ENGINEERED_PERFORMANCE_SYSTEM_V4
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.
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REVENUE_ENGINEACCELERATED
STAGESUNLIMITED
AVG DEPLOYMENT24-48 HRS
PLATFORMVAULT 4.2
01 / 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.
ANATOMY_LEGEND
01
SPEC_ID_01Drag-and-drop deal cards between custom stages
02
SPEC_ID_02See total pipeline value at every stage instantly
03
SPEC_ID_03Assign deals to team members with one click
04
SPEC_ID_04Automatic stage history and activity log per deal
05
SPEC_ID_05Filter by rep, service type, date range, or value
06
SPEC_ID_06Color-coded deal age — never let a lead go cold
VAULT
NODE_DEALS_V4
DEAL INFRASTRUCTURE
Active // Live Sync
Intake4
Flat Roof
Mike Reynolds
$13.2KNew
HVAC Install
Sarah Torres
$8.4KContacted
Quoted2
Panel Up
Anna Kowalski
$5.8KSent
Full Reno
Dan LeBlanc
$42.0KNegotiation
Closing1
Painting
James Miller
$6.1KApproved
TOTAL PIPELINE
$168.2K↑ +12%
CLOSE VELOCITY
14.2 DAYS↓ -2.4D
02 / HOW IT WORKS
THREE STEPS
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.
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