Listing pageWeb and mobile
For brokerages & teamsGrowth Partner · up to 10 agents
One office. Every lead moving. Every decision visible.
Every lead has an owner and a visible next step. Agents see what they need, while leadership can see the decisions that need attention.
The shared view
Lead the office. Don’t chase it.
Espo keeps the roster, routing, campaigns, listings, and follow-up in one place so leadership can focus on the decisions that need attention.
The office at a glance
One place · controlled by the brokerageBrokerage workspaceRoster, sources, stages, ownership, and reviewConnected
- RosterTen included agent workspaces.
- RoutingOne visible assignment rule set.02
- BrandOffice authority with agent pages.03
- CampaignsManaged on the brokerage account.04
- ListingsLaunch work tied to the record.05
- ReviewConnected inputs form one picture.06
RosterTen included agent workspaces.Connecting…
Every included agent gets the same foundation.
Growth Partner includes up to 10 agents. Every included agent gets the CRM, assistant, phone, sequences, routing, and an agent page for no additional cost to them.
$0 additional cost per included agent
Up to 10 agents included
Larger rosters priced on a call
Included roster
Workspace preview · up to 10 agents1 connectedEach agent sees the right workspace.Provisioning…
Seat 01Broker
Seat 02ISAOpen
Seat 03ListingOpen
Seat 04BuyerOpen
Seat 05BuyerOpen
Seat 06ShowingOpen
Seat 07AdminOpen
Seat 08NewOpen
Seat 09OpenOpen
Seat 10OpenOpen
One boundary for the officeCRM, assistant, phone, sequences, routing, and the agent page inherit together.Included
Routing belongs to the office.
New leads land with a source, a listing, a pipeline, and an owner. The rule can be round-robin, pipeline-specific, or performance-based—and the decision stays visible.
One visible rule set
Brokerage lead pool
Every change logged
Lead routing
Illustrative decision trailNEW LEADOak Street inquirySource, listing, pipeline, and owner stay attached.
- Source receivedOpen-house QR · Oak Street01
- Rules checkedListing coverage · round-robin02
- Owner assignedAgent workspace 0403
- Next step preparedFollow-up draft waits for review04
Source receivedOpen-house QR · Oak StreetEvaluating…
One brokerage brand. A clear place for every agent.
The brokerage gets the main website, every agent gets a page and the included CRM tools, and personal websites remain optional at the published member rate.
Brokerage domain and IDX
Agent pages included
Personal site: $750 build + $200/mo
Shared brand system
Local previewtheoffice.comPreview
THE OFFICEProperties · About · Contact
BROKERAGE AUTHORITYOne market. One accountable team.The brokerage domain, IDX, and operating story.
Office listingsTeam rosterShared technical layer
One foundation, two viewsBrand controls stay shared while the agent page keeps its own contact path.Synced
Campaigns run on your account.
Strategy, creative, audiences, approval, and optimization live on the brokerage’s ad account, so the account, pixel, and campaign learning remain yours.
Your Business Manager
Your pixel and data
No percentage-of-spend markup
Managed campaign workspace
Your account · your pixel · your dataBROKERAGE CAMPAIGNSeller conversationCreative, audience, approval, routing, and stage remain connected.
Creative previewNo spend changed
- Strategy readyBrief and audience01
- Creative reviewedCopy and format02
- Brokerage approvalNothing runs before approval03
- Routing connectedLead enters the brokerage pool04
Strategy readyManaged work is waiting at the next boundary.In review
Every listing enters the same launch operation.
The office can add the production rung the listing needs. Intake stays attached while the page, film, open-house capture, and campaign kit are built.
Listing Essentials: $285
Listing Engine: $495
Monthly listing packs remain available
Listing launch operation
Separate listing packageNew listing intakeAddress, photos, facts, open house, and campaign notesReceived
Film kitEdit and channel formats
Open-house QRCapture tied to the listing
Campaign kitCreative and routing context
Listing pageWeb and mobileBuilding…
Leadership sees who owns each lead and what happens next.
Office review shows the source, owner, stage, and deal value when those details are available. Missing information stays visibly missing; Espo does not invent a result.
Source-to-deal reporting when inputs connect
Call notes stay with the contact
No inferred attribution
Leadership review
Connected inputs onlyTEAM REVIEWSource to owner to stage.The review reaches only as far as the inputs the office keeps connected.
SourceOwnerStageValue
CONNECTION CHECK
Campaign sourceConnected
Pipeline stageWaiting
Deal valueWaiting
Review path stops hereMissing inputs stay visibly missing. Nothing is inferred.Bounded
Growth Partner
What your team gets.
Six responsibilities kept together for the brokerage and its agents.
The roster
Every included agent gets the CRM, assistant, phone, sequences, routing, and an agent page.
The routing
Round-robin, pipeline, and performance rules stay visible to the office.
The brand
The brokerage website and every agent page share the same structure and brand.
The campaigns
Managed Meta campaigns run on the brokerage’s own ad account and approval path.
The listings
Launch operations turn each listing into a page, film, QR, and campaign kit.
The review
Source-to-deal reporting runs only as far as the connected campaign, stage, and deal-value inputs.
The office plan
Run the office, then add production where it belongs.
Growth Partner
One place for the team.
Growth Partner$2,500/month
$3,500 one-time build · up to 10 agents · larger rosters priced on a call.
- Up to 10 agents included
- Full CRM, assistant, phone, SMS, and sequences
- Visible lead routing and brokerage lead pool
- Managed campaigns on your ad account
- Listing operations and team review
- Founder strategy as needed
Get started
Map the office. Set the rules. Bring the team in.
We begin with the people, lead sources, routing rules, and decisions leadership needs to see, then give each agent the tools attached to their role.
- 01Map the office
Sources, pipelines, roles, listings, and the review leadership needs.
- 02Connect the office tools
Site, CRM, phones, routing, campaign ownership, and migrations.
- 03Bring the roster in
Agent views and workflows arrive under one accountable picture.
Map the officeOne visible implementation path for the office.In progress