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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Follow-Ups
Built for Contractors
PLATFORM / AUTOMATION

Follow-Ups

Never Miss. Auto-Close.

Automated text and email reminders that help you close more deals without the manual work.

Start Free Trial
FOLLOW-UPAUTOMATED
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
START FREE FOREVER
01HOW IT WORKS02OVERVIEW03ANATOMY04RELATED
01 / THE REVENUE GAP

Three steps to revenue.

01

Set Your Sequence

Choose when and how often to follow up after a quote is sent.

02

Trigger the Nudge

System sends personalized messages automatically if no action is taken.

03

Close the Deal

Clients respond to the reminders, moving the deal closer to won.

02 / Overview

Follow-Ups

The fortune is in the follow-up. Kaching handles the persistence for you, sending professional nudges to clients who haven't signed or paid.

Automated SMS and email follow-up sequences
Smart triggers based on quote open status
Customizable templates with trade-specific logic
Pause automation instantly on reply
Drip campaigns for long-term lead nurturing
Performance tracking on follow-up conversion

Closer Bot / Sequence Builder

Auto-Pilot: Active
Refresh
New Sequence
00 / GLOBAL TRIGGERQuote Sent & Unsigned
01
SMS NUDGE
Instant
02
EMAIL NUDGE
24h later
03
SMS NUDGE
48h later
04
VOICE NUDGE
96h later

Step 02: High-Ticket Email Protocol

TEMPLATE: ROOF_UNSIGN_02
AES-256 SECURE
Reply Detection: ON
Target Channel
customer_email@domain.com
Subject Protocol
Re: Structural Project Update [Q-842-X]
Render_v4.2

Hi [CUSTOMER_NAME],

Our operational grid indicates that the Structural Roofing System [Q-842-X] proposal for [PROPERTY_ADDRESS] is still awaiting final authorization.

We have reserved the materials and crew staging for the week of March 12th. To lock in this window, please authenticate the signature via the secure portal below.

View Proposal & Authorize
CHANNEL MATRIX
PERSISTENCE
4 NUDGES / 96H
CONVERSION LOG
32% OPEN_RATE
03 / PERSISTENCE LOGIC

THE CLOSER BOT

1

Drip Sequence

Timed delivery of messages to keep leads warm.

2

Smart Triggers

Events that fire automation (Quote Opened, Unsigned, etc.).

3

Template Engine

Professional language designed for conversion and trust.

4

Reply Detection

Logic that halts automation the moment a client responds.

5

Channel Selection

Multi-channel reach across SMS and email for max impact.

6

Automation Log

Technical record of every automated touchpoint delivered.

1
2
3
4
5
6

Closer Bot / Sequence Builder

Auto-Pilot: Active
Refresh
New Sequence
00 / GLOBAL TRIGGERQuote Sent & Unsigned
01
SMS NUDGE
Instant
02
EMAIL NUDGE
24h later
03
SMS NUDGE
48h later
04
VOICE NUDGE
96h later

Step 02: High-Ticket Email Protocol

TEMPLATE: ROOF_UNSIGN_02
AES-256 SECURE
Reply Detection: ON
Target Channel
customer_email@domain.com
Subject Protocol
Re: Structural Project Update [Q-842-X]
Render_v4.2

Hi [CUSTOMER_NAME],

Our operational grid indicates that the Structural Roofing System [Q-842-X] proposal for [PROPERTY_ADDRESS] is still awaiting final authorization.

We have reserved the materials and crew staging for the week of March 12th. To lock in this window, please authenticate the signature via the secure portal below.

View Proposal & Authorize
CHANNEL MATRIX
PERSISTENCE
4 NUDGES / 96H
CONVERSION LOG
32% OPEN_RATE
04 / LEARN MORE

ALL TOOLS

VIEW ALL TRADES

PIPELINE

DEAL TRACKING

LEAD CAPTURE

INTAKE FORMS

AI VISUALIZER

FIELD SALES

ADAPTIVE QUOTES

QUOTE BUILDER

Start Now

AUTOMATE YOUR FOLLOW-UPS

See how this feature fits into your workflow.