KachingThe CRM for Contractors
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Kaching

The CRM for Contractors

Built for roofers, HVAC techs, plumbers and contractors who run lean teams and need a CRM that keeps up with the job site.

hello@kachingcrm.com
1-833-852-2464
System Active

Features

DEMAND & PIPELINE

  • Pipeline
  • Contacts
  • Lead Intake
  • Estimates
  • Quotes
  • Invoices
  • Dashboard
  • Playbooks
  • Segments

OPERATIONS & FIELD

  • Field Jobs
  • Automations
  • Phone & SMS
  • Map Tracking
  • Tasks
  • Client Portal
  • Mobile App
  • AI Visualizer
  • CarPlay

GROWTH & SCALE

  • Analytics
  • Commissions
  • Team Access
  • Reputation
  • Subcontractors
  • Price List
  • Materials
  • Campaigns
  • Integrations

Trades We Serve

  • GENERAL CONTRACTORS
  • ROOFING
  • HVAC
  • ELECTRICAL
  • PLUMBING
  • PAINTING
  • Renovation
  • LANDSCAPING
  • FLOORING
  • CONCRETE
  • EPOXY FLOORING
  • KITCHEN REMODELING
  • BATHROOM REMODELING
  • FENCING & DECKS
  • WINDOWS & DOORS
  • View All 40+ Trades

Comparisons

  • Kaching vs. The Rest
  • Kaching vs. Jobber
  • Kaching vs. Workiz
  • Kaching vs. ServiceTitan
  • Kaching vs. Plannit
  • vs Housecall Pro

Company

  • About
  • Pricing
  • Documentation
  • Built On
  • Partner Program
  • FAQ
  • Contact
  • Get Started

Starting at

Get StartedBook a demo
Kaching

The CRM for Contractors

Built for roofers, HVAC techs, plumbers and contractors who run lean teams and need a CRM that keeps up with the job site.

hello@kachingcrm.com
1-833-852-2464

Get StartedBook a demo

© 2026 Kaching. All rights reserved.

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Kaching VS PLANNIT
Built for Contractors
Kaching / COMPARE / VS PLANNIT
For Contractors

Kaching VS PLANNIT Plannit plans jobs. Kaching drives revenue.

Best for contractors who need both project management and a full revenue pipeline.

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500+ contractors
40+ trade presets
Setup in 5 min
Prebuilt automations
Avg Rating4.9 / 5.0
01Strengths02Feature Breakdown03Technical Edge04Real World05Pricing & Verdict
PLANNIT — WHERE THEY SHINE

Their Strengths

  • Good project timeline views
  • Document management
  • Subcontractor coordination
  • Blueprint and plan storage
Kaching — WHERE WE WIN

Our Advantages

  • Full CRM with deal pipeline
  • Revenue dashboards and forecasting
  • Client portal with payments
  • Automated follow-up sequences
  • Online invoicing and deposits
  • Website lead capture
  • Commission tracking
  • No per-seat fees
TIME TO VALUE

Kaching SETUP

< 1 Hour

LIVE IN A DAY

Plannit SETUP

3-6 Months

LEGACY ROLLOUT
FEATURE BREAKDOWN

Kaching vs PLANNIT

← Scroll to compare →

Feature
Kaching
PLANNIT
Visual Deal PipelinePlannit has no sales pipeline or deal stages.
Website Lead Capture
Automated Follow-Ups
Commission Tracking
Client Portal
Built-in VOIP Phone
Digital ProposalsPlannit has no digital proposal/quote builder.
Online Invoicing
Job Scheduling
Revenue DashboardsPlannit has no revenue analytics.
Service Catalog
Team ManagementPlannit team features are limited to project roles.
Flat Monthly PricingPlannit pricing is project-based, not flat monthly.
Included
Partial
Not Available
TECHNICAL EDGE

Under The Hood

Sales CRM
Kaching

Complete Backbone

Plannit

Calendar/Invoicing Only

Lead Intake
Kaching

API-Integrated

Plannit

Manual Entry

Quotes/E-Sig
Kaching

Included (Professional)

Plannit

Invoicing Only

Partner Program
Kaching

Included (20%)

Plannit

Not Available

Automations
Kaching

Stage-Triggered

Plannit

Limited Time-Based

Multi-Locale
Kaching

Native EN/FR

Plannit

EN Only

REAL WORLD

How It Plays Out On The Job

01

The Problem

Leads not being captured from your website automatically.

The Kaching Solution

Direct website-to-CRM lead intake — zero manual data entry.

Result: 100% Lead Capture

02

The Problem

Sending invoices but no professional branded quotes for approval.

The Kaching Solution

Integrated quote builder with digital signature and deposit collection.

Result: Professional Image

03

The Problem

No data on why you're winning or losing jobs.

The Kaching Solution

13 live dashboards showing exactly what's working and what's not.

Result: Data-Driven Decisions

THE BOTTOM LINE ON COST

Plannit pricing is project-based, not subscription.

Onboarding Cost

$0

Setup Time

< 1 Hour

THE VERDICT

Plannit handles the project. Kaching handles the money.

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