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Bring the listings, CRM, and follow-up you already run. We map this feature against that work.
Follow up & convertPro+ · Updated August 2026
Full real-estate CRM
Pipelines, deals, tasks, tags, conversations, and activity history built around how agents actually work.
All features
Pro+Follow up & convert
A live buyer pipeline in a demo workspace — stage totals, weighted values, and stale-deal flags at a glance. The walkthrough video for this feature is being filmed — every feature is getting one.
What it includes
Buyer, seller, listing, past-client, and recruiting pipelines Deals, tasks, tags, notes, and audit trail Contact timeline across emails, texts, calls, and assistant work
Common use
Agents need one place to see what is happening and what has to happen next.
Espo difference
The CRM is the assistant’s work layer, so voice and text commands can operate the actual record instead of only drafting copy.
How it works
Watch it do the work.
01
Every lead lands with its source attached
Website forms, IDX capture, open-house sign-ins, ads, and referrals all write into the same contact list — with lead scores, statuses, and sources visible on every row. No copy-paste, no “where did this one come from?”
02
Work the pipeline, not a list
Deals move through real stages — New Lead, Contacted, Pre-Approved, Showing — with per-stage totals, weighted values, and stale-deal flags that surface who is quietly going cold before they are gone for good.
03
The whole story lives on one record
Open a contact and everything is there: every email, text, and call in one thread, deal position and value, per-channel do-not-disturb controls, and the next follow-up date. No tab-hopping to reconstruct a relationship.
04
The assistant does the data entry
Tell it what happened — it writes the note, sets the tag, creates the task, moves the deal. That is why this CRM stays current where the last one went stale.
Real product screenshots from a demo workspace — not mockups.
Common questions
Asked about this feature.
Is this a generic CRM with real-estate labels?
No — the objects are real-estate-native: buyer, seller, listing, past-client, and recruiting pipelines, deals tied to properties, open-house capture, and listing attribution. The stages match how a deal actually moves, not a generic sales funnel.
How do my leads and conversations get in?
Website forms, IDX capture, open-house QR sign-ins, Facebook lead ads, and inbound calls and texts all write to the same record automatically, with the source tracked. Imports handle your existing database.
What makes it different from the CRM I have now?
It is the assistant’s work surface. Because the AI operates these exact records — moving deals, creating tasks, drafting messages — the CRM stays current without agents doing data entry, which is why it actually gets used.
Can my whole team work in it?
Yes. Growth Partner includes up to 10 seats with per-agent ownership, lead routing, and team-level visibility; Espo Pro covers a solo producer. Every action lands in the activity history, so accountability is built in.
What if I leave?
Your contacts, deals, messages, and history are yours — export within 48 hours, month-to-month plans, no retention games.
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.