ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / CONTACT MANAGEMENT
CONTACTS
Every Client. Every Detail. One Place.
A full contact database built for contractors — phone, email, address, job history, notes, and every deal tied to each client in one view.
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REVENUE_ENGINEACCELERATED
RECORDSUNIFIED
AVG DEPLOYMENT24-48 HRS
PLATFORMVAULT 4.2
01 / OVERVIEW
CONTACTS
Stop managing clients across spreadsheets, phone contacts, and sticky notes. Kaching gives every contact a full profile — with their complete history of estimates, quotes, jobs, and invoices attached. Find anyone, call them, and see their full relationship with your business in one click.
ANATOMY_LEGEND
01
SPEC_ID_01Full contact profile: name, phone, email, address, company
02
SPEC_ID_02Complete deal, estimate, quote, and invoice history per contact
03
SPEC_ID_03One-click calling and SMS from the contact record
04
SPEC_ID_04Add internal notes and tags for follow-up context
05
SPEC_ID_05Duplicate detection and auto-merge on import
06
SPEC_ID_06Filter contacts by source, tag, deal stage, or last activity
VAULT
NODE_CONTACTS_V4
ENTITY VAULT
Active // Live Sync
SCANNING_RECORDS... 248 ENTITIES FOUND
MI
MIKE REYNOLDS
Elite Roofing Co.
$13.2K
ActiveAN
ANNA KOWALSKI
North Coast HVAC
$5.8K
ActiveDA
DAN LEBLANC
Precision Electric
$42.0K
ClosedSA
SARAH TORRES
Torres Reno
$8.4K
ActiveVAULT VALUE
$1.8M↑ +$242K
RETENTION RATE
94.2%↑ +4.1%
02 / HOW IT WORKS
THREE STEPS
01
Contact created automatically
Every website lead, imported CSV, or manually entered client becomes a full contact record instantly.
02
Full history attached
Every estimate, quote, job, and invoice linked to that contact is visible in one place.
03
Act in one click
Call, email, create a deal, or schedule a site visit — all without leaving the contact record.
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KNOW YOUR CLIENTS BETTER
Start your free trial today and see how easy it is to use this feature.