The real estate CRMEspo Pro · one seat
Stop carrying the pipeline in your head.
Every site inquiry, open-house sign-in, call, text, email, and listing stays attached to one record. Espo prepares the next move; you decide what happens.
Stop carrying the pipeline in your head.
Every contact has an owner, a stage, and one thread. Espo keeps the context and next move together so you can decide without reconstructing the story.
Contacts, deals, tasks, and tags
Listing and open-house pipelines
Every stage change logged
Buyer pipeline
Today · live recordOpen-house lead capturedSource, listing, and owner rule attached.
01 / 03Follow-up starts with context.
The assistant reads the thread, drafts the next message, and shows you the exact action. Nothing sends until you approve it.
Drafts from the real record
Builds sequences on command
STOP, DND, and quiet hours checked
Espo CRM AssistantConnected to your CRM · You control every write.
ReadyTODAY · 2:14 PM
Send John a text and tell him the Oak Street showing is confirmed for 4:30.
Routing is visible.
New leads arrive with the source, listing, and campaign attached. The next owner and next action are not a mystery.
Round-robin or pipeline rules
Source stays attached to the deal
No unapproved text to a stranger
Lead routing
Oak Street · buyer inquiryMaya ChenOpen-house QR · 12:06 PMInbound
- Source receivedOak Street open house
- Rules checkedBuyer pipeline · round robin02
- Owner assignedSarah M. · 4 active leads03
- Next step preparedText draft · nothing sent04
Source receivedOak Street open houseChecking…
Espo Pro
The working set.
Contacts and deals
The record, the thread, the tasks, and the stage stay together.
Email and SMS drafts
Written from the real conversation; every send waits on you.
Calls and transcription
Calls become searchable context and a follow-up draft.
Sequences
Build the steps on command and see exactly where each lead is.
Lead routing
Inbound leads arrive tagged and assigned by the rules you chose.
Your number
A dedicated calling and texting number belongs to the CRM record.
The guardrail
Included, beside what isn’t.
Included
Website + IDX and one seat
CRM, assistant, SMS, email, and calling
Call recording and transcription
Sequences and stage actions
Lead routing
AI usage included
Not on this plan
Unapproved sends
A legal compliance guarantee
Managed ad campaigns
Content production
Brokerage-wide coverage on the one-seat plan
Espo Pro
$700/mo + $2,000 build.
Includes Website + IDX and one seat. Annual prepay is optional.
The site
Custom site, IDX, light capture, hosting, and the AI-readable structure.
The CRM
One board, one thread, calls, texts, email, tasks, sequences, and routing.
The assistant
Talk from your phone or browser. Every write and send stays under your control.
Get started
Map the lead flow
We identify the sources, owners, stages, and actions the board needs.
Build and migrate
Your site, phone, sending domain, contacts, and active deals move into the system.
Run it by voice
Talk between showings, review at the desk, and keep every follow-up attached to the record.