Module

Every lead, deal and account in one directory.

Sales CRM is the module the rest of the platform hangs off. Leads, deals, contacts and accounts share one record set, so a quote, a job and an invoice all point back at the same customer.

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app.catchacrm.com/deals
Deals pipeline in CatchaCRM: a kanban board with Qualification, Discovery, Proposal and Negotiation columns, each showing deal cards with values and close dates.

The deal board. Drag a card between stages and the pipeline totals move with it.

What is in Sales CRM.

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

Records

  • Leads, deals, contacts, accounts
  • Full communication history per contact
  • Tasks, calendar & scheduling

Pipelines

  • Visual kanban pipelines with drag-and-drop deals
  • Pipelines shaped to your sales cycle
  • Deal item picker that auto-sums deal value

Qualification

  • Score leads on real activity
  • Lead scoring to surface hot opportunities
  • BANT (budget, authority, need, timeline) tracking

How work moves through it.

  1. A lead arrives

    It lands from an inbound form, an import or a manual entry and joins the leads list with its source recorded.

  2. You qualify it

    Lead scoring ranks it on real activity, and the BANT fields capture budget, authority, need and timeline.

  3. It becomes a deal

    A qualified lead converts to a deal on the pipeline, still linked to its contact and its account.

  4. You work the board

    Drag the deal between stages. The deal item picker sums the line items into the deal value as you go.

  5. It hands over

    A won deal keeps its whole communication history, ready for a quote, a job or an invoice against the same account.

Accounts directory in CatchaCRM with total accounts, revenue and pipeline value across the top and a card per customer showing contacts, open deals and revenue.
Accounts group the contacts, open deals and revenue for one customer on a single card.
Sales Hub dashboard in CatchaCRM showing pipeline value, active deals, qualified leads and weighted forecast, above deal distribution by stage and historical win rate charts.
Sales Hub reads the same records back as pipeline value, active deals, qualified leads and weighted forecast.

Questions

Yes. Pick one of 25 industry blueprints at signup and the pipeline stages, custom fields and catalogs are pre-configured for that industry. Blueprints may be swapped or stacked at any time.
No. Every module in the subscription table is included, subject to your plan tier, and modules can be toggled on or off per workspace.
Yes. Each contact carries its communication history. Connected email accounts, SMS and softphone calls come from the Comms Hub module in the same workspace.

Related modules

Quoting, invoicing & billingQuotes approved online, invoices sent through your own Stripe or PayPal, recurring billing, accounts payable, and AR/AP ageing and GST/BAS summaries. Jobs & field dispatchPlan jobs, dispatch crews by zone, run guided checklists including SWMS, capture site photos and take a customer signature before the crew leaves.

See all seven modules →

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