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Features/CRM & leads

A CRM for contractors:
every lead answered

Form fills, calls, texts and lead emails land on one board. ECHOPS counts every touch toward the follow-up and tells each person who to call today.

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In every ECHOPS plan unless noted · 14-day free trial

A designer going over a kitchen project with homeowners
The ECHOPS Leads table: each lead's status, next follow-up, project and source
Every lead's status and next follow-up

See it in action

Watch a lead go from new to booked

A real walk through Leads in ECHOPS: how leads come in, the follow-ups that count themselves, notes and reminders, and booking the estimate.

2:51 · Filmed in ECHOPS with sample dataTranscript and chapters →

What you get

Construction lead management,
every source on one board

01

One board for every source

Website forms, calls and texts to your number, lead emails, Google Local Services, Google Ads lead forms and CallRail, each with its source. Facebook and Instagram lead ads join once Meta finishes its app review.

02

Follow-up that counts itself

Calls, emails and texts move a lead through Day 1, Day 2 and Day 3 on their own, so the board shows where each lead stands.

03

Speed-to-dial

With Phone & texts, a new form lead rings your team's phones right away, inside the hours you set, and calls back the ones nobody reached.

04

Daily follow-up lists

Each person gets the leads due today by email and in the app. Leads nobody owns go to owners and admins.

05

Book the estimate, open the deal

Mark a lead Scheduled and the estimate is booked and the deal opens, joined to the person's open deal if they already have one.

06

Import and clean up

Bring past leads in from a CSV, flag test leads, merge duplicate contacts and archive what's closed.

A service technician greeting a homeowner

In practice

Deals that
keep moving

  • Stages with the fields you need before a deal can be Won
  • An AI read on each deal: a score, the risks and next steps
  • Quote links that win the deal and open the project when signed
  • A nightly check that flags deals going quiet

Works with

A CRM for construction companies,
connected to every job

Estimates & quotes→Phone & texts→Calendar & booking→Automations→
See all features →

How it works

How a CRM for contractors works a lead in ECHOPS

  1. The lead lands on one boardWebsite forms, Google Ads lead forms, CallRail and forwarded Angi, Houzz and Thumbtack emails come in on their own, as do online bookings and, with Phone & texts, calls and texts to your number.
  2. Someone answers it fastThe board shows how long each new lead has waited. With Phone & texts, speed-to-dial can ring your team the moment a form lead arrives and connect whoever picks up.
  3. Every follow-up is countedEach call, text and email counts on a three-day follow-up grid. Follow-up buttons open the text or email with the words written, and due follow-ups arrive by email each morning.
  4. Book the estimateMark Scheduled, pick the day, time and who goes; ECHOPS books the appointment and opens the deal.
  5. Move the deal to WonDeals move by stage from the estimate to Won or Lost. When the client signs the quote online, the deal moves to Won by itself.
  6. See what each source brings inMarketing shows leads, estimates booked, jobs won, revenue, spend and cost per lead by source.

What’s included

Construction CRM software that runs the whole sale

Lead board

Every lead with its source, status and follow-up count. Closed leads go to the Archive and can come back.

Deals board

Each deal holds its quotes, estimates, files, texts, emails and chat, then its project once won.

Lead sources

A private lead door for any website form, Webflow, WordPress or Zapier, plus Google Ads lead forms, CallRail and marketplace lead emails.

See integrations

Phone & texts

A local business number with calls in the browser, texts, recordings and AI call summaries. $79/mo on Solo and Crew, included in Company.

See phone & texts

Automations

A built-in list you can pause item by item, plus your own when-then rules (alerts, emails, surveys, webhooks) on Crew and Company.

See automations

Contacts and reviews

Merge duplicate contacts and download the list as a CSV. When a job is done, ask for a review and send a feedback survey.

By trade: CRM for remodelers and roofing CRM. Weighing options? See how ECHOPS compares.

Straight answers

Before you pick a contractor CRM

Not in ECHOPS today:
  • GPS tracking. Routes are planned on Google Maps with traffic, but trucks and phones aren’t tracked.
  • Offline mode. ECHOPS needs an internet connection.
  • Native apps. ECHOPS runs in your phone’s browser and installs to the home screen; an iPhone app is on the way.
Good to know: texting on your ECHOPS number starts once carriers approve its registration. Plans start at $149/mo with 3 users.

Questions

CRM in construction, answered

What is a CRM for contractors?

A place to keep every lead and client, see where each one stands and know who to call next. A contractor CRM should also book the estimate and carry the sale into the quote and the job.

What’s the best CRM for a small contracting business?

The one your team will use daily. Look for every lead source in one place, follow-up reminders, estimate booking, quotes and published prices. ECHOPS runs from lead to invoice, so there’s no second system.

Is construction CRM software different from project management software?

A CRM handles the sale: leads, follow-ups, estimates and quotes. Project management takes over once the job is signed. ECHOPS does both, so a signed quote becomes a project with stages, a schedule and a payment plan.

Can I import leads from a spreadsheet or another CRM?

Yes. Import a CSV and match its columns. With an ID column, importing the same file again updates leads instead of doubling them. See switching to ECHOPS.

Does it work with Angi, Houzz and Thumbtack?

Yes, through their lead emails. Forward them to an inbound-email service that posts to your lead door, and ECHOPS reads the name, phone, email and project.

How much does the CRM cost?

Solo is $149/mo with 3 users, Crew $299/mo with 8 and Company $599/mo with 20. Extra users are $25/mo, and yearly billing costs 10 months’ price. The free trial runs 14 days with no credit card. The CRM is in every plan.

What does CRM stand for in construction?

Customer relationship management. In construction, a CRM is where every lead and client lives: where each lead came from, who followed up and when, which estimates are booked and which quotes are out. ECHOPS goes one step further, so a signed quote becomes a project with its own schedule, payment plan and invoices.

Does the same CRM work for builders, remodelers and roofers?

Yes. The lead board, follow-up counts, estimate booking and quote links work the same way for home builders, remodelers, roofers and other trades, and the job then runs in ECHOPS too. Roofing companies can see how it handles materials, crews and warranty calls on the roofing CRM page.

Electricians, plumbers, HVAC companies and landscapers have their own pages too: the electrician CRM, plumbing CRM, HVAC CRM and landscaping CRM.

How is a construction CRM different from a lead spreadsheet?

A spreadsheet lists leads; a CRM works them. ECHOPS counts each call, text and email toward the follow-up, shows how long a new lead has waited, emails each person the leads due today and books the estimate from the lead. Past leads in a spreadsheet can come in as a CSV, so you don’t start over.

How do contractors get more leads?

Most leads come from a strong Google Business Profile, reviews, a fast website form, referrals and paid ads, and from calling back quickly. Read our guide to construction lead generation.

Your next job,
from one place

Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.

Start free trialBook a demo

Special price: your first 2 months from $49/mo. Limited spots, so sign up today.