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. Packs are visible to every role by default, and admins can switch each pack on or off per role or narrow it to "own" or "team" records.

Start 21-day free trial See pricing

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.

Financial services12 stages · New Enquiry → Post-Settlement Review Mortgage broking12 stages · New Enquiry → Post-Settlement Review Real estate6 stages · Initial Contact → Closed

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. There are 25 blueprints in all, grouped above by type. Every plan includes all 25. Switch on 2 (Launch), 4 (Grow) or 8 (Pro and Scale). Need more than 8? Contact CatchaCRM. A specialisation is a full blueprint and uses one slot.

Start 21-day free trial Ask us which fits