The big releases we ship for real-estate teams.

• _Internal content operations:_ Content Pipeline now has first-class channel assignments for @espoai, @BelongJournal, and @EspoRealty, with channel filters, editable ch...
• _Internal content operations:_ Video Idea capture and Intel-created ideas now enter the standard production-stage flow and receive a proposed channel assignment, so no...
• _Internal content operations:_ AI Outputs can run the Brand Voice Guardian from the drawer, returning score and flagged language before copy moves into distribution.
• _Internal content operations:_ Source Registry now lets operators add RSS feeds, websites, X/YouTube/manual watch sources, ingest RSS or website candidates into a stag...

• _Public website:_ The live /teardown AI-visibility audit funnel is now included in sitemap.xml, keeping the pre-outbound Google Search Console submission aligned with...

• _Client CRM:_ Pipeline filters can now include filterable deal custom fields, so teams can narrow deal boards by configured qualifiers such as interest level, buyer ty...

• _Internal operations:_ npm run demo:idx:verify now performs a read-only Website + IDX demo-org readiness check, separating architecture/data seed health from live-call...

• _Internal operations:_ /ios-release now gives operators a guarded native-release workflow for the Espo iOS app, separating safe readiness checks from signed archive, T...

• _Native iOS app:_ The repo now has a shared Xcode scheme plus guarded Fastlane release lanes for config validation, unsigned release builds, readonly signing sync, Tes...

• _Client portal:_ Dashboard now includes a Delivery status preview, and /dashboard/delivery gives clients a read-only view of active builds, live links, launch progress...
• _Portal API:_ Added an authenticated delivery status endpoint that derives organization scope from the portal session and returns a client-safe summary of delivery run...

• _Public website:_ Brokerage-specific landing pages now include a brokerage research kit with direct paths to teardown, proof, AI marketing education, and the Compass c...
• _Public website:_ Brokerage pages now carry stronger route metadata descriptions and FAQ schema for route previews and future indexing.

• _CRM Inbox:_ Non-admin CRM users now see their own assigned conversations plus unassigned conversations, and unassigned conversation rows can be claimed to self from t...

• _Public website:_ The website assistant can now route real-estate visitors to Espo.ai, non-real-estate company and personal-site visitors to Espo Studio, Belong questi...
• _Public website:_ The website assistant now has safer brokerage, CRM, website-vendor, agency, and ISA comparison guidance, including links to the relevant public compa...

• CRM owners and admins can now remove a teammate's portal access from the Team page.

• The native iOS app now has a local dark error screen if espo.ai cannot load.
• The web app can now block outdated iOS builds only when explicitly configured.
• The App Store review packet is drafted.
• The iOS splash screen now stays up until the remote CRM has painted.

• The native iOS app can now start Google and Apple sign-in from the login screen.
• The TestFlight checklist now includes native OAuth verification.

• Sell a client a bundle of listings per month instead of one-off invoices.
• A live "listings remaining" counter that draws down as listings launch.
• Manage the pack inline

• Voicemails show up as a message you can read and play.
• Call back / Text back, one tap away.
• Calls now read like a phone, not a spreadsheet row.
• The message box opens in the channel they last used.

• Talk to your assistant — just tap the mic and speak.
• The AI assistant is now a full-screen, native-feeling experience on mobile.
• Answers stream in live.
• Tap and hold any message

• "Get them into my pipeline" just works, even when the contact already has a deal.
• Espo Help now knows where your QR code and email signature live.

• Tapping a contact's number in the app no longer dials from your personal phone.

• Scheduling a meeting from a contact now shows your Cal.com meeting types.

• Calls now always show your organization's Espo number as the caller ID.
• Incoming calls reach your phone more reliably when your login spans more than one workspace.

• A text no longer breaks your call on the iPhone app.
• Speaker and earpiece now follow your phone.

• Bigger, easier-to-hit Send buttons.
• The compose bar clears the bottom of the screen.
• Roomier toolbar controls when composing.
• The inbox no longer flashes a bare "Loading…".

• Your intake form now has a built-in assistant.
• "Help me write this" on the hardest fields.
• You stay in control of every word.
• Built-in guardrails: the assistant only ever drafts those six writing fields, never asks for or repeats sensitive details (EIN, license numbers, logins, payment info),...

• The onboarding form now tells you up front when we did your homework.

