Echo CRM

Echo CRM is built specifically for insurance and financial advisors who want to spend less time on admin and more time with clients. KEY FEATURES 📋 Client Management Manage your entire book of business in one place. Track leads and customers, add notes, set follow-up reminders, and never miss a renewal. 📞 Smart Call Logging Make calls directly from the app. Every call is automatically logged with duration and timestamp. AI generates call summaries so you don't have to take notes. 🔔 Renewal Reminders Never let a policy lapse. Echo tracks renewal dates and sends timely reminders so you can proactively reach out to clients before their policies expire. 👥 Team Collaboration Add advisors to your organisation, assign clients, and track team performance from a single dashboard. Role-based access keeps data secure. 📊 AI-Powered Insights Get instant summaries of client calls powered by AI. Understand what was discussed, what was promised, and what the next step is — without listening to recordings. ✅ Tasks & Follow-ups Create tasks, set due dates, and track follow-ups for every client. Stay organised and never drop the ball on a prospect. WHO IS ECHO CRM FOR? • Life insurance advisors • Health insurance advisors • Mutual fund & investment advisors • Financial planners and wealth managers • Agency managers and team leaders SECURE & RELIABLE • OTP-based login — no passwords to remember • Data encrypted in transit and at rest • Row-level security ensures each organisation sees only its own data • Hosted on enterprise-grade cloud infrastructure Echo CRM is a product of Saral Technomart Private Limited. For support: [email protected]