Pipeline discipline for quota-carrying teams.
Outbound and field sales teams tracking campaigns, targets and commissions. Install the Sales Teams blueprint and CatchaCRM pre-builds your pipeline, fields and catalog — then runs your quotes, invoices, jobs and follow-ups in the same flat-priced system.
Sound familiar?
Forecasts are vibes
Weighted pipeline calculated in a Friday-afternoon spreadsheet.
Activity invisible
Calls and meetings logged nowhere, coaching happens blind.
Commission disputes
Splits and accelerators computed manually at quarter end.
What installs the moment you pick it.
Pipeline stages
- Prospected
- Qualified (BANT)
- Demo / Presentation
- Proposal
- Negotiation
- Closed Won
Custom fields
- Quota Period — dropdown
- Commission Rate — percentage
- Lead Source — dropdown
Starter catalog
- Annual SaaS Licence
- Implementation Package
- Premium Support Add-On
Every item flows into quotes, invoices and deal values automatically.
Built for how sales teams actually works.
- Weighted forecast calculated live from stage probability
- Every call, email and SMS auto-logged to the deal
- Campaign and source attribution on every opportunity
- Commission tracking against targets per rep
Plus everything in CatchaCRM
Quoting & invoicing with GST and BAS-ready reports, bank feed reconciliation, dispatch board, support tickets, email & SMS comms hub, AI writing tools, workflow automation and multi-tenant security — one flat price from A$39/month, users included.
Blueprints are stackable — run Sales Teams alongside any other template in the same workspace, and swap anytime without losing records.
Your sales teams workspace, live in ~2 minutes.
Pick the Sales Teams blueprint during signup and start the 21-day free trial — no card required to look around.