ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / DEAL MANAGEMENT
DEALS
Every Deal. Every Stage. Total Visibility.
A Kanban-style deal board that shows every open opportunity, its current stage, assigned rep, and value — at a glance.
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REVENUE_ENGINEACCELERATED
DEAL BOARDKANBAN
AVG DEPLOYMENT24-48 HRS
PLATFORMVAULT 4.2
01 / OVERVIEW
DEALS
Deals are the core of your sales operation. Kaching's deal module gives you a Kanban board where every open opportunity lives — assigned to a rep, valued in dollars, and tagged by stage. Managers see the full picture. Reps see their own workload. Nothing falls through the cracks.
ANATOMY_LEGEND
01
SPEC_ID_01Kanban board with fully customizable pipeline stages
02
SPEC_ID_02Deal cards show client name, value, rep, and age at a glance
03
SPEC_ID_03Drag and drop deals between stages in one move
04
SPEC_ID_04Filter by rep, service type, stage, or date range
05
SPEC_ID_05Pipeline value totals update live as deals move
06
SPEC_ID_06Full activity log per deal — every call, note, and stage change
VAULT
NODE_DEALS_V4
DEAL INFRASTRUCTURE
Active // Live Sync
Intake4
Flat Roof
Mike Reynolds
$13.2KNew
HVAC Install
Sarah Torres
$8.4KContacted
Quoted2
Panel Up
Anna Kowalski
$5.8KSent
Full Reno
Dan LeBlanc
$42.0KNegotiation
Closing1
Painting
James Miller
$6.1KApproved
TOTAL PIPELINE
$168.2K↑ +12%
CLOSE VELOCITY
14.2 DAYS↓ -2.4D
02 / HOW IT WORKS
THREE STEPS
01
Lead becomes a deal
When a lead comes in, a deal card is created automatically with the client's details and initial stage.
02
Move through your pipeline
Drag the deal from New Lead → Site Visit → Quote Sent → Negotiation → Won as work progresses.
03
Close and convert
Mark the deal Won. The invoice is generated, revenue is logged, and commissions are calculated automatically.
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Start your free trial today and see how easy it is to use this feature.