EchoLogic
ProductUse CasesSecurityPricing
Log InStart Free Trial
Example board · no signup

CRM vendor renewal

Renew the CRM contract at the new price, or move to a cheaper vendor. Decision due 15 October.

This is the board every trial starts on, shown read-only. We wrote it; it is not a customer’s. A team added to it the way you would: a chat with Echo, notes from a meeting, and a note. Echo did the rest.

What Echo picked out

Eleven items, each with the words it came from

A quote is kept only if those exact words are in the source. Items marked Echo are Echo’s own suggestions, so nobody is quoted for them.

Decisions · 3
Decision
Move to the cheaper vendor in Q4.
“Moving would take our two ops people about six weeks, and I'd like it done in Q4.”
From a chat with Echo · 27 Sep
Decision
No three-year term. Any renewal is annual only.
“We won't lock in until 2029. Any renewal stays annual.”
From a note: Three-year term · 28 Sep
Decision
Renew with the current vendor for one year, and revisit the move in January.
“…we settled on a one-year renewal with the current vendor”
From meeting notes: Vendor review sync · 29 Sep
Questions · 3
Question
Renew at the new 18% higher price, or move to a cheaper vendor?
“Renew the CRM at 18% more, or move to a cheaper vendor?”
From a chat with Echo · 27 Sep
Question
Can the new vendor import closed-lost deals?
“I don't know yet whether the new vendor can import closed-lost deals.”
From a chat with Echo · 27 Sep
Question
Can procurement negotiate the 18% increase on a one-year renewal?
Echo’s suggestion, so no quote.
From meeting notes: Vendor review sync · 29 Sep
Risks · 3
Risk
Moving could lose two years of pipeline history.
“History is the worry.”
From a chat with Echo · 27 Sep
RiskEcho
If the export test slips, January's decision will be made without knowing the history can move.
Echo’s suggestion, so no quote.
From a chat with Echo · 27 Sep
Risk
A Q4 move would clash with end-of-year pipeline reviews.
“…will revisit the move in January, after pipeline reviews.”
From meeting notes: Vendor review sync · 29 Sep
Also noted · 2
Observation
Priya owns testing the closed-lost export.
“Priya owns testing the closed-lost export.”
From meeting notes: Vendor review sync · 29 Sep
OpportunityEcho
A one-year renewal keeps the option to move once pipeline reviews are done.
Echo’s suggestion, so no quote.
From meeting notes: Vendor review sync · 29 Sep
Contradiction Watch

Two decisions disagree

The chat settled on a Q4 move. Two days later the meeting settled on something else. Nobody said “we’re reversing that”, so Echo flags it. The same happens across boards and departments.

Conflict · this board
Decision
Move to the cheaper vendor in Q4.
“Moving would take our two ops people about six weeks, and I'd like it done in Q4.”
Chat with Echo · 27 Sep
See where it came from
Conflicts with
Decision
Renew with the current vendor for one year, and revisit the move in January.
“…we settled on a one-year renewal with the current vendor”
Vendor review sync · 29 Sep
See where it came from
Why they can’t both hold: Renewing for a year and revisiting in January rules out the Q4 move the chat decided on; the two plans cannot both go ahead.
In the product you can record a decision that settles it, ask whoever made the other one, or mark it not a conflict.
Where it came from

The sources, with the quoted words marked

Nothing on this board was typed into a form. This is all anyone wrote.

Chat with Echo · 27 Sep
YouRenew the CRM at 18% more, or move to a cheaper vendor? We need to decide by 15 October. Moving would take our two ops people about six weeks, and I'd like it done in Q4.
EchoThat's a real fork. What would you lose if two years of pipeline history didn't come across cleanly? And does a Q4 move collide with anything else your ops people are carrying?
YouHistory is the worry. I don't know yet whether the new vendor can import closed-lost deals.
EchoThen that's the question to settle before anyone commits to Q4. A short export test would tell you.
Meeting notes: Vendor review sync · 29 Sep

Vendor review sync: we settled on a one-year renewal with the current vendor, and will revisit the move in January, after pipeline reviews. Priya owns testing the closed-lost export.

Note: Three-year term · 28 Sep

We won't lock in until 2029. Any renewal stays annual.

Your first board starts here

A trial opens on a copy of this board with a two-minute guided tour, which you can skip. Then make your own: write a note, talk it through with Echo, or upload a meeting transcript.

14-day free trial. A card is taken at signup; cancel before day 14 and you pay nothing. Then from $135 a month for 3 seats, one plan with every feature.
EchoLogic
Continuity for how your team thinks, decides, and remembers why.
© 2026 EchoLogic. All rights reserved.