Customer hub

Know every visitor. Reply to every conversation.

Echo's customer hub is a built-in CRM that captures contacts from chat, tracks every conversation, and ranks leads automatically.

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Overview

The customer hub turns every chat into structured data. Contacts are upserted automatically when Echo collects an email - no separate forms, no extra steps. Every conversation is searchable by name, channel, date, lead score, or keyword. Tickets created from chat flow into a dedicated queue with status, priority, and assignee. Your team can jump in to any live conversation, take over from the AI, and hand back when the issue is resolved. All localized notifications and history are preserved through the handoff.

What you get

How it works

Who it is for

Related features

Recommended integrations

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Frequently asked questions

Is this a full CRM replacement?

For most small teams, yes. Echo can also push events via signed webhooks to Pipedrive, HubSpot, Salesforce, or any tool that accepts webhooks.

Can I export my contacts?

Yes. CSV export, plus webhook events on every new contact and conversation.

Who can see conversations?

Only you and team members you invite. Conversations are scoped per Echo with row-level security.