All features
Pro+Follow up & convert
Dedicated phone, SMS, and call recording
Dedicated communication lines that keep calls and texts tied to the contact record.
Calls, texts, and email in one inbox — every conversation on the contact record. The walkthrough video is being filmed — every feature is getting one.
What it includes
Dedicated phone number SMS threads in the CRM Call recording, transcription, summaries, and next-step context
Common use
A team needs follow-up and coaching data without agents using scattered personal threads.
Espo difference
Every communication becomes searchable context for the assistant and the team.
Common questions
Asked about this feature.
Do I get a real phone number?
Yes — a dedicated business line per agent (1 with Espo Pro, up to 10 on Growth Partner). Your personal cell stays private, and every call and text through the line lands on the contact record.
What happens after a call ends?
The recording is transcribed and summarized automatically, with the next step captured — so the context survives even when the agent is already driving to the next showing.
Can I text from it?
Yes — two-way SMS threads live in the unified inbox next to email and calls, and the assistant can draft replies from the contact’s history (draft-first, always your approval).
Is this compliant?
Numbers are provisioned with carrier registration handled per client — the A2P registration work that keeps business texting deliverable and legitimate is part of the setup, not your homework.
Works together with
Wondering how this fits your team? Ask the assistant — it knows every feature on the wall.
See it running on your market.
Book a call and we’ll walk this feature — and the rest of the engine — against your actual listings and pipeline.