Chat
One thread across contacts, deals, tasks, calls, email, and SMS — in plain English.
- Ask from your phone or browser
- Reads the record before it answers
- Every write waits for you
ChatIn Espo Pro, from your phone
The assistant that
runs your CRM.
Type in plain English. It drafts follow-up, runs sequences, and reads the call — you approve every send.
One assistant. Your whole book.
Scroll the work. The window stays put.
Follow-up
It reads the thread, finds what is missing, and drafts the follow-up in your voice.
- Email and SMS share the context
- Templates and sequences stay close
- DND is checked before send
Call context
The transcript, call note, and next step stay attached to the person — not lost in another app.
- Latest calls sit in the thread
- Follow-up uses what was actually said
- The recording never sends a message
Contacts
Find the person, see the deal, and understand the latest activity without leaving the conversation.
- Contact, owner, tags, and deal together
- Notes and communication stay attached
- Reads are scoped to your organization
Pipeline
Ask what is stuck, review the exact deal, and stage the move only after you confirm it.
- Deal and stage context in the thread
- Pipeline summaries without a spreadsheet
- Stage changes require confirmation
Your book
Ask for the leads, deals, tasks, and conversations that need attention now.
- Morning briefing from current CRM data
- Overdue tasks and missing next steps
- Only the records you can access
Espo CRM AssistantConnected to your CRM · You control every write.
TODAY · 2:14 PM
Send John a text and tell him the Oak Street showing is confirmed for 4:30.
Espo checked the book
Contact and active deal found
I checked the thread and prepared the exact text below.
Text message readyProposed CRM write · Nothing sent
John SmithBuyer · Oak Street showing
And much more
The actual CRM tools behind the assistant — from the first lookup to the approved next step.
Search the whole CRM
Contacts, deals, and tasks from one question.
Contact memory
Deals, activity, enrollments, notes, and ownership together.
Communication history
Recent email, SMS, calls, and AI call notes before it writes.
Email + SMS
Draft now or schedule later, with DND enforced.
Call context
Transcripts and call notes stay attached to the contact.
Sequences
Find, create, or enroll after you review the plan.
Templates
Pull the approved source before drafting a send.
Tasks + reminders
Create the next step for one person or the team.
Deals + pipelines
Read stage context and prepare an exact move.
Status + tags
Update assignment and organization without opening another tab.
Morning briefing
Start with current pipeline, task, and follow-up priorities.
Reactivation drafts
Build a paused campaign, review every step, then decide.
Your book only
Every lookup stays scoped to the organization and role.
Approval before effect
Writes, sends, and stage changes wait for a human.
Portal + phone
Use the same assistant wherever you work. Included in Espo Pro.
Get started
We map it to your book. Then you run follow-up from the thread.
Book a call
Tell us how you work the book.
We build it
Assistant mapped to your pipeline.
Start chatting
Portal or phone. You approve every send.
Included in Espo Pro
Chat ships with Espo Pro — $2,000 setup, $700/mo. Growth Partner for teams.