Reduce duplicate tasks and data
The accepted proposal stays with the client so you can review it when creating a project or convert it into an invoice. A person starts each step.
CRM for service businesses, from lead to payment
Manage leads, clients, projects, and payments in one CRM
Capture leads, turn them into opportunities, and manage clients, proposals, projects, invoices, support, documents, and files in one place. Your team saves time, avoids duplicate work, and finds the information it needs right away.
In the cloud · Nothing to install · Your team works from the browser
Client
Proposal
Project or ticket
Invoice
Client portal
Overdue invoices, late tasks and anything else that needs a decision from you today.
Questions that come up every week
Four answers your team can find without asking around
See how AgentticCRM gives your team fast answers to four questions that come up every week.
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Who was going to call this client back?
Today, the answer is usually in someone’s memory or buried in a chat.
In AgentticCRM, the pipeline shows every opportunity by stage and helps you identify those without a next step. The main dashboard highlights sent proposals with no response for more than seven days.
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Was that proposal accepted?
Today, someone has to find the PDF in email and check which version is the latest.
In AgentticCRM, the proposal is prepared from your service catalog and the client accepts it in their portal. The date, time, and person who accepted it stay on the record.
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How much are we waiting to collect?
Today, someone opens invoices one by one to add them up, and the total is outdated the same day.
In AgentticCRM, you can see outstanding invoices, due dates, and recorded payments on one screen.
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How is this client’s project going?
Today, someone has to ask several people and piece together their answers.
In AgentticCRM, project phases, tasks, and files stay linked to the client. In the portal, the client sees only what your team chooses to share.
All client information, from the first contact to the completed work.
Manage sales, delivery, support, and payments in one place.
The problem
Stop spreading each client’s work across multiple tools
When sales, projects, documents, support, and billing live in separate tools, your team loses time searching, copying data, and asking what comes next. AgentticCRM brings the whole process together.
Before With AgentticCRM
CRMExcel
The client’s details get typed again in every tool
The same client information from start to finish
ClientsEmailMeetings
The team loses time gathering messages and notes to understand a client or project’s status.
Who has what, what is running late and what has happened, all together
DashboardEmail threads
Your client goes hunting through old emails for their proposal and their invoice
Each client has a private portal to review proposals, invoices, projects, and requests.
PortalDriveDocs
The right procedure is in a shared folder somewhere
Documents, files, and answers based on your own sources, all in one place
KnowledgeGeneric AI
Define what AI can access and which actions require approval.
The Assistant answers from your data and prepares actions for a person to review
AssistantFree calculator
Estimate what your sales opportunities could be worth this year
Enter three figures you already know: how many opportunities you receive, what percentage you win, and how much each deal is worth. You will see the estimated annual value of your pipeline.
Estimated result
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annual value of won deals
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annual value of each additional point in your win rate
AgentticCRM shows every opportunity by stage and helps you identify those without a next step. The full calculator also includes proposals and collection days.
Complete workflow
All client information, from the first contact to the completed work.
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Capture leads, contacts, and needs
Contacts, notes, files, reminders and history on the client’s record.
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Prepare proposals with services and pricing
Clear proposals, built from the services you already sell, and the client decides in their own space.
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Organize projects, tasks, and owners
Projects, tasks, time, requests, and email connected to the same client and agreement.
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Invoice clients, record payments, and track expenses
The same information is used to create the invoice, record payment, track expenses, and prepare the monthly summary.
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Handle requests and follow up
The dashboard, reminders, client portal, and Assistant make the next action clear.
Less time administering tools. More time with your clients.
See who owns each task and when it is due.
Owners, dates, decisions, and next steps are visible to everyone on the team who has access.
Give each client their own portal
Clients review proposals, projects, invoices, and requests without asking for every update by email.
Create documents without leaving the CRM
Write in a block editor, organize folders, review versions, and share documents inside or outside your company.
Work with the Assistant, ChatGPT, or Claude
The Assistant uses the AI provider your company configures. You can also connect ChatGPT or Claude on plans that include this feature.
Share large files without another tool
On plans that include Transfers, send up to 20 files and 2 GB in total with a link that lasts 24 hours. Recipients do not need an account; you can see downloads, replace the link, or revoke the transfer.
Client portal
Your client sees what they need without entering your team's internal workspace.
Clients use a private portal to review proposals, invoices, project progress, and requests. Internal work stays private, and every client sees only their own information.
See what your client sees →
Portal · Estudio Norte
Client view
Proposal — Website redesign
Awaiting your decision
Review
Invoice #1042
Paid · PDF available
Paid
Project — Production phase
Updated 2 hours ago
In progress
Ticket — Report access
Team reply available
Answered
A recreation of the knowledge chat: someone types a question about a support plan and the answer arrives with the document it came from.
Assistant
Use the AgentticCRM Assistant or connect ChatGPT and Claude
Ask about clients, projects, invoices, support, and knowledge without leaving the CRM. The Assistant follows your permissions and shows you important actions before they run. ChatGPT and Claude connections are available on plans that include external AI tools.
✓Everyone sees what is theirs to see
✓Answers based on your own documents, with the source identified
✓A person reviews the Assistant's actions; access for connected tools is authorized separately
Who it is for
Manage sales, delivery, support, and payments in one place.
If your team sells, delivers, supports clients, and invoices them, AgentticCRM is built for you.
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Agencies
Clients, proposals, projects, invoices and what you discuss with them, all together.
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Consultancies
The agreement, owners, and conversations remain available in every new client project.
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Studios
Keep client information connected from the request and proposal through delivery and invoicing.
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Client-service teams
Requests, projects, and documents with a clear owner and visible status.
Frequently asked questions
Is AgentticCRM another traditional CRM?
AgentticCRM manages the full client relationship: sales, proposals, projects, invoices, requests, and team knowledge—all in one place.
Do we need to install anything?
No. AgentticCRM runs in the cloud and is used from the browser. There is nothing to download or install on your machines.
Can our clients use it too?
Yes. Each contact you give access to enters a portal linked to their client to review proposals, invoices, projects, and requests. You decide what gets shared.
Does the AI make changes automatically?
In a normal conversation, the Assistant only looks up information. If something needs to change, it shows you the proposal and you decide whether to approve it. A connected tool, such as ChatGPT or Claude, reaches only actions included in the plan and allowed by the person's role. Every change is recorded, and reversible actions can be undone.
Does it replace our accounting system?
Manage proposals, invoices, payments, and expenses in AgentticCRM. Keep general accounting, payroll, and card processing in your specialized systems.
Can we export our data?
Yes, you can export it whenever you want. It is in the product and written into the terms of service.
Tell us what is slowing you down.
We will show you how that work runs here, from the client coming in to you getting paid.
Prefer to explore on your own? work out your current costsSee how the Assistant worksuse the CRM evaluation guide
With online signup, monthly plans begin with a 14-day trial. The trial is not a demo.