Features
Every feature, at the level it serves
EchoClose is organized like your org chart: reps, managers, corporate. So is this page. Everything below ships in one product with one login.
for the rep
The tools you live in
Everything a rep touches daily, built so the record keeps itself while you sell.
pipeline
A pipeline that moves on its own
Stages update from what actually happens. An outbound text marks the lead Contacted. A reply moves it to Engaged. A booking moves it to Appointment scheduled. You drag cards only when reality needs correcting.
- Standard stages from new lead to client, with full history
- Every change logged with who, what, and when
- Works from your phone in the truck between appointments
inbox
Unified inbox
Texts, email, and Facebook Messenger in one list, threaded per lead. You answer from one screen, and the conversation history follows the lead forever.
- SMS, email, and Messenger threads side by side
- Send from your own email address, replies sync back
- Opt-outs handled automatically the moment they arrive
sequences
Follow-up sequences
Most deals are lost to silence, not objections. Sequences send the second, third, and fourth touch on schedule, across text and email, and stop the moment the lead replies.
- Multi-step cadences mixing SMS and email
- Personalization pulled from the lead record
- Auto-cancel on reply, so nobody gets a follow-up mid-conversation
scheduling
Scheduling links
Your own booking page, checked against the calendar you actually keep. A booking creates the lead, the calendar event, and the confirmation text in one motion.
- Availability windows, buffers, and minimum notice
- Two-way sync with Google and Outlook calendars
- Confirmations and reminders by email and SMS
for the manager
Visibility without hovering
Managers see everything as it happens and step in only where it helps.
team pipeline
Every rep's pipeline, one view
Leads flow up the moment a rep captures them. You see stage, age, and last touch across the whole team without asking anyone for a report.
- Live rollup across every rep you manage
- Same stage definitions for everyone, so numbers mean something
- Drill into any lead's full conversation history
coverage
Reassignment without amnesia
When a rep leaves or a territory shifts, move the book. The new owner inherits every conversation, consent record, and stage change since day one.
- Transfer leads with complete history intact
- Group-level roles and permissions
- Activity log for every change, by whom, and when
blast
Team campaigns
Send a compliant text or email campaign across your team's combined book, from carrier-registered numbers, with opt-outs enforced automatically.
- Bulk SMS and email to filtered segments
- Delivery logged per message, per lead
- Consent checked before every single send
for corporate
The company book, finally in one place
The point of bottom-up: every lead any rep ever worked becomes a durable company asset.
rollup
Corporate rollup
Admins manage groups of reps. Corporate manages groups of admins. Every level sees its slice of the same live data, and nobody maintains a spreadsheet.
- Company-wide visibility across every team and rep
- Seat and plan management from one owner account
- Reports on response time, stage movement, and outcomes
remarketing
Company-wide remarketing
A rep's June lead becomes the company's October campaign. Consent captured at the first touch is tracked and honored through every send after it.
- Campaigns across every rep's book at once
- Opt-in source, timestamp, and IP stored per lead
- STOP honored instantly, everywhere, forever
managed sms
Managed carrier registration
A2P 10DLC brand and campaign registration filed, monitored, and renewed by us. Your reps text from numbers the carriers trust, and deliverability stops being a mystery.
- Brand and campaign filing handled end to end
- Rejections classified and resubmitted for you
- Carrier-required compliance pages generated per tenant
integrations
Lead sources and integrations
Facebook and TikTok ad leads sync in automatically. Zapier connects the rest. Google and Microsoft accounts plug in for email and calendars.
- Facebook Lead Ads and TikTok lead sync
- Zapier in and out, keyed per rep
- Gmail, Outlook, and calendar connections per user
Reading about it is the slow way
The live demo makes you the lead and runs this feature set on you.
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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