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: echo-support@saraltechnomart.com