Features/Integrations
Integrations
Leads from your website, ads and marketplaces land on one board. Calendars, email, online payments, maps and your ad accounts connect from your workspace. Every card says what’s live today and what’s coming.
Works with
A workspace’s owners and admins connect integrations from its Integrations and Settings pages.
Calendar & email
Live
Each person connects their own Google Calendar from the Calendar page: their ECHOPS appointments go into it and their busy times come back, so nobody gets double-booked.
Live
The same for people on Outlook: their ECHOPS appointments go out to their Outlook calendar and their busy times come back in.
Live
Your own page at yourcompany.echops.com/book. Clients pick an open time for the appointment types you choose, answer your intake questions, and can reschedule or cancel from their own link.
Live
Booking, reschedule and cancel emails carry a calendar file, so the appointment lands in the client’s own calendar app.
Live
Quote links, documents to sign, appointment notices and portal sign-ins go out under your company’s name, and replies go to the person on the job.
Live
Each person connects their own mailbox on the Email page, and emails to clients go out from their own address with your templates and signatures. Gmail and Outlook both send today; Outlook’s inbox also reads inside ECHOPS, and Gmail’s inbox follows after Google’s security review.
Leads
Live
One private address for any form: Webflow, WordPress, your own HTML form or any form tool that sends a webhook. A spam trap and repeat protection come built in, and every submission is logged exactly as it arrived.
Live
Send leads in from any app Zapier connects, with its “Webhooks by Zapier” step pointed at your lead door. New leads can go back out to a Zapier hook too.
Live
Leads from your lead-form ads arrive the moment someone submits the form. Paste the webhook address and key into Google Ads and send Google’s test lead to check it.
Live
Forward the “new lead” emails from marketplaces such as Angi, Houzz and Thumbtack through an inbound-email service. ECHOPS reads the name, phone, email and project, and a resent email doesn’t make a second lead.
Live
With Phone & texts, a new caller or texter becomes a lead on the board. Someone already in a deal goes on their own record instead.
Live
A client who books on your booking page becomes a lead, or joins their open one, and an estimate booking opens the deal.
Coming
Opens once Meta finishes its app review. Then you connect your Facebook Page on the Integrations page with a Page access token from Meta Business settings, and new leads from its lead-ad forms, on Facebook and Instagram, land on the board as they come in, each one once.
Live
Add ECHOPS's read-only account to your Google Ads account, then connect it with your customer ID. Calls, messages and bookings from your Local Services ads come in as leads every 15 minutes, with the service they asked about.
Marketing
Live
When a lead books an estimate and when a job is won, ECHOPS sends it to your Google Ads account as a conversion tied to the ad click, so Google learns which ads bring jobs. Owners and admins set it up in Marketing, Ad platforms.
Live
Each lead's next steps (new, contacted, estimate scheduled, job won) go to your Meta dataset as CRM events, so your Facebook and Instagram ads learn from booked work, not only form fills. Check it before you switch it on.
Live
Connect up to five accounts. When a job is finished or a Google review comes in, ECHOPS drafts a post from the job's photos and scope, with the client's name and address left out. You approve it, schedule it or post it now.
Calls & texts
Live
A local number set up by the ECHOPS team. Calls ring in the browser, and texts, picture texts, recordings, voicemail, greetings and AI call summaries sit next to your leads and deals. Texting starts once carriers approve your number’s registration.
Live
Each new caller, texter or form from your CallRail company becomes a lead, with the ad or page it came from. A call from someone whose lead is still open goes on that lead’s timeline.
Live
Built-in video meetings with knocking, shared notes and AI minutes saved to the timeline. Clients join from their project portal.
Payments
Live
Connect your own Stripe account in Settings, Online payments. Clients pay an invoice from its link or their portal by card, Apple Pay, Google Pay or bank transfer (ACH), and the payment records itself on the invoice. You can pass a 3% fee on credit cards, and unpaid invoices get reminders before and after the due date.
Live
Payments that come in another way are recorded by hand on the invoice: check with its number, ACH, cash or card with only its last 4 digits. ECHOPS never keeps a card or bank account number.
Maps & on the go
Live
Every job on a map by phase, a day's route planned with live traffic and sent to the driver's chat with each stop's tasks, and Street View of the job site on the project page where Google has photos.
