EspoCRM AI employee

A Superkind AI employee that creates contacts, enriches customer data, checks the pipeline, and prepares follow-ups in EspoCRM. Message it in Teams or Outlook, it works in EspoCRM and reports back with the result. It waits for your approval before sensitive actions.

  • Hosted in the EU
  • GDPR data processing agreement
  • Ready to start today
  • Works in Teams, Slack and more

What is a EspoCRM AI employee?

An EspoCRM AI employee connects to your account and takes concrete actions in it. It creates contacts, checks opportunities, adds activities, and handles cases. Superkind builds it with your company knowledge so it understands your customers, processes, and rules.

Unlike Zapier or Make, there is nothing to configure. You describe the outcome, the AI employee picks the right EspoCRM actions, chains them with your other systems, and asks for your approval before making sensitive changes.

About EspoCRM

EspoCRM is a CRM platform for leads, contacts, accounts, opportunities, activities, campaigns, and customer service.

  1. You ask in Teams

    Describe what you need about contacts, opportunities, or cases in plain English.

  2. Superkind picks the actions

    Selects the right EspoCRM actions and connects them with your systems.

  3. EspoCRM

    Superkind works in EspoCRM

    Checks leads, contacts, accounts, opportunities, and activities in your real data.

  4. Superkind reports back

    Delivers the finished result to Teams or Outlook and lists every change.

Try asking

What can you ask Superkind to do in EspoCRM?

Messages you would actually send. Copy one, swap in your specifics, and Superkind takes it from there.

Create these trade show contacts in EspoCRM, add their accounts, and set the lead source to Trade Show.

you, to @Superkind

Check our pipeline and list every open opportunity without a next activity or current close date.

you, to @Superkind

Prepare a personal follow-up for the five overdue opportunities using the history of each contact.

you, to @Superkind

Let me know here as soon as a new lead arrives, and prepare a suitable task for tomorrow.

you, to @Superkind
How it works

How does Superkind work with EspoCRM?

  1. Native integrations and connectors for 1,000+ tools

    1Connect your systems

    EspoCRM connects securely through a dedicated API user. Add Teams, Outlook, and your other customer systems. Superkind receives only the permissions it needs. You can then assign tasks directly in Teams.

  2. Lena Hoffmann9:12 AM

    @Superkind create the three new trade show leads in EspoCRM and prepare a follow-up for each one tomorrow.

    @SuperkindApp9:13 AM

    On it. I am checking existing contacts, creating missing leads, and preparing the follow-ups.

    2Tell Superkind what you need

    Message your AI employee in Teams like a colleague. Ask it to create new leads in EspoCRM or find open opportunities without a next activity. Superkind understands the outcome and picks the right actions.

  3. @SuperkindApp9:14 AM
    • 3 leads created in EspoCRM
    • Accounts and contacts linked
    • Follow-up tasks prepared for tomorrow
    EspoCRM
    Lead Maria KönigStatus New · Source Trade Show
    Waiting for your approvalSend follow-ups to three leads?

    3Superkind operates, you approve

    Superkind checks EspoCRM, completes the work, and reports the result in Teams. Sensitive changes to customer data or follow-ups wait for your approval. Every step is logged.

Actions

What can Superkind do in EspoCRM?

Ask in plain English from Teams or Outlook. Superkind picks the right EspoCRM actions, completes the work, and reports back. No workflows to build.

  • Leads and contacts

    List leads

    Lists leads by status, source, assigned user, and creation date.

  • Leads and contacts

    Get lead

    Shows a lead with contact details, source, status, and linked activities.

  • Leads and contacts

    Search contacts

    Finds contacts by name, email address, phone number, or linked account.

  • Leads and contactsNeeds approval

    Enrich contact

    Adds verified contact details, title, and an account relationship to a contact.

  • Leads and contactsNeeds approval

    Convert lead

    Converts a qualified lead into a contact, account, and opportunity.

  • Accounts

    List accounts

    Lists accounts with industry, address, assigned user, and current status.

  • Accounts

    Get account

    Shows an account with contacts, opportunities, cases, and activities.

  • Accounts

    Detect duplicates

    Finds possible duplicate accounts or contacts from matching master data.

