Sales Hub
Your whole pipeline at a glance: what is live, what is stuck, and what is about to close. Every lead you catch lands here.
All-in-one CRM
Stop chasing leads.
Catch them.
Sales pipeline, quotes, invoices, jobs, dispatch and reporting — in one place.
Your data stays yours · No card needed to start
14 modulesOn every plan, except inventory, procurement and warehouse (Grow up) and white-label (Scale)
25 blueprintsIndustry set-ups that pre-build your pipeline
Users includedSeats come with the plan, on every plan
Export any timeCSV and PDF, and for 30 days after you leave
Why CatchaCRM
Everything your business runs on, in one place.
Most businesses stitch together a CRM, a job scheduler and a quoting tool — then pay for all three and re-key the same data into each one. CatchaCRM is one system: the lead you catch on Monday becomes the quote, the job and the invoice, without re-typing anything. Keep your accountant on your existing accounting software — CatchaCRM runs the operational side alongside it.
Setup in minutes
Your data stays yours
Flat pricing, users included
Unlimited contacts
Pick your trade
Your pipeline, already built.
Choose a blueprint at signup and the stages, fields and catalogue arrive with it.
PlumbingNew Enquiry → Quote Accepted → In Progress → Completed
ElectricalNew Enquiry → Quote Accepted → In Progress → Completed & Certified
HVACNew Enquiry → Quote Sent → Installation Scheduled → Completed
SolarNew Lead → Proposal Sent → Installation Scheduled → Warranty Registered
BuildersNew Enquiry → Quote Prepared → Contract Signed → Practical Completion
CleaningNew Enquiry → Quote Sent → Schedule Set → Active Client
IT and MSPNew Enquiry → Quote Sent → Scheduled → Completed
Real estateInitial Contact → Viewing Properties → Under Contract → Closed
RecruitmentNew Enquiry → Terms Agreed → Shortlist Submitted → Placed
AutomotiveNew Enquiry → Quote/Offer Issued → Contracts Signed → Post-Sale Follow-up
All 25 industries →Legal, healthcare, hospitality, manufacturing and more
The modules
See it actually working.
Real screens from the product. Not mockups. Scroll — each module takes the stage.
Deals Pipeline
Weighted forecast updates as you drag
Drag deals through your stages. Values, owners and close dates roll up automatically — no spreadsheet in sight.
Invoices
Quote #Q-1042
Invoice #INV-1042
Overdue invoices chased by SMS, with rules you set up
An accepted quote becomes the invoice in one click, keeping its line items and its job. Payments reconciled against the work they came from.
Accounts
Every contact, deal and invoice on one record
Every customer, their contacts, jobs, invoices and history on one screen. No more hunting through inboxes.
Field Services
Schedule crews, follow jobs and see where the work is, all from one screen in the office. Your staff get a phone view for their jobs, timesheets and messages. Add it to the home screen; there's no app store download. See the staff phone view.
Reports
The revenue figures your accountant asks for
Revenue, pipeline and performance, straight from your live data, with AR and AP ageing alongside them.
Straight answers
The questions every tradesperson asks first.
- No. CatchaCRM runs alongside your accounting software rather than replacing it. Your data exports as CSV or PDF, and you can import bank statements and reconcile payments against the job they came from. If you use Xero, connect it in Settings: your Xero contacts come in and your CatchaCRM invoices go out to Xero. Payments aren't synced, and there's no QuickBooks or MYOB connection.
- Yes. You own everything you and your team store, and it exports as CSV — or PDF where that applies — at any time. If you leave, it stays exportable for at least 30 days.
- No. Users are included up to your plan's cap: 3 on Launch, 8 on Grow, 16 on Pro and 28 on Scale. Only Scale charges past its cap, at the per-user monthly rate shown on the pricing page.
- Sign-up creates the workspace straight away, and picking one of 25 industry blueprints pre-builds your pipelines, fields and catalogues before you log in. No card is needed to start the 21-day trial.
- Inside your workspace, only the people you invite. Roles, permission sets, sharing rules and IP restrictions decide who sees what, with audit trails, field history and login history recording who did it. Running the service also relies on the hosting, payment, messaging and AI providers named in our privacy policy, and on our own support access when you ask for help.
- Every new workspace gets 21 days free. No card is required to explore it.
- A payment method is required to keep going after day 21. Your data is still yours and still exportable if you decide not to continue.
- Prices are shown in GBP and include VAT. A tax invoice is issued for every payment.
- Yes. Annual billing gives you two months free compared with paying monthly.
- Yes. Cancel whenever you like and access continues to the end of the period you have paid for. Except where the law requires it, fees already paid are not refunded.
- Launch includes 3 users, Grow 8, Pro 16 and Scale 28. Scale can add more users beyond its cap at a per-user monthly rate.
- Yes. Plan changes take effect immediately and are adjusted pro-rata on your next invoice.
- No, and you can keep yours if you have one. CatchaCRM handles quoting, invoicing, payments and bank statement import and reconciliation, rather than live bank feeds.
No matches — email hello@catchacrm.com
Compare with ServiceM8, Tradify, simPRO and more →
Flat plans from a month, users included. See pricing →
Not ready to sign up? Book a 20-minute walkthrough, or try the interactive demo, which has sample data for every industry pack and can't send anything.
Ready to stop chasing?
Free to start. No credit card. Your data exports whenever you want it.