Live
The ECHOPS team sets up your business number as a WhatsApp sender; owners and admins then pick who may ask. Those people text ECHO from their own phone and get answers from your records: today’s schedule, a job’s status, a client’s number. On WhatsApp, ECHO is read-only for job records: it never books, sends or changes anything. The one thing it can add is a Knowledge Base note.
Live
Open your workspace in your phone's browser and add it to the home screen. Alerts for new leads, messages and signed quotes arrive as notifications.
Coming
A native ECHOPS app for the App Store is in the works. Until then, the phone browser works and installs to your home screen.
Design & estimating
Live
In the quote builder’s Cabinets step, add your design program’s PDF report or price list, or a photo of it. AI reads the cabinet line, list price, door style and the box, molding and hardware counts into the step, and you check each one.
Live
Search Home Depot's catalog or Google Shopping from the quote builder for fixtures, materials, paint and electrical parts, with live prices and photos. Add a product at its price as your cost, times your markup.
Live
Layout drawings export as DXF in inches at full size, with walls, doors, windows, each cabinet type, countertops, appliances, fixtures and dimensions on their own named layers. Design programs such as Revit, ProKitchen and 2020 open it.
Live
A room photo, a style and your words become a new design, saved to the deal. How it works.
Files & data
Live
Leads (with an ID column, importing again updates them), past jobs into the archive, old service tickets, time sheets, and your price book: download it, edit it, import it, and preview every row before it saves.
Live
Download leads, contacts, deals, quotes and appointments from Settings whenever you like. Reports, the price book and the contact list download as CSV too.
Live
Clients, jobs, invoices, credits, payments and job costs go to your QuickBooks Online books on their own, and a payment recorded in QuickBooks comes back to its invoice. Owners and admins connect it from Accounting → QuickBooks. QuickBooks Online only, not Desktop.
Live
Photos, PDFs, drawings and design files go on deals and projects, in folders.
Live
Pay runs export as a CSV for your payroll provider. ECHOPS doesn’t pay anyone or file taxes.
Developer
Live
One of your own automation rules can post to your web address, signed with that rule’s own secret (HMAC), over HTTPS only. Run a test before you turn it on.
Live
Every new lead is posted as signed JSON to the address you choose, with a timestamp and a delivery id. If your end doesn’t answer, ECHOPS retries for about an hour and a half. Send a test lead and see each delivery.
Live
Your workspace’s private intake address accepts JSON, URL-encoded or multipart posts. Name the source with a source field, and send an id to stop repeats.
Need something that isn’t here? Tell us what you use.
Questions
It’s in progress and not switched on yet, usually because the provider’s review isn’t finished. We don’t put dates on it, and we mark it Live only when it works in ECHOPS.
No. Website forms can post straight to your lead door. Zapier is there if you want to connect an app that has no webhook of its own.
A workspace’s owners and admins.
Yes. Owners and admins can download leads, contacts, deals, quotes and appointments as CSV from Settings, any time.
Most integrations are in every plan. Your own automation rules (and their signed webhooks) come with Crew and Company. Phone & texts is $79 a month on Solo and Crew and included in Company. See pricing.
Connect your CallRail company on the Integrations page, and each new caller, texter or form becomes a lead with the ad or page it came from. A call from someone whose lead is still open goes on that lead’s timeline instead of making a second lead. Owners and admins set it up.
Two ways. Forward Thumbtack’s new-lead emails through an inbound-email service to your lead door, and ECHOPS reads the name, phone, email and project; a resent email doesn’t make a second lead. Or, if your Zapier account can reach your Thumbtack leads, point a Webhooks by Zapier step at your lead door.
Not directly. Houzz lead emails can be forwarded through an inbound-email service to your lead door, where ECHOPS reads the name, phone, email and project. There’s no sync with a Houzz Pro account. If you’re weighing the two, see Houzz Pro alternatives.
Yes, QuickBooks Online (not Desktop), on every plan. An owner or admin connects it from Accounting → QuickBooks, checks the mapping and picks a start date. From then on, clients, jobs, invoices, payments and job costs go across within minutes, and a payment recorded in QuickBooks marks its invoice paid in ECHOPS. Reports still download as CSV, and owners and admins can export leads, contacts, deals, quotes and appointments from Settings at any time.
Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.
Special price: your first 2 months from $49/mo. Limited spots, so sign up today.