How it works · Client to cash
The work is not slow — the handoffs are. This is how AgentticCRM carries one client story from the first conversation to the recorded payment.
A form or the sales team creates the client record: contacts, notes, files, and reminders in one shared place. No one asks “where is this client's email?” again.
Estudio Norte
Client · created today
Reusable services from the price book become a proposal with line items, totals, and dates. The client receives it in their portal with a direct path to decide.
Proposal — Website redesign
SentThe project is born connected to the client and scope: tasks with owners, dates, logged time, and tickets on the same thread. No one rebuilds context in another tool.
Project — Website redesign
In progressIn progress
T-1058
Template design · 3/8
Completed
T-1056
Content architecture
6 open · 1 done 1 open ticket
Line items come from the proposal and logged time. Payment and expenses stay on the same commercial record, visible in the reports each role may see.
Invoice #1042
PaidInvoicing report · finance view
The dashboard, reminders, portal, and Assistant prepare the next action: a renewal, a pending ticket, or a new proposal on the same context. Project knowledge stays available for the next one.
The real proposal pipeline: each column is a state, each card carries its client and amount.
Animated recreation of the AgentticCRM proposal pipeline: proposal, sent, accepted, and pipeline indicators, and a board by state where a sent proposal gets accepted and a new one lands as a draft.
1
Travels intact from sale to delivery, invoice, and support.
0
Each step inherits the last: proposal, project, invoice, report.
On every consequential action, including those the Assistant prepares.
Bring it to the demo and we will walk it through AgentticCRM, end to end.