CRM
This is the legacy guide for an older version of echowin. Please check our new guides here.
Find our how our built in CRM can help your business.
Our platform comes with a built in customer management system.
Our magic contacts feature makes sure that your customer base is constantly getting updated as new calls come in. When a caller calls, we automatically gather their name and carrier information from their Caller ID and save them in your contacts (The automatic Caller ID may not be available in all countries).
You can always create a contact manually as well. You can also export the contacts using the "Export" button on the top left corner of the contacts view. This will download all your contacts in a CSV format.
We have plans to enhance the CRM even more in the coming months, please let us know if you have any feature requests.
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