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Lead source tracking
Know whether a lead came from a listing, open house, ad, website form, referral, or manual entry.
Source is a first-class column — website, sphere, referral, open house — on every contact. The walkthrough video for this feature is being filmed — every feature is getting one.
What it includes
UTM and source capture where available Listing and agent ownership fields Source context carried into contact and deal views
Common use
A team wants to stop arguing about where leads came from and start improving what happens next.
Espo difference
Source tracking lives in the same CRM where the follow-up happens.
Common questions
Asked about this feature.
What sources get tracked?
Listings, open houses, ads, website forms, referrals, and manual entries — captured automatically where the lead came in digitally, with UTM data where available, and recorded on the contact from day one.
Why does source tracking belong inside the CRM?
Because the follow-up happens there. When the source lives on the same record as the conversations and the deal, you can improve what happens next — instead of arguing about where leads came from in a separate analytics tool.
Does the source survive into reporting?
Yes — source context carries into contact and deal views and can roll up into reporting that shows follow-up and pipeline movement when those inputs are recorded.
Can I slice my database by source?
Yes — filter and save views by source, tag, and status. “Open-house sign-ins from the last 90 days who never got a second touch” is a view, not a research project.
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.
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.