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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EMAIL & SMS CAMPAIGNS
Built for Contractors
PLATFORM / CAMPAIGNS

EMAIL & SMS CAMPAIGNS

Reach Every Contact at the Right Moment.

Send targeted email and SMS campaigns to your contractor contacts. Build with a drag-and-drop editor, pick your audience, and track every metric — all in one CRM.

Start Free Trial
ChannelsEmail + SMS
AVG DEPLOYMENT24-48 HRS
PLANPROFESSIONAL+
START FREE FOREVER
01CHANNELS02HOW IT WORKS03USE CASES04BENEFITS
01 / CHANNELS

Two Channels. One Hub.

Email campaigns for detailed outreach. SMS campaigns for instant touchpoints. Both live in the same Campaigns section of your CRM.

PROFESSIONAL+

Email Campaigns

Build stunning emails with the drag-and-drop builder. Send to your entire list or a targeted segment. Track opens, clicks, and bounces.

Drag-and-drop visual email builder
Save & reuse template library
Personalization tokens ({{first_name}}, etc.)
Schedule or send immediately
Resend-to-unopened booster
Full open, click & bounce analytics
GROWTH+

SMS Campaigns

Send short, targeted SMS blasts to contacts with a registered phone number. Ideal for flash offers, follow-ups, and review requests.

Plain-text SMS composer
Character count & segment counter
Dynamic tokens for personalization
Segment or tag-based audience selection
Schedule or send immediately
Delivery & reply-rate tracking
02 / HOW IT WORKS

Four Steps to Any Campaign

01

Choose your channel

Select Email or SMS depending on your goal. Use email for detailed promotions and newsletters. Use SMS for instant follow-ups and flash offers.

02

Build your message

For email, use the drag-and-drop builder to assemble blocks. For SMS, write your message in seconds with built-in personalization tokens.

03

Define your audience

Select all contacts, a saved segment, or a tag group. A live contact count is shown before you send so you know exactly who gets the message.

04

Send or schedule

Launch immediately or schedule for the optimal time. For email, activate optional boosters like resend-to-unopened and business-hours-only sending.

03 / USE CASES

What Contractors Use Campaigns For

Seasonal Promotions

Send a spring or fall promotion email to your entire past-customer list with a limited-time offer. Drive repeat bookings with zero extra effort.

+40% repeat bookings

Estimate Follow-Ups

Target contacts who received an estimate in the last 30 days but haven't signed. Send a quick SMS nudge or a detailed follow-up email.

3× higher close rate

Review Requests

After a job is completed, fire an SMS blast to recent customers with a review link. Get 5-star reviews on autopilot without manual outreach.

62% avg reply rate
04 / BENEFITS

One Hub for All Outreach

Stop juggling email tools and SMS platforms. Kaching brings both channels into your CRM so every campaign is connected to your real contact and deal data.

Campaign Benchmark
39%
Avg email open rate
17%
Avg SMS reply rate
One platform, two channelsEmail and SMS live in the same campaign hub. No switching between tools.
Built-in segmentationPair campaigns with Contact Segments for hyper-targeted outreach — not generic blasts.
Real delivery dataTrack opens, clicks, bounces, SMS replies, and opt-outs from a single analytics view.
Template librarySave email designs as reusable templates and reuse them across multiple campaigns.
Smart schedulingSend at the right time with business-hours filters, rate limiting, and scheduled delivery.
Automation-readyPair campaigns with Automations to trigger sends based on CRM events automatically.
05 / RELATED TOOLS

Pair Campaigns With

All Features

Segments

Target audiences

Automations

Trigger campaigns

Contacts

Contact management

Analytics

Performance data

Reputation

Review management

Playbooks

Sales automation

Start Now

START SENDING CAMPAIGNS TODAY

Email campaigns unlock at Professional ($79/mo). SMS campaigns unlock at Growth ($149/mo). Both are included — no third-party tools needed.