Invite volunteers, staff, and pastors with role-based permissions. Everyone sees exactly what they need — nothing more, nothing less.
Full control. Manages billing, org settings, and all users. Created during setup.
Manages team members, all settings, integrations, and every card operation.
Creates, edits, deletes cards. Runs OCR, manages imports and collection days.
Edits cards assigned to them. Marks cards as reviewed for syncing.
Read-only access to cards, events, and stats. Perfect for senior pastors who just want visibility.
No self-registration on your instance. Admins send email invitations with a pre-assigned role. The invitee clicks a link, creates their account, and is immediately placed on your team with the right permissions.
Invitations expire after 7 days and can be revoked at any time from the team management page.
After cards are scanned, assign them to specific team members for review. Reviewers see only their assigned cards, verify the AI’s extraction, make corrections, and mark them as reviewed.
Once reviewed, cards can be synced to Planning Center or your CRM with confidence that the data is accurate. The full assignment and review history is tracked in the activity log.
Team members receive notifications when cards are assigned to them, when processing completes, and when errors need attention. A notification center in the header keeps everyone informed without email overload.
Most churches have a mix of paid staff and volunteers on their guest services team. Echo makes it easy to give volunteers limited access (Reviewer or Viewer) while staff have broader control (Editor or Admin).
The Owner role is reserved for the person who set up the account — typically the executive pastor or admin director — ensuring there’s always a single point of accountability.
Start free with 50 cards per month. No credit card required.