Industries/Remodeling/CRM
CRM for remodelers
A remodeling CRM with every lead on one board, follow-ups that count themselves, estimates booked straight from the lead, and quotes you can track to the signature.
How it works
Lead sources
Features
Every lead and where it stands, from New to Scheduled (the estimate is booked) or Unqualified.
Drag deals from the estimate to Won or Lost. Won asks for the signed quotes and any missing details.
Calls and texts on the company’s number, with the call log, recordings, voicemail and AI call summaries. Return a missed call from the Missed filter.
An online booking page, appointment types, reschedule and cancel emails with a calendar file, and calendar sync with Google Calendar and Outlook.
Quote links with open tracking and e-signature, built from your own price book.
A chat per deal for everyone on its team. The crew sees it on their portal.
Everyone you’ve worked with, with their leads, deals, jobs, documents and history. Merge duplicates and download the list as CSV.
ECHO answers from your own records, summarizes calls and drafts replies in your composer. You review and send them.
Review asks after the job and feedback surveys after the estimate, during the job and at completion.
What’s included
Try it first. The free trial is 14 days, with no credit card, and your workspace is ready in minutes. See every price on the pricing page.
Questions
Yes, from a CSV file. Match the columns, check the preview, then import. With an ID column, importing again updates those leads instead of adding them twice.
Only for calls and texts on a business number in ECHOPS. Phone & texts is $79 a month on Solo and Crew, and included in Company.
Yes. Marketing → Lead sources shows each channel’s leads, estimates booked, jobs won, revenue, spend, cost per lead and return on spend, with a CSV download.
Set them to Unqualified with the reason. They go to the Archive after a while, stay searchable, and can be brought back.
No. ECHO drafts the reply in your composer; you review and send it. ECHO never sends an email or text itself, and bookings and status changes wait for your Confirm.
The one your team will use every day. Look for every lead source on one board, follow-ups that count themselves, estimates booked from the lead and quotes from your own prices. ECHOPS also carries the signed job into projects, change orders and invoices, so there’s no second system. Our CRM comparison lays out other options.
Yes. Siding, window, flooring and other home improvement companies work leads the same way: one board for every source, counted follow-ups, booked estimates and quote links clients sign online. Kitchen and bath remodelers get on-site estimate questions, and other work starts from the deal with your own price book. See ECHOPS for siding and exteriors.
Yes. On the deal, press Kitchen estimate or Bath estimate, answer the questions, add photos and draw the room to scale. The quote builder then prices the job from your price book, and the client signs the quote link online. See kitchen and bath estimating software for the details.
The CRM is in every ECHOPS plan: Solo $149/mo with 3 users, Crew $299/mo with 8 and Company $599/mo with 20. With our special price, your first two months are $49, $59 or $69 a month, then the regular price; spots are limited. The free trial runs 14 days with no credit card.
Related
The whole system for remodeling companies.
See the trade page →Leads, follow-ups, deals and contacts.
See the CRM →Appointment types, sync and the booking page.
See the calendar →The price book, the builder and quote links.
See estimates and quotes →Calls, texts, recordings and voicemail.
See phone and texting →Profit per job, sales and marketing by lead source.
See reports →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.