A CRM Built Around How Your Business Actually Works
We don't hand you an out-of-the-box CRM and wish you luck. We sit down with you, learn your services, your sales process, and your team — then build your CRM around how you actually work. Custom pipelines, custom fields, custom stages. Your business, your system.
47
Active Leads
$52,400
Revenue This Month
34%
Close Rate
John Davidson
Custom field: Pool Type — Concrete | Last Service: 14 Mar
What's Included
Custom Pipeline Design
Sales stages mapped to YOUR process — not a generic template.
Up to 20 Users
Enough seats for your whole team — no per-seat pricing surprises.
Custom Field Architecture
Track the data that matters to your business, not what a template decided.
Dashboard & Reporting
See your pipeline, conversion rates, and revenue at a glance.
Mobile App Access
Manage your pipeline from anywhere. Check leads between jobs.
SOC 2 Compliant Infrastructure
Built on enterprise-grade, SOC 2 compliant infrastructure — your data is secure.
Why It Matters
Included in every EchoFlow plan.
Custom Sales CRM Setup is part of the EchoFlow platform — no add-on fees, no per-feature pricing. Flat $297/mo + GST, usage billed separately.
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