Interactive demo — no login required

Your CRM, but it actually works.

Explore a fully loaded CRM with pipeline kanban, AI assistant, contacts, tasks, and automation sequences. Try adding yourself as a contact — you'll get a real email.

Try it below

Loading CRM demo...

All data is fictional. The “Add a Contact” feature in Chat creates a real record and sends a real email.

“Everyone has a CRM. Everyone hates it. Ours actually works — I can update it from my car. I use it to recruit agents now.”
Jake, Team Lead
BBRG Real Estate

18 capabilities. One conversation.

Everything your team needs to manage contacts, close deals, and stay on top of follow-ups.

Contact Management

Add, search, and update contacts by asking. Auto-duplicate detection and smart tagging.

Smart Communication

Draft emails and SMS. Confirm before sending. Respects Do Not Disturb settings.

Pipeline Control

Create deals, move stages, search your pipeline. All by conversation.

Task Management

Create, assign, and update tasks. Never miss a follow-up or inspection deadline.

Morning Briefing

Daily AI summary at 8am. Tasks, deals, stale leads, and follow-ups — in your inbox.

Automation Sequences

Enroll contacts in drip campaigns. Automatic email and SMS follow-up on schedule.

Ready to talk to your CRM?

Free strategy call. See the full system live. 21-day launch guarantee.

Apply for Espo See Pricing

AI CRM Assistant Demo Conversations

Add a Contact

Assistant: Hi! I'm the Espo CRM Assistant. Want to see how easy it is to add a contact? Enter your info below and I'll add you to our demo CRM in real time.

Send a Follow-Up

User: Draft a follow-up email to Marcus Rivera about the property on Oak Avenue we toured yesterday.

Assistant: I found Marcus Rivera in your CRM. Here's a draft:

Subject: Great touring Oak Avenue with you yesterday!

Hi Marcus,

It was great showing you 1847 Oak Avenue yesterday. I know you mentioned the backyard was perfect for your kids. A few things to keep in mind:

- The seller is motivated and may consider offers below asking
- The school district is top-rated (Lincoln Elementary)
- Similar homes sold for $15-20K above list price last quarter

Would you like to schedule a second showing this weekend? I have Saturday 10am or Sunday 2pm open.

Best,
Jake

Want me to send this to Marcus?

User: Send it.

Assistant: Email sent to Marcus Rivera at marcus.r@email.com. I've logged this in his activity timeline. Want me to create a follow-up task for Friday if he hasn't responded?

Check Pipeline

User: What deals do I have closing this month?

Assistant: You have 3 deals in Negotiation or later stages closing this month:

1. 742 Maple Dr — $485,000
   Buyer: David Kim | Stage: Under Contract
   Closing: March 15 | Inspection done

2. 1205 River Rd — $372,000
   Buyer: Lisa Patel | Stage: Negotiation
   Closing: March 22 | Awaiting counter-offer

3. 289 Summit Way — $615,000
   Seller: Thompson Family | Stage: Under Contract
   Closing: March 28 | Appraisal scheduled

Total pipeline value closing this month: $1,472,000

Want details on any of these?

User: What about stale deals I should follow up on?

Assistant: You have 2 deals that haven't had activity in over 7 days:

1. 510 Elm Court — $298,000
   Buyer: Sarah Chen | Stage: Showing
   Last activity: 12 days ago (email opened, no reply)

2. 88 Lakeside Blvd — $425,000
   Buyer: Tom Bradley | Stage: Qualify
   Last activity: 9 days ago (initial call)

Want me to draft follow-up messages for both?

Create a Task

User: Remind me to call the inspector for the Maple Drive property tomorrow at 2pm.

Assistant: Task created:

Call inspector for 742 Maple Dr
Due: Tomorrow, 2:00 PM
Assigned to: You
Linked to: David Kim deal

I've also linked this to David Kim's deal record so it shows in the deal timeline.

You currently have 4 other tasks due tomorrow. Want me to show your full task list?

User: Yes, show me tomorrow's tasks.

Assistant: Here are your 5 tasks for tomorrow:

9:00 AM — Follow up with Lisa Patel (counter-offer)
10:30 AM — Listing photos: 456 Pine Street
12:00 PM — Team meeting
2:00 PM — Call inspector for 742 Maple Dr (new)
4:00 PM — Prep CMA for Johnson listing

Any of these need to be rescheduled?

