Module

Fill the pipeline from inside the CRM.

Marketing & Growth generates the leads the rest of the workspace works. Campaigns, reviews, referrals 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 and active referrals, 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.

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

Campaigns

  • Email & SMS campaigns
  • Campaign lists and send logs

Reputation and referrals

  • Review invitations & reputation management
  • Review invitations after completed jobs
  • Referral & affiliate programs
  • Referral codes and rewards

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. Reward the referral

    Referral and affiliate programs track the code that brought the lead in, so the reward is owed to the right person.

Reports and Analytics dashboard in CatchaCRM with a marketing metrics tab beside sales performance, financial summary, pipeline analysis, operations overview and customer insights, above a lead sources breakdown.
A marketing metrics tab sits alongside sales and financial reporting, reading 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.

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