AgentticCRM
Create organization

AI with human control

CRM with AI and human control

The built-in Assistant uses only information you can access, prepares drafts, and leaves important changes for your approval. Connected tools such as ChatGPT or Claude can perform only the actions included in your plan and allowed for that person. Every action is recorded.

Request a demo See security See plans and pricing

Prefer to explore on your own? work out your current costsSee how the Assistant worksuse the CRM evaluation guide

What happens inside the Assistant?

Read and explainPrepare for your review
Find and summarise what you can already seePrepare a new client page or a change to one
Answer questions from your documents and show which ones it usedPrepare an invoice or a proposal for you to decide on
Explain how a project, a request, an invoice or a task is goingPrepare a change to a client, project, or document

What happens before a change is made?

The built-in Assistant gathers the information it needs and leaves the change ready. You review it, adjust it if needed, and decide whether it happens. Optional ChatGPT or Claude connections work separately: they can only do what your organization enables and what the connected person is already allowed to do. Afterwards, the history shows what changed, who requested it, and, when the change allows it, how to undo it.

What information can the Assistant use?

The built-in Assistant can only use information you are already allowed to see. When it answers from your company’s documents, it shows which ones it used so you can check the answer. See how we protect access and information.

Where does the AI fit into the day to day?

From first contact to payment, the Assistant can summarize a client's history, prepare a proposal, organize tasks, draft a reply, or leave an invoice ready. You review and decide. If you connect ChatGPT or Claude, your plan and role define what it can do, and you can turn on supervision and later see what changed and who requested it.

Frequently asked questions

What does it mean to have AI inside the CRM?

It means two separate things. The built-in Assistant can read what you can see, prepare drafts, and leave changes ready for your decision. You can also optionally connect ChatGPT or Claude. Those connections can only perform actions your organization enables and the connected person is already allowed to perform.

Can the AI change things without me approving?

The built-in Assistant prepares important changes for your approval. Connected tools such as ChatGPT or Claude can perform only the actions enabled for your plan and permitted for that person. Every action is recorded; you can require approval and undo supported changes.

What can the Assistant see?

The Assistant can use only information you are allowed to see. When it answers from your documents, it shows which documents it used.

Choose what you want to explore next

Choose what matters most right now: product fit, getting started, pricing, or security and control.

  1. Review security and access controls

    See how AgentticCRM protects your data, controls access, records changes, and handles recovery and deletion.

    Open the trust center

  2. Evaluate whether AgentticCRM fits your business

    Identify where you lose time or information and use a real workflow to see how the platform handles it.

    Use the evaluation guide

  3. Compare plans and features

    Compare current plans, prices, included features, limits, and setup options.

    Review pricing

See AI controls in a live demo

We show you how the built-in Assistant works and how optional ChatGPT or Claude connections are set up separately.

Request a demo See the platform See plans and pricing

Prefer to explore on your own? work out your current costsSee how the Assistant worksuse the CRM evaluation guide