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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Lead Intake
Built for Contractors
PLATFORM / INTAKE FORMS

Lead Intake

Zero Friction. Instant Capture.

Convert website visitors into active leads instantly. No manual entry, no missed opportunities.

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

Three steps to revenue.

01

Deploy the Form

Embed our high-converting lead forms on your website or landing pages.

02

Capture and Alert

Leads are captured in real-time, with instant notifications sent to your sales team.

03

Assign and Act

Leads are automatically routed to the right rep, ensuring a fast response time.

02 / Overview

Lead Intake

Every second counts when a lead hits your site. Kaching captures form submissions instantly and assigns them to your team based on your business rules.

Embeddable lead forms for your website
Instant SMS and email alerts for new inquiries
Automatic lead attribution and source tracking
Intelligent routing based on trade or location
Auto-responder to keep leads engaged immediately
Centralized inbox for all incoming opportunities

Lead Intake / Capture Engine

Inbound Listener: Active
Manual Intake
John SmithNEW
Residential Roofing // Austin, TX
Source: Facebook Ads [PROTOCOL_82]
Sarah MillerUNASSIGNED
HVAC Install // Source: Google SEO
Robert FoxUNASSIGNED
Panel Upgrade // Source: Referral
Emily BluntUNASSIGNED
Gutter Repair // Source: Organic
Marcus WongUNASSIGNED
Full Remodel // Source: Google Ads

Protocols: Lead Intake #942-X

UUID: 842-99-AF
Web Inbound Protocol
Client Identity

John Smith

JSMITH@DOMAIN.COM

555-0142-998

Site Coordinates

1248 Oakwood Ave

AUSTIN, TX 78701

Service Specs
Job TypeROOFING_REPLACEMENT
TimelineURGENT [3-5 DAYS]
Protocol Sync
Auto-Reply Dispatched
Awaiting Representative Assignment
Inbound PayloadDATA_SYNC_OK // PROTOCOL_V4.2
Rep AssignmentPENDING_DISPATCH
Route to Sales Board
03 / INBOUND FLOW

THE LEAD ENGINE

1

Smart Form Fields

Optimized for mobile and trade-specific data capture.

2

Real-Time Alerts

Instant notifications to your team to ensure lightning-fast response.

3

Source Attribution

Know exactly where your leads are coming from (Ads, SEO, Referral).

4

Auto-Reply Protocol

Immediate automated response to keep the prospect engaged.

5

Sync Metadata

Technical labels for IP, device, and site origin data tracking.

6

Board Integration

Leads automatically appear on your active sales board.

1
2
3
4
5
6

Lead Intake / Capture Engine

Inbound Listener: Active
Manual Intake
John SmithNEW
Residential Roofing // Austin, TX
Source: Facebook Ads [PROTOCOL_82]
Sarah MillerUNASSIGNED
HVAC Install // Source: Google SEO
Robert FoxUNASSIGNED
Panel Upgrade // Source: Referral
Emily BluntUNASSIGNED
Gutter Repair // Source: Organic
Marcus WongUNASSIGNED
Full Remodel // Source: Google Ads

Protocols: Lead Intake #942-X

UUID: 842-99-AF
Web Inbound Protocol
Client Identity

John Smith

JSMITH@DOMAIN.COM

555-0142-998

Site Coordinates

1248 Oakwood Ave

AUSTIN, TX 78701

Service Specs
Job TypeROOFING_REPLACEMENT
TimelineURGENT [3-5 DAYS]
Protocol Sync
Auto-Reply Dispatched
Awaiting Representative Assignment
Inbound PayloadDATA_SYNC_OK // PROTOCOL_V4.2
Rep AssignmentPENDING_DISPATCH
Route to Sales Board
04 / LEARN MORE

ALL TOOLS

VIEW ALL TRADES

PIPELINE

DEAL TRACKING

AI VISUALIZER

FIELD SALES

ADAPTIVE QUOTES

QUOTE BUILDER

INVOICES

BILLING

Start Now

CAPTURE LEADS AUTOMATICALLY

See how this feature fits into your workflow.