Google Workspace
Manage email from the CRM. Keep your mailbox provider; we do not count its subscription as savings.
Fewer subscriptions. More time for your clients.
Compare your CRM and tools with AgentticCRM. Find the cost of bringing your operation together and build a scenario with your own figures.
No sign-up. Your figures and answers stay in this browser.
How much work are you doing twice?
Your team size is enough. We estimate time spent on repetitive tasks and the capacity you could reclaim by bringing your work together in AgentticCRM.
Estimated team time per week
- Copying data between tools
- Finding conversations and documents
- Preparing invoices from existing information
- Answering progress questions
Scenario assumptions
Per person per week: 30 minutes copying data, 45 finding information, 15 preparing invoices and 30 answering progress questions. We estimate reclaiming 25% of that time. These are illustrative assumptions, not statistics or guaranteed results.
How work changes in AgentticCRM
Copying data between toolsOne client record connects opportunities, projects and documents.Finding conversations and documentsKeep client context and consult your knowledge base.Preparing invoices from existing informationTurn accepted proposals or billable work into invoices.Answering progress questionsShare progress, documents and invoices in the client portal.Explore my opportunities and collections
Find where follow-up is lost between sale and payment
Use figures you already track. This calculator describes your current scenario; it does not assume a future improvement.
Turn the reading into operational control
AgentticCRM gives the team one place to see the client, the sale, the work, and the collection status behind these figures.
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Opportunities without a next step
The pipeline keeps the stage, owner, activity, and next action visible so the team can decide what needs attention.
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Proposals with a visible status
Create proposals from your service catalog, share them with the client, and see which are draft, sent, accepted, rejected, or overdue.
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An accounts-receivable view connected to the work
Create invoices from approved work, record payments, and distinguish paid, outstanding, and overdue amounts without losing the client context.
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One client record from sale through payment
Opportunities, proposals, projects, requests, documents, invoices, and payments remain connected to the same client history.
Your tools, one platform. Lower costs every year.
AgentticCRM brings together clients, projects, proposals, invoices and support. Select the subscriptions you could replace and see how much you could stop paying each month and year.
Which software do you pay for?
USD estimate, excluding taxes and promotions. We use monthly-billing prices when available; references requiring annual billing are marked. Annual savings equal 12 months of this scenario, using a monthly AgentticCRM plan. Assumes the same users in each tool and that you can cancel these subscriptions.
Prices and sources
Compare the features you need before canceling a service. Trademarks do not imply affiliation.
- Pipedrive · Lite — 19 USD per user / month. Monthly-billing price
Clients and sales follow-up
- Zoho CRM · Standard — 20 USD per user / month. Monthly-billing price
Clients and sales follow-up
- Salesforce · Starter Suite — 25 USD per user / month. Monthly-billing price
Clients and sales follow-up
- monday CRM · Basic — 18 USD per user / month. Monthly-billing price
Clients and sales follow-up
- Asana · Starter — 13.49 USD per user / month. Monthly-billing price
Projects, tasks and work tracking
- Trello · Standard — 6 USD per user / month. Monthly-billing price
Projects, tasks and work tracking
- ClickUp · Unlimited — 10 USD per user / month. Monthly-billing price
Projects, tasks and work tracking
- Calendly · Standard — 12 USD per user / month. Monthly-billing price
Scheduling and meeting bookings
- Notion · Plus — 12 USD per user / month. Monthly-billing price
Documents and knowledge organization; not every Notion feature
- Freshdesk · Growth — 23 USD per user / month. Monthly-billing price
Tickets and a portal for customer support
- WeTransfer · Starter — 8 USD per month per account. Monthly-billing price
Temporary tracked file transfers, within plan limits
- Typeform · Basic — 39 USD per month per account. Monthly-billing price
Forms connected to your CRM
- Better Proposals · Premium — 29 USD per user / month. Monthly-billing price
Proposals and client acceptance; not certified e-signatures
- FreshBooks · Lite — 23 USD per month per account. Monthly-billing price
Invoices and payments; not accounting or tax filing
- 1Password · Individual — 4.99 USD per user / month. Monthly-billing price
Personal vault; not shared team vaults
How much work are you doing twice?
Creating proposals, issuing invoices and viewing reports in the CRM avoids copying data between files. That reclaimed time is an additional benefit; we do not turn it into money in this comparison.
Excel and Word
Prepare proposals, invoices and reports using CRM data. This does not replace your entire office suite.
You could save each monthAdditional cost per monthThe same monthly costSelect your software to see your savings.For this combination, ask about a plan tailored to your needs.View this planDiscuss my planUp to {count} usersUnlimited usersYour selection needs a different planYou can now use a lower plan{app} needs the features in {plan}. We updated the comparison to include it.For {count} users, you need {plan}.The plan that covers all selected software is {plan}.Your selection now fits in {plan}, which costs less each month.The plan increases by {amount} per month.The plan decreases by {amount} per month.The monthly difference changes from {before} to {after}: the plan price changed too.Requires {plan}Let’s find a plan for youNo published plan covers this combination of users and software. Ask about a tailored plan.You could save each yearAdditional cost per yearThe same yearly cost{amount} per month{price} × {count} / month{price} per account / month{base} + {extra} × {count} additional users / monthEstimated yearly savingsView comparison
Find your first step with AgentticCRM
Answer six questions about how your team sells, runs its projects, serves clients and gets paid. The result separates functional fit from plan capacity limits.
Start with team size. Your result will show what fits, what needs validation, and what may require another solution.
Start with this workflow
From accepted proposal to invoice: avoid copying the same information again.
Share project progress and documents through the client portal.
Organize opportunities with an owner and a next action.
Create my working planYour figures stay on this device. Calculating and downloading do not send them.
My AgentticCRM scenarioMy inputs and decisionsResults and assumptionsCould not save. You can print your result from the browser.{hours} h / week
The company behind AgentticCRM
More than fifteen years building and running digital platforms
AgentticCRM is a Global Agenttic product. We are a Panamanian company with experience in Panama and other Latin American markets. The same team that builds the platform maintains it and stands behind it.
15+years building digital platforms
PanamáGlobal Agenttic, the company responsible
LATAMexperience across several industries
24/7continuous system monitoring
Take the next decision with your own process
Bring the figures, tools, and limits that matter to your team. We will show where AgentticCRM fits and where another system should remain.
Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.