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.

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In the cloud · Nothing to install · Your team works from the browser

Client Proposal Project or ticket Invoice Client portal

app.agentticcrm.com/app

1 4 EV

Dashboard Search your organization…⌘K Create 9+

You are up early, Elena Good morning, Elena Good morning, Elena Midday, Elena Good afternoon, Elena Good afternoon, Elena The day is winding down, Elena Working late, Elena

Monday, September 21 · 5:46 PM · ESTUDIO NORTE

Drizzle27,5 °C84% humidityData: MET Norway

Collected

USD955,957.60 Current period

Open pipeline

USD253,400.00 11 open proposals

Active projects

22 4 at risk

What lies ahead · Today 5:46 PM → Monday

Now · 5:46 PM T3.2 — Portal accessibility testing Thu 24 Phase review with Grupo Almendra Fri 25 Annual services proposal close Mon 28 Talleres Istmo portal kickoff

Three Grupo Almendra portal tasks are overdue, and the testing phase ends Friday. There is also an urgent Vértice Legal request waiting for a reply since yesterday, and the annual services proposal is still pending. Prioritize the portal tests and answer the request before noon.

Written at 16:52·RewriteView waiting matters9Your numbers have moved since.

3 Overdue 2 Waiting for your reply 4 Due this week · USD18,900.00 Thu Phase review · Grupo Almendra10:00 a.m.

The organizationCurrent balances, recent movement, and money in the period you choose.

Reporting period Current year Inclusive range: Jan 1, 2026 to Sep 21, 2026

148▲ +2

Clients

Active projects

17▼ −3

Open tickets

6▲ +2

Proposals · week

11▼ −1

Invoices · week

Collected · Current year

USD955,957.60

+USD 11,650.00 vs previous week

Profit · Current year

USD249,357.92

Open proposals · Current year

USD253,400.00

11 Proposals

Money due · As of today

USD63,180.00

3 Overdue

Questions that come up every week

Four answers your team can find without asking around

Each card shows how a service business answers it today and how it gets answered with AgentticCRM.

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.
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.
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.
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.

Every client, from the first inquiry to the final payment.

Sales, projects, support and invoicing 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

Clients

EmailMeetings

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

Dashboard

Email 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.

Portal

DriveDocs

The right procedure is in a shared folder somewhere

Documents, files, and answers based on your own sources, all in one place

Knowledge

Generic AI

A generic AI answers without your data and without knowing what each person may see

The Assistant answers from your data and prepares actions for a person to review

Assistant

Complete workflow

How a client moves through AgentticCRM, step by step

Capture leads, contacts, and needs

Contacts, notes, files, reminders and history on the client’s record.
Prepare proposals with services and pricing

Clear proposals, built from the services you already sell, and the client decides in their own space.
Organize projects, tasks, and owners

Projects, tasks, time, requests, and email connected to the same client and agreement.
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.
Handle requests and follow up

The dashboard, reminders, client portal, and Assistant make the next action clear.

Show me this workflow →

Less time administering tools. More time with your clients.

Reduce duplicate tasks and data

The accepted proposal stays in the client's record: you build the project from it and turn it into an invoice with the same lines, without retyping anything.

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

Claude

Which clients owe us an overdue invoice and have overdue tasks in their project?

Two of them, and together they owe you USD 23,280.00:

Client Invoice and project Balance

Grupo Almendra #2041, 12 days overdue · PRJ-0121, with 2 overdue tasks USD 18,900.00

Marea Estudio #2036, 23 days overdue · PRJ-0119, with 3 overdue tasks USD 4,380.00

I'd start with Grupo Almendra: it's the largest balance.

Create a task to call each of them tomorrow.

Done. I left you two tasks for tomorrow, one per client with its invoice number, so each call gets straight to the point.

Reply…

Claude, connected by Elena Vargas. It works with their role.

app.agentticcrm.com/conocimiento/chat

A recreation of the knowledge chat: someone types a question about a support plan and the answer arrives with the document it came from.

1 4 EV

Knowledge chat Search clients, proposals, ⌘K 9+

Knowledge chat Ask about your policies, your procedures and your documents.

Today · 13:47

tell me what one of our support plans covers 13:47

One of our support plans covers:

Technical issue resolution.
WordPress, theme and plugin updates.
Performance optimization.
Security monitoring.
Periodic backups.
Preventive review of possible vulnerabilities.

According to the document, complete and ongoing support requires an active plan.

Sources Technical support proposal

Copy Regenerate

Ask about a policy or a document… tell me what one of our support plans covers

Enter to send · Shift+Enter for a new line Ask

I answer only with what you have permission to see.

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

The Assistant proposes each change; ChatGPT or Claude work with your role, and everything they do is recorded

Your ChatGPT or Claude, inside your CRM

Connect it once and ask it for whatever you would do in AgentticCRM: look things up, create, analyze and save. With your real data and your user's permissions.

See what your ChatGPT or Claude does in your CRM

Which invoices are due this week?
Turn the accepted proposal into an invoice.
Which clients are at risk right now?

Works with what your team already uses

Sign in with your Google account, create video calls in Google Meet, Microsoft Teams, Zoom or Jitsi, answer WhatsApp Business from the inbox, and run the assistant on your own OpenAI or Anthropic key.

What AgentticCRM shares with each serviceAll trademarks belong to their respective owners.

Who it is for

For businesses that keep working with the client after the sale

If your team sells, runs the project, invoices and supports the client, all of it stays in the same record.

Agencies

Clients, proposals, projects, invoices and what you discuss with them, all together.
Consultancies

The agreement, owners, and conversations remain available in every new client project.
Studios

Keep client information connected from the request and the proposal through the work and the invoice.
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 where work with your clients gets stuck

In a 15-minute demo we show you that same process in AgentticCRM, from the first inquiry to payment.

Request a demo Explore the platform See plans and pricing

Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.

Create your organization online and try it for 14 days, no card required.

Contact

Talk to the company behind AgentticCRM

Questions about the service, activation, or payment? Our team can help you directly.

Global Agenttic (Negocios Virtuales, S.A.) Panama City, Panama. Ave. de la Paz, Betania. PH Villa Cáceres Plaza, ground floor. +507 310-9722 soporte@globalagenttic.com

Contact Global Agenttic

Payment methods

We accept credit card payments through Visa and Mastercard, and ACH bank transfers. Transactions are processed in United States dollars (USD).

Visa accepted

Mastercard accepted

Payment processing

Stripe

Card payment processing.

NMI · Credicorp Bank, Panama

Card payments through NMI, via Credicorp Bank in Panama.

Learn about our gateways and providers

ACH bank transferCall +507 310-9722 or write to soporte@globalagenttic.com

Manage leads, clients, projects, and payments in one CRM

Four answers your team can find without asking around

Stop spreading each client’s work across multiple tools

Your tools, one platform. Lower costs every year.

Which software do you pay for?

How much work are you doing twice?

Google Workspace

Excel and Word

How a client moves through AgentticCRM, step by step

Capture leads, contacts, and needs

Prepare proposals with services and pricing

Organize projects, tasks, and owners

Invoice clients, record payments, and track expenses

Handle requests and follow up