Built for Contractors
PLATFORM / SEGMENTS
CONTACT SEGMENTATION
Target the Right Contacts Instantly.
Create dynamic audiences based on tags, behavior, location, and pipeline stage. Send relevant campaigns, automate follow-ups, and convert more leads.
Filter Dimensions20+
AVG DEPLOYMENT24-48 HRS
PLANPROFESSIONAL
01 / HOW IT WORKS
Three Steps to Targeted Outreach
01
Define your filters
Choose from 20+ filter dimensions: tags, pipeline stage, deal value, location, last activity, job type, and more. Combine conditions with AND/OR logic.
02
Save your segment
Name and save the segment. It updates dynamically — as contacts are added, removed, or updated in the CRM, the segment membership reflects in real time.
03
Use it everywhere
Select the segment as your email campaign audience, trigger automations on membership changes, or export the list to CSV for external tools.
02 / SEGMENT EXAMPLES
Ready-to-Use Segments
Examples of segments contractors build in Kaching. Each one updates automatically as your CRM data changes.
Live Segment
New Leads
47 contactsAdded in last 30 days • No quotes sent
Use case: Send a welcome sequence and offer a free site visit.
Live Segment
Past Customers
183 contactsHas closed deal • Invoice paid
Use case: Send seasonal maintenance reminders and re-engagement campaigns.
Live Segment
Estimates Sent Last 30 Days
29 contactsQuote status: Sent • No response
Use case: Trigger an automated follow-up sequence to close the deal.
Live Segment
High-Value Pipeline
12 contactsDeal value > $10,000 • Stage: Proposal
Use case: Assign to senior rep and send a personalized follow-up.
03 / USE CASES
What Contractors Do With Segments
Email Marketing Campaigns
Select a segment as your audience when sending email campaigns. Only target contacts that match — no generic blasts.
Higher open rates, lower unsubscribes
Follow-Up Automation
Trigger automated follow-up sequences when a contact enters or exits a segment. Reach them at the right moment automatically.
Never let a warm lead go cold
Customer Retention Campaigns
Build a "Past Customers" segment and send seasonal maintenance reminders, special offers, and loyalty campaigns.
More repeat revenue from existing clients
04 / BENEFITS
Why Segments Change Everything
Stop sending the same message to everyone. Targeted outreach based on real CRM data is the difference between a 15% open rate and a 50% open rate.
Performance Benchmark
3–5×
Higher open rates vs. bulk email
+40%
Avg increase in repeat bookings
More Relevant MarketingSend campaigns only to contacts that match your criteria — not everyone in your database.
Better Follow-UpsAutomate the right message to the right person at the right stage of the pipeline.
Higher Conversion RatesTargeted outreach consistently outperforms bulk email — by 3-5x open rates on average.
Dynamic MembershipSegments update in real time as contact data changes. No manual list management needed.
Full CRM IntegrationSegments pull directly from your live CRM data — deals, tags, location, activity, and more.
Export & External UseExport segment lists to CSV for use in external tools like Google Ads or Facebook retargeting.
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UPGRADE TO PROFESSIONAL TO UNLOCK SEGMENTS
Get Contact Segments, Email Marketing, and Campaign Analytics — all included in the Professional plan.