Frequently asked questions about AgentticCRM

It is the system where a services business runs its clients, its work and its billing. In one place you have each client's record, the sales pipeline, proposals, projects with their tasks, support tickets, invoices and payments, and a portal where each client sees what is theirs.

For businesses that do work for their clients: agencies, consultancies, studios, professional firms and support or maintenance companies, among many others. If your day runs on proposals, projects, tickets and invoices, AgentticCRM is built for the way you work.

No. AgentticCRM runs in the browser and we operate the platform: you install no servers or programs, and updates arrive without you doing anything.

No. AgentticCRM runs everything that touches your clients: proposals, invoices, payments, expenses and the income and receivables reports. General accounting and payroll stay in your accounting system, and you hand it the data in CSV whenever it needs it.

You create your organization online, invite your team and start working. If you would rather we show it to you with your own process, request a demo, and if you want us beside you while you set it up, ask for implementation help.

Yes. With Data import and migration you upload your clients, your services and your team from Excel, CSV, Word or PDF, confirm what each column is and review every row before anything is saved. Import the same file twice and it updates instead of duplicating.

Spanish and English. Each person picks theirs from the top bar, and your clients can switch it in their portal too.

Yes. When you create your organization online you choose your plan and use it for 14 days without paying anything, and we do not ask for a card to start.

Your organization switches to read-only: everyone can still sign in, look things up and export their data, but nobody creates or changes anything until you activate your plan. Your data stays exactly as you left it.

How many people on your team can sign in, how many clients and projects you run, the storage, and which functionalities are added, such as the Assistant, tickets or recovery points. There are four plans, Starter, Growth, Business and Scale, paid monthly or yearly in US dollars.

No. Portal accounts do not count as users on your plan: you pay for the people on your team, not for your clients, and the portal comes with all four plans.

Yes. In Settings, the Plan and usage section shows your plan and how much of each limit you have used. When you need to move up, move down or switch to yearly billing, write to us and we make the change for you.

Yes. Cancellation takes effect at the end of the period you already paid for, and until that day your team keeps working as usual. Before you leave you can export everything you want to take with you.

Yes, to the Client portal: a private space where each client sees their proposals, their invoices and balance, their projects' progress, their meetings and their tickets. You decide which clients, and which people at each client, get access.

Accept or decline a proposal, pay an invoice on your organization's payment page, send you the files you ask for in a project, open and answer tickets, and check their meetings in their own time zone.

Yes, on your own payment page. In Settings, Billing defaults, you choose Hosted payment page and paste its address: your client sees Pay now on their invoice and lands on that page with the amount already filled in. When you confirm the payment, their balance is brought up to date.

No. The record's internal notes, internal comments on tasks and tickets, your rates, logged time and everything about your other clients stay on your team's side.

Yes. From the client's record, View as client opens their portal read-only, so you can check what they will see before you invite them.

The Assistant does not: it proposes each change and waits for your approval. A connected ChatGPT or Claude does carry out the work, with the role of the person it represents, and every change it makes is kept in Agent activity, where it is reviewed and undone.

Your provider's. On the plans that include the Assistant you connect your own key from OpenAI, Anthropic, Google Gemini, OpenRouter, DeepSeek, GLM by Z.ai, Kimi by Moonshot or Huawei Cloud MaaS, choose the model, and pay that provider directly for what you use.

Yes, on the plans that include it. Each person connects their ChatGPT or Claude from ChatGPT or Claude itself, and the connection works with that person's role: what they cannot see or do in AgentticCRM, their connection cannot either.

No. Neither the Assistant nor a connected ChatGPT or Claude has access to AgentticVault, and they cannot open or create a confidential send either.

Yes. Every database query filters by organization and every file is stored under your organization's identifier, so no other organization can see your data.

Each person's role decides: Admin, Manager, Member, Viewer or a role you create yourself. The role holds in search, reports and the Assistant too.

Yes, whenever you want. Clients, Projects, Proposals, Invoices, Payments, Expenses and Tickets export to CSV, and each document to PDF, Word, Markdown, HTML or an image.

If it was a connected agent, you undo its change in Agent activity. If the damage is wider and your plan includes Organization recovery, you go back to a verified recovery point, and before anything is restored a failsafe copy of your current state is saved.

Passwords are stored with Argon2id, and each person can turn on two-step verification with an email code, an authenticator app or a passkey.

Global Agenttic, a Panama-based company with operations across Latin America and more than 15 years developing and operating digital platforms. The same team that builds AgentticCRM operates and maintains it.

Through Request a demo, if you want to see AgentticCRM with your own process, or through Implementation help, if you need us beside you to set up your organization, move your information, organize your workflows or train your team. We reply to the email you leave us.