General business blueprint

A clean, flat-priced CRM for any small business.

A general-purpose setup: accounts, contacts, tasks and a sales pipeline, plus service agreements, sites and renewal and compliance items. Start neutral, then stack an industry blueprint on top whenever you want one. You can also add your own fields to records in Settings → Fields.

Start 21-day free trial See pricing

Sound familiar?

01

Five tools for one workflow

CRM, invoicing, support and marketing each in their own app with their own bill.

02

Per-seat pricing punishes growth

Every new hire adds several subscriptions before they add any revenue.

03

Data silos hide the truth

The real status of a customer is split across systems that do not talk.

The General business blueprint

What installs when you pick General business.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Lead Pipeline

  1. 1New
  2. 2Contacted
  3. 3Qualified
  4. 4Proposal

Custom fields on top of the standard ones

FieldType
Lead Sourcedropdown
Lead Scorenumber
Budgetcurrency
Decision Timeframedropdown
Next Follow-Up Datedate
Annual Contract Valuecurrency

Records it adds extra record types beside contacts, deals and jobs

  • Service Agreements
  • Sites / Locations
  • Renewal / Compliance Items

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the General Business blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the General Business blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The General Business Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the General Business blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The General Business Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the General Business blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The General Business Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how most businesses actually work.

  • A full sales CRM with pipelines, lead scoring and BANT tracking
  • Quotes, invoices and recurring invoices (created as drafts each month) out of the box
  • Support tickets and the comms hub included, not sold as add-ons
  • Start neutral and stack an industry blueprint whenever you need one

Blueprints stack. Run General business alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

Sales teams6 stages · New Lead → Closed Won Consulting5 stages · New Enquiry → Engagement Active E-commerce5 stages · New Lead → Fulfilled

See all 25 blueprints →

Your general business workspace, live in about two minutes.

Choose General business when you sign up and start the 21-day free trial. No card needed to look around.

Start 21-day free trial Book a guided demo