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Follow up & convertWebsite + IDX · Updated August 2026
Minimal CRM on Website + IDX
Even the entry tier gives captured leads a home so the website does not create dead-end form submissions.
All features
Website + IDXFollow up & convert
Real product, demo data. The walkthrough video for this feature is being filmed — every feature is getting one.
What it includes
Contacts, deals, tasks, tags, listings, and forms Listing and open-house system pipelines QR capture, one automatic email, inbox, and manual replies Content planning and approval with no automatic publishing 10 lifetime CRM Agent preview turns
Common use
A team starts with the website but still needs captured leads organized from day one.
Espo difference
No phone number, SMS, or full assistant on this tier. It is intentionally light so the entry plan stays simple.
Common questions
Asked about this feature.
What does the minimal CRM include?
Contacts, deals, tasks, tags, listings, forms, the listing and open-house system pipelines, QR capture with one automatic email, inbox and manual email/reply tools, a content planning and approval workspace, and 10 lifetime CRM Agent preview turns.
Why not just give me the full CRM?
The entry tier is deliberately light so it stays simple and the price stays $200 a month. It excludes SMS, calling, sequences, managed ads, managed attribution, and automatic publishing. Espo Pro adds the named CRM execution layer on top of the same records.
Do leads from my website really land here automatically?
Yes. Site forms, IDX capture, and open-house QR sign-ins write into contacts with their source recorded. The signed scope includes one automatic email plus an inbox and manual reply tools, not sequences or SMS.
What happens when I outgrow it?
Upgrade in place. The same contacts, pipeline, and history power Espo Pro and Growth Partner — you keep everything and gain the assistant, sequences, phone, and routing.
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.