Switching to ECHOPS
CRM migration without the mess: leads, past jobs, service tickets, time sheets and your price book come in from CSV files, and every import shows you each row before anything is saved.
What comes with you
01
From any CSV, with an ID column so a second import updates instead of duplicating. Old leads can come in closed and archived.
02
Won and lost jobs into the archive, with designers, project managers and locations matched by name or email.
03
Matched to jobs by number, phone, email or name. A ticket imported twice comes in once.
04
Days already entered stay, and days inside a finished pay run are left alone.
05
Download, edit in your spreadsheet and import. Every change is listed before it's saved.
06
Contracts, drawings and photos go on the project, in folders.
How it goes
We set up your workspace with you: your price book, project types, stages, documents, lead sources, and your leads and past jobs brought in from your files.
Questions
CRM migration means moving your customer records, leads and history from one system to another, usually by exporting CSV files and importing them into the new tool. In ECHOPS, leads import with an ID column so a second import updates rows instead of doubling them, and old leads can come in closed and archived. See our CRM for contractors.
Export clients and leads, jobs, quotes, invoices and payments, your price book, time sheets, and files and photos; open each file to check it; then import, read the preview and spot-check a few records. In ECHOPS, every import shows each row and what it will do before saving, and you can run it again any time to update. See the contractor software buyer’s guide.
Switch when the tool you have costs you jobs or hours: leads slip through, quotes and schedules live in different places, or you pay for seats and add-ons you don’t use. Write down how a job moves today, circle the two or three steps that hurt most, and test the new software on real work. ECHOPS has a 14-day free trial with no credit card; start a free trial.
No. ECHOPS imports leads, past jobs (won and lost, into the archive), service tickets, time sheets and your price book from CSV. Keep old quotes and invoices as PDFs on the project, in folders, and rebuild open quotes so clients can sign online. Contracts, drawings and photos go on the project too. Our switching guides show each step, starting with switching from Jobber.
Doing it yourself costs nothing extra: there’s no setup fee. White-glove setup is $499 once, and free with Company billed yearly; the ECHOPS team sets up your price book, project types, stages, documents and lead sources and brings in your leads and past jobs. Plans are $149, $299 or $599 a month, and with our special price your first two months are $49, $59 or $69, then the regular price. See onboarding.
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.