CRM & Automation, EchoFlow
We've spoken to countless business owners who have no idea what a CRM even is, and that's not their fault. The industry loves jargon. EchoFlow cuts through it. We build on top of a SOC 2 compliant, enterprise-grade CRM platform, custom-configured for your business. You get the power without the complexity, the automation without the price tag, and a team that actually sets it up for you, not a login and a link to a help centre.
Most businesses focus all their energy on getting new leads, then drop the ball on follow-up, after-sales, and reputation. The businesses that win aren't just good at closing. They're good at the entire journey, from first touchpoint to five-star review to referral.
A spreadsheet is not a CRM. Your inbox is not a pipeline. And your memory is not a follow-up system. When leads come in from your website, ads, phone calls, and social media, without a centralised system, things fall through the cracks. Not because you don't care, but because you're busy doing the actual work.
Research shows that responding to a lead within 5 minutes makes you 21x more likely to qualify them than waiting 30 minutes. But most business owners can't drop everything to respond instantly. They're on the tools, in a meeting, or with another customer. Automation handles this. The moment someone enquires, your system responds. Instantly, professionally, every time.
The customer journey doesn't end at the sale. Onboarding, project updates, completion follow-ups, review requests, referral prompts. Every touchpoint is an opportunity to build loyalty and generate more business. Most of these touchpoints get missed because nobody has time to send them manually. Automation means they happen every time, for every customer, without fail.
HubSpot, Salesforce, and similar platforms are powerful, but they're designed for companies with dedicated marketing teams and six-figure software budgets. Most SMBs end up paying $1,000 to $5,000+ per month for features they'll never use, with implementations that take 6 to 12 months. You don't need enterprise software. You need the right features, configured properly, at a price that makes sense.
If a lead fills out a form on your website and you find out about it via an email notification, that's a problem. Your website should feed leads directly into your CRM, trigger instant follow-up, update your pipeline, and notify the right person on your team. We build direct integrations between your website and CRM via API connections and custom workflows so your systems work as one.
Google reviews directly impact your search rankings, your Map Pack position, and whether a prospect chooses you over a competitor. But asking for reviews manually is inconsistent at best. Automated review requests, sent at exactly the right moment after a completed job, generate 3 to 5x more reviews than manual requests. G-TEC Electrical went from less than 10 reviews to 44 and counting with automated review generation alone.
Not a template. Not a generic setup. A system built around your sales process, your customer journey, and the way your team actually works.
We sit down with you and map out how your business actually works. Where leads come from, how your sales process flows, what happens after a job is done, and where things currently fall apart. No assumptions. No cookie-cutter questionnaire. We need to understand your business before we touch a single setting.
We design your pipeline stages, custom fields, dashboards, and user permissions around the way your team works, not the way a CRM vendor thinks you should work. Every field has a purpose. Every stage reflects a real step in your process.
This is where the system comes alive. Speed-to-lead responses, missed call text-back, lead nurture sequences, review requests, pipeline triggers. All built and tested before launch. We connect your CRM to your website, ad platforms, and any existing tools via API integrations and custom workflows.
We train your team on how to use the system. Not a 90-minute video they'll never watch, but hands-on sessions focused on the workflows they'll actually use daily. Then we launch with monitoring, refine based on real data, and continue optimising as your business evolves.
Most CRM agencies set up your contacts and call it done. We build the connections between your systems. Your website talks to your CRM via API, your ad platforms feed leads directly into your pipeline, and custom automation workflows handle the repetitive tasks your team shouldn't be doing manually. Whether it's sales automation, marketing workflows, or internal process improvements, we sit down with you, investigate your specific use case, and build what actually makes a difference.
You don't need to choose between a spreadsheet and a $5,000/month platform. There's a middle ground, powerful enough to automate your entire customer journey, affordable enough to actually make sense for your business.
