ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / BUILT-IN CALLING
PHONE & SMS
Call, Text, Log. Never Switch Apps.
A built-in phone system inside your CRM. Make calls, send texts, and have every conversation automatically logged to the contact record.
Start Free Trial
REVENUE_ENGINEACCELERATED
VoIP + SMSBUILT-IN
AVG DEPLOYMENT24-48 HRS
PLATFORMVAULT 4.2
01 / OVERVIEW
PHONE & SMS
Stop switching between your phone, your CRM, and a notepad. Kaching's built-in phone system lets you call and text clients directly from their contact record, log call outcomes instantly, and see a full communication timeline — no integrations, no extra apps.
ANATOMY_LEGEND
01
SPEC_ID_01Make and receive calls from inside the CRM
02
SPEC_ID_02Send and receive SMS text messages per contact
03
SPEC_ID_03All calls automatically logged with duration and outcome
04
SPEC_ID_04Voicemail drop — leave a pre-recorded message in one click
05
SPEC_ID_05Call recording with automatic transcription
06
SPEC_ID_06Analytics: call volume, response rate, and talk time per rep
VAULT
NODE_AUTOMATION_V4
LOGIC ENGINE
Active // Live Sync
TRIGGERDEAL_STAGE_CHANGE
ID_REC_842T-2m
ACTIONSEND_FOLLOW_UP_V2
ID_EML_901T-2m
DELAYWAIT_FOR_RESPONSE
ID_TMR_101T-24h
ACTIONCREATE_REMINDER
ID_TSK_402T-NEXT
REAL-TIME FLOW: 142 AUTOMATIONS ACTIVE
02 / HOW IT WORKS
THREE STEPS
01
Get your CRM phone number
A local or toll-free number is provisioned for your account. Calls ring inside the CRM and on your mobile.
02
Call or text from any record
Click the phone icon on any contact, deal, or estimate to call or text them instantly.
03
Everything logged automatically
Call duration, outcome, and notes are saved to the contact. No manual entry required.
Start Now
CALL SMARTER, NOT HARDER
Start your free trial today and see how easy it is to use this feature.