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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
Relanco streamlines the process of sending overdue invoice reminders through SMS and email, specifically designed for contractors in Canada. By integrating with QuickBooks Online or FreshBooks, it efficiently syncs invoices, tracks due dates, and delivers reminders that escalate according to a set schedule. Once a payment is confirmed, all reminders are automatically terminated.
✔ Reminders offered in both English and Quebec French, tailored to the client's language preference
✔ Personalized escalation sequences allow for adjustments in timing, communication channels, and messaging for each step
✔ Seamless integration with QuickBooks Online and FreshBooks ensures automatic invoice synchronization
✔ The dashboard keeps track of client responses for easy management
✔ Automatic cancellation of reminders occurs upon payment confirmation
✔ Compliant with Law 25 and CASL/LCAP, ensuring client data is securely encrypted at rest
✔ Options for manual data entry or CSV import are available, eliminating the need for accounting software
Designed specifically for plumbers, electricians, HVAC technicians, and general contractors throughout Canada, Relanco enhances financial communication and efficiency. This innovative tool not only saves time but also helps contractors maintain healthy cash flow through effective reminder management.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Facebook Ads
Yes
FreshBooks
No
QuickBooks Accountants
Yes
QuickBooks Online
No
Stripe
Yes
Zapier
Yes
Integrations
Facebook Ads
No
FreshBooks
Yes
QuickBooks Accountants
No
QuickBooks Online
Yes
Stripe
No
Zapier
No
Pricing Details
Free
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
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)
No
Online Support
No
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
Relanco
Founded
2026
Country
Canada
Website
relanco.ca
Product Features
Product Features
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No
