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What is ECHOPS?

ECHOPS is a comprehensive online business management tool tailored for residential contractors, seamlessly combining lead management, estimating, project coordination, and payment processing within a single user-friendly platform. This system empowers teams to effectively handle leads, create estimates with a customized pricing structure, provide multiple quoting options and payment plans, design scaled room layouts, and obtain electronic approvals for quotes, contracts, and alterations. Furthermore, the software streamlines operations by enabling scheduling, processing service requests, optimizing routes, and facilitating communication with clients and crew through calls and texts, alongside managing invoicing, accounting, reporting, and team collaboration, thereby overseeing daily tasks from initial contact to project conclusion. An added advantage is ECHO, the AI assistant integrated within the system, which utilizes data from leads, jobs, and calendars to recommend actions or prepare tasks for team members to review before execution. The Company plan further enhances capabilities with features dedicated to payroll and commission management, making it a versatile solution suitable for various trade professionals. ECHOPS serves a diverse array of experts, including remodelers, builders, roofers, HVAC specialists, plumbers, electricians, and numerous other contractors within the residential service sector. By streamlining workflows and boosting productivity, ECHOPS enables contractors to concentrate on providing exceptional service to their clients while efficiently managing their business operations. Ultimately, this platform represents a significant advancement in the tools available to residential contractors, ensuring they can operate more effectively in an ever-evolving marketplace.

What is Chalk CRM?

Chalk CRM is an online customer relationship management system tailored for contractors and service-based companies that require efficient task estimation and scheduling. It adeptly handles customer data and leads, produces estimates with a pricing guide, and allows quotes to be sent through text or email, while also streamlining the collection of signatures and deposits, thereby converting approved estimates into scheduled tasks. The system includes a variety of scheduling views such as daily, weekly, monthly, and route-map options, and also accommodates crew scheduling, visit reminders, time tracking, and the uploading of job-related images. Invoices can be sent directly to customers, and payments can be processed effortlessly through Stripe, accepting both card and bank transfers, all while keeping track of outstanding balances and automating reminders for payments. Furthermore, Chalk encompasses features such as two-way text messaging, a customer portal, team permissions management, detailed reporting, and data import/export capabilities. The advanced AI offering introduces ChalkBot, which aids in managing customer responses, booking appointments, and following up on quotes; developers also have access to an API under this plan. This adaptable platform serves a wide range of service industries like painting, fence and deck staining, pressure washing, landscaping, cleaning, remodeling, handyman services, and pool maintenance, positioning it as a comprehensive solution for diverse business requirements. Ultimately, Chalk CRM is designed to optimize operations, elevate customer interactions, and enhance overall efficiency for service-oriented enterprises, ensuring they remain competitive in a rapidly evolving market. With its extensive functionalities, Chalk CRM not only simplifies management tasks but also empowers businesses to focus more on delivering quality service to their clients.

Media

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Media

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Integrations Supported

Google Calendar
Microsoft Outlook
Stripe
CallRail
Facebook
Gmail
Google Ads
Google Business Profile
Google Maps
Instagram
Meta Business Suite
QuickBooks Online
Zapier

Integrations Supported

Google Calendar
Microsoft Outlook
Stripe
Apple Calendar
Quo

API Availability

Has API

API Availability

Has API

Pricing Information

$149/month
Solo is $149/month and includes 3 users, with up to 2 additional users at $25/month each (up to 5 total). Crew is $299/month for 8 users, and Company is $599/month for 20 users. Additional users cost $25/month each. Annual plans cost $1,490/year for Solo, $2,990/year for Crew, and $5,990/year for Company, equivalent to 10 months of monthly pricing. All plans include a 14-day free trial with no credit card required. Payroll and commissions are included with Company. Phone and texting cost $79/month on Solo or Crew and are included in Company.
Free Trial Offered?

Pricing Information

$49/month
Core is $49 per month or $490 per year; AI is $99 per month or $990 per year, with two months free on annual billing. Additional team seats are $14 per user per month. Customer card payments are processed through Stripe at Stripe's standard rates.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

ECHOPS

Date Founded

2026

Company Location

United States

Company Website

echops.com

Company Facts

Organization Name

ChalkCRM

Company Location

United States

Company Website

chalkcrm.com

Categories and Features

Categories and Features

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