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Follow up & convertPro+ · Updated August 2026
Lead routing and assignment
New leads land with the right agent, context, and next step instead of floating in a shared inbox.
All features
Pro+Follow up & convert
Assignment path
1Source
2Rule
3Agent
4Task
5Follow-up
6Report
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
Route by source, listing, agent, team, or campaign Per-agent attribution and ownership history Clear activity trail for who took the lead and what happened next
Common use
A team needs accountability on who owns the lead and what happened after it came in.
Espo difference
Routing is part of the same CRM and attribution loop, so reports can show what happened next.
Common questions
Asked about this feature.
How does a new lead get assigned?
By the rules your team runs on — round-robin rotation, listing ownership, source, or campaign. The lead lands with an owner, a task, and its follow-up already moving, not in a shared inbox nobody owns.
Can some agents be skipped in the rotation?
Yes — rotation membership is per-agent, so a team member who isn’t taking new leads right now simply isn’t in the pool, without touching anyone else’s flow.
Is there a record of who got what?
Every assignment is logged with the lead’s source and what happened next — response time, follow-up, outcome — so “who owns this lead” is never an argument.
What happens to open-house and listing leads?
They route to the agent who owns that listing or hosted that open house, with the property attached — attribution and follow-up stay connected to the right person 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.
See the current implementation
Each page describes what is live today, what it needs, and which plan includes it.
Start with the smallest working set
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