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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.

CRM

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.

Export Contacts

We have plans to enhance the CRM even more in the coming months, please let us know if you have any feature requests.

 

Recommended Guides

Tools

Transfer Calls

Learn how to transfer calls to appropriate person or departments....

Tools

Send Text Message To Caller

Learn how to send text messages to your callers during the call....

Guides

Call Routing

Find out how echowin's advanced call routing can help you route your callers efficiently....

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