Clear answers before you choose AgentticCRM

AgentticCRM manages the full client relationship: sales, proposals, projects, invoices, requests, and team knowledge—all in one place.

No. AgentticCRM runs in the cloud and is used from the browser. There is nothing to download or install on your machines.

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.

Manage proposals, invoices, payments, and expenses in AgentticCRM. Keep general accounting, payroll, and card processing in your specialized systems.

Yes, you can export it whenever you want. It is in the product and written into the terms of service.

Talking to the Assistant does not change your data. If it proposes an important action, it waits for your approval. A connected tool can perform only permitted actions, and every change is recorded so you can review or undo it.

The Assistant prepares important changes and waits for a person to confirm them. If you connect ChatGPT, Claude, or another tool, you can let it take certain permitted actions and review them later in the history, or require it to wait for confirmation before changing anything. Only a person can confirm or undo a change.

Each company lives in its own space. The records, the files, the permissions and the agents all stay inside the company they belong to, and each client’s place is tied to one single page.

Each role sees its own: administrators, managers, members and viewers. The dashboards, the reports and even the search filter on that, and the Assistant respects the same limits.

Talking to the Assistant does not change your data. If it proposes an important action, it waits for your approval. A connected tool can perform only permitted actions, and every change is recorded so you can review or undo it.

Only their own: the proposals, invoices, projects, requests and notifications shared with them. The internal notes and the team’s space never appear.

Global Agenttic builds and runs AgentticCRM. They are not two companies: AgentticCRM is one of its products, built by the same team. More in about us.

From Panama, with clients across Latin America and over 15 years building platforms companies bet their business on.

From the demo request form, or directly at globalagenttic.com.