Morning Briefing

Assistant: Good morning! Here's your daily briefing for Tuesday, March 4:

TODAY'S PRIORITIES
- 3 tasks due today (1 overdue from yesterday)
- Lisa Patel counter-offer expires at 5pm
- Showing at 2pm: 891 Cedar Lane with new buyer

PIPELINE UPDATE
- 8 active deals | $3.2M total pipeline value
- 2 deals moved to Under Contract this week
- 1 stale deal: Thompson listing (no activity in 9 days)

FOLLOW-UPS NEEDED
- Sarah Chen: No response to initial email (3 days)
- Marcus Rivera: Opened follow-up email twice, no reply

NEW LEADS (last 24h)
- 4 new listing leads from Meta ads ($4.12 avg CPL)
- 1 referral from Zillow review

Want me to handle any of these?

User: Follow up with Sarah Chen by text.

Assistant: Here's a draft SMS to Sarah Chen (+1 916-555-0142):

"Hi Sarah, it's Jake from the Elm St open house last weekend. Wanted to check in — still thinking about selling in a few months? Happy to run a free market analysis for your home whenever you're ready. No pressure!"

Send this?

User: Send it.

Assistant: SMS sent to Sarah Chen. I've logged this in her activity timeline and created a follow-up task for 3 days from now if she doesn't respond. Anything else from the briefing?

Interactive CRM Sandbox Features

Pipeline Kanban — drag-and-drop deal management across 6 stages
Contact Table — search, filter, and view 18+ contacts with lead scores
CRM Dashboard — stats cards, charts, deal forecast, and pipeline funnel
AI Chat Assistant — add contacts, send follow-ups, check pipeline by conversation
Task Management — prioritized tasks with due dates and assignees
Automation Sequences — email and SMS drip campaigns
Tag System — organized by category (source, type, status, priority)
Team Overview — 5-person real estate team with roles
Notification Preferences — configurable alerts by type and channel

Try the live demo: add yourself as a contact through the AI chat, then see your info appear in the Contacts tab and a new deal on the Pipeline.

See If You Qualify

Interactive demo — no login required

Your CRM, but it actually works.

Explore a fully loaded CRM with pipeline kanban, AI assistant, contacts, tasks, and automation sequences. Try adding yourself as a contact — you'll get a real email.

Try it below

Loading CRM demo...

All data is fictional. The “Add a Contact” feature in Chat creates a real record and sends a real email.

“Everyone has a CRM. Everyone hates it. Ours actually works — I can update it from my car. I use it to recruit agents now.”
Jake, Team Lead
BBRG Real Estate

18 capabilities. One conversation.

Everything your team needs to manage contacts, close deals, and stay on top of follow-ups.

Contact Management

Add, search, and update contacts by asking. Auto-duplicate detection and smart tagging.

Smart Communication

Draft emails and SMS. Confirm before sending. Respects Do Not Disturb settings.

Pipeline Control

Create deals, move stages, search your pipeline. All by conversation.

Task Management

Create, assign, and update tasks. Never miss a follow-up or inspection deadline.

Morning Briefing

Daily AI summary at 8am. Tasks, deals, stale leads, and follow-ups — in your inbox.

Automation Sequences

Enroll contacts in drip campaigns. Automatic email and SMS follow-up on schedule.

Ready to talk to your CRM?

Free strategy call. See the full system live. 21-day launch guarantee.

Apply for Espo See Pricing

AI CRM Assistant Demo Conversations

Add a Contact

Assistant: Hi! I'm the Espo CRM Assistant. Want to see how easy it is to add a contact? Enter your info below and I'll add you to our demo CRM in real time.

Send a Follow-Up

User: Draft a follow-up email to Marcus Rivera about the property on Oak Avenue we toured yesterday.

Assistant: I found Marcus Rivera in your CRM. Here's a draft:

Subject: Great touring Oak Avenue with you yesterday!

Hi Marcus,

It was great showing you 1847 Oak Avenue yesterday. I know you mentioned the backyard was perfect for your kids. A few things to keep in mind:

- The seller is motivated and may consider offers below asking
- The school district is top-rated (Lincoln Elementary)
- Similar homes sold for $15-20K above list price last quarter

Would you like to schedule a second showing this weekend? I have Saturday 10am or Sunday 2pm open.

