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Description
Catch CRM is a cutting-edge platform that integrates AI technology to streamline the management of leads, dispatching, invoicing, and customer reviews for home service businesses, all within a single interface. It enables rapid response to leads in under a minute, ensuring timely engagement through various channels such as phone calls, web forms, website chat, and Facebook lead ads, which are all consolidated into one comprehensive pipeline. The AI Office feature enhances this by incorporating an automatic call dialer, a 24/7 AI texting service, and Facebook AI, ensuring that new leads are promptly addressed to prevent them from going cold.
In terms of scheduling and dispatch, an online booking tool helps populate the calendar, while the dispatch board efficiently assigns technicians to the appropriate jobs, facilitated by a mobile app that empowers technicians to manage their tasks directly in the field. When it comes to financial transactions, AI-generated proposals can include photos and e-signatures, and payments can be processed using Stripe at its standard fee, with no additional markup; furthermore, the two-way synchronization with QuickBooks guarantees up-to-date financial records.
Additionally, the platform automates email campaigns and follow-up sequences, allowing business owners to maintain consistent communication without added effort, thus enhancing overall productivity and customer retention. This comprehensive solution ultimately simplifies operations, enabling home service businesses to focus on delivering exceptional service.
Description
FusionSync is an online tool designed to facilitate the seamless transfer of data between QuickBooks Online and Salesforce. By automating the entry of customer information, invoices, estimates, payments, and item-related data, it eliminates the need for users to input this information manually. This solution ensures that both Sales and Finance teams have immediate access to essential data without depending on intermediaries to relay the information.
Users of Salesforce and QuickBooks Online (QBO) value FusionSync for its ability to enhance operational efficiency and streamline processes. Your Sales team can successfully finalize deals in Salesforce without the risk of duplicate entries, while the accounting team receives real-time updates on financial information. Furthermore, any modifications made in QuickBooks are automatically updated in Salesforce, enabling a two-way synchronization that guarantees all team members remain informed and aligned. This ultimately leads to improved collaboration and decision-making across departments.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Facebook Ads
Yes
QuickBooks Accountants
Yes
QuickBooks Online
No
Salesforce
No
Stripe
Yes
Zapier
Yes
Integrations
Facebook Ads
No
QuickBooks Accountants
No
QuickBooks Online
Yes
Salesforce
Yes
Stripe
No
Zapier
No
Pricing Details
Free
Free Trial
Yes
Free Version
No
Pricing Details
$10/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Catch CRM
Founded
2026
Country
United States
Website
catchcrm.ai/
Vendor Details
Company Name
Dancing Digits LLC
Founded
2025
Country
United States
Website
www.dancingnumbers.com/fusionsync/
Product Features
Product Features
Integration
Dashboard
No
ETL - Extract / Transform / Load
No
Metadata Management
No
Multiple Data Sources
No
Web Services
No
