from attached.

  4. Ask for the review

    After a completed job, a review invitation goes to the customer and the rating comes back on the record.

  5. Post to social

    Write a post once and send it to the social accounts you have connected. Google may keep YouTube uploads from unverified apps private.

Campaigns screen in CatchaCRM with totals for campaigns, budget, revenue and ROI above cards for email, social and event campaigns showing budget, spend, leads and ROI.
Campaigns record their budget, spend, leads and ROI, so the return reads off the same lead records.

Questions

Yes. You are the controller of your customers' personal information and must hold any consents required for electronic messaging — in Australia, under the Spam Act 2003 (Cth) and the Do Not Call Register Act 2006 (Cth). Campaigns must include the legally required identification and opt-out mechanisms.
Yes. SMS, voice calling and telephony usage may incur metered charges at the rates shown in your workspace billing settings.
In the Sales CRM lead list, with the inbound form recorded as its source, ready for lead scoring and BANT qualification.

Related modules

Sales CRMContacts, leads, deals and accounts in one directory, with kanban pipelines, lead scoring and BANT qualification. Included in every CatchaCRM plan. 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.

See all seven feature areas →

Try Marketing & growth on your own data.

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