CRM for home services teams

Field reps who capture their own leads need less hand-holding.

Whether it's roofing, HVAC, or pest control, EchoClose lets each rep own their territory and their lead sources, while you keep full pipeline visibility at the top without a single status call.

See it in actionSee the features

100×

More likely to book if you respond within 5 minutes

<60s

Auto-response after a homeowner submits a form

3 tiers

Rep → Manager → Owner, automatic visibility

0

Shared logins or IT tickets to onboard new reps

A day with EchoClose

What a home services team's Tuesday looks like

  1. 7am

    Rep

    Field rep checks overnight leads before heading out

    A roofing rep opens EchoClose and sees 2 new leads from their Facebook storm-damage campaign, already auto-responded to with an estimate-request SMS.

  2. 7:01

    EchoClose

    Auto-response fires while the homeowner is still thinking about it

    The moment a homeowner submits a Facebook lead form, EchoClose fires the rep's personalized SMS: name, what they need, and a link to pick a time for an estimate. No rep action required.

  3. 9am

    Rep

    Rep books a roof inspection between jobs

    A lead replies from the field. The rep responds via the EchoClose mobile inbox, books an inspection appointment, and keeps moving. No desk required.

  4. 11am

    Admin

    Manager checks team coverage

    The field manager opens EchoClose and sees every rep's open leads, appointments, and response times: who's on top of their pipeline and who needs a nudge.

  5. 2pm

    EchoClose

    Blast campaign re-engages cold season leads

    Manager sends a spring promotion SMS blast to all leads that went cold over winter. Replies route back to the original rep automatically.

  6. EOD

    Corporate

    Owner reviews company-wide pipeline

    The business owner sees every rep's lead count, appointment rate, and open follow-ups across all crews: no Excel, no calls, no chasing updates.

Built for teams where every rep owns their own leads

  • Reps connect their own Facebook, Google, and TikTok ad accounts
  • The first text goes out in under a minute, from the rep's own number
  • Leads flow up to managers and corporate automatically
  • SMS, email, and Messenger replies land in one inbox
Become the lead

FAQ

Common questions from home services teams

Does EchoClose work for roofing, HVAC, and pest control?

Yes. Any home services company where field reps run their own territory and marketing fits the EchoClose model. Reps connect their own Facebook and Google ad accounts, auto-respond to leads, and the pipeline rolls up to management automatically.

Can field reps use EchoClose from their phone?

Yes. EchoClose is mobile-friendly. Reps can check leads, reply to messages, and book appointments from the field without needing a laptop.

How does the hierarchy work for multi-crew home services companies?

EchoClose has three tiers: Rep (field tech or salesperson), Admin (crew manager or regional manager), and Corporate (business owner or VP). Leads flow up automatically, with no manual reporting.

What's the fastest way to respond to storm or emergency leads?

EchoClose fires an auto-response SMS and email the moment a lead submits a form, typically under 60 seconds. Research shows you're 100× more likely to reach a homeowner if you respond within 5 minutes of form submission.

Get 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.

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