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Pro+Follow up & convert
Tags, tasks, notes, and activity history
The everyday CRM structure agents need to keep follow-up clean.
Real product, demo data. The walkthrough video is being filmed — every feature is getting one.
What it includes
Custom tags and lead types Tasks with due dates and owners Notes, activity history, and audit trail
Common use
A lead says “circle back after graduation” and the team needs that context to survive months of follow-up.
Espo difference
The assistant can read and update the structure, so the CRM stays useful instead of becoming a stale database.
Common questions
Asked about this feature.
Why does this basic stuff matter so much?
Because follow-up dies without it. “Circle back after graduation” only happens if the tag, the task, and the note survive four months — this is the structure that makes month-four follow-up feel like you remembered.
Who keeps it up to date?
Mostly the assistant. Tell it what happened and it writes the note, sets the tag, creates the task. That’s the difference between a CRM that stays current and one that decays into a stale database.
Are tags customizable?
Yes — custom tags and lead types are yours to define, and saved views let you slice the database by any combination (hot buyers in one neighborhood, past clients due for a check-in).
Is there an audit trail?
Every record carries its full activity history — who changed what, what was sent, what the assistant did and who approved it.
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.