MANAGEMENT

A set of management tools that help automate your business workflow processes efficiently, providing complete insight of any piece of information within your business.

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Administration

Administrative application that allows bulk records approval, log with all user actions within the system, information regarding the server, the database and the email accounts, management of the cloud and local backups as well as a series of database maintenance tasks.

Calendar

Full-featured calendar that combines personal and public events, dynamic calendar types, events heat map, meeter greeter, ability to sync with mobile devices and more.

Data Sets

Define filters on the database and create dynamic sets of data for use with automation rules, communication groups and more.

Projects

Advanced project management system based on Stanford's Advanced Project Management methodology, featuring a next generation Gantt chart, project templates with automatic task allocation, resource management as well as a smart project overview.

Snapshot

A business overview screen that collects important information from the business flow, daily activity, system activity and your team and displays necessary highlights for easier business management.

Tasks

Fast and intuitive task manager with multi-assignment, drag & drop priorities, time tracking and team tasks overview.

OPERATIONS

Efficiently manage your business operations with smart tools that let you be on top of every activity within your organization.

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Automation

Instantly automate echo procedures via the automation app. Apply various rules to filter records, send automatic notifications, auto tag records or generate graph reports.

Dispatch

Next generation dispatch management with real-time driver location, delivery information, smart prioritization, delivery zone management, vehicle availability and more.

Fleet

Track your drivers, sales force and users efficiently from their smartphone or tablet app. Also features vehicle management with fuel consumption and service history, historical location data, speed warnings as well as easy navigation to contacts.

Maintenance

Complete and easy to manage maintenance application, where the maintenance item and its type is registered, including the date, cost and maintenance status.

SALES

All the commercial modules for your business including client management, offers, order taking, invoicing and more

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Clients

Complete clients management with contact details, financial transactions, orders, communication log, records log, financial details, related files, account details for giving direct access to echo as well as ability to communicate directly from within the app.

Leads

Complete leads/opportunities management with contact details, communication log, records log, financial details, related files, account details for giving direct access to echo as well as ability to communicate directly from within the app.

Orders Monitor

A full screen view of the pending and archived orders with waiting time, training mode for new users and light/dark interface. Also supports keyboard navigation and touch screens.

Resellers

Complete reseller management with contact information, commission details, transactions, orders, communication log, records log, financial details, related files, account details for giving direct access to echo as well as ability to communicate directly from within the app.

Reservations

Complete reservation management system with ability to book various reservation items in different locations as well as keep track of the reservation history log.

Sales

Client orders and offers management with full details, unlimited items, 1 click conversion from offer to order, from order to project and then to invoice and automatic or manual order statuses.

Subscriptions

Dynamic management subscription tool with renewal options, details subscription plans for each client, buying and selling prices in different currencies for each subscription plan as well as if these subscriptions include other plans and notifications for subscriptions that are ready to expire.

PRODUCTS

All the necessary tools to help you manage your products & services, inventory, vendors, purchases and more

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Inventory

Inventory management supporting multiple warehouses, low stock warnings and item/value totals per warehouse.

Products

Complete management for products, services and their categories. Supports detailed information and description, multiple photos/videos, technical specifications, inventory, related products, automated shipping cost calculation based on weight, barcode and discounts.

Purchases

Supplier orders with suggested items list based on minimum inventory set. Automated supplier collections and inventory update.

Raw Materials

Dynamic management of raw materials that are used for supplier orders or product compositions and recipes. Supports material types, default storage points, unit types and default buy and sell prices.

Vendors

Complete suppliers management with contact details, raw materials, financial transactions, supplier orders, communication log, records log, financial details, related files, account details for giving direct access to echo as well as ability to communicate directly from within the app.

MARKETING

A broad set of marketing tools to promote your business

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Contests

Management of multiple contests with duration, assigned gifts, list of participants, ability to declare winners and optional connectivity with contest facebook applications.

Coupons

Full coupon generation, import, export and management capabilities supporting recurring, one-off, one-off with scaled numbering and one-off coupons with import. Direct connection with your shopping basket and loyalty club.

Feedback

Collect visitor and client feedback from various sources including surveys, comments, reviews and complaints.

Gifts

Manage the gifts for the contests and loyalty club as well as the gifts delivery to the winners.

Loyalty Club

Management of multiple loyalty programs featuring accumulative or redeemable points, multiple levels, associated gifts as well as different points collection types.

Rates

Efficiently manage the rates and discounts of your products and services. Set special rates for specific customers, dates, delivery methods, distribution channels channels or delivery methods.

Reports

A wide collection of reports covering Sales, Clients, Products, Accounting, Content, System, Purchases, Workflow, Expenses, HR, Fleet and Marketing.

Tickets

Complete ticket management module with personal or centralized information, ticket types with automatic assignment to a user or group of users. List of non-assigned and resolved complaints as well as statistical information.

COMMUNICATION

Perform automated, transactional or bulk communication to your clients, vendors, resellers or employees, exploiting most of the available channels, from email to push notifications.

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Communication Log

Detailed communication log with all the incoming and outgoing communication with ability to manually enter a record, categorization based on channel and playback functionality for recorded voicemails, video and VoIP calls.

Communications Templates

Management of multiple communication templates including Email, SMS and Voice (recorded or text-to-speech). Set the predefined sender channel, include dynamic fields and collect useful information of the automated communication.

