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AgentticCRM

Clients and sales

  • Clients and contacts
  • Sales pipeline
  • Proposals
  • Services and products
  • Forms
  • Data import and migration

Artificial intelligence

  • ChatGPT and Claude
  • Assistant
  • Knowledge base and chat

Daily work and projects

  • Main dashboard
  • Projects
  • Tasks and time
  • Calendar, bookings and video calls

Billing and finance

  • Invoices
  • Payments
  • Expenses
  • Reports

Service and communication

  • Inbox and WhatsApp
  • Support tickets
  • Alerts
  • Client portal
  • Communications and notifications
  • Organization email

Administration and security

  • Organization administration
  • Activity and audit
  • Organization recovery

Documents and files

  • Documents
  • Gallery
  • File transfers
  • Confidential sends
  • AgentticVault

Get to know AgentticCRM

  • How it works
  • AI CRM
See all features →

By type of business

  • Agencies
  • Consultancies
  • Studios
  • Client service teams
  • Service businesses
  • See every industry

By team

  • Leadership
  • Sales and accounts
  • Projects
  • Support and operations
  • Administration
  • See every team

By process

  • From first contact to proposal
  • From accepted proposal to project
  • From finished work to payment
  • From client request to resolution
  • Answers from your own documents
  • See every process
Does AgentticCRM fit your operation?Six questions about how your team sells, runs its projects, supports clients and bills. In one minute you see what AgentticCRM covers and what is better handled by another tool.Answer the six questions →
See all solutions →
Pricing

Choosing a CRM

  • CRM evaluation guide
  • Calculators

Articles and help

  • Blog
  • Help center

Compare AgentticCRM with

  • HubSpot
  • Salesforce
  • Zoho CRM
  • Pipedrive
  • monday CRM
  • See all comparisons

Getting started

  • How to sign up for AgentticCRM
  • Data migration plan
  • Process mapping workshop
  • Implementation help
Run the numbers with your own figuresPut a number on your opportunities, proposals and collections, or add up what you pay today for separate tools.Open the calculators →
See the resource center →

Security

  • How we protect your data
  • Separate data and permissions
  • AI, approvals and change history
  • Backups, recovery and deletion

The company

  • About us
  • Changelog
  • Roadmap
  • Privacy
  • Terms of Service
Does your technical team have questions?In a demo we walk you through how data is kept separate, who can see what and what gets recorded for every change.Request a demo →
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Legal

Cookie policy

What we store in your browser and how you control it.

Last updated: August 28, 2026

What cookies are

Cookies are small files a site stores in your browser. Together with similar things, like local storage, they are used to remember what you chose and to measure how the site is used.

What we use on this site

We store the bare minimum in your browser to remember your language and your preferences. Google Analytics stays off until you allow optional analytics. And when you submit the demo form, Cloudflare may use what it needs to check that you are a person.

NameProviderPurposeDuration
_gaGoogle AnalyticsMeasures use of the site, only if you allowed analytics.2 years
_ga_EMQY90BH9GGoogle AnalyticsMeasures use of the site, only if you allowed analytics.2 years
Cloudflare / Turnstile cookiesCloudflareForm security and a check that you are not a bot.Session / per provider
agc-langThis site (local storage)Remembers whether you prefer the site in Spanish or English.Until you clear your browser
agenttic_teaser_seen_…AgentticAI chatRemembers that the chat already greeted you, so it does not greet you again.Until you close the tab

The chat with the Assistant

The chat does not load until you allow optional statistics. If you choose to use only what is necessary, the button never appears and nothing is requested from it.

Once it loads, the conversation happens inside a window served by AgentticAI, our assistant service, and that window keeps what it needs to hold the thread of your conversation. What this site keeps is one line: that you already saw the greeting, so it is not repeated at you.

How to manage them

In the site footer you will find “Manage analytics preferences”: that is where you decide whether they load from now on. You can also delete or block cookies from your browser. One thing to keep in mind: changing the preference here does not by itself delete cookies your browser has already stored.

Changes

If we change the technologies we use, we update this page. See also our privacy policy.

AgentticCRM

Manage clients, projects, support, and billing in one place. Access AgentticCRM from your browser; we handle updates and maintenance.

Contact

Global Agenttic (Negocios Virtuales, S.A.) Panama City, Panama. Ave. de la Paz, Betania. PH Villa Cáceres Plaza, ground floor. +507 310-9722 Support: soporte@globalagenttic.com

Features

All features Clients and contacts Sales pipeline Projects Invoices Assistant How it works Solutions Pricing

Company

Security About us Help center Changelog Roadmap

Get started

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CRM guides by industry

Agencies and studios

CRM for digital marketing agencies CRM for creative and branding agencies CRM for web and software agencies CRM for graphic design studios CRM for public relations agencies

Advisory and professional firms

CRM for business consulting firms CRM for technology consulting firms CRM for architecture firms CRM for engineering firms CRM for environmental consulting firms

Technology and service operations

CRM for MSP and IT support companies CRM for website maintenance companies CRM for installation and maintenance companies CRM for service logistics companies CRM for internal B2B service teams

Administration and regulated work

CRM for legal firms CRM for accounting firms CRM for property management companies CRM for permit and filing services CRM for administrative outsourcing companies

People and experiences

CRM for audiovisual production companies CRM for recruitment companies CRM for corporate training providers CRM for corporate event companies CRM for corporate travel agencies

Facilities, health, and education

CRM for private security companies CRM for cleaning and facility-service companies CRM for clinics with corporate services CRM for laboratories with corporate accounts CRM for private education centers
© 2026 AgentticCRM
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Made for teams who work with clients every day

Your choice

Optional statistics and chat

Optional statistics stay off until you say yes. Accepting also turns on the chat: you can ask our AI Assistant anything about the CRM. We keep your answer for 180 days and you can change it whenever you like. Read the cookie policy