Built for Contractors
PLATFORM / DEAL TRACKING
PIPELINE
Visual. Actionable. Always Current.
See every deal, every stage, and every next step — in a single view built for how contractors actually work.
STAGESUNLIMITED
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
01 / THE REVENUE GAP
Three steps to revenue.
01
Lead enters the CRM
Via your website form, manual entry, or API. A deal card is created automatically with all lead details.
02
Move through your stages
Drag the card from 'New Lead' to 'Site Visit Booked' to 'Quote Sent' as the job progresses.
03
Close and log the win
Mark the deal as Won, generate the invoice, and the CRM records the revenue against your pipeline history.
02 / Overview
PIPELINE
The Kaching pipeline gives you total visibility over every deal in your business — from the moment a lead comes in to the moment you collect final payment. Drag deals between stages, assign owners, and see exactly what needs attention today.
Drag-and-drop deal cards between custom stages
See total pipeline value at every stage instantly
Assign deals to team members with one click
Automatic stage history and activity log per deal
Filter by rep, service type, date range, or value
Color-coded deal age — never let a lead go cold
Sales Velocity / Pipeline Board
Deal Flow Protocol: ACTIVE
Filter Matrix
New Deal
INTAKE
8 DEALSStage Value$124.2k
ESTIMATING
4 DEALSStage Value$68.5k
QUOTED
12 DEALSStage Value$242k
FINALIZED
32 DEALSStage Value$842k
03 / DEAL FLOW
THE REVENUE COCKPIT
1
Drag-and-Drop Stages
Fluid visual management of your entire sales process.
2
Value Indicators
Instant visibility into deal value and total pipeline health.
3
Age Alerts
Visual cues for deals that have been sitting too long.
4
Rep Assignment
Clear indicators of which team member is responsible for the win.
5
Quick Action Bar
One-click access to quote, call, or email directly from the card.
6
Board Meta
Technical logs of stage movements and velocity tracking.
1
2
3
4
5
6
Sales Velocity / Pipeline Board
Deal Flow Protocol: ACTIVE
Filter Matrix
New Deal
INTAKE
8 DEALSStage Value$124.2k
ESTIMATING
4 DEALSStage Value$68.5k
QUOTED
12 DEALSStage Value$242k
FINALIZED
32 DEALSStage Value$842k
Start Now
READY TO SEE YOUR PIPELINE?
See how this feature fits into your workflow.