AgentticCRM
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How AgentticCRM works

Explore the main screens and see, step by step, how to manage clients, prepare proposals, organize projects and get paid. Choose an option to see what you can do and how to do it.

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How your team uses it every morning

The main dashboard is the first screen you see when you open AgentticCRM. It shows what is due, what is pending and how your sales, collections and support are doing, so you know where to start the day without opening ten lists.

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Main dashboardSample screen with fictitious data.
  1. Check what needs attention

    Start with overdue invoices, urgent tickets and tasks without an owner. Each item opens its record so you can deal with it right there.

  2. See what changed this week

    Compare this week with the last one and look at what is going up or down: more proposals, fewer payments, more tickets.

  3. Pick the period you want to review

    The current month, the current year or a date range. Your choice is saved and also applies to the sales pipeline, Proposals, Invoices and Reports.

Clients and contacts

Capture the request with the information needed to act

Clients and contacts is where AgentticCRM starts: every company or person you work with gets one record holding their details, their people, their history and their money. Open it before a meeting and you arrive knowing what was agreed, what was done and what is owed.

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Clients and contactsSample screen with fictitious data.
  1. Notes and reminders

    Leave dated notes with your name on them and schedule a follow-up reminder. When the date arrives, you get the notice.

  2. Files on the record

    Upload contracts, minutes and anything else the relationship needs, and download them from the same screen.

  3. View as client

    Before you invite anyone, open the portal exactly as your client will see it. It is read-only, so looking changes nothing.

  4. Invite to the portal

    Give access to the contacts who need it, see who has it and take it away when the relationship changes.

  5. Active and archived are two different things

    Deactivating closes the portal and keeps the client on your list. Archiving files them away with their whole history, frees up room on your plan and can be undone.

Main dashboardSales pipeline

How a deal moves to its close

The sales pipeline puts every live deal on one board: which stage it is in, who owns it, what you expect to invoice and what the next step is. A deal can start with a phone call, a form or an email, and it does not need a client record yet.

View feature
Sales pipelineSample screen with fictitious data.
  1. The inquiry arrives

    It lands in the Intake stage with the details of whoever asked and the channel it came through.

  2. You qualify it

    You give it an owner, an expected value and a close date, then move it to the right stage.

  3. The proposal goes out

    You create it from the deal, and when you send it the card moves on its own to the stage you marked as the proposal stage.

  4. Your client decides

    If they accept, the deal moves to Won. If they say no, you close it with its reason, and that reason stays for the year's analysis.

  5. The work starts

    The accepted proposal turns into an invoice and you open the project for what you sold.

Clients and contactsProposals

Create the proposal with your saved services and prices.

Proposals is where you build the offer that decides the deal: pick services from your catalog, set quantities and prices, add images and terms, and send it as a PDF with your organization's branding. Your client reads it, accepts or rejects it, and you turn it into an invoice without retyping a line.

View feature
ProposalsSample screen with fictitious data.
  1. Pick the client and who it is addressed to

    The details come from the client record. If it is going to a different person, a subsidiary or the purchasing department, you change the recipient on the document without touching that record.

  2. Build the line items

    Select services from your catalog or write line items with quantity, unit and price. Each line supports multiple taxes, including compound taxes from the catalog. Totals calculate automatically.

  3. Check the PDF

    You see the document exactly as your client will get it, with your logo, your tax details and each service's photo.

  4. Send it

    By email from your organization's address, or with a link you hand over through whatever channel your client actually uses.

  5. Get the answer

    Your client accepts or rejects it in their portal and you see it right away. What was accepted becomes an invoice with the very same line items.

Sales pipelineProjects

The work starts from what was agreed

Projects helps you follow through on what you sold. Break each project into phases and tasks, assign owners and dates, track time and share with your client the progress you choose to show.

View feature
ProjectsSample screen with fictitious data.
  1. Create the project

    Choose the client, the lead, the team and the dates. Add a budget and an hourly rate if you want.

  2. Set up phases and tasks

    Do it by hand or from a document, and assign each task to its owner.

  3. Work and track time

    The team updates statuses, comments and logs hours on each task.

  4. Share progress

    Your client checks what you marked as visible in their portal.

  5. Invoice the work

    Create the invoice from the project with the billable tasks, their time and their rate.

ProposalsInvoices

From agreement to payment

Invoices gives you everything you need to get paid: create the invoice from what you already agreed or did, send it to your client and follow its balance until it is paid, without retyping the same details.

View feature
InvoicesSample screen with fictitious data.
  1. Prepare the draft

    Start from an accepted proposal, from a project or from scratch. Add line items, taxes, discounts and notes.

  2. Review and issue

    Check the PDF with your tax details and your client's. When you issue it, the invoice gets the next number in your own numbering.

  3. Send it to your client

    By email, from your organization's address, or with a secure link your client opens without creating an account.

  4. Follow up on payment

    Record partial or full payments and send reminders for overdue invoices. The balance updates with every transaction.

ProjectsClient portal

From proposal to payment without leaving the portal

The client portal is the private space where each client signs in with their email and password to see what you shared with them: their proposals, their invoices and balance, how their projects are going, their appointments and their tickets. You open it client by client, when you want to.

View feature
Client portalSample screen with fictitious data.
  1. The proposal arrives

    They get the notice, open it in their portal and accept or reject it in one click.

  2. They watch the project start

    The project shows up with its phases and its progress, and with the tasks you need from their side.

  3. They send you what you ask for

    They upload the missing material straight into the project and your team gets the notice.

  4. They pay the invoice

    The invoice appears with its balance and its pay button; once you confirm the money arrived, their statement is up to date.

InvoicesMain dashboard

Frequently asked questions

Can I save a person who does not belong to any client yet?

Yes. It is called a prospect contact: you save their name, email and phone, and link a client once the relationship takes shape. In the meantime they appear under Contacts and you work with them just the same.

Does the proposal go out from my own email?

Yes, if you connect your organization email. It goes out with your sender address and your branding, and your client replies to the address they already know.

Can I record partial payments?

Yes. Each payment is applied to the invoice and its status changes to partially paid or paid depending on the balance. From Payments, a single payment can also be split across several invoices.

Do I have to open it for all my clients?

No. You switch it on client by client and person by person. A client without access still gets their proposals and invoices by email.

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Find where follow-up or cash gets stuck

Use figures from your current operation to review opportunities, proposals, won deals, invoicing, and collection without assuming an improvement.

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Where does your team lose the most time?

Bring one real workflow to the demo and we’ll follow it from start to finish.

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