• Get a free teardown of your site, straight from the homepage.
• A "not sure yet?" path on the pricing page.
• AI assistants can now point people to the teardown.

• Your Listing Launch Room now opens on every listing.
• "View past briefings" now works — browse your briefing history.

• Your Inbox conversation list loads again — even with thousands of contacts.
• Team Performance loads your full team again.
• Inbox unread badges and Call Performance reports hold up at scale.
• Clear "couldn't load — try again" message instead of an endless spinner.

• Your Pipeline, Contacts, and Dashboard now load on high-volume accounts.
• Your Dashboard breakdowns now reflect your whole database.

• Web Build (Individual) invite emails now describe the package.
• The price you see on the payment step always matches what you're charged.

• Clients see the exact price before they submit a listing — and agree to it.
• Per-client listing pricing.
• What we charge always matches what's reported.
• Paying for a listing records the amount collected.

• Your delivery run starts the moment a client submits.
• One-click go-live.
• One config feeds a new client's full setup.

• Attach a teardown to a new client on the call.
• The form arrives mostly done.
• "We found this — looks right?" on more of the form.

• A free "website teardown" you can request in 30 seconds.
• The onboarding pre-fill gets smarter every time someone uses it.

• Pre-filled fields now come with one-tap confirm — and a "want to use it?" prompt for the rest.

• We can now research your business up front and pre-fill your onboarding form for you.

• Open house follow-up emails now show real names.

• DRE license numbers now show on your Team list.
• The "View" profile links now open the right page.
• The Team list now fits any window.
• The Manage password window no longer scrolls sideways.

• Welcome Email panel on the onboarding drawer.
• Recent Send Events log
• The welcome email now renders from one shared source.

• Upload lead lists right from your CRM
• Co-owners come in as real, linked people.
• No duplicates.
• Faster scrubbing.

• "Manage password" button per team-member row.
• /auth/reset-password landing page
• Branded recovery email
• GET /api/portal/crm/team

• /dashboard/crm/team page
• "+ Invite team member" dialog
• Public agent onboarding form at /onboarding/agent/[token]
• Three transactional emails

• Locked features now visible in the sidebar instead of hidden.
• Direct-URL access to locked pages shows the upgrade prompt.
• CRM Chat assistant unlocked for Website+IDX clients with a 10-message daily trial cap.
• Inbox + manual email sending unlocked for Website+IDX.

• Client package lifecycle actions.
• Curated lifecycle history.
• Admin Handoff Builder now reflects post-send client state.

• Website + IDX checkout now matches the public website
• The Website + access step now captures multiple MLS providers.
• IDX Broker signup fields are captured directly in the intake form.
• Admin review now shows the new MLS provider array

• Welcome hero on the intake link the moment a client returns from Stripe.
• Post-payment email with PDFs attached AND linked.
• Three next steps inside the email
• "Your handouts" modal accessible anytime from the form header.

• The onboarding form adapts to your package.
• New credibility step
• "Saved Ns ago" save indicator
• IDX Broker CTA

• Minimal CRM included with Website + IDX ($200/mo, $1,500 setup).
• What's NOT in the minimal CRM (those stay the Espo Pro upgrade)
• The listing add-ons (Listing Essentials $285, Listing Engine $495) are unchanged and remain available on every tier — including Website + IDX.
• Per-org rollout flag.

• Listing Essentials and Listing Engine now ship as the MLS Handoff Pack.
• The Virtual Tour URL is the new differentiator.
• Clearer scope on what we don't do.
• /listing-engine — new "MLS Handoff Pack" section between the Amoruso example and the $285/$495 receipt: three cards (what we deliver / Virtual Tour URL wedge / your ag...

• My Requests page in the portal
• Richer notifications when you submit.
• Completion confirmation emails.
• Generalized client-request system.

• "Summarize & continue" button on the thread-full modal.
• Proactive "thread full" modal.
• The thread-full modal now offers three actions in the recommended order: Cancel · New chat · Summarize & continue (primary).

• AI assistant can answer audit-trail questions about contacts.
• Call Follow-up Mode now distinguishes voicemails from real conversations.
• Call Follow-up Mode respects channel preferences set at mode entry.
• AI assistant can now toggle Do-Not-Disturb on contacts when you ask.

