ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATEFORME / CONTACT MANAGEMENT
Contacts
Unified Profile. Complete History.
Your customers are your biggest asset. Keep their entire history in one centralized, professional view.
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REVENUE_ENGINEACCELERATED
RECORDSUNIFIED
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
01 / L'ÉCART DE REVENUS
TROIS ÉTAPES
01
Centralize Info
Import your existing contacts or capture new ones through our lead forms.
02
Track Interaction
Every call, text, and email is automatically logged to the client profile.
03
Scale the Relationship
Use the client history to provide better service and win repeat business.
02 / APERÇU
Contacts
No more digging through emails or paper files. Kaching gives you a 360-degree view of every client interaction, job, and payment.
Centralized database for all client information
Full activity timeline (calls, texts, emails)
Complete job and payment history per client
Secure file and photo storage for every site
Custom fields for trade-specific client data
Global search to find any client in seconds
Unified Contacts
Add Client
Marcus Chenm.chen@gmail.com
Sarah Millersarah.m@outlook.com
Robert Foxr.fox@foxdev.com
MC
Marcus Chen
CID: VAULT-84291-TXActivity Timeline
Quote Signed2h ago
Site Visit CompletedYesterday
Lead Captured (Web)3d ago
03 / CLIENT DATA
THE CUSTOMER VAULT
1
Activity Timeline
Chronological log of every touchpoint, visit, and update.
2
Deal History
Complete record of every quote, job, and invoice for the client.
3
Technical Labels
Mono-font metadata for account IDs and system status.
4
File Storage
Unlimited photos, blueprints, and documents stored securely.
5
Property Mapping
Integrated site location with geofencing and directions.
6
Linked Team
See exactly which team member is managing the account.
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Unified Contacts
Add Client
Marcus Chenm.chen@gmail.com
Sarah Millersarah.m@outlook.com
Robert Foxr.fox@foxdev.com
MC
Marcus Chen
CID: VAULT-84291-TXActivity Timeline
Quote Signed2h ago
Site Visit CompletedYesterday
Lead Captured (Web)3d ago
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ORGANIZE YOUR CUSTOMERS
Commencez votre essai gratuit aujourd'hui et voyez à quel point cette fonction est facile à utiliser.