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Ekho captures leads across the whole buyer journey, not just from the Sales Agent. They all land in the CRM section of your Admin Portal, in a Kanban board or a table.

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Where leads come from

Each type is colour-coded in both views so you can tell at a glance where a lead came from.

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Two pipelines

  • Inbound — buyers who reached out to you. Conversations and inquiries.
  • Digital Retail — buyers who were already in a purchase flow. Abandoned carts, in-person requests, pre-quals, financing rejections.
The distinction matters because the two need different follow-up. An abandoned cart is much further along than a first inquiry. Within a pipeline, leads move through stages. Drag them on the Kanban board or change the stage from the lead’s drawer.

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Which product creates what

Every source is generated by exactly one product:
  • Transaction Engine → in-person purchase, inquiry, abandoned cart, financing rejection, abandoned preorder cart, pre-qualification
  • AI Sales Agent → conversation
If you do not have a product, the sources it creates appear disabled rather than hidden, with a tooltip saying which product is needed. Any selections you had saved are preserved, so enabling the product later restores your configuration.

Automatic capture

What data each source collects.

Lead routing

Assign leads automatically and escalate stale ones.