  • AccountsNeeds approval

    Create account

    Creates an account with name, industry, address, and assigned user.

  • Opportunities

    List opportunities

    Lists opportunities by pipeline, stage, amount, probability, and close date.

  • Opportunities

    Check pipeline

    Checks open opportunities for missing activities, overdue dates, and stale stages.

  • Opportunities

    Summarise forecast

    Summarises expected revenue by pipeline, stage, user, and time period.

  • Opportunities

    Get opportunity

    Shows an opportunity with its account, contacts, stage, amount, and activities.

  • OpportunitiesNeeds approval

    Update opportunity

    Changes the stage, probability, amount, or close date of an opportunity.

  • Activities

    List tasks

    Lists tasks by status, due date, assigned user, and linked record.

  • Activities

    Check calendar

    Shows meetings, calls, and tasks for a user during a selected period.

  • Activities

    Summarise activities

    Summarises calls, meetings, tasks, and emails for a customer record.

  • ActivitiesNeeds approval

    Create meeting

    Creates a meeting with attendees, a date, and a linked EspoCRM record.

  • Activities

    Prepare follow-up

    Creates a personal follow-up draft from the existing contact and activity history.

  • Customer service

    List cases

    Lists cases by status, priority, account, contact, and assigned user.

  • Customer service

    Get case

    Shows a case with its description, stream, emails, and linked contacts.

  • Customer serviceNeeds approval

    Update case

    Changes the status, priority, assignment, or resolution of a case.

  • Customer service

    Summarise case history

    Summarises stream posts, emails, and activities for a case in chronological order.

  • Other

    Analyse campaigns

    Shows sent emails, opens, clicks, opt-outs, and created leads for campaigns.

  • Other

    Check target lists

    Checks accounts, contacts, and leads in target lists as well as exclusion lists.

  • Other

    Find documents

    Finds documents and folders linked to accounts, opportunities, contacts, or leads.

Works with your stack

Superkind uses EspoCRM together with your other systems

Ask for outcomes across several tools. The AI employee connects customer data from EspoCRM with your messages, spreadsheets, and other CRM systems.

Matching AI employees

Superkind AI employees that work with EspoCRM

Every role brings its expertise and uses EspoCRM as one of its tools.

Companies working with Superkind

CG Group
CG Real Estate
Ecobuilding
Nivocare
Lindenstrom
Tylrus
Lorvan
Voelpker
Voelpker
Lorvan
FAQ

Frequently asked questions

Everything you need to know about your AI employee for EspoCRM.

Yes. Superkind connects EspoCRM to your AI employee through the official REST API. Your team can then check leads, contacts, accounts, opportunities, activities, and cases from Teams or Outlook. Access stays limited to the agreed tasks and the permissions required for them. Every action it completes is logged for traceability.

An administrator sets up a dedicated API user with a suitable role in EspoCRM. We store the credentials securely in the managed connector and test the connection with you. You then define which records the AI employee may read and which actions it may perform after approval. Your team subsequently uses it directly in Teams or Outlook.

It can search leads and contacts, check accounts, summarise the opportunity pipeline, find overdue activities, and review cases. After your approval, it creates records, updates opportunities, or schedules meetings. It can connect information from Teams, Outlook, Slack, or Google Sheets with the right EspoCRM records.

No. You do not need to assemble triggers, steps, or zaps and maintain them later. Describe the outcome you need in Teams or Outlook. Superkind picks the right EspoCRM actions and connects them with other systems when required. If details are missing, the AI employee asks. It requests your approval before sensitive changes.

Only with your approval. Superkind can read opportunities, check the pipeline, and prepare follow-ups as drafts. Before it changes a stage, amount, or close date, or sends a message to a contact, the AI employee waits for an explicit yes in Teams. Your team decides which EspoCRM actions count as sensitive.

Superkind is hosted in the EU and signs a GDPR data processing agreement with you. The connector uses minimal permissions and a dedicated EspoCRM API user. Your data is not used for training. Access and actions are logged so your team can always trace what was read or changed.

Publicly listed paid EspoCRM Cloud plans start at about 15 euros per user per month. Zapier starts at about 20 euros per month and Make at about 10 euros per month, both plus setup time and ongoing maintenance. Superkind is priced per use case, a fraction of a full-time hire.

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