Book the first call
Bring the listings, CRM, and follow-up you already run. We map this feature against that work.
Run the teamGrowth Partner · Updated August 2026
Team performance review
Use real CRM, call, and campaign data to see what agents are doing and where they need help.
All features
Growth PartnerRun the team
Team pulse
Agent usage
Lead response
Deal movement
Coaching queue
Representative — not a production capture. The walkthrough video for this feature is being filmed; every feature on the wall is getting one.
What it includes
Agent activity review Lead response patterns Pipeline movement Call coaching signals Source and campaign performance
Common use
A team lead wants a clear operating rhythm without turning into a spreadsheet manager.
Espo difference
The review is based on the work happening inside Espo, not a manually assembled report.
Common questions
Asked about this feature.
What goes into the review?
Agent activity, lead-response patterns, pipeline movement, call-coaching signals, and source and campaign performance — the operating picture of each producer, drawn from the work itself.
Do I have to assemble any of it?
No. The review is based on what is happening inside Espo — calls, follow-up, deals, assistant usage — not a spreadsheet someone has to build every Sunday night.
What decisions does it drive?
Who needs coaching and on what, whose response time is slipping, which sources deserve more budget, and whether the team is actually using the system — an operating rhythm instead of gut feel.
Will my agents feel surveilled?
The same data that powers the review is what protects them: response times, follow-up, and outcomes are recorded evenly for everyone, so recognition and help both land on facts instead of politics.
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.