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Run the teamGrowth Partner · Updated August 2026

Call intelligence and coaching

Recorded and transcribed calls become coaching data for agents and team leads.

All features
Growth PartnerRun the team
Last updated: August 2026Requires: Growth Partner
Call review
Speed
Qualification
Next step

Representative — not a production capture. The walkthrough video for this feature is being filmed; every feature on the wall is getting one.

What it includes
Call recording and transcription Coaching scores Objection and follow-up notes Team review inputs
Common use

A broker wants to know why one agent converts and another loses the same lead type.

Espo difference

Training comes from real calls, not generic scripts.

Common questions

Asked about this feature.

Where does the coaching material come from?

Your team’s real calls. Conversations on the dedicated Espo lines are recorded and transcribed as part of normal work, so the coaching data accumulates without anyone filling out a form.

What does a team lead actually see?

Coaching scores, objection and follow-up notes, and review inputs per call — enough to answer the question every broker asks: why does one agent convert the lead type another agent keeps losing?

How is this better than sales training?

Generic scripts train agents for someone else’s market. This trains them on their own calls — the actual objections, the actual hesitations, the actual moment the appointment was won or lost.

Do agents have to change how they work?

No. They make and take calls on their Espo line like normal; the recording, transcript, summary, and next step land on the contact record automatically.

See it running on your market.

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

01

Book the first call

Bring the listings, CRM, and follow-up you already run. We map this feature against that work.

02

See the current implementation

Each page describes what is live today, what it needs, and which plan includes it.

03

Start with the smallest working set

Add only the jobs you need now. The rest of the catalog stays available.