The bottom-up CRM
Your reps' best leads never touch your CRM.
Standard CRMs route leads down from headquarters. EchoClose is built the other way around. Reps connect their own lead sources, and every lead flows up to their manager and the company book. Nothing retires to a spreadsheet.
15-day free trial · no credit card · first text out in minutes
lead.flow
direction: up
reps connect their own sources · managers and corporate see everything
Live demo
Become the lead
The fastest way to understand EchoClose is to let it work on you. Book a meeting or ask for a text. Both feed the production account we use to run this site, and the automation that handles you is the automation your leads would get.
module 01 · scheduling
module 02 · instant sms
Nothing on this page is staged. If our texts stop or our calendar fills, you will see that too.
Who it's for
Pick your altitude
EchoClose is shaped like your org chart. Start where you sit. The plans, the pages, and the product follow the same three levels.
1 seat
I sell on my own
Your leads live in your phone, a spreadsheet, and three different inboxes. EchoClose gives you one pipeline, one inbox, and follow-up that runs while you drive.
- Connect your own lead sources
- Texts, email, and Messenger in one inbox
- Automatic follow-up until they answer
a team
I run a team of reps
See every rep's pipeline the moment a lead lands, without standing over anyone's shoulder. Coach from real activity instead of Friday recaps.
- Every rep lead, visible as it arrives
- One set of pipeline stages across the team
- Reassign coverage without losing history
a company
I run a company of teams
Every lead any rep has ever worked becomes part of the company book, with consent recorded from day one. Remarket to all of it.
- Company-wide rollup of every pipeline
- Remarketing across every rep's book
- SMS registration managed for the whole org
The system at work
A Tuesday on EchoClose
Every feature below shows up once, in the order a real lead meets it. That is the point of having them in one system instead of five apps: the hand-offs are where deals die, and here there are no hand-offs.
7:14 AM
lead.created
A lead comes in
Priya fills out a Facebook lead form. EchoClose syncs it into Marcus's pipeline before he finishes his coffee.
7:15 AM
sms.sent
The first text goes out
The autoresponder introduces Marcus by name, from his number. Response time from form to phone: under a minute.
7:41 AM
stage.engaged
She replies
Her text lands in Marcus's unified inbox, in the same list as his email and Messenger threads. The lead moves to Engaged on its own.
9:02 AM
booking.created
She books
Priya picks a slot on Marcus's scheduling link. The event lands on his own Google calendar and the stage moves to Appointment scheduled.
Thu 9:00 AM
sequence.step_2
The quiet ones get a nudge
A different lead from Monday never answered. The follow-up sequence sends step two, and stops the moment he replies.
Fri 4:30 PM
rollup.viewed
The manager already knows
Marcus's manager reviews the week's pipeline without asking for a report. Every stage change was recorded as it happened.
Next quarter
campaign.sent
The company remarkets
Corporate runs a campaign across every rep's book, Priya included. Consent was captured on day one and honored throughout.
Managed SMS
Your texts get delivered because we do the paperwork
Carriers now block business texts from unregistered senders, and most teams find out when replies quietly stop. EchoClose registers your brand and your campaign with the carriers, watches the approval, and keeps it current. The industry calls it A2P 10DLC. You can call it handled.
Consent, recorded
Every opt-in is stored with its source, timestamp, IP, and the page it came from.
STOP handled instantly
Opt-out keywords end messaging on the spot, update the record, and get honored by every future campaign.
Compliance pages included
Carrier-required privacy, terms, and opt-in pages are generated for your business automatically.
carrier registration
status: managed
- Business and brand registrationus
- Campaign filing and use-case vettingus
- Carrier review, rejections, resubmissionus
- Number provisioning and webhook setupus
- Ongoing status monitoring and renewalus
- Your business details, entered onceyou
five steps ours · one step yours
Identity
Your name on everything. Our system underneath.
In commission sales, your reputation is the asset. EchoClose does its work behind your own email address, your own calendar, and a number registered to your business, so leads deal with a person, not a platform.
your email address
Mail from your real inbox
Connect Gmail or Outlook. Messages send from your address, replies sync back into the CRM, and the lead never sees a platform in between.
your calendar
Bookings on the calendar you keep
Scheduling links check the calendar you actually live by. Events sync both ways, so a dentist appointment blocks a demo slot like it should.
your number
A texting number registered to you
A dedicated business line for texting, carrier-registered under your brand, with every conversation logged against the lead.
inbox · all channels
4 conversations
- sms
Priya Shah
2m
Can we do 2:30 instead of 2:00?
- email
Dan Okafor
18m
Re: proposal. Looks good, two questions on the deductible.
- messenger
Kayla Reyes
1h
Is the estimate from last week still good?
- smsopted out
Luis Mendez
3h
STOP
luis texted STOP · messaging ended automatically · record updated
Unified inbox
One inbox for every way a lead talks
Texts, email, and Facebook Messenger land in one list, so nothing waits in an app you forgot to open. Replies thread against the lead record, stage changes happen on their own, and opt-outs enforce themselves.
- Every channel, one conversation history per lead
- Reply from the inbox, send from your own addresses
- A reply moves the lead to Engaged without a click
The alternative
Replace the duct tape
The real competitor is not another CRM. It is four subscriptions and a spreadsheet that never agree on what happened to a lead.
the usual stack
- A scheduling tooldoes not know your pipeline
- A texting appdoes not know who booked
- An email platformdoes not know who replied by text
- A shared spreadsheetknows only what people remember to type
four logins · four bills · zero shared history
echoclose
- Schedulingbooks straight into the pipeline
- Textingcarrier-registered, logged per lead
- Emailsends from your own address
- The recordwrites itself as things happen
one system · one record per lead · from $40 a month
Industries
Built for commission sales
EchoClose fits businesses where reps generate their own leads and get paid on what they close.
Pricing
A clear plan at every stage
Every plan starts with a free 15-day trial. No credit card up front.
Solo
for one independent salesperson
$59per month
Lead response, bulk marketing, scheduling, and your personal Quo connection.
Start free trialTeam
most chosenfor 2–19 users
$49per seat / month
Campaigns, analytics, and shared provider administration.
Start free trialNetwork
for multi-location organizations
$975per month
Multiple locations, corporate hierarchy, and company-wide remarketing.
Start free trialGet started
You just watched it work
Start the 15-day trial, connect a lead source, and let the first text go out today. If you booked a meeting above, we will walk you through it live instead.
no credit card · cancel any time · reply STOP to any text