All features
Pro+Follow up & convert
Full real-estate CRM
Pipelines, deals, tasks, tags, conversations, and activity history built around how agents actually work.
Real product, demo data. The walkthrough video 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.
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.
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.