Industry blueprints
Your workspace, already shaped like your business.
A blueprint is a one-click configuration. Pick one during signup and CatchaCRM installs the pipeline stages, the custom fields and the record types that industry actually uses — before you log in for the first time. Blueprints stack, and you can switch later without losing records.
Trades & field service 8 blueprints
On-site work, crews, jobs and compliance.
Auto workshop6 stages · New Enquiry → Invoiced
Small builders7 stages · New Enquiry → Practical Completion
Cleaning5 stages · New Enquiry → Active Client
Construction and trades12 stages · Lead/Opportunity Identified → Closed
Electrical6 stages · New Enquiry → Completed & Certified
HVAC6 stages · New Enquiry → Completed
Plumbing6 stages · New Enquiry → Completed
Solar15 stages · New Lead → Warranty Registered
Property & finance 3 blueprints
Listings, applications, settlements and advice files.
Professional & agencies 6 blueprints
Matters, engagements, tickets and retainers.
Consulting5 stages · New Enquiry → Engagement Active
Creative agency5 stages · New Enquiry → Won
Healthcare10 stages · New Enquiry → Discharged/Closed
IT services and MSP6 stages · New Enquiry → Completed
Legal practice12 stages · New Enquiry → Closed/Archived
Recruitment and staffing6 stages · New Enquiry → Placed
Sales, retail & other 8 blueprints
Pipelines, orders, bookings and service plans.
Automotive12 stages · New Enquiry → Post-Sale Follow-up
E-commerce5 stages · New Lead → Fulfilled
General business4 stages · New → Proposal
Hospitality and events11 stages · New Enquiry → Post-Stay Follow-up/Review Request
Manufacturing13 stages · RFQ/Enquiry Received → Closed
Sales teams6 stages · New Lead → Closed Won
Telecom and ISP6 stages · New Enquiry → Activated
Venues and events6 stages · New Enquiry → Event Completed
Not sure which one fits?
Start on General Business and add an industry blueprint whenever you want one. Nothing is locked in, and every plan includes all 25.