Best,
Jake

Want me to send this to Marcus?

User: Send it.

Assistant: Email sent to Marcus Rivera at marcus.r@email.com. I've logged this in his activity timeline. Want me to create a follow-up task for Friday if he hasn't responded?

Check Pipeline

User: What deals do I have closing this month?

Assistant: You have 3 deals in Negotiation or later stages closing this month:

1. 742 Maple Dr — $485,000
   Buyer: David Kim | Stage: Under Contract
   Closing: March 15 | Inspection done

2. 1205 River Rd — $372,000
   Buyer: Lisa Patel | Stage: Negotiation
   Closing: March 22 | Awaiting counter-offer

3. 289 Summit Way — $615,000
   Seller: Thompson Family | Stage: Under Contract
   Closing: March 28 | Appraisal scheduled

Total pipeline value closing this month: $1,472,000

Want details on any of these?

User: What about stale deals I should follow up on?

Assistant: You have 2 deals that haven't had activity in over 7 days:

1. 510 Elm Court — $298,000
   Buyer: Sarah Chen | Stage: Showing
   Last activity: 12 days ago (email opened, no reply)

2. 88 Lakeside Blvd — $425,000
   Buyer: Tom Bradley | Stage: Qualify
   Last activity: 9 days ago (initial call)

Want me to draft follow-up messages for both?

Create a Task

User: Remind me to call the inspector for the Maple Drive property tomorrow at 2pm.

Assistant: Task created:

Call inspector for 742 Maple Dr
Due: Tomorrow, 2:00 PM
Assigned to: You
Linked to: David Kim deal

I've also linked this to David Kim's deal record so it shows in the deal timeline.

You currently have 4 other tasks due tomorrow. Want me to show your full task list?

User: Yes, show me tomorrow's tasks.

Assistant: Here are your 5 tasks for tomorrow:

9:00 AM — Follow up with Lisa Patel (counter-offer)
10:30 AM — Listing photos: 456 Pine Street
12:00 PM — Team meeting
2:00 PM — Call inspector for 742 Maple Dr (new)
4:00 PM — Prep CMA for Johnson listing

Any of these need to be rescheduled?

Morning Briefing

Assistant: Good morning! Here's your daily briefing for Tuesday, March 4:

TODAY'S PRIORITIES
- 3 tasks due today (1 overdue from yesterday)
- Lisa Patel counter-offer expires at 5pm
- Showing at 2pm: 891 Cedar Lane with new buyer

PIPELINE UPDATE
- 8 active deals | $3.2M total pipeline value
- 2 deals moved to Under Contract this week
- 1 stale deal: Thompson listing (no activity in 9 days)

FOLLOW-UPS NEEDED
- Sarah Chen: No response to initial email (3 days)
- Marcus Rivera: Opened follow-up email twice, no reply

NEW LEADS (last 24h)
- 4 new listing leads from Meta ads ($4.12 avg CPL)
- 1 referral from Zillow review

Want me to handle any of these?

User: Follow up with Sarah Chen by text.

Assistant: Here's a draft SMS to Sarah Chen (+1 916-555-0142):

"Hi Sarah, it's Jake from the Elm St open house last weekend. Wanted to check in — still thinking about selling in a few months? Happy to run a free market analysis for your home whenever you're ready. No pressure!"

Send this?

User: Send it.

Assistant: SMS sent to Sarah Chen. I've logged this in her activity timeline and created a follow-up task for 3 days from now if she doesn't respond. Anything else from the briefing?

Interactive CRM Sandbox Features

Pipeline Kanban — drag-and-drop deal management across 6 stages
Contact Table — search, filter, and view 18+ contacts with lead scores
CRM Dashboard — stats cards, charts, deal forecast, and pipeline funnel
AI Chat Assistant — add contacts, send follow-ups, check pipeline by conversation
Task Management — prioritized tasks with due dates and assignees
Automation Sequences — email and SMS drip campaigns
Tag System — organized by category (source, type, status, priority)
Team Overview — 5-person real estate team with roles
Notification Preferences — configurable alerts by type and channel

Try the live demo: add yourself as a contact through the AI chat, then see your info appear in the Contacts tab and a new deal on the Pipeline.

See If You Qualify