Product · Automations
Automate the busywork.
A visual builder for everything you currently do by hand, lead follow-up, appointment reminders, review requests, unpaid-invoice nudges. Drop in the blocks, hit publish, and never think about it again.
Press Run to watch the flow fire step by step.
How it works
Three steps, then it just runs.
Pick a trigger
New lead, booked job, job complete, unpaid invoice, anything that happens in Catch CRM.
Add steps + AI
Chain conditions, delays, and actions, with AI steps for drafting and scoring.
Publish
Turn it on once and it runs forever, with versioning and one-click rollback.
What you get
Everything in automations.
Visual builder
Drag-and-drop triggers, conditions, delays, and actions on one canvas.
AI steps
Draft replies, summarize calls, score leads, and classify messages automatically.
Every channel
Email, SMS, calls, and internal alerts in a single flow.
Ready-made templates
Start from proven flows for reminders, follow-up, reviews, and collections.
Versioning & rollback
Every change tracked and reversible if a flow misbehaves.
More in product
See automations on your jobs.
Automations: common questions
Do I need an engineer to build automations?
No. A visual builder with triggers, branching, and AI steps means no code and no engineers.
What can I automate?
Follow-ups, review requests, reminders, and hand-offs, anything triggered by a lead, job, estimate, payment, or review.
Can the AI message customers on its own?
Only if you allow it. Start in draft-for-approval mode, then turn it on when ready. You can turn it off any time.
Are automations in every plan?
Yes. AI-heavy steps like the 24/7 AI texter are part of AI Office, on Business or $99 a month.