• "How many leads does Trevor have?" now returns only Trevor's contacts — not the whole team's.
• Stage breakdowns by agent are now correct.
• Two agents asked in the same session get non-overlapping results.

• Clicking a deal card on a pipeline now opens the contact page directly
• The contact page now has Prev/Next arrows at the top when you arrived from a pipeline.
• j / k and arrow keys work everywhere the mouse does.
• Prev/Next stays alive across a page reload or a browser share.

• Failed call transcriptions no longer hide the real reason.
• If transcription succeeds but AI analysis fails, you still get the transcript.
• Very short calls (under 10 seconds) skip transcription entirely.
• Rate-limit and server-error responses from Whisper / Claude now retry correctly.

• Every timeline entry now shows who created it.
• Hover tooltip tells you the full story.
• Team-member name map.
• Sequence emails, SMS, and stage-action side effects are attributed as automation.

• Pulling the phone from your face no longer mutes the call.
• Receiving a text during a call no longer drops the call.
• A second incoming call no longer kills the one you're on.
• Speakerphone toggle added to the active-call panel.

• Notes typed into the post-call dialog now persist on the contact and show up in the timeline.

• Walk through a stage without leaving the deal page.
• Filters are respected.

• Meta Ads now has its own section in Analytics.
• Closed-loop ROI, not just ad metrics.
• Per-campaign deal attribution.
• Multi-tenant from day one.

• A contact can now only be in one active (or paused) sequence at a time.
• Applies everywhere a sequence starts

• Every new listing now seeds the same ops checklist, ops task backlog, and open-house events
• The "phantom open house" row is gone.
• Adding an open-house date after a listing was created now auto-creates the event.

• Creating an open house from a Listing now pre-fills the listing's hosted landing page URL

• QR sign-in SMS now sends from the hosting agent's Twilio number
• QR sign-in deals now show up assigned to the hosting agent
• Open houses happening right now show as "Active"

• Newsletter signup now sends a one-time confirmation email
• Newsletter subscriber list no longer publicly readable
• Email-signature logo uploads blocked cross-org reads and deletes
• Unsubscribe page was vulnerable to HTML injection

• Automatic status recap in long sessions
• Doesn't fire in short sessions, doesn't fire while you're running tool-heavy sequences (the recap would muddy the output), and only fires once per user turn — so it st...

• describe_sequence agent tool
• Works for every sequence shape — drip, nurture, onboarding, AI reactivation campaigns — using the steps already stored on the sequence, no extra configuration needed.

• Unified Calendar at CRM → Calendar
• Team member calendar switching
• Overdue task rollover
• Quick task creation from the calendar

• Your AI assistant can move deals between pipelines reliably
• Templates have an Intent tag
• Templates have a Draft / Active / Archived status
• BBRG seller outreach template seeded

• Inbound email replies now appear in the CRM

• Sequences now execute reliably after enrollment
• Sequence recovery after interruptions
• Orphaned enrollment sweep

• Schedule text messages
• Cancel scheduled messages
• Full template reading
• Team resources in AI context

• Auto-CRM enrichment from calls
• Coaching Command Center
• Follow-up integrity tracking
• Missed commitment alerts

• Richer call analysis
• Automatic follow-up tasks
• Recording disclosure reminders
• Manager review alerts

• AI-powered sequence creation
• Sequence category visibility

• Dynamic "Listing Lead Follow-Up" sequence
• custom_fields column on crm_lead_source_configs
• notify_user_ids column on crm_lead_source_configs
• full_name splitting

• create_deal bug
• update_deal bug
• add_note pattern
• list_templates tool

Mar 10Open House QR Code Sign-In System

Mar 6CRM Feature Sprint — 80+ Items Across 4 Batches

Mar 5SMS Activation — A2P 10DLC Approved

Feb 28Multi-Tenant Cal.com Scheduling

Feb 27CRM Pipeline & Deal UX Improvements + Sequences & Automations

Feb 27CRM Contact Page UX Improvements

Feb 26Morning Briefing UI + CRM Agent v2.1–2.3

Feb 24Website Transformation — Real Estate Growth Engine

Feb 22CRM Agent v2.0 — System Prompt Optimization + Date Fixes

Feb 21Call Recording Transcription Automation

Feb 18CRM Agent v1.3 — Task Management + Calendar Quick-Complete