Contacts

Complete contacts and groups management with contact details, communication log, records log, financial details, related files and contacts, account details for giving direct access to echo as well as ability to communicate directly from within the app.

Email

Integrated full featured email client supporting multiple IMAP accounts per user, folders, search functionality, email preview, show as list or thread and more.

Gateway

Manage all the available communication channels through the Gateway application. Give access to users and manage your email accounts, cloud printers, SMS gateways and more.

Newsletter

Easy and direct sending of email newsletters to multiple recipient groups supporting rich-text editor, media, sending log as well as export to CSV.

Push Notifications

Bulk sending and campaign management for push notifications to iOS and Android mobile devices targeting specific contact groups as well as support for rich-text announcements.

SMS

Easy and direct sending of SMS to multiple recipient groups supporting dynamic sender name, send log as well as export to CSV.

CONTENT

Next generation CMS tools to dynamically manage the content of your website or mobile application

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Banners

Dynamic management of the website banners and slider images. Supports images via drag & drop, multiple zones, banners for affiliates or resellers as well as specific dates and times the banners will appear.

Digital Signage

Innovative digital signage system with centralized media management per monitor, days/times of appearance, priorities, easy media drag & drop functionality and support for all video and image formats.

Files

Complete management of your files with multiple file upload and storage in different folders, simplified sharing functionality and drag & drop method for easy movement of the files within folders.

Forms

Dynamic creation and management of forms including web forms, surveys, data acquisition forms, customer profiling forms or employee tests.

Forum

Easy forum topic management with optional approval of the posted messages via the Administration application.

Notes

Create and edit notes by multiple users. Rich text editor for placing images and formatting text. Create and edit rich-text notes or utilize it as a Knowledge Base with instant search on the notes’ title and content.

Pages

Easy dynamic management of your pages with rich-text editor and drag & drop media as well as the navigation menus with unlimited categories and sub-categories.

Posts

Post/Article management with rich-text editor and drag & drop media functionality, dynamic post categorization with unlimited categories/subcategories, publishing options as well as meta tags.

HR

All the necessary modules to efficiently manage your workforce.

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Bank Holidays

Bank holidays and name days which can be seen optionally on the calendar (all or only the significant ones).

Expenditures

Collection and management of expenditures from multiple users with approval, receipt/invoice attachment and expenditure types.

Labor

Hourly and monthly payroll management including bonuses, shifts management and automatic update of the respective transactions and expenses.

Recruitment

Manage open job positions and gather candidate profiles directly from your website. Set each position’s criteria and then score your candidates, easily track interviews & CVs and automatically notify rejected candidates.

Users

Complete users management with full contact details and separate language for each user. Also features access levels management where each level has 5 different access types for each application’s tab.

ACCOUNTING

Full-scale accounting solution with a set of tools to efficiently manage the accounting aspect of your business

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Assets

Register your assets, set the depreciation rules and track your assets and their values

Collections & Payments

Manual and automated transaction records including final, pending or future transactions, recurring income and expenses, attached files and cash flow projection.

Currency

Management of multiple currencies, exchange rates, exchange registry for transactions in foreign currency as well as exchange rate history.

General Ledger

Dynamic management of the accounting accounts together with accounting types management as well as value types that are affected upon each transaction.

SETTINGS

A variety of configuration apps to give you full control of your system

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Beacons

Full management of the beacons to transmit messages or prompts directly to a smartphone or tablet.

Commercial Parameters

General system settings as well as personal user preferences for the echo platform.

Locations

Dynamic management of business locations such as stores, selling points, warehouses etc. together with the list of users who have access to each location.

Pay Methods

Payment methods management with availability options for eCommerce, automatic commission calculations and direct connection with ERP accounts.

Shipping Methods

Shipping methods pricelist management based on weight scale also featuring a separate pricelist for each geographical region.

System Settings

A collection of all the system settings in a single module. From date format and metric units to languages and labor options.

System Update

Perform system updates of the platform, applications or plugins with a single click.

Themes

Selection of theme for each user from 8 preinstalled themes. Each theme has 5 rotating high definition photos. Also, there is an option for creating a personalized theme by drag & drop uploading of photos.

Translations

Application for updating the translation texts of the website and echo for every available language. Supports search filter, categorization based on application and notification for texts that are possibly being updated by other users in real-time.

EXTRAS

A set of extra tools and companions to extend your echo experience

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API

Built-in API with full web service operations for bridging echo platform with third-party systems.

B2B Portal

Provide direct access to your clients, vendors and resellers through a B2B portal and share with them important information in real-time including invoices, files, announcements, tasks and many more.

Data Protection

Ability to efficiently manage consent and double opt-ins of all your contacts, features a detailed log of all activity surrounding private data, includes a set of tools to mask, deliver or delete private data and more.

Help

Detailed guide for the platform and the applications with text, screenshots and video as well as an iPad interactive manual.

Store

Instantly buy and install new applications, see the installed ones, buy additional iProject services, buy Gateway credits or extend your echo subscription directly from within the application.

Tags

Dynamic management of tags which can be applied on all system records.

Trash

Recovery or permanent deletion of the deleted records that are stored safely in the trash. The recovery or permanent deletion can be done individually or in bulk.

Want to know more?

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