Introduction to echowin CRM
A powerful, completely free CRM built directly into echowin. Manage unlimited contacts, create custom fields, track deals through kanban boards, and let AI automation handle the heavy lifting.
Key Features
Completely Free
No hidden costs or premium tiers. Full-featured CRM at zero cost, forever.
Unlimited Contacts
Store as many contacts as you need without storage caps or limits.
Custom Fields
Create custom fields tailored to your business needs and workflows.
AI Automation
Your AI agent can automatically update contacts, add notes, and manage stages.
Powerful Contact Management
John Doe
+1 (555) 123-4567
Custom Fields
Contacts are automatically created when your AI agents receive calls
Custom Kanban Boards
Custom Kanban Board
Lead
12Sarah Johnson
Tech Solutions
$15,000
Mike Chen
StartUp Co.
$8,000
Qualified
8Emily Davis
Enterprise Corp
$25,000
Alex Turner
Growth Inc.
$12,000
Proposal
5Lisa Park
Global Systems
$50,000
Customer
25Global Inc.
Active Customer
$120,000/yr
Create multiple boards for different workflows: Sales, Support, Projects, and more
Intelligent Automation
Your Agent Can Update Contacts
Contact Updated
Just nowAI updated John Smith's company to 'Tech Corp' based on call
Note Added
2 min agoAI added: 'Customer interested in upgrading to Enterprise plan'
Stage Updated
5 min agoAI moved contact to 'Qualified' after successful demo call
Call Logged
10 min agoIncoming call from +1 (555) 987-6543 - Contact auto-created
247
Actions Today
99.8%
Accuracy
12h
Time Saved
Why Choose echowin CRM?
Traditional CRMs
- ✗Expensive monthly subscriptions
- ✗Contact limits on lower tiers
- ✗Manual data entry required
- ✗Separate phone system integration
echowin CRM
- Completely free forever
- Unlimited contacts, no restrictions
- AI automatically creates and updates contacts
- Native integration with AI agents
Getting Started with echowin CRM
Access CRM
Navigate to Contacts in your echowin portal
Configure Custom Fields
Set up fields specific to your business needs
Create Kanban Boards
Design workflows for sales, support, or any process
Enable AI Features
Let your AI agent automatically manage your CRM
Ready to Get Started?
Your CRM is already set up and ready to use. Start exploring these features:
Pro Tip: Start with AI Automation
Enable AI automation from the start to get the most out of your CRM. Your AI agent will automatically create contacts from phone calls, update information based on conversations, add detailed notes, and move contacts through stages - all without any manual work from your team.