The AI-CRM assistant
Everyone has a CRM. Yours finally gets used.
Your agents just talk. Espo does everything.
You don’t need another CRM your agents won’t use — you’ve already bought that one. This is the one they actually open: there’s nothing to learn. They text it like a person, from their phone, and it does the work.
Included in Espo Pro & Growth Partner. Live in 21 days, cancel anytime.
The architectural difference
Why your last CRM gathered dust (and this one won’t).
Every CRM now bolts on an AI that suggests. The reason this one gets opened is that the AI doesn’t suggest — it operates.
The widget pattern
AI as a feature, pasted on the side
AI bolted on the side that suggests a reply.
Your agent still opens a tab, finds the contact, types, and clicks.
Feels like more work — so it gathers dust.
Follow Up Boss, kvCORE, Lofty — the pattern is the same. A reply suggester next to a CRM. The agent still types.
The operator
The CRM is the AI’s tool layer
Reads every call, text, email & deal stage before it writes a word.
Builds a multi-step follow-up from one sentence.
Moves deals, logs notes, and runs bulk follow-up by command.
Always shows you the draft and asks before it sends.
Your agents give intent in plain English. The assistant is the one doing the work in the CRM.
Their AI suggests. Ours does.
What the operator does
The daily work your agents stop doing by hand.
From bulk call follow-up to weekend open houses — they say what they want, it runs the busywork.
Reads the whole record first
Calls, transcripts, emails, texts, notes, deal stage, audit log. Every draft starts from the actual relationship — not a template and a prompt.
Drafts and sends — always asks first
Email, SMS, scheduled email. It honors master Do-Not-Disturb, channel-specific DND, and quiet hours on every single send.
Operates the pipeline
“Move Sarah to inspection scheduled.” It moves her, fires the stage actions, logs the activity, notifies the team — and tells you which automations will fire before it pulls the trigger.
Manages sequences
Enrolls. Un-enrolls. Validates the sequence is active first. No “I sent a draft by accident.” No “wait, was she already in this one?”
Bulk call follow-up
Knows a voicemail from a real conversation. Channel-aware (“text only,” “email only”). Drafts a personal follow-up for every call you made today, in one back-and-forth.
Open-house QR sign-in
Print a QR. Visitors scan. Your CRM fills itself — every walk-in is a contact before they leave the driveway.
See it run
Watch an agent do it from their phone.
No polished product film — the real thing, the way Carson runs it between showings. Twenty seconds, no sound needed.
Type one sentence, watch it draft and book
Every send attributed and logged
The same agent stack BBRG runs in production
Prefer to poke at it yourself?The live sandbox lets you add a contact and watch it write a real record and send a real email — everything else is fictional.
Open the live demo CRM walkthrough slotReal interface frames now · phone recording next
What the recording will showAgent types one instruction, Espo reads the record, drafts the follow-up, and waits for approval before anything sends.
Real team. Real volume.
Already proven at real volume.
One flagship client, every number dated and sourced.
858
messages, top user
Carson, 18 days · drafted from his phone
1,674
team messages, one month
49 sessions · 6 BBRG agents
20%
two-way SMS reply
59 inbound on 290 · vs 5–10% industry
Is AI usage included? Yes.
AI usage is included. We absorb the model/API usage, so your team never pays per message — no per-seat AI meter, no overage surprise.
$0
per message, to your team. Ever.
Guardrails & control
It can’t go rogue. Guardrails on every send.
Draft-before-send, DND-aware, fully attributed — and we read the failures in public.
Draft-first
Every message previewed before it sends.
Attributed sends
Every action traceable to who approved it.
DND-aware
Quiet hours and opt-outs respected automatically.
No auto-blast
Bulk actions require explicit approval.
Public failure review
Every two weeks the founder reads the failures and ships fixes in public.
Brokers actually ask
The questions that come up.
Is it really a CRM assistant, or just AI bolted onto a CRM?
Built different on purpose. The CRM is the AI’s tool layer — it’s wired into the pipeline, sequences, tasks, calls, audit log, and Do-Not-Disturb state. It isn’t a chat widget pasted next to a CRM screen; it operates the CRM. Brokers on Follow Up Boss, kvCORE, and Lofty have all asked if “AI suggested replies” count as the same thing. They don’t.
How is this different from Follow Up Boss, kvCORE, or Lofty?
Those are CRMs you operate — their AI suggests, scores, or drafts, and you still do the work. Espo’s AI moves deals, sends texts, completes tasks, and runs sequences. Your agents tell it what they want in plain English from their phones; the CRM happens.
Will my agents actually use it?
BBRG’s team sent 1,674 messages to it last month. Carson — a single agent — sent 858 of those in 18 days, drafted between showings from his phone. It gets used because the friction of using it is lower than the friction of not: “type a sentence” beats “open a tab, find the contact, click new message.”
Does it work from a phone?
Designed for it. Carson’s 858 messages were all drafted from his phone. The portal is mobile-first, and the assistant is a full chat surface — type a command, watch it run.
What if the AI sends something wrong?
It can’t send anything without your approval — every email and text shows you the draft first. If something slips through, every send is attributed to the agent who approved it and logged in the audit trail. And every two weeks the founder reads the failures publicly and ships fixes.
Is AI usage included?
Nothing per use — it’s included in Espo Pro and Growth Partner. We absorb the model/API usage so your team never pays per message, per prompt, or for an AI overage surprise.
Where it lives
The full CRM + assistant ships on Espo Pro & Growth Partner.
Website + IDX includes a minimal CRM — contacts, listings, open-house QR auto-email — so your leads have a home before you upgrade.
