The multi-tenant CRM that adapts to your industry.
Pick a blueprint and CatchaCRM pre-builds your pipelines, custom fields, catalogs and directories — then you hit the ground running. Blueprints are stackable: swap or add more anytime in workspace settings, and new fields append without losing existing records.
Core industry blueprints
Each blueprint seeds stage pipelines, custom entity fields and starter products & services tuned to how your industry actually sells and delivers.
General Business
Standard CRM for any business type looking to manage accounts, tasks, and basic sales pipelines.
Solar & Renewable
Site surveys, system design proposals, installation scheduling, warranties, and rebate/STC audit logs.
Construction & Trades
Track carpentry or trade projects, handle variation orders, subcontractors, safety site SWMS, and procurement.
IT Services / MSP
Client repairs & RMA, custom builds, managed-service agreements (SLA), and onsite tech dispatching.
Real Estate
Purchase, rental, Airbnb listings, sold properties, and new listings managed in one unified blueprint.
Mortgage Broking
Financial profiling, borrowing capacity calculators, and multi-appointment sales pipelines.
Financial Services
Loan applications, insurance policies, active investment portfolios, compliance checklists, and SOAs.
Healthcare
Designed for medical clinics, specialist practitioners, and healthcare providers.
Legal Practice
Track client cases, assign legal briefs, audit billing, and manage retainer deadlines.
Automotive
Car dealership lists, vehicle service schedules, and repair checklist pipelines.
Hospitality & Events
Event venue bookings, hotel listings, dining events, and supplier invoicing.
Manufacturing
Build product lines, calculate Bill of Materials (BOM), trace quality, and manage supplier logs.
Telecom / ISP
ISP service plans and recurring billing subscriptions, outage fault tracking, and CPE tracking.
Creative Agency
Track digital client retainers, ad campaigns, project deliverables, and monthly hours usage.
Recruitment & Staffing
Track job seeker candidates, log client job orders, organise interviews, and compute placement fees.
Stackable trade & service templates
Layer these on top of any core blueprint — run a plumbing and electrical crew from the same workspace.
Example: the Solar & Renewable blueprint.
Pre-configured stages
- Lead Captured
- Site Survey Scheduled
- System Design & Proposal
- Finance & Contract Signed
- Installation Scheduled
- STC Rebate Submitted
Custom entity fields
- System Size (kW) — number
- Inverter Brand — dropdown
- STC Rebate Value — currency
- Rebate Registration # — text
Starter products & services
- 6.6kW Jinko Premium System
- Fronius Primo 5.0-1 Inverter Upgrade
- Tesla Powerwall 3 Storage Battery
Every blueprint follows this pattern — Construction seeds progress claims and SWMS sign-offs, IT/MSP seeds SLA retainers and RMA tracking, Recruitment seeds placement fees and interview rounds.
Watch CatchaCRM adapt in real-time.
The interactive demo lets you flip between blueprints and watch pipelines, fields and catalogs reshape instantly.
Try the interactive demo