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Follow up & convertPro+ · Updated August 2026
Dedicated phone, SMS, and call recording
Dedicated communication lines that keep calls and texts tied to the contact record.
All features
Pro+Follow up & convert
Calls, texts, and email in one inbox — every conversation on the contact record. The walkthrough video for this feature 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.
How it works
Watch it do the work.
01
One inbox for every channel
Texts, emails, and calls flow into a single unified inbox — filter by channel or agent, and nothing hides in a personal phone thread the team can’t see.
02
The conversation lives on the contact
Open a contact and the entire relationship reads as one thread — texts, emails, and call summaries interleaved in order, with per-channel do-not-disturb switches right beside it.
03
Calls come back as transcripts and next steps
When a call ends, the recording is transcribed and summarized automatically with the next step captured — the context survives even when the agent is already driving to the next showing.
Real product screenshots from a demo workspace — not mockups.
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.
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
Add only the jobs you need now. The rest of the catalog stays available.