AI CRM assistant by voice or text

Tap the mic and tell Espo what you need. The assistant reads the record, logs the call, books the follow-up, and asks before it sends — it doesn’t just draft, it does the work.

The Espo CRM assistant looking up a contact, creating a task linked to the right deal, drafting a follow-up text, and asking for approval before sending.

A real conversation in a demo workspace — contact looked up, task created and linked to the right deal, text drafted, approval requested. The walkthrough video for this feature is being filmed — every feature is getting one.

What it includes

Add contacts and notes Move deals and update stages Draft emails and texts Build follow-up sequences Answer questions about contacts, deals, tasks, and campaigns

Common use

An agent between showings needs to move five leads forward without opening a laptop.

Espo difference

This is not AI pasted next to a CRM. The assistant operates the CRM itself.

Proof / caveat

One BBRG agent used the assistant 858 times in a measured month.

How it works

Watch it do the work.

Say it like you’d say it to a teammate

Tap the mic between showings — “Add a task for Friday to call Sofia about her Lincoln Park showing, and draft a follow-up text” — or type it. No forms, no field-hunting, no waiting until you’re back at a laptop.

It reads the record before it acts

The assistant pulls the contact, checks do-not-disturb across every channel, and untangles which deal you actually mean — here it spotted two active deals and linked the task to the showing-related one, then said so out loud.

The assistant reading the contact record, confirming do-not-disturb is clear, and choosing between two active deals before acting.

Nothing sends without your OK

It drafts the message in your voice, shows it to you, and asks — “Want me to send this now, or tweak the wording first?” Every approval is logged. Speed without turning your database into an unsupervised auto-blast machine.

The assistant confirming the created task and showing a drafted text message, asking for approval before sending.

Everything lands in your CRM

The task sits on the deal, the draft waits in the thread, the activity history shows what happened and why. Your pipeline stays the source of truth — the assistant just does the typing.

The Espo pipeline board with staged buyer deals, weighted values, and per-deal activity.

Real product screenshots from a demo workspace — not mockups.

Common questions

Asked about this feature.

Will it send messages without my approval?

No. The assistant is draft-first: it writes the email or text, shows it to you, and waits for your OK. It also respects do-not-disturb and quiet-hour rules before it even proposes a send, and every approval is logged in the contact’s activity history.

What can it actually do?

It runs the CRM with 29 dedicated real-estate tools: add contacts and notes, create tasks, move deals between stages, draft emails and texts, build follow-up sequences, and answer questions about your contacts, deals, tasks, and campaigns.

Does it work from my phone?

Yes — that’s the point. Tap the mic in the Espo app or portal and talk to it like a teammate between showings. One BBRG agent used it 858 times in a single measured month, almost entirely from the field.

Is AI usage metered or billed extra?

No meter. Assistant usage is included with Espo Pro and Growth Partner — Espo absorbs the model and API usage, so your team never rations messages.

How is this different from asking ChatGPT?

A general chatbot can give advice, but it can’t open your CRM. The Espo assistant operates your actual records — it reads the contact, updates the deal, creates the task — with guardrails a generic tool doesn’t have: draft-first approval, do-not-disturb checks, and a full audit trail.

See it running on your market.

Thirty minutes with the founders, no deck. We’ll walk this feature — and the rest of the engine — against your actual listings and pipeline.

Talk to the founders Get a free AI visibility audit

On the call we’ll look at your market and your current presence — and tell you plainly if this is overkill, or not yet for you.

What it costs, exactly