EchoFlow
DIY / Spreadsheet
Enterprise CRM
Setup
Custom-built for your business. Pipelines, fields, and dashboards designed around how you actually work
You figure it out. YouTube tutorials and trial-and-error
6 to 12 month implementation with a consulting firm
Monthly Cost
From $449 + GST/mo
Free to $250+/mo across multiple tools that don't talk to each other
$1,000 to $5,000+/mo before add-ons
Automation
Pre-built automation library + custom workflows. Speed-to-lead, nurture, reviews, and referrals
Manual. If you remember to follow up
Powerful but requires a dedicated admin or consultant to build
Lead Response Time
Instant. Automated SMS + email within seconds of enquiry
Whenever you check your inbox
Depends on internal team, often hours or days
Review Management
Automated review requests after every completed job
Ask in person, sometimes, if you remember
Separate tool required at additional cost
Website Integration
Direct API connection to your website and ad platforms via custom integrations
Copy-paste leads from email notifications
Native integrations, but complex to configure
Support
Direct access to the team that built your system
Community forums and help docs
Tiered support. Priority access costs more
Customisation
Built around your sales process, not the other way around
Limited to what the free plan allows
Infinitely customisable if you have the budget and team
Most businesses start with good intentions and a spreadsheet. Then they outgrow it. EchoFlow is what comes next, without the enterprise price tag.
Lead Increase
G-TEC Electrical
More Reviews
Cumulative Across Clients
Response to New Enquiry
EchoFlow Clients
Average Lead Response Time
EchoFlow Clients
No jargon. No sales pitch. Just straightforward answers about what a CRM does, what it costs, and whether it's right for your business.
CRM stands for Customer Relationship Management, but that doesn't help anyone. In plain terms, it's the system that tracks every person who contacts your business, every conversation you've had with them, where they are in your sales process, and what needs to happen next. Think of it as replacing the sticky notes, spreadsheets, and mental notes you're currently juggling. Most business owners have never used one, not because they don't need one, but because nobody's explained it without the jargon.
Monthly platform costs start from $449 + GST per month, which includes the CRM platform, unlimited contacts, unlimited users, SMS and email sending, and ongoing technical support. Setup investment depends on the scope of your project and is determined during the discovery phase. No hidden fees. No surprise add-ons.
No. We can set up your CRM and automations independently, with landing pages, booking calendars, and forms built directly inside the platform. That said, if you do have a website (or plan to build one), the real power comes from connecting the two. Your website forms feed directly into your CRM, triggering instant follow-up without you lifting a finger. EchoSite websites are built with this integration in mind from day one.
Every system includes a core automation library: speed-to-lead response (instant SMS + email when someone enquires), missed call text-back, lead nurture sequences (email and SMS over 21 days), appointment booking and reminders, review request automation after completed jobs, and pipeline stage triggers. Beyond that, we build custom automations based on your specific business. Quote follow-ups, onboarding sequences, referral requests, re-engagement campaigns for cold leads, and more.
Yes. We connect your CRM to your website, ad platforms, booking systems, payment processors, and any third-party tools you're already using. For standard integrations, we use native connections. For anything more complex, we build custom workflows using API connections and automation platforms so your systems actually talk to each other instead of operating in silos.
A standard single-pipeline setup takes 2 to 3 weeks. Multi-pipeline systems with comprehensive automation typically take 3 to 6 weeks. Enterprise implementations with complex workflows and integrations can take 6 to 10 weeks. Every setup includes discovery, build, testing, team training, and a supported launch period. We don't hand over a login and wish you luck.
Depends. If you're actively using your current CRM and it's working for you, switching might not be worth the disruption. But if you're paying $1,000+ per month for features you don't use, or your team has stopped using the platform because it's too complex, that's a different conversation. Most SMBs we work with get 90% of the capability of enterprise platforms at 20% of the cost, with a system that's actually built around how they work.
No. Service businesses like tradies, contractors, consultants, and agencies are where we started, and they benefit enormously from speed-to-lead and review automation. But the same principles apply everywhere. Product businesses need after-sales care, abandoned cart recovery, and repeat purchase campaigns. Professional services need client onboarding, follow-up sequences, and referral systems. If your business has customers, you need a system to manage those relationships.
Part of Echo Studios