Everyone has a CRM. Yours finally gets used.
The Espo Pro layer: full CRM execution plus the assistant that makes every captured lead easier to follow up with.
DND check passed · SMS allowed
“Hi Sarah, just thinking about the Granite Bay tour we talked about. I have two private times open Thursday after 5 — want me to grab one for you?”
One tap. The text goes out attributed to Carson, logged in the audit trail, and the sequence pauses on her reply.
The architectural difference
The AI is the operator, not a widget.
We give the assistant the keys to the CRM tools. The chat bubble is just the surface you see.
AI as a feature, pasted on the side
- Suggests a reply.
- Lives inside one screen.
- You still do the typing.
Follow Up Boss, kvCORE, Lofty, Sierra, Chime — the pattern is the same. A reply suggester next to a CRM. The agent still types.
The CRM is the AI’s tool layer
- Drafts the message, checks Do Not Disturb, waits for your one-tap approval, then sends.
- Operates the whole CRM — pipelines, sequences, tasks, calls, audit log.
- You type "follow up Sarah, text only — she's at work." It does the rest.
44 tools wired into the pipeline, sequences, tasks, calls, and audit log. The assistant is the operator; your agent gives intent in English.
Live demo
Watch the AI run a real CRM right now.
Add a contact, fire a follow-up, see the audit log update in real time.
Loading CRM demo...
Real record, real email — the “Add a contact” flow creates a real CRM record and sends a real email. All other data is fictional.
What the operator does
The daily work your agents stop doing manually.
From bulk call follow-up to weekend open houses, the AI runs the busywork so they don’t.
Reads the whole record before drafting
Calls, transcripts, emails, texts, notes, deal stage, audit log. Every draft starts from the actual relationship — not a template and a prompt.
Drafts and sends
Email, SMS, scheduled email. Always asks before sending. Honors master DND, channel-specific DND, and quiet hours on every send.
Operates the pipeline
"Move Sarah to inspection scheduled." It moves her, fires the stage actions, logs the activity, notifies the team — and tells you exactly which automations will fire before pulling the trigger.
Manages sequences
Enrolls. Un-enrolls. Validates the sequence is active first. No "I sent a draft template by accident." No "wait, was she already in this one?"
Bulk call follow-up
Distinguishes voicemails from real conversations. Channel-aware ("text-only," "email only"). Drafts personalized follow-ups for every call you made today, in one back-and-forth.
Built around your team
Built around your team, proven at real volume.
Custom pipelines and language, with 1,674+ messages and 20% SMS replies already through it.
Custom pipelines, sequences, tags, lead-routing
Built around how YOUR team works. Buyer pipeline, seller pipeline, expired-listing pipeline, agent-by-agent split — whatever the operation actually looks like.
Styling, layout, terminology — done for you
No setup wizard. Your team logs in to a CRM that already speaks their language, with their stages, their tags, their phone numbers wired up.
Anything you ask the AI to do, we make sure it can
The AI's tools are not a fixed feature set. New workflow you need? It joins the operator's toolkit — the CRM keeps growing toward your team.
1,674
messages last 30 days
49 sessions, 6 BBRG agents.
$0
what your team pays for AI
Anthropic charged us $1.33 across 1,674 messages last month. We absorb it. Your team never pays per use.
20%
two-way SMS reply
59 inbound on 290 outbound, since launch. Industry norm: 5–10%.
858
messages, top user
Carson Harthun, March 31 → April 18. Drafted from his phone.
Guardrails & tier fit
Guardrails on every send, included in the right tiers.
Draft-before-send, DND-aware, fully attributed — the full CRM with AI assistant ships on Espo Pro and Growth Partner. Website + IDX includes a minimal CRM (contacts, listings, open-house QR auto-email) so your leads have a home before you upgrade.
Draft-first
Every message previewed before send.
Attributed sends
Every action traceable to who approved it.
DND-aware
Quiet hours and opt-outs respected automatically.
No auto-blast
Bulk actions require explicit approval.
Public failure review
Every two weeks, the founder reads failures and ships fixes in public.
Included in Espo Pro and Growth Partner.
Brokers actually ask
CRM Assistant — the questions that come up.
Straight answers on control, data, and “what if it goes wrong?”