The AgentticCRM Assistant
- Has its own screen inside the application
- Looks things up freely; to change anything, it proposes first
- Each person uses it with their own role
- Runs on your organization's own AI account
An AI CRM that works within your permissions
AgentticCRM includes an Assistant you ask the way you would ask a colleague: find a figure, prepare a proposal, match what was invoiced against what was paid. It shows you every change before making it and sees nothing you cannot see. If your team already uses ChatGPT or Claude, you can connect them to your CRM too.
- Finds, summarizes and matches what you can already see
- Proposes every change, and you approve it
- Connects ChatGPT or Claude with your own role
AgentticCRM's Assistant screen with fictitious data: on the left the conversation, with a question about a client's unpaid invoices and the answer with the amount, the dates and the records it came from; below it the box to write in. A task for Friday is requested and the Assistant presents it as a card with the step it would take, the client and the assigned person, and the Approve and Reject buttons. The person opens Edit, changes the priority, approves, and the card turns to Done with the link to the new task. On the right, the list of the person's own conversations with the pinned ones, today's and this week's.
What the AI does inside your CRM
You write to it in plain language and it works on your clients, your projects and your invoices, not on textbook answers.
-
Finds the figure you are looking for
Which of a client's invoices are still unpaid, which tickets are due this week, which meetings you have on Thursday. It answers with the figure and a link to the record.
-
Gets the work ready
A project with its phases and tasks, a meeting, a ticket or a new client record. You review it and confirm.
-
Moves a sale forward
It opens the opportunity, moves it to the next stage, drafts the proposal and, once the client accepts it, turns it into an invoice.
-
Matches figures that live in two places
What was invoiced against what was paid, each client's open balance and the projects that carry an overdue invoice.
-
Writes the first draft
The email to the client or the reply to a ticket. It stays a draft: sending it is still your call.
-
Answers from your own documents
When the question is how something is done at your company, it searches your organization's knowledge base and links the document the answer came from.
How a change gets made with the Assistant
Searching and reading need no approval. To change something, it always follows these four steps.
-
You ask in your own words
"Create the invoice for the proposal they accepted yesterday and schedule the kickoff meeting." You do not need to know which screen each thing is on.
-
It shows you the plan on a card
What it will do, with which data and what it leaves out. Nothing has changed yet.
-
You adjust it and approve it
You fix a field, drop a step or reject it. When you approve, it checks your permissions again against what you changed, and a proposal nobody attends to expires on its own.
-
It is on record
Who asked for it, who approved it and what changed. You see it in Agent activity and on the client, invoice or ticket it touched.
The AgentticCRM Assistant and your ChatGPT or Claude
They are two ways to use AI with your CRM. You can use one, the other or both.
Your ChatGPT or Claude
- You connect it from ChatGPT or Claude by pasting an address
- Acts on your behalf, with your own role
- Carries out the work, and every change lands in Agent activity to review or undo
- Anything that cannot be undone waits for someone on your team to approve it
A connection brings no permissions of its own: what counts is the role of the person it represents. Without an identified person behind it there is no call, not even to read.
The AI in your CRM sees no more than you do
Before every action, the Assistant reads your role and permissions again. If your role changes today, what it can do for you changes today. The same goes for a connected ChatGPT or Claude: they work with the role of the person they represent.
Each conversation with the Assistant belongs to whoever opened it; nobody else on your team reads it. What is shared is the record of what actually changed, because that is where you see who did what.
You choose the AI provider
The Assistant runs on the account of the AI provider your organization chooses. There is no model hidden inside the subscription: you see the usage, you pay that provider directly and you can switch whenever you like.
The key you store in AgentticCRM is encrypted and only your organization uses it.
Questions about an AI CRM
What is an AI CRM?
It is a CRM you ask in plain language instead of searching screen by screen. In AgentticCRM that means an Assistant that looks up your data, prepares changes for you to approve and answers from your organization's documents.
Can the AI change data without my approval?
The AgentticCRM Assistant cannot: every change reaches you as a proposal and nothing happens until you approve it. A connected ChatGPT or Claude does carry out the work, with the role of the person it represents, and every change lands in Agent activity to review or undo. Anything that cannot be reversed waits for approval.
Do I pay for the AI separately?
Yes. You connect the account of the provider you already use or want to try, and you pay that provider directly for usage. That way you always know what you spend and with whom.
Can I connect ChatGPT or Claude to my CRM?
Yes. From ChatGPT or Claude you add AgentticCRM as a connection, confirm once, and from then on it works on your behalf, with your role. You disconnect it whenever you like from My agents, in your profile.
What if the AI gets something wrong?
With the Assistant you see it first: the proposal shows every value and you fix it or reject it. With ChatGPT or Claude you see it afterwards: in Agent activity you put that change, or every change from the same request, back the way it was, without overwriting what someone on your team changed later.
Can my team see what I ask the Assistant?
No. Each conversation belongs to whoever opened it. What the team can see is the record of the changes that were actually made.
More about AI in AgentticCRM
- AssistantThe Assistant's screen, what you can ask it and how your ChatGPT or Claude connects.
- Knowledge base and chatYour organization's manuals and procedures, with a chat that answers and links the source.
- Activity and auditWho did what, when and on which record, including the Assistant's actions.
- AI, approvals and change historyHow each change is approved, recorded and undone, explained for your technical team.
- ChatGPT and Claude in your CRMEverything your ChatGPT or Claude can do, now with your clients, projects and invoices.
Try it with the questions your team asks every week
In a demo we ask the Assistant what you ask your team today, and we review together how each change is approved, where it is recorded and how it is undone.
Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.
Create your organization online and try it for 14 days, no card required.