Built for Contractors
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.
VoIP + SMSBUILT-IN
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
01 / THE REVENUE GAP
Three steps to revenue.
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.
02 / 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.
Make and receive calls from inside the CRM
Send and receive SMS text messages per contact
All calls automatically logged with duration and outcome
Voicemail drop — leave a pre-recorded message in one click
Call recording with automatic transcription
Analytics: call volume, response rate, and talk time per rep
Voice Network / Comms Hub
Provider Sync: Secure Digital Line active
LIVE_CONNECTION
Thread: Marcus Chen
Transcription Bot ActiveApply Text Template...
Call Record LogREC_ID: AUDIO_8429.MP3
Meta Sync: OK
03 / SYSTEM COMMS
THE VOICE NETWORK
1
Integrated Dialer
One-click calls with system-level logging.
2
SMS Threads
Clean visual history of text conversations with clients.
3
Call Recordings
Secure storage of all calls for quality and training.
4
Text Templates
Engineered responses for common site updates and alerts.
5
Transcription Bot
AI-driven text conversion of every call for easy searching.
6
Communication Meta
Technical logs of duration, timestamps, and caller IDs.
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6
Voice Network / Comms Hub
Provider Sync: Secure Digital Line active
LIVE_CONNECTION
Thread: Marcus Chen
Transcription Bot ActiveApply Text Template...
Call Record LogREC_ID: AUDIO_8429.MP3
Meta Sync: OK
Start Now
CALL SMARTER, NOT HARDER
See how this feature